Branch Banker II - Customer Service and Sales

Woodforest National Bank•La Porte, IN

About The Position

As a Banker at Woodforest National Bank, the Branch Banker II serves as a frontline ambassador, delivering the Woodforest Experience. The role focuses on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent operational excellence. It 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 provides personalized customer service, identifies financial needs, recommends banking solutions, and supports customers with retail banking products, services, and digital tools. It also involves teller and branch servicing duties, deposit account and consumer loan product processing, sales and community outreach, and compliance with bank policies, procedures, security protocols, and regulatory requirements.

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 and willingness to accept coaching and feedback.
Ability to work flexible or extended hours based on retail branch needs, with demonstrated reliability.
Ability to prioritize workload, multitask, and maintain accuracy and attention to detail in a fast-paced environment.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
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.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
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 adhering to policies, procedures, and regulatory requirements.
Explain complex solutions in an understandable way.
Create welcoming, personalized customer interactions and provide dependable, efficient service.
Explain retail banking products, services, and digital solutions clearly and support customers using digital banking tools and platforms.
Represent Woodforest in relationships with customers, retail partners, and community members.
Participate in local marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information; follow 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 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.