This position is responsible for accurately processing deposit account transactions and maintaining customer relationships by providing superior customer service and referring bank products and services.
Duties and responsibilities
Accurately and appropriately process monetary transactions on all accounts.
Maintain knowledge of WSB's core processing system, WSB products and service, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Cross sell bank products and services as well as meet referral goals and objectives.
Build and strengthen customer relationships by providing an unparalleled banking experience as set forth in WSB's Mission.
Keep abreast industry trends, standards, and external factors that may affect the bank.
Recommend reasonable changes to policies, procedures, and products.
Other duties as assigned
Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance.
Physical Demands: The physical demands described here represent those that must be met by an employee to successfully perform the essential job roles. Reasonable accommodations may be made enabling individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is frequently required to walk; stand; and stoop, kneel or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.
Additional Physical Demands:
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made enabling individuals with disabilities to perform the essential functions.
The work environment is a professional office environment where a conservative business dress code is in effect. The noise level in the work environment is usually moderate.
Additional work environment characteristics:
LANGUAGE SKILLS: Good grammar and diction. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
CUSTOMER SERVICE SKILLS: Ability to meet the (internal) "customer service excellence" core competency which includes maintaining a good attitude, taking ownership of meeting customer needs, going the "extra mile" for customers, demonstrating a commitment to sharpening skills through education and training, using positive communication, and looking for opportunities to respect customers' time and scheduled.
REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certifications, Licenses, Registration
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Waterstone Financial, Inc.