Banker II

Woodforest National Bank•Frankfort, KY

22d

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 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, and recommends appropriate banking solutions. The role includes sales and marketing outreach, resolving customer concerns, processing transactions, opening and maintaining accounts and consumer loan products, supporting digital banking tools, and helping protect the bank and its customers. The Banker also supports branch and community marketing activities and may assist nearby branches as business needs require. This is a full-time position with no supervisory responsibility. The role 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 involve standing most of the time, with occasional walking, moving, bending, stooping, sitting, and 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

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.
Openness to direct coaching and feedback, with willingness to improve performance.
Ability to maintain composure and a positive attitude while serving customers and working with internal team members.
Ability to learn products, services, policies, procedures, regulatory guidelines, and the sales and service process.
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.

Nice To Haves

Prior in-store retail banking experience.

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, using internal partners as needed to ensure timely resolution.
Process transactions and open accounts accurately while adhering to policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions.
Explain retail banking products, services, and digital solutions clearly and simply.
Support customers in using digital banking tools and platforms.
Represent Woodforest in building relationships with customers, retail partners, and community members.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality, privacy, and sensitive information, 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 accordance with compliance standards.
Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
Support additional branch duties and business needs as assigned.
Maintain flexibility to work flexible or extended hours and, as business needs require, support nearby branches within approximately 45 miles.