Banker Jobs

About The Position

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 seek business outside the branch.
• Openness to coaching and feedback and willingness to improve performance.
• Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
• Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
• Ability to learn products, services, policies, procedures, regulatory guidelines, and the sales and service process quickly.
• Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
• Excellent organizational skills, including the 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 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 or concerns at the first point of contact, using internal partners as needed to ensure timely resolution.
• Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
• Explain banking solutions, products, services, and digital tools in a clear, easy-to-understand manner.
• Deliver warm, welcoming, personalized, dependable, and professional customer service in a fast-paced retail environment.
• Support customers in using digital banking tools and platforms.
• Build relationships with customers, retail partners, and community members while representing Woodforest as a trusted neighborhood bank.
• 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 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 compliance with applicable standards.
• Follow branch security procedures and help protect the bank, customers, and team members.
• Support additional retail branch duties and business needs as assigned.
• Support nearby branches within approximately 45 miles when business needs require.