Banker II

Woodforest National Bank•Saint Clairsville, OH

25d

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. The role is suited to people 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. Bankers identify customer needs and recommend appropriate banking solutions, work toward individual sales goals, resolve inquiries, and maintain accurate, compliant branch operations. They deliver personalized customer service, explain banking products and digital solutions clearly, support digital banking tools, and represent the bank in local marketing and community activities. Branch duties include teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, workspace upkeep, and opening and maintaining deposit accounts and consumer loan products. The position requires flexibility to support branch duties and business needs, including flexible or extended hours. The Banker may be expected to support nearby branches within approximately 45 miles as business needs require. The role is full-time, has no supervisory responsibility, and requires a compatible mobile device for the Cisco Duo app. Working conditions involve standing most of the time, with possible walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items up to 30 pounds.

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.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs; reliability.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize 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 learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Proactive approach to seeking business outside the branch.
Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

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

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Work toward individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries or concerns at the first point of contact, using internal partners as needed.
Process transactions and open accounts accurately while complying with policies, procedures, and regulatory requirements.
Create welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members while representing Woodforest as a neighborhood bank.
Participate in local marketing, community outreach, events, and in-store promotions.
Safeguard customer confidentiality and comply with bank policies, security protocols, and regulatory guidelines.
Perform branch servicing 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 accordance with compliance standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Maintain a compatible mobile device for secure authentication through the Cisco Duo app.
Support nearby branches within approximately 45 miles when business needs require.