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Universal Banker I - $1,000 Sign-on Bonus

Company: Waterstone Financial, Inc.
Location: Pewaukee
Posted on: November 26, 2022

Job Description:

$1,000 Bonus will be paid after 6 months of employment & meeting the expectations of the position.

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


    Required: 6 months of sales and/or customer service experience

    Preferred: 1 year of sales and customer service experience in a sales and goals based environment, with a strong emphasis on customer service


    Required: High School Diploma or general education degree (GED)

    Preferred: Associate's Degree business or related field

    Working conditions


    Physical requirements

    Physical Demands: The physical demands described here represent those that must be met by an employee to successfully perform the essential job roles. Reasonable accommodations may be made enabling individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is occasionally required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is frequently required to walk; stand; and stoop, kneel or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

    Additional Physical Demands:

    Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made enabling individuals with disabilities to perform the essential functions.

    The work environment is a professional office environment where a conservative business dress code is in effect. The noise level in the work environment is usually moderate.

    Additional work environment characteristics:


    LANGUAGE SKILLS: Good grammar and diction. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

    MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

    CUSTOMER SERVICE SKILLS: Ability to meet the (internal) "customer service excellence" core competency which includes maintaining a good attitude, taking ownership of meeting customer needs, going the "extra mile" for customers, demonstrating a commitment to sharpening skills through education and training, using positive communication, and looking for opportunities to respect customers' time and scheduled.

    REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

    OTHER: Digital technology aptitude and ability to operate office equipment

    Certifications, Licenses, Registration

    Required Banker Certification within 6 months of hire/promotion date

    Direct reports

    Direct and/or Indirect Reports - 0

Keywords: Waterstone Financial, Inc., Milwaukee , Universal Banker I - $1,000 Sign-on Bonus, Other , Pewaukee, Wisconsin

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