Banker II

Woodforest National Bank•Jennings, LA

11d

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 Banker supports customers with banking needs, recommends suitable solutions, opens and maintains deposit accounts and consumer loan products, and performs branch servicing activities. The role also supports local marketing and community engagement, protects confidential information, follows bank policies and regulatory requirements, and adapts to additional branch duties as needed. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles 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.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs.
Ability to proactively seek business outside the branch.
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 banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
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 and carry items up to 30 lbs.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Pursue individual sales goals through 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; explain banking products, services, and digital solutions clearly.
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 marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information; follow bank security protocols and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products accurately and in compliance with applicable standards.
Remain vigilant in following branch security procedures and protecting 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.