Banker II - Bilingual

Woodforest National Bank•Kissimmee, FL

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 execution of operational excellence. The 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 identifies customer needs and recommends appropriate banking solutions, works toward individual sales goals through conversations, referrals, and marketing outreach, and resolves customer inquiries at the first point of contact. The role processes transactions, opens and maintains accounts and consumer loan products, supports digital banking tools, and follows bank policies, security protocols, and regulatory requirements. It also includes cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, workspace upkeep, and participation in local marketing and community engagement efforts. The position is full-time. The Banker may be expected to support nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, with some walking, moving, bending, stooping, or brief periods of sitting, and occasionally lifting and carrying items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
Fluency in English and Spanish.
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 expected.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize workload 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.
Openness to direct coaching and feedback.
Ability to maintain composure and a positive attitude while helping customers and internal team members.
Knowledge of, or ability to quickly learn, banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
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

Build and grow retail customer relationships by delivering exceptional service and proactively marketing banking products and services.
Identify customer needs and recommend appropriate banking solutions; explain products, services, and complex solutions clearly and simply.
Work toward 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 for timely resolution.
Process transactions accurately and open and maintain deposit accounts and consumer loan products in accordance with compliance standards.
Provide warm, personalized, dependable service and support customers in using digital banking tools and platforms.
Represent Woodforest as a trusted neighborhood bank and participate in local retail marketing, community events, outreach, and in-store promotions.
Safeguard customer confidentiality and comply with bank policies, procedures, security protocols, and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep.
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.
Support nearby branches within approximately 45 miles when business needs require.