Banker II

Woodforest National Bank•Brandon, FL

8d•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 Banker supports retail sales and marketing goals, assists customers with banking needs, processes transactions and opens accounts, maintains compliance and security standards, and contributes to branch and community activities. The position may require travel to nearby branches within approximately 45 miles as business needs require. It is full-time and has no supervisory responsibility.

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.
Willingness to accept coaching and feedback to improve performance.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, with 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.
Must 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.
Knowledge of banking products, services, policies, procedures, and regulatory guidelines, or the ability to learn them quickly.
Ability to work proactively to seek business outside of the branch.
Openness to direct coaching and feedback.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Achieve individual sales goals through proactive 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.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Participate in local retail marketing, community engagement, 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, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products in accordance with compliance standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.