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