Branch Banker - No Banking Experience Required

Woodforest National Bank•Greenwood, IN

About The Position

As a Banker at Woodforest National Bank, you will serve 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 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 includes customer service and sales, branch transactions and account opening, operational and regulatory compliance, community engagement, and support for digital banking tools. The employee may support nearby branches within approximately 45 miles as business needs require. This is a full-time role with 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 seek business proactively outside the branch.
  • Willingness to accept coaching and feedback.
  • Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • 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.
  • Ability to 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 conversations, referrals, and marketing outreach inside and outside the branch.
  • Resolve customer inquiries and concerns at the first point of contact, using internal partners when needed.
  • Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
  • Create warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
  • Support customers in using digital banking tools and platforms.
  • Build relationships with customers, retail partners, and community members as a representative of Woodforest.
  • Participate in local retail marketing, community events, outreach activities, and in-store promotions.
  • Safeguard confidential and sensitive customer information and comply with 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 help protect the bank, customers, and team members.
  • Adapt to additional branch duties and business needs as assigned.
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