Banker II

Woodforest National Bank•Houma, LA

8d•Onsite

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will build and grow retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. The role is suited to individuals who enjoy helping others, thrive in a retail sales environment, and are committed to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker supports customers with banking solutions, account opening, consumer loan products, teller services, and digital banking tools. The role also contributes to branch sales and marketing goals, community engagement, security, compliance, and day-to-day branch operations. Flexibility to support additional branch duties and nearby branches may be needed based on business needs.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs.
Willingness to accept coaching and feedback to improve performance.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize workload and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Ability to proactively seek business outside the branch and learn banking products, services, policies, procedures, and regulatory guidelines.
Ability to maintain composure and a positive attitude while solving problems and interacting with customers and team members.

Nice To Haves

Prior in-store retail banking experience preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions to support retail performance.
Achieve individual sales goals through customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries or concerns at the first point of contact, involving internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Explain banking solutions, products, services, and digital tools in a clear, easy-to-understand manner.
Deliver warm, welcoming, personalized, efficient, and professional customer service.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members, representing the bank as a trusted neighborhood institution.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality, privacy, and sensitive information; comply with bank policies, security protocols, and regulatory guidelines.
Perform branch duties including teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products accurately and in compliance with standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Support nearby branches within approximately 45 miles when business needs require.