Banker II

Woodforest National Bank•Huntington, IN

18d

About The Position

As a Banker at Woodforest National Bank, the Banker II serves as a frontline ambassador, delivering the Woodforest Experience. The role focuses on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent operational excellence. It is suited to individuals who enjoy helping others, thrive in a retail sales environment, and demonstrate Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker provides personalized customer service, identifies financial needs, recommends appropriate banking solutions, and supports customers with banking products, services, and digital tools. The role also performs branch servicing duties, opens and maintains deposit accounts and consumer loan products, contributes to sales and local marketing efforts, and follows bank policies, security procedures, and regulatory requirements. The employee may support nearby branches within approximately 45 miles as business needs require.

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.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize workload 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.
Proactive approach to seeking business outside the branch.
Openness to direct coaching and feedback.
Ability to learn products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Ability to solve problems, maintain composure, and convey a positive attitude with customers and internal team members.
Reliability and ability to meet business needs through flexible or extended working hours.
Ability to stand most of the time, walk, move, bend, stoop, or sit for brief periods, and occasionally lift and carry items up to 30 lbs.
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.
Work toward individual sales goals through proactive customer 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 adhering to policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions.
Explain retail banking products, services, digital solutions, and complex solutions in clear, understandable terms.
Provide dependable and efficient service with professionalism, composure, 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 Woodforest.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality, privacy, and sensitive information, 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 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.
Maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Travel to nearby branches within approximately 45 miles when business needs require.