Waterstone Financial, Inc. Brookfield , WI 53005

Posted 2 weeks ago

Job purpose

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




  • 6 months of cash handling and/or customer service experience.


  • 2-4 years cash handling and/or customer service experience



  • High School diploma or general education degree (GED)
  • Additional education and/or experience: Co-op participation; and previous cash handling and/or retail experience

Working conditions

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 requirements

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


Direct reports

Direct Reports 0

Indirect Reports 0

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Teller F/T (Brookfield)

Tri City National Bank

Posted 6 days ago

VIEW JOBS 11/11/2019 12:00:00 AM 2020-02-09T00:00 <p><strong>Invest In You!</strong> Tri City National Bank is your hometown bank. We believe in putting customers first, building relationships, and fostering a sense of community. We work in a team environment with opportunities for hard workers to grow personally and professionally. We enjoy celebrating success and great benefits along the way. Most importantly, we believe superior customer service paired with the right banking solutions help our customers and businesses fulfill their financial dreams, and our communities grow. Our ideal candidate believes in our mission, values continuous learning, and is comfortable adapting to change. If this resonates with you, apply today and come join our team. <strong>#investinyou</strong></p><p><br></p><h3>Do you have experience with cash handling and check cashing in a money center? </h3><p>If so, we'd like to hear from you! We are currently seeking open-minded individuals to become part of our dynamic and enthusiastic team! <strong>Submit your resume today!</strong></p><h3><br></h3><h3>This Full-Time position is located on W. Capitol Drive in Brookfield</h3><p>The hours for this position are Monday-Friday 7:30/8:30am-6pm, and Saturdays 7:30/8:30am-12pm.</p><p><br></p><h3>*EQUAL OPPORTUNITY EMPLOYER*<br> </h3><h3><strong>Reasonable Accommodation</strong></h3><p>If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or</p><h3><br></h3><h3>Universal Teller</h3><p>Performs a variety of teller and customer service transactions. Promotes and sells Tri City deposit services; processes customer transactions; and performs account maintenance. Advises customers on product decisions and resolves customer issues. </p><p><br></p><p><strong>MAJOR RESPONSIBILITIES:</strong></p><p>May perform any or all of the following:</p><ol> <li>Process customer transactions such as deposits, withdrawals, loan payments and check cashing in accordance with Bank policy.</li> <li>Maintain control of cash drawer and balance daily to the Teller terminal. Process all supporting documentation following Bank procedures.</li> <li>Expand current and solicit new customer accounts through cross selling of additional Bank products and services; refer customers to appropriate personal banking staff as necessary.</li> <li>Project the appropriate banking image through interaction and responsiveness to customer, public and department inquiries regarding account balances, Bank policy and general Bank information.</li> <li>Acquire working knowledge of Bank's products, services, regulations and procedures.</li> <li>Perform any additional duties as assigned</li> </ol><p><strong>Requirements</strong></p><p><strong>KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</strong><br></p><ol> <li>High school education or equivalent knowledge of basic mathematics, business and communication courses.</li> <li>A high degree of customer service orientation needed, including effective communication skills, sensitivity, judgement and initiative.</li> <li>The ability to handle high stress situations and maintain a high level of energy essential.</li> <li>Sales ability and previous cash handling experience preferred.</li> <li>Work requires knowledge of departmental policies and procedures.</li> <li>Ability to maintain the confidentiality of customer files.</li> <li>Ability to travel to other locations and work weekends as requested by management.</li> <li>Sales/cash handling experience preferred but not required. </li> </ol><h3><br></h3><p><strong>EQUIPMENT TO BE USED:</strong></p><p>Must be able to operate a computer and other basic office equipment.</p><h3><br></h3><p><strong>TYPICAL PHYSICAL DEMANDS:</strong></p><p>Requires sitting, standing, bending and reaching. May require light lifting. Requires manual dexterity sufficient to operate standard office machines. Requires normal range of hearing and vision.</p><p><br></p><h3></h3><p><strong>TYPICAL MENTAL DEMANDS:</strong></p><p>Must be able to work independently and resolve problems. Must relate and interact with people at all levels in the Bank.</p><h3><br></h3><p><strong>WORKING CONDITIONS:</strong></p><p>Called upon to work flexible days, hours, and locations. Works in a typical bank setting.</p><p><strong>Benefits</strong></p><h3>Perks* offered: 401(k) with full 5% match and paid vacation after 6 months! </h3><p><em>*Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.</em></p> Tri City National Bank Brookfield WI


Waterstone Financial, Inc.