Banker II

Woodforest National Bank•Fruitland, MD

13d

About The Position

As a Banker at Woodforest National Bank, the Banker II serves 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 someone who enjoys helping others, thrives in a retail sales environment, and demonstrates Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker identifies customer needs and recommends appropriate banking solutions; achieves individual sales goals through proactive conversations, referrals, and marketing outreach inside and outside the branch; resolves customer inquiries; processes transactions and opens accounts accurately; explains banking solutions and digital tools clearly; and supports branch servicing, security, community outreach, and other business needs. The role requires flexibility to work flexible or extended hours based on branch needs and may involve supporting nearby branches within approximately 45 miles. The position is full-time, has no supervisory responsibility, and requires a high school diploma or equivalent and at least two years of relevant retail sales and/or customer service experience. Prior in-store retail banking experience is preferred but not required. Working conditions include standing most of the time, with possible walking, moving, bending, stooping, or sitting for brief periods, and occasional lifting or carrying items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Strong communication, organizational, and problem-solving skills.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
Ability to seek business proactively 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, regulatory guidelines, and sales and service processes.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, including prioritizing and multitasking 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 stand most of the time, walk, move, bend, stoop, or sit briefly, and occasionally lift or carry 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.
Achieve 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, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a trusted neighborhood bank representative.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality 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.
Work flexibly or extended hours as needed and support nearby branches within approximately 45 miles when business needs require.

Benefits

Employee Stock Ownership Plan (ESOP), providing an opportunity to share in Woodforest’s growth.
401(k) company match in ESOP: Woodforest adds $0.50 for each $1 saved, up to 6% of eligible pay, with the match made in Woodforest stock held in the ESOP account.
Opportunities for career growth and professional development.
Banking products and services for employees.
Competitive base pay and regular compensation reviews.
Paid time off for branch banking employees, with annual allowance based on continuous years of service.
Medical coverage with 12 plans available.
Short- and long-term disability insurance, life insurance, and AD&D insurance paid 100% by Woodforest.
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.
11 holidays.