Joe Czerwinski Email & Phone Number

Greendale, Wi, Us

Verona, Wisconsin, United States

Wauwatosa, Wisconsin, United States

• Oversee the content of new employee onboarding for all of WaterStone Bank’s retail banking roles, and coordinate different onboarding locations. • Train WaterStone Bank employees on processing day-to-day transactions, opening new accounts, customer experience expectations and compliance operations.• Assist with procedure creation and maintenance, recommending changes and updates to existing procedures as needed. • Contribute to sales goals and growth of the company by actively promoting products and services, and generating customer referrals. • Plan and facilitate recurring weekly and monthly meetings that are attended by various departments within the bank. • Stay up to date with industry trends, standards and external factors that may affect the bank.

Franklin, Wisconsin, United States

• Mastered the sales conversation model that is implemented at WaterStone Bank to develop advanced relationships while discussing personal and business finances with our customers.• Exceeded the sales quota set by our corporate team on a quarterly basis.• Assisted in training new staff members on various topics from relationship management, to compliance and security, professionalism in the workplace, best practices when handling cash and many more.• Acted as a Digital Ambassador for WaterStone Bank, becoming an expert and resource for end users on the functions of our mobile banking app.• Retained all other responsibilities from the Universal Banker I role.

Franklin, Wisconsin, United States

• Work with new and existing bank customers to establish meaningful and trustworthy relationships that provide comfort, confidence and clarity surrounding their finances.• Process transactions with a high level of accuracy and attention to detail while contributing to work behind the Teller line. • Develop an in-depth knowledge of various banking products and services, so as to make genuine account recommendations that best fit the customer’s needs. • Conduct customer onboarding via telephone calls, written letters and face-to-face interactions.

• Use critical thinking to analyze and resolve difficult cases that revolve around software complications, calculation reconciliation, and financial fundamentals. • Assist Support Specialists by promptly responding to messages regarding technical cases that they are unable to solve on their own, often while the Support Specialist is on the phone with a client. • Write up detailed escalation notes to be sent to the developers of the software to address bugs, client concerns and other miscellaneous technical issues.

Wauwatosa, Wi

• Provide helpful, technical and thorough solutions to software related questions and problems from financial advisors. • Grow an in-depth knowledge about three diverse financial planning tools, and a grasp on the financial industry. • Discover ways to troubleshoot and resolve software errors in a fast-paced environment.• Provide friendly customer service to often difficult and frustrated consumers.• Regulate an email queue and craft detailed, personal responses to solve unique software problems.• Collaborate day-to-day with a team of technical analysts and experts.

Franklin, Wi

• Drive sales of electronic products and provide excellent customer service to Target guests.• Present knowledge about products including electronics, toys, music, movies and books. • Provide prompt and helpful customer service.• Answer Target guest phone calls.• Place products out on the sales floor, and inventory items in the backroom.• Receive and ship online orders in a timely manner.

Stevens Point, Wi

• Educate consumers on new and emerging musical performers. • Generate interest in performances planned for the University.• Conducted interviews with nationally and locally recognized musicians and musical groups.• Wrote and edited blog posts.• Filmed and edited video in iMovie.• Edited audio and created podcasts in Audacity and Logic Pro X.

Stevens Point, Wi

• Provide a safe and secure experience for college students attending UWSP.• Presented policy and expectations to groups of 80+ student attendees.• Inventoried and evaluated condition of campus facilities.• Create, plan and market student events.• Coordinate schedules and work in rotating teams on a regular basis.• Solve issues and disputes among students via negotiation and tact.

Stevens Point, Wi

• Perform administrative functions necessary to operate a residential facility.• Present welcoming and professional appearance to guests and residents.• Sort and distribute mail and packages.• Perform clerical activities.

Milwaukee, Wi

​• Packed items for shipment to clients​• Experience with a variety of equipment in a warehouse setting​• Assembly of handbooks and materials for commercial distribution

Stevens Point, Wi

• Greet and serve customers as a Sales Associate. • Resolve customer service issues.• Maintain welcoming and orderly store appearance.• Handle money and customer service issues in a professional manner.