Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Universal Banker I

$19.5 per hour

WaterStone Bank

Universal Banker Position

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Universal Banker I in Pewaukee, WI vacancy
  •  ...kind of person who enjoys variety, connection, and making someone's day easier, this might be your next great move. As a Universal Banker Floater , you'll bring your energy and customer-first mindset to different branches, building relationships, offering helpful... 
    Suggested

    Bank Five Nine

    Oconomowoc, WI
    2 days ago
  •  ...the world? Ish…that seems like A LOT of work. What if you could take that enthusiasm and apply it on a smaller scale?  As a Universal Banker , your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice... 
    Suggested

    Bank Five Nine

    Oconomowoc, WI
    25 days ago
  • $50k

    *** THIS POSITION IS ELIGIBILE FOR A $1,000 SIGN-ON BONUS *** SUMMARY: Responsible for opening, maintaining and closing various types of Bank accounts in an efficient and professional manner, as well as generating referrals (for new business opportunities), processing ...
    Suggested
    Immediate start
    Relocation package

    Farmers National Bank

    Brookfield, WI
    4 days ago
  •  ...treat our customers like friends and family - and we do the same for our team. We currently have an opening for a Full-Time Universal Banker - FLOATER to join our team. This position will be based out of Richfield, WI but will FLOAT to our other locations of... 
    Suggested
    Full time
    Immediate start
    Monday to Friday
    Weekday work

    Forte Bank

    Hubertus, WI
    9 days ago
  •  ...Horicon Bank in New Berlin, Wisconsin is actively seeking a productive full-time Universal Teller . Are you passionate about providing financial services to our community? Do you want to work for a successful company that is continuously growing? If yes, please continue... 
    Suggested
    Full time
    Local area
    Monday to Friday
    Flexible hours
    Night shift

    Horicon Bank

    New Berlin, WI
    4 days ago
  • $103.95k - $127.05k

     ...career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in... 
    Full time
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Sussex, WI
    3 days ago
  • $41.71k - $65k

    Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch ...
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Waukesha, WI
    4 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Waukesha, WI at the Waukesha Branch.PNC is an in-office company that... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Waukesha, WI
    1 day ago
  •  ...Personal Banker PositionAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where... 
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    Waukesha, WI
    5 days ago
  • $65k

     ...Personal Banker – To $65K – Waukesha, WI – Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our unique value proposition centers around providing top banking and accounting talent, with many of our recruiters... 
    Work at office

    The Symicor Group

    Waukesha, WI
    3 days ago
  • JPMorgan Chase in Wisconsin seeks a Relationship Banker to acquire, manage, and retain client relationships using up-to-date banking solutions and technology. You will provide attentive service, educate clients on digital tools, and collaborate with specialists to meet... 
    Weekend work
    Afternoon shift

    JPMorgan Chase

    Pewaukee, WI
    3 days ago
  • $17 - $28.96 per hour

     ...development are encouraged and supported, then Associated Bank may be the right place for you. Role Summary Join Associated Bank as a Banker, where you’ll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In... 
    Hourly pay

    3M HEALTHCARE

    Menomonee Falls, WI
    1 day ago
  • U.S. Bank in Wisconsin seeks a Relationship Banker to help customers build strong banking relationships, assess their needs and provide tailored financial solutions. You will meet clients face-to-face, open and close accounts, originate consumer loans and educate customers... 

    U.S. Bank

    Waukesha, WI
    4 days ago
  • Landmark Credit Union Job OpportunityAt Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, ...
    Work experience placement
    Monday to Thursday
    Shift work
    Weekday work

    Landmark Credit Union

    Hartland, WI
    2 days ago
  • $18 per hour

     ...knowledge.Support the sales process by identifying customer needs, promoting current promotional offers and referring customer to Bankers and other lines of business (i.e. WIS and WMC) for further assistance with bank products and services.Maintain knowledge of WSB's core... 
    Full time

    WaterStone Bank

    Waukesha, WI
    2 days ago
  •  ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties.... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Menomonee Falls, WI
    4 days ago
  • Teller Position at Citizens Bank At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Teller to join our Waukesha Branch team. Hours...
    Full time
    Work at office
    Monday to Friday

    Citizens Bank - WI

    Waukesha, WI
    2 days ago
  • $16.06 - $19.27 per hour

    Description Employment Type: Full-Time, On-site Entry Salary Range: $16.06-$19.27 per hour with an incentive opportunity based on individual performance. Comprehensive Benefits Package We're committed to supporting your well‑being and work‑life balance through a robust...
    Hourly pay
    Full time

    Advia Credit Union

    Pewaukee, WI
    4 days ago
  • Teller Position at Citizens BankAt Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Teller to join our Waukesha Branch team.Hours/Schedule...
    Full time
    Work at office
    Monday to Friday

    Citizens Bank - WI

    Waukesha, WI
    8 hours ago
  •  ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    New Berlin, WI
    1 day ago
  • $125k

     ...Business Banker – To $125K – Brookfield, WI – Job # 3279 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking... 

    Symicor Group

    Brookfield, WI
    more than 2 months ago
  •  ...lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-... 
    Part time

    JPMorgan Chase & Co.

    Hartland, WI
    4 days ago
  • Job Description Job Description Part-Time Tellers – Waukesha County Join Waukesha State Bank and be part of a team that values exceptional service, community connections, and career growth. WSB is hiring Part-Time Tellers to support multiple locations across ...
    Part time

    Waukesha State Bank

    Waukesha, WI
    3 days ago
  •  ...goals bring you joy? If you've answered yes, keep reading! We have a fantastic opportunity for you to join our team as a Relationship Banker. The Relationship Banker is responsible for providing a distinctive customer experience while performing sales and service... 

    Bank Five Nine (Community Bank)

    Oconomowoc, WI
    2 days ago
  • $17 - $28.96 per hour

     ...hiring process. Associated Bank conducts a thorough background check on all new hires. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    New Berlin, WI
    4 days ago
  • $23.5 - $29.5 per hour

    WHAT YOU’LL DO: Welcome members into the branch and provide professional expertise in the service and sales of deposit products, loan products, and convenient services through effective rapport building skills, proficient knowledge, and the promotion of the credit union...
    Hourly pay
    16 hours
    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start
    Monday to Friday

    Minnesota League of Credit Unions

    New Berlin, WI
    4 days ago
  • North Shore Bank is seeking a Branch Supervisor to coordinate the fixed activities of the branch, supervise tellers, and support sales efforts. The role supports and demonstrates customer service standards while acting in a supervisory capacity when the Branch Manager ...

    North Shore Bank partnership

    Pewaukee, WI
    2 days ago
  • A leading financial services company seeks a Relationship Banker in New Berlin, WI. This role requires at least 1 year of sales experience in retail banking, excellent communication skills, and a passion for creating memorable client experiences. You'll manage client relationships... 
    Full time

    JPMorganChase

    New Berlin, WI
    3 days ago
  •  ...Tippecanoe Road. Canfield, Ohio. 44406. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview This position is expected to develop proficiency of... 
    Work at office
    Night shift

    F.N.B. Corporation

    Brookfield, WI
    4 days ago
  • $65k

    Personal Banker – To $65K – Waukesha, WI – Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting... 
    Work at office

    Symicor Group

    Waukesha, WI
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker I. Be the first to apply!