Universal Banker I

Universal Banker I

02 Dec 2024
Wisconsin, Milwaukee, 53201 Milwaukee USA

Universal Banker I

Vacancy expired!

JOB REQUIREMENTS: Description 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 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.

Qualifications for Universal Banker position: Experience 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 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 And

so much more! EOE-Minorities/Females/Vets/Disabled Affirmative Action



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