Banker II

Woodforest National Bank•Morehead, KY

9h•Onsite

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 branch performance by identifying customer needs, recommending banking solutions, achieving individual sales goals, resolving customer concerns, and accurately processing transactions and accounts. The role also includes teller and cash-handling duties, account and consumer loan product servicing, branch security, digital banking support, and participation in local marketing and community engagement. Flexible or extended hours may be needed to meet business needs, and travel to nearby branches within approximately 45 miles may be expected. The position is full-time and has no supervisory responsibility. A high school diploma or equivalent is required, along with at least two years of relevant retail sales and/or customer service experience. Prior in-store retail banking experience is preferred but not required. Working conditions include standing most of the time, with some walking, moving, bending, stooping, or sitting briefly, and occasional lifting and carrying of 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.
Strong communication, organizational, and problem-solving skills.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
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.
Knowledge of banking products, services, policies, procedures, and regulatory guidelines, or ability to learn them quickly.
Ability to engage in a sales and service process.
Proactive approach to seeking business outside the branch.
Ability to explain complex solutions in an easy-to-understand way.

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, involving 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 with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a representative of Woodforest.
Participate in local marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality 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 branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.