Banker II

Woodforest National Bank•Ohio, Oregon, OH

16d

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 in customer and team interactions. The Banker supports retail sales and service goals, identifies customer needs, recommends appropriate banking solutions, and resolves inquiries. The position performs branch servicing duties, including teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep. It also opens and maintains deposit accounts and consumer loan products, supports digital banking tools, follows security and compliance requirements, and may assist nearby branches within approximately 45 miles as business needs require. The role requires at least two years of relevant retail sales and/or customer service experience and a high school diploma or equivalent. Prior in-store retail banking experience is preferred but not required. The Banker must be open to coaching and feedback, communicate and problem-solve effectively, maintain confidentiality and accuracy, and be able to work flexible or extended hours based on branch needs. Working conditions include standing most of the time, with occasional walking, moving, bending, stooping, sitting briefly, 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

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.
Ability to work flexible or extended hours based on retail branch needs.
Willingness to accept coaching and feedback to improve performance.
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 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.
Achieve 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.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Create 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 the community and participate in local marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality and comply with 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 applicable standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Travel to support nearby branches within approximately 45 miles when business needs require.