Banker II

Woodforest National Bank•Cockeysville, MD

19d

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 ideal for individuals who enjoy helping others, thrive in a retail sales environment, and are committed to living Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction. The position performs branch servicing duties, opens and maintains deposit accounts and consumer loan products, supports digital banking tools, and follows operational, security, and regulatory requirements. It requires flexibility to support additional branch duties and may involve supporting nearby branches within approximately 45 miles as business needs require. The role is full-time, has no supervisory responsibility, and requires a high school diploma or equivalent.

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; demonstrated reliability.
Proactive approach to seeking business outside the branch.
Openness to direct coaching and feedback.
Ability to maintain composure and a positive attitude while helping customers and internal team members in a fast-paced environment.
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 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.
Ability to stand most of the time 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, while pursuing individual sales goals through proactive 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, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members, and represent Woodforest as a trusted neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information; follow bank policies, procedures, 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.
Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Work flexible or extended hours to meet business needs and travel to nearby branches when required.