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39 Wsb Field Manager Jobs Hiring Near You

Universal Banker I

Oak Creek, WI ยท On-site

$19.50/hr

Under direct supervision of an Assistant Branch Manager or Community President, this position is ... Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and ...

Universal Banker I

Franklin, WI ยท On-site

$19.50/hr

Under direct supervision of an Assistant Branch Manager or Community President, this position is ... Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and ...

Under direct supervision of an Assistant Branch Manager or Community President, this position is ... Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and ...

Under direct supervision of an Assistant Branch Manager or Community President, this position is ... Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and ...

... field, core programs, and business plans. As a leader and member of the Corporate Management Team ... Serve as the primary local contact and contract liaison with Workforce Solutions Borderplex (WSB ...

... field, core programs, and business plans. As a leader and member of the Corporate Management Team ... Serve as the primary local contact and contract liaison with Workforce Solutions Borderplex (WSB ...

... field, core programs, and business plans. As a leader and member of the Corporate Management Team ... Serve as the primary local contact and contract liaison with Workforce Solutions Borderplex (WSB ...

Showing results 21-39

Treasury Support Specialist

Treasury Support Specialist

WaterStone Bank

Waukesha, WI โ€ข On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


Job description

Treasury Support Specialist

Under direct supervision of the Chief Retail Officer, this position is responsible for providing support, sales and service to business banking customers. The Treasury Support Specialist will serve as the main contact for customer inquiries regarding cash management needs. The Specialist will service existing customers, offer product and service solutions, offer operational support. The Specialist will have the ability to demonstrate consistency in leveraging the conversation model, effectively utilize the Financial Needs Analysis, submit quality (number and quantity) referrals, meet or exceed incentive thresholds, as well as customer and job expectations.

Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.

Support and process client requests including but not limited to; wires, funds transfers, administrator changes, line changes, etc.

Identify, expand (cross-sell) and deepen customer relationships by profiling customers to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services) to meet customer needs

Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and timely customer follow-up. Answer customer questions and resolve related account issues, including phone and in-person.

Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.

Perform other duties as assigned.

Experience: 1 year of sales and/or customer service experience and completion of Banker Certification within 6-8 months. Preferred: 2 4 years of sales and customer service experience in a sales and goals-based environment, with a strong emphasis on customer service.

Education: High School Diploma or general education degree (GED). Preferred: Associate's Degree business or related field.

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.

Outstanding Medical, Dental, and Vision Insurance, 401(k) matching, Employee Stock Ownership Plan, Paid Time off, Paid Holidays, Flexible Spending Account, Pet Insurance, 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.