Universal Banker I Includes Incentive

Job Requirements

• Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
• Operate in full compliance with internal policies/procedures, as well as applicable regulations/laws.
• Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services.
• Accurately open, maintain, and close deposit accounts and services.
• 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 including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
• Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customers as appropriate and on referrals received.
• Answer customer questions and resolve related account issues, including phone and in-person.
• Maintain knowledge of WSB’s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
• Focus on the skills and attributes in order to complete the Banker Certification process.

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 18 months of hire/promotion date