Banker II

Woodforest National Bank•Louisville, KY

25d

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. 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 Banker provides personalized customer service, identifies financial needs, explains and recommends banking solutions, and supports customers with digital banking tools. The role also performs branch servicing and operational duties, including teller transactions, cash handling, account opening, vault and ATM activities, and compliance with policies and security procedures. The position is full-time and may require support at nearby branches within approximately 45 miles as business needs require. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. No supervisory responsibility is assigned.

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; reliability is expected.
Willingness to accept coaching and feedback to improve performance.
Proactive approach to seeking 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 maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.
Knowledge of banking products, services, policies, procedures, and regulatory guidelines, or ability to learn them quickly.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
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, using internal partners as needed to ensure timely resolution.
Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
Explain complex solutions in an understandable way.
Create warm, welcoming, and personalized customer interactions and provide dependable, professional service in a fast-paced retail environment.
Understand customers’ financial needs and explain retail 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 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 help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Support nearby branches within approximately 45 miles when business needs require.