Banker II Part-time

Woodforest National Bank•Amelia, OH

8d•Onsite

About The Position

As a Banker at Woodforest National Bank, you will serve 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 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 delivers personalized customer service, identifies financial needs, explains banking products and digital solutions, and supports retail sales and marketing goals. The role also performs branch servicing and banking operations, including teller transactions, cash handling, account opening, consumer loan products, security procedures, and compliance activities. The position may support nearby branches within approximately 45 miles as business needs require. It requires maintaining a mobile device compatible with the Cisco Duo app for secure authentication. The position involves standing most of the time and may include walking, moving, bending, stooping, or sitting for brief periods, as well as occasionally lifting and carrying items up to 30 pounds. Management may assign or reassign additional duties and responsibilities.

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.
Proactive approach to seeking business outside the branch.
Willingness to accept coaching and feedback.
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.
Ability to learn products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to occasionally lift and carry items up to 30 pounds.
Must maintain a 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 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 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 representative of the bank.
Participate in local 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.
Maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Travel to nearby branches within approximately 45 miles when business needs require.