Banker II

Woodforest National Bank•Tuscaloosa, AL

21d

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 position involves customer service and sales, including identifying customer needs and recommending banking solutions, meeting individual sales goals, resolving customer inquiries, and explaining retail banking products and digital solutions. You will also perform branch servicing duties, process transactions, handle cash, open and maintain deposit accounts and consumer loan products, and follow operational, security, and regulatory requirements. The role requires flexibility to support branch needs and may include travel to nearby branches within approximately 45 miles. This is a full-time, nonsupervisory position. The work may involve standing most of the time, as well as walking, moving, bending, stooping, or sitting briefly, and occasionally lifting and carrying items up to 30 pounds. A mobile device compatible with the Cisco Duo app is required for secure authentication.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent.
Proactive approach to seeking business outside the branch.
Openness to direct coaching and feedback.
Ability to work flexible or extended hours based on business and branch needs; demonstrated reliability.
Effective problem-solving skills and the ability to maintain composure and a positive attitude 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.
Strong organizational skills and 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.
Strong communication and organizational skills.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
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 adhering to policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions.
Explain banking products, services, and digital solutions clearly and simply.
Support customers with digital banking tools and platforms.
Represent Woodforest as a trusted neighborhood bank and build relationships with customers, retail partners, and community members.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information, and comply with bank policies, security protocols, and regulatory guidelines.
Perform 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 branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.