Banker II

Woodforest National Bank•Morrow, GA

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 and loan products, transactions, digital banking tools, and issue resolution. The position also contributes to branch sales and marketing, community outreach, security, and compliance. It requires flexibility to support branch business needs, including the possibility of assisting 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 and willingness to seek business outside the branch.
Openness to coaching and feedback and willingness to improve performance.
Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to learn products, services, policies, procedures, regulatory guidelines, and the sales and service process quickly.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, including the ability to prioritize 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.
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.
Pursue 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.
Explain banking solutions, products, services, and digital tools in a clear, easy-to-understand manner.
Deliver warm, welcoming, personalized, dependable, and professional customer service in a fast-paced retail environment.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members while representing Woodforest as a trusted neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information, and comply with bank policies, 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 applicable standards.
Follow branch security procedures and help protect 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.