Branch Banker II - Customer Service, Sales and Retail

Woodforest National Bank•Michigan City, IN

About The Position

As a Banker at Woodforest National Bank, the Branch Banker II serves as a frontline ambassador and delivers 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 people 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 combines customer service and sales with branch operations. Duties include identifying customer needs and recommending banking solutions, meeting sales goals through conversations, referrals, and marketing outreach, resolving inquiries, processing transactions, opening and maintaining deposit accounts and consumer loan products, and supporting digital banking. Branch servicing may include cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and maintaining the workspace. The role also involves local marketing and community engagement, compliance with bank policies and regulations, and flexibility to perform additional branch duties as assigned. This is a full-time position with no supervisory responsibility. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions involve standing most of the time, with some walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

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.
Willingness to accept coaching and feedback to improve performance.
Ability to learn products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Ability to maintain composure and a positive attitude while solving problems and interacting with customers and team members.
Reliability and flexibility to meet business needs.
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.
Pursue 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 following policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Represent Woodforest in relationships with customers, retail partners, and community members.
Participate in local retail marketing, 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, balancing, ordering cash, 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.
Perform additional retail branch duties and support business needs as assigned.