Banker II

Woodforest National Bank•Murray, KY

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 Woodforest’s Core Values of Ownership, Service, Community, and Integrity.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent.
Strong communication, organizational, and problem-solving skills.
Ability and willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs; demonstrated 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.
Proactive approach to seeking business outside the branch.
Ability to maintain composure and a positive attitude while interacting with customers and team members.
Knowledge of, or ability to quickly learn, banking products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions while contributing to retail performance and individual sales goals.
Generate business through proactive customer conversations, referrals, marketing outreach inside and outside the branch, and local retail marketing efforts.
Resolve customer inquiries and concerns at the first point of contact, involving internal partners as needed.
Process transactions accurately and maintain operational excellence in account opening and compliance with policies, procedures, and regulatory requirements.
Create warm, 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; represent Woodforest as a trusted neighborhood bank.
Support community events, outreach activities, and in-store promotions with branch team members.
Protect customer confidentiality, privacy, and sensitive information, and follow 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 remain vigilant in protecting the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Maintain flexibility to work extended hours when needed and support nearby branches within approximately 45 miles as business needs require.