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WB
WaterStone Bank
Universal Banker I
Career Insights for Personal Banker
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Scorecard
Based on Wisconsin data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$71,942 / year median in Wisconsin
-8% projected decline
Job Description
Universal Banker I WaterStone Bank vision insurance, flexible benefit account, paid time off, paid holidays, 401(k) United States, Wisconsin, Germantown W188n9820 Appleton Ave (Show on map) Jul 29, 2026
Description Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience. What is the purpose of the Universal Banker position... Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I 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 I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. What you will do in the position... Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.
Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.
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 including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.
Engage in proactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.
Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Focus on the skills and attributes in order to complete the Banker Certification process
Perform other duties as assigned. What you bring to WaterStone Bank..