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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, Oak Creek Jul 27, 2026
Description Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience. The purpose of the 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. What you will do in the 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. What you bring to WaterStone Bank...