Jobs · Finance · Wisconsin

Universal Banker I Includes Incentive

WaterStone Bank · Pewaukee, WI · 1 wk ago
FinanceFull-time

JOB REQUIREMENTS

Description Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience.

  • Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
  • Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs.
  • Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs.
  • Accurately open, maintain and close deposit accounts and services.
  • Answer customer questions and resolve related account issues, including phone and in-person.
  • Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
  • Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.
  • Maintain knowledge of WSB’s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
  • Keep abreast of industry trends, standards and external factors that may affect the bank.
  • Operate in full compliance with internal policies/procedures, as well as applicable regulations/laws.

Qualifications

  • Experience Required: 1 - 2 years of sales experience
  • Experience Required: 2-4 years customer service experience
  • Preferred: 2-4 years of sales and customer service experience in branch banking
  • Education Required: High School Diploma or general education degree (GED)
  • PREFERRED: Associate's Degree in business or related field
  • Certifications, Licenses, Registration Required: Banker Certification within 6 months of hire/promotion date

Benefits

  • Outstanding Medical, Dental, and Vision Insurance
  • 401(k) matching
  • Employee Stock Ownership Plan
  • Paid Time off
  • Paid Holidays
  • Flexible Spending Account
  • Pet Insurance

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