Banker II

Woodforest National Bank•Reynoldsburg, OH

15d

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 operational excellence. The role 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 position includes customer service and sales, account opening and maintenance, teller and cash-handling duties, compliance with bank policies and regulations, and support for branch marketing and community activities. The role requires flexibility to support branch business needs and may involve assisting nearby branches within approximately 45 miles. This is a full-time position with no supervisory responsibility.

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 seek business outside the branch proactively.
Willingness to accept coaching and feedback.
Ability to work flexible or extended hours based on branch needs, with demonstrated reliability.
Ability to maintain composure and a positive attitude while interacting with customers and team members.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
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.
Ability to stand most of the time; walk, move, bend, stoop, or sit briefly; and occasionally lift and carry items up to 30 lbs.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions, taking responsibility for strong retail performance.
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 following policies, procedures, and regulatory requirements.
Explain banking solutions, products, services, and digital tools in a clear and accessible manner.
Provide warm, welcoming, personalized, dependable, and professional service in a fast-paced retail environment.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members while representing Woodforest as a trusted neighborhood bank.
Participate in local marketing, community outreach, events, 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 compliance with applicable standards.
Follow branch security procedures and remain alert to protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Work flexible or extended hours as needed and potentially support nearby branches within approximately 45 miles.