Experience

WaterStone Bank

• United States
• Banking
• 100 - 200 Employee

• Universal Banker

  • Feb 2019 - Present

  • 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… Show more • 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 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. Show less • 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… Show more • 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 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. Show less