Banker II

Woodforest National Bank•Enterprise, AL

26d

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 performs retail sales, customer service, branch operations, and community engagement duties. Responsibilities include identifying customer needs and recommending banking solutions; processing transactions and opening accounts; supporting customers with digital banking tools; resolving inquiries; participating in local marketing and community initiatives; and following applicable policies, security procedures, and regulatory requirements. The position requires flexibility to support branch business needs and may involve travel to nearby branches within approximately 45 miles. This is a full-time position with no supervisory responsibility. Work conditions include standing most of the time, with some walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items up to 30 lbs. 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.
Ability to seek business outside of the branch and accept direct coaching and feedback.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to learn products, services, policies, procedures, and regulatory guidelines quickly, and to engage in a sales and service process.
Ability to maintain confidentiality, follow directions, and apply proper policies, procedures, and guidelines.
Excellent organizational skills and 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.
Demonstrated willingness to accept coaching and feedback to improve performance.

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, involving internal partners as needed.
Process transactions accurately, open accounts, and follow bank 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.
Build relationships with customers, retail partners, and community members as a representative of Woodforest.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality and comply with 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.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.