Banker II

Woodforest National Bank•Prattville, AL

24d

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. The role involves identifying customer needs and recommending banking solutions, achieving sales goals through proactive conversations and outreach, resolving customer concerns, and accurately processing transactions and opening accounts. Bankers create welcoming and personalized customer interactions, explain banking products and digital solutions, and support customers with digital banking tools. They also represent the bank in the community, participate in marketing and outreach, safeguard confidential information, comply with bank policies and regulations, and perform branch servicing duties including cash handling, balancing, vault activities, audits, and ATM servicing. The position requires at least two years of relevant retail sales and/or customer service experience and a high school diploma or equivalent. Prior in-store retail banking experience is preferred but not required. Work is full-time, with flexible or extended hours as business needs require. Travel to nearby branches within approximately 45 miles may be expected. The role involves standing most of the time and may include walking, moving, bending, stooping, sitting briefly, 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.
High school diploma or equivalent.
Strong communication, organizational, and problem-solving skills.
Ability and willingness to accept coaching and feedback.
Ability to work flexible or extended hours based on retail branch needs.
Ability to prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
Proactive approach to seeking business outside the branch.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain composure and a positive attitude while helping customers and working with internal team members.
Mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Achieve 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, involving internal partners as needed.
Process transactions and open accounts accurately while adhering to bank policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized interactions with customers.
Explain retail banking products, services, and digital solutions clearly and support customers with digital banking tools.
Build relationships with customers, retail partners, and community members as a representative of the bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and comply with policies, procedures, 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 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.
Maintain a compatible mobile device for Cisco Duo secure authentication.