Banker II

Woodforest National Bank•Toledo, OH

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. The role focuses on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent operational excellence. It 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 and maintenance, transactions, digital banking tools, and resolution of customer inquiries. The role also includes retail marketing and community outreach, branch security and compliance, and other branch duties as business needs require. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles.

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 to work flexible or extended hours based on retail branch needs.
Ability to maintain confidentiality, follow directions, and apply appropriate policies, procedures, and guidelines.
Ability to organize and prioritize workload, multitask in a fast-paced environment, and maintain 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.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.
Willingness to accept coaching and feedback to improve performance.
Proactive approach to seeking business outside of the branch.
Knowledge of banking products, services, policies, procedures, and regulatory guidelines, or ability to learn them quickly.

Responsibilities

Identify customer needs and recommend appropriate banking solutions while taking responsibility for strong retail performance.
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 to ensure timely resolution.
Process transactions and open accounts accurately while following 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, representing Woodforest as a trusted neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality and comply with bank policies, procedures, 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 compliance with 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.
Travel to nearby branches within approximately 45 miles when business needs require.