Banker II

Woodforest National Bank•Severn, MD

15d

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 people 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 position includes customer service, retail sales, account opening, teller and cash-handling duties, and participation in branch marketing and community engagement. Bankers support digital banking tools, protect confidential information, and follow bank policies, procedures, security protocols, and regulatory requirements. They may support nearby branches within approximately 45 miles as business needs require. The role requires standing most of the time and may involve walking, moving, bending, stooping, or sitting briefly, as well as 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. This is a full-time position with no supervisory responsibility.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent.
Demonstrated willingness to accept coaching and feedback to improve performance.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours to meet retail branch business needs; demonstrated reliability.
Proactive approach to seeking business outside the branch.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to learn products, services, policies, procedures, and regulatory guidelines, and engage in a sales and service process.
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.
Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Ability to meet the physical demands described, including standing most of the time and occasionally lifting and carrying items up to 30 pounds.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions to support retail performance.
Work toward 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, involving internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions.
Discuss customers’ financial needs and explain retail banking products, services, and digital solutions clearly.
Provide dependable and efficient service with professionalism, composure, and a positive attitude 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 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 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.
Support nearby branches within approximately 45 miles when business needs require.

Benefits

11 holidays.
Paid time off based on continuous years of service; accrual and allowances vary by tenure and eligibility.
Employee Stock Ownership Plan (ESOP).
401(k) company match through ESOP: Woodforest contributes 50 cents for each dollar saved, up to 6% of eligible pay, with the match made in Woodforest stock held in the ESOP account.
Career growth opportunities and professional development.
Banking products and services for employees.
Competitive base pay and regular compensation reviews.
Medical coverage, with 12 plans available.
Short- and long-term disability insurance, life insurance, and AD&D insurance paid 100% by Woodforest.
Well-being Program/Employee Assistance Program supporting physical, mental, and financial health.
Resource Champions offering connections to banking, wealth planning, ESOP, health and wellness programs, community involvement, and financial literacy education.