Banker II

Woodforest National Bank•Andalusia, AL

15d•Onsite

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 position involves identifying customer needs and recommending banking solutions, achieving sales goals through conversations, referrals, and marketing outreach, resolving customer inquiries, and accurately processing transactions and opening accounts in compliance with applicable policies and regulations. You will provide welcoming, personalized service, explain banking products and digital solutions clearly, support customers with digital banking tools, and represent Woodforest in the local community and retail marketing efforts. Branch servicing duties include teller transactions, cash handling and balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep. You will open and maintain deposit accounts and consumer loan products, follow branch security procedures, safeguard confidential information, and support additional branch duties as business needs require. The role requires flexibility to work extended hours and may involve supporting nearby branches within approximately 45 miles. The work may involve standing most of the time, walking, moving, bending, stooping, or sitting briefly, and occasionally lifting or carrying items up to 30 lbs. You must maintain a mobile device compatible with the Cisco Duo app for secure authentication. This is a full-time position with no supervisory responsibility.

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; demonstrated reliability.
Proactive approach to seeking business outside the branch.
Openness to direct coaching and feedback.
Ability to maintain composure and a positive attitude while helping customers and internal team members.
Ability to learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, including prioritizing and multitasking 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 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.
Achieve individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries or concerns at first contact, using internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Provide 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 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 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 flexibility to work extended hours and support nearby branches within approximately 45 miles as needed.