Banker II

Woodforest National Bank•Columbus, MS

16d

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 execution of operational excellence. The 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. Bankers provide personalized customer service, identify financial needs, explain banking products and digital solutions, and recommend appropriate banking options. They also perform branch servicing duties, maintain operational and regulatory standards, support local marketing and community engagement, and protect customer information and branch security. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles as business needs require.

Requirements

Minimum of 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.
Ability to maintain composure and a positive attitude while interacting with customers and 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.
Organizational skills 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.

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 and concerns at the first point of contact, involving internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Explain complex solutions in a simple, understandable way.
Create warm, welcoming, and personalized customer interactions.
Understand customers’ financial needs and explain retail banking products, services, and digital solutions.
Provide dependable, efficient service with professionalism and a positive attitude in a fast-paced retail environment.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a representative of the bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality, privacy, and sensitive information; 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 retail branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when required by business needs.