Banker II

Woodforest National Bank•Elkins, WV

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. This role is suited to individuals who enjoy helping others, thrive in a retail sales environment, and are committed to the Core Values of Ownership, Service, Community, and Integrity. The Banker supports customers with banking needs, recommends appropriate solutions, opens and maintains deposit accounts and consumer loan products, and performs branch servicing duties. The role requires accurate transaction processing, compliance with bank policies and regulations, supporting digital banking tools, and participating in branch marketing and community activities. The position is full-time, has no supervisory responsibility, and may require support for nearby branches within approximately 45 miles as business needs require.

Requirements

  • Minimum of 2 years of relevant retail sales and/or customer service experience.
  • High school diploma or equivalent.
  • Strong communication, organizational, and problem-solving skills.
  • Ability to work flexible or extended hours based on retail branch needs.
  • Ability to maintain confidentiality and follow directions, 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.
  • Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.
  • Must be proactive when seeking business outside the branch and open to direct coaching and feedback.
  • Ability to learn products, services, policies, procedures, regulatory guidelines, and the sales and service process.

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 conversations, referrals, and marketing outreach inside and outside the branch.
  • Resolve customer inquiries and 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.
  • Create welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
  • Support customers in using digital banking tools and platforms.
  • Build relationships with customers, retail partners, and community members while representing Woodforest as a neighborhood bank.
  • Participate in local retail marketing, community events, outreach activities, and in-store promotions.
  • Protect customer confidentiality and comply with bank policies, security protocols, and regulatory guidelines.
  • Perform teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep.
  • Open and maintain deposit accounts and consumer loan products with accuracy and attention to compliance standards.
  • Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
  • Support additional retail branch duties and business needs as assigned.
  • Work flexible or extended hours based on business and branch needs.
  • Support nearby branches within approximately 45 miles as business needs require.
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