Banker II

Woodforest National Bank•Orlando, FL

13d

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. This role suits 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. The Banker supports customers with banking needs, product and service recommendations, deposit account and consumer loan product opening and maintenance, teller and cash-handling activities, and digital banking tools. The role requires strong service and sales performance, operational accuracy, compliance with policies and regulations, and participation in branch marketing and community engagement. The position is full-time and has no supervisory responsibility. Travel to nearby branches within approximately 45 miles may be expected 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.
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.
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 sales and service processes.
Ability to maintain a mobile device compatible with the Cisco Duo app.

Nice To Haves

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

Responsibilities

Identify customer needs and recommend appropriate banking solutions to support retail performance.
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, using internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Explain complex banking solutions in a simple, understandable way.
Create warm, welcoming, and personalized customer interactions.
Discuss customer 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 while representing the bank.
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 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 accordance with compliance 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 compatible mobile device for secure authentication through the Cisco Duo app.
Travel to nearby branches within approximately 45 miles when business needs require.