Banker II

Woodforest National Bank•Nitro, WV
•Onsite

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will build and grow retail customer relationships through exceptional service, proactive marketing of products and services, and consistent operational excellence. The role is suited to individuals who enjoy helping others, thrive in a retail sales environment, and demonstrate Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker supports customer needs through personalized service, banking-product recommendations, account opening and maintenance, consumer loan products, teller transactions, cash handling, and other branch operations. The role also involves community outreach and marketing, protection of confidential information, compliance with bank policies and regulations, and flexibility to assist with branch duties and business needs. Travel to nearby branches within approximately 45 miles may be expected as business needs require.

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; reliability is required.
  • Ability to seek business proactively outside the branch.
  • Openness to coaching and feedback.
  • Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
  • Ability to learn banking products, services, policies, procedures, and regulatory guidelines, and to engage in a sales and service process.
  • Ability to maintain confidentiality, follow directions, and apply appropriate 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.
  • Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.
  • Ability to meet the stated physical demands, including standing most of the time and occasionally lifting and carrying items up to 30 lbs.

Nice To Haves

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

Responsibilities

  • Identify customer needs and recommend appropriate banking solutions.
  • Pursue individual sales goals through proactive customer 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.
  • Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
  • Create welcoming, personalized customer interactions and explain products, services, and digital banking solutions clearly.
  • Support customers with digital banking tools and platforms.
  • Build relationships with customers, retail partners, and community members as a representative of the bank.
  • Participate in local marketing, community events, outreach activities, and in-store promotions.
  • Safeguard 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 remain vigilant in protecting the bank, customers, and team members.
  • Support additional branch duties and business needs as assigned.
  • Travel to nearby branches within approximately 45 miles when business needs require.
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