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50 Banking Finance Jobs in United States

WaterStone Bank
Universal Banker I

Location Fox Point, Wisconsin

Full Time
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Broadmead Medical Services Inc
Business Banker or Senior

Location Colorado Springs, Colorado

Full Time, Contractor
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Arrow Search Partners
Treasury Analyst

Location Boston, Massachusetts

 
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Location Los Angeles, California

Full Time
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Location Lawrenceville, Georgia

Full Time
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Clientsolv Technologies
Fraud Investigator

Location Nashville, Tennessee

Full Time, Contractor
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Bank of Hope
Universal Banker

Location Houston, Texas

Full Time
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Israel Discount Bank Of New York
Treasury Solutions Business Analyst

Location New York, New York

Full Time
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The Morrow Group
Sr. Treasury Analyst

Location Houston, Texas

 
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Location Edmonds, Washington

Full Time
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Location Dothan, Alabama

Full Time
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Rhinebeck Bank
Universal Banker

Location Red Hook, New York

 
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Arrow Search Partners
Treasury Manager

Location Stamford, Connecticut

 
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Location Panama City, Florida

Full Time
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Broadmead Medical Services Inc
Treasury Manager

Location Denver, Colorado

Full Time
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Location Hopewell Junction, New York

Part Time
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Location Pewaukee, Wisconsin

Full Time
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Broadmead Medical Services Inc
Associate Analyst, Treasury

Location Los Angeles, California

Full Time
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Arrow Search Partners
Treasury Manager

Location Los Angeles, California

 
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Citizens National Bank
Portfolio Manager

Location Meridian, Mississippi

Full Time
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Bank of Hope
Universal Banker

Location Northridge, California

Full Time
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Location Warroad, Minnesota

Full Time
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Location Valdosta, Georgia

Full Time
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WaterStone Bank
WaterStone Bank

Universal Banker I

location Fox Point, Wisconsin

Job Type Full Time

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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 for Universal Banker position:

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!

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.