Banker II

Woodforest National Bank•Plainfield, IN

21d

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 in customer and team interactions. The Banker performs branch servicing duties, including teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep. The role also opens and maintains deposit accounts and consumer loan products, follows branch security procedures, and supports additional retail branch duties and business needs as assigned. Travel to nearby branches within approximately 45 miles may be expected as business needs require.

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.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to 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 be proactive in seeking business outside the branch.
Must be open to direct coaching and feedback.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

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

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Pursue 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, using internal partners as needed to ensure timely resolution.
Process transactions and open accounts accurately while adhering to policies, procedures, and regulatory requirements.
Create warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Represent Woodforest in the community and participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality, privacy, and sensitive information, and comply with bank policies, security protocols, and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products accurately and in compliance with applicable standards.
Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
Remain flexible in supporting additional branch duties and business needs as assigned.