Jobs · Finance · Wisconsin

Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

WaterStone Bank · Pewaukee, WI · 13 mo ago
Finance$19.5/hrFull-time

Duties And Responsibilities

  • 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.
  • Perform other duties as assigned.

Experience Qualifications

  • Required: 1 - 2 years of sales experience
  • Required: 2-4 years customer service experience
  • PREFERRED: 2-4 years of sales and customer service experience in branch banking

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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