Banker II

Woodforest National Bank•Riverdale, GA

13d

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. 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. The Banker identifies customer needs and recommends banking solutions, works toward individual sales goals, resolves customer concerns, processes transactions accurately, opens and maintains accounts and consumer loan products, supports digital banking tools, and performs branch servicing and security duties. The role also involves local marketing and community engagement, collaboration with branch colleagues, and flexibility to support branch business needs. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles. High school diploma or equivalent is required.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
Willingness to accept coaching and feedback to improve performance.
Proactive approach to seeking business outside the branch.
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 quickly.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, prioritization, and multitasking 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 or concerns at the first point of contact, involving internal partners as needed.
Process transactions accurately, open accounts, and adhere to policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions; discuss financial needs 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 while representing Woodforest as a trusted neighborhood bank.
Participate in local marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality 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 compliance with standards.
Follow branch security procedures and remain vigilant in protecting 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 business needs require.