Banker II

Woodforest National Bank•Cockeysville, MD
•Onsite

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 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 performs branch servicing duties, opens and maintains deposit accounts and consumer loan products, supports digital banking tools, and follows applicable security, regulatory, and operational requirements. The role may require supporting nearby branches within approximately 45 miles as business needs require. This is a full-time, non-supervisory position.

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.
  • Proactive approach to seeking business outside the branch.
  • Ability to maintain composure and a positive attitude while helping customers and working with internal team members.
  • Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • 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.
  • Must 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 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 when needed.
  • Process transactions and open accounts accurately while adhering to policies, procedures, and regulatory requirements.
  • Provide 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 in relationships with customers, retail partners, and community members.
  • Participate in local marketing, community events, outreach activities, and in-store promotions.
  • Protect customer confidentiality, privacy, and sensitive information; follow bank policies, 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 standards.
  • Remain vigilant in following branch security procedures and protecting the bank, customers, and team members.
  • Support additional branch duties and business needs as assigned.
  • Travel to support nearby branches within approximately 45 miles when business needs require.

Benefits

  • Employee Stock Ownership Plan (ESOP) with an opportunity to share in company growth.
  • 401(k) company match in ESOP: Woodforest adds $0.50 for each $1 saved, up to 6% of eligible pay, with the match held in Woodforest stock in the ESOP account.
  • Career growth opportunities and professional development.
  • Banking products and services offering convenience, financial savings, and enhanced support.
  • Competitive base pay and regular compensation reviews.
  • Paid time away, including PTO for branch banking employees.
  • Medical coverage with 12 plans available at an affordable cost.
  • Short- and long-term disability insurance, and life and AD&D insurance paid 100% by Woodforest.
  • Employee Assistance Program supporting physical, mental, and financial health.
  • Resource Champions connecting employees to banking, wealth planning, ESOP, health and wellness programs, community involvement, and financial literacy education.
  • 11 holidays.
  • Annual PTO accrual based on continuous years of service.
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