Banker II

Woodforest National Bank•Hanson, KY

22d•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 provides personalized customer service, identifies financial needs, recommends appropriate banking solutions, supports digital banking tools, and works toward individual sales and marketing goals. The role also performs branch servicing duties, processes transactions, opens and maintains deposit accounts and consumer loan products, and follows applicable policies, procedures, security protocols, and regulatory requirements. This is a full-time position with no supervisory responsibility. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, with possible walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items up to 30 lbs. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

High school diploma or equivalent required.
At least 2 years of relevant retail sales and/or customer service experience.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
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.
Proactive approach to seeking business outside the branch.
Openness to direct coaching and feedback.
Ability to maintain composure and a positive attitude while interacting with 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.
Ability to occasionally lift and carry items up to 30 lbs.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.
Demonstrated willingness to accept coaching and feedback to improve performance.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Work toward 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, involving internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Create warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Represent Woodforest in relationships with customers, retail partners, and community members.
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 accordance with compliance standards.
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.
Work flexible or extended hours as needed to meet business and branch requirements.
Support nearby branches within approximately 45 miles as business needs require.