Universal Banker I - $1,000 Sign-on Bonus
Company: Waterstone Financial, Inc.
Posted on: November 26, 2022
$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
- 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
Required: High School Diploma or general education degree (GED)
Preferred: Associate's Degree business or related field
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
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
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
OTHER: Digital technology aptitude and ability to operate office
Certifications, Licenses, Registration
Required Banker Certification within 6 months of hire/promotion
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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