W logo

Universal Banker I

Waterstone Financial, Inc.Pewaukee, WI

$20+ / hour


Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$20+/hour
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

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

Job Description for Universal Banker position:

Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.

Duties and responsibilities for Universal Banker position:

  • 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 proactive 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.
  • Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws
  • Perform other duties as assigned.

Qualifications for Universal Banker position:

Experience

  • 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

Education

  • Required: High School Diploma or general education degree (GED)
  • Preferred: Associate's Degree business or related field

Certifications, Licenses, Registration

Required Banker Certification within 6 months of hire/promotion date

Benefits for Universal Banker position:

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

Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

pay-wall

FAQs About Universal Banker I Jobs at Waterstone Financial, Inc.

What is the work location for this position at Waterstone Financial, Inc.?
This job at Waterstone Financial, Inc. is located in Pewaukee, WI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Waterstone Financial, Inc.?
Candidates can expect a pay range of $19.5 (per hour).
What employment applies to this position at Waterstone Financial, Inc.?
Waterstone Financial, Inc. lists this role as a Full-time position.
What experience level is required for this role at Waterstone Financial, Inc.?
Waterstone Financial, Inc. is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Waterstone Financial, Inc. for this role?
Waterstone Financial, Inc. offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Waterstone Financial, Inc.?
You can apply for this role at Waterstone Financial, Inc. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.