Banker Jobs

About The Position

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.
• Proactive approach to seeking business outside the branch.
• Openness to direct coaching and feedback.
• 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 sales and service processes.
• Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
• Excellent organizational skills and ability to prioritize and multitask in a fast-paced environment with 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.

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 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.
• Explain banking solutions, products, services, and digital tools in a clear and accessible manner.
• Deliver welcoming, personalized, dependable, and professional customer service.
• Support customers in 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 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 help protect the bank, customers, and team members.
• Support additional retail branch duties and business needs as assigned.
• Maintain a compatible mobile device for secure authentication using the Cisco Duo app.
• Travel to nearby branches within approximately 45 miles when business needs require.