Banker II

Woodforest National Bank•Elizabethtown, KY

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 customers with banking solutions, account and consumer loan products, digital banking tools, and branch services. The position includes sales and marketing, customer service, accurate transaction processing, security and compliance, and participation in community and branch activities. Full-time work is required, with flexible or extended hours and support for nearby branches as business needs require. The position has 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 work flexible or extended hours based on retail branch needs and demonstrated reliability.
  • Ability to accept coaching and feedback and use it to improve performance.
  • 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.
  • Ability to learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
  • 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.

Responsibilities

  • Identify customer needs and recommend appropriate banking solutions; pursue individual sales goals through 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 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 efforts, community events, outreach activities, and in-store promotions.
  • Safeguard customer confidentiality and comply with bank policies, security protocols, and regulatory guidelines.
  • Perform branch servicing duties, including teller transactions, cash handling and 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 vigilant in protecting 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.
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