Banker II

Woodforest National Bank•Lawrence, IN

22h

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 in customer and team interactions. The position involves providing personalized customer service, identifying financial needs, recommending banking solutions, supporting digital banking tools, and meeting individual sales goals. Bankers also perform branch operations, including teller transactions, cash handling, account opening and maintenance, security procedures, and compliance-related work. The role is full-time and has no supervisory responsibility. Travel to nearby branches within approximately 45 miles may be expected as business needs require.

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.
Ability to seek business proactively outside the branch.
Willingness to accept coaching and feedback.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Strong 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.

Nice To Haves

Prior in-store retail banking experience.

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 and concerns at the first point of contact, involving internal partners when needed.
Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
Deliver warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Represent Woodforest as a trusted neighborhood bank and participate in local marketing, community outreach, events, 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.
Travel to nearby branches within approximately 45 miles when business needs require.