Universal Banker I

About This Role

This Universal Banker I position combines Platform and Teller responsibilities, focusing on providing outstanding customer service and offering appropriate products and services to customers.

Responsibilities

• Efficiently process customer transactions with a high level of integrity, accuracy, and knowledge
• Identify, expand, and deepen customer relationships by profiling customers to recommend appropriate products and services
• 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
• Maintain knowledge of WSB's core processing system, products, services, policies, and regulatory requirements

Requirements

• 1-2 years of sales experience
• 2-4 years customer service experience
• High School Diploma or general education degree (GED)
• Banker Certification within 6 months of hire/promotion date

Qualifications

• High School Diploma or general education degree (GED)
• 1-2 years of sales experience and 2-4 years of customer service experience; 2-4 years of sales and customer service experience in branch banking preferred

Nice to Have

• 2-4 years of sales and customer service experience in branch banking
• Associate's Degree in business or related field

Benefits

Certifications