Banker II
Woodforest National Bank • Murray, KY18d
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Banker II
Woodforest National Bank•Murray, KY
About The Position
As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will build and grow retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. This role is suited to someone who enjoys helping others, thrives in a retail sales environment, and demonstrates Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker identifies customer needs and recommends banking solutions, pursues individual sales goals through conversations, referrals, and marketing outreach, and resolves customer concerns. The role includes transaction processing, account opening and maintenance, cash handling, branch security, and support for digital banking tools. Bankers also contribute to local marketing, community outreach, and other branch duties as assigned. This is a full-time, non-supervisory position. Travel to nearby branches within approximately 45 miles may be expected as business needs require. Working conditions involve standing most of the time, with some walking, moving, bending, stooping, or 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
- 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.
- 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.
- Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
- Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
- 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.
- Achieve 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.
- Process transactions and open accounts accurately while following 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 the bank.
- Participate in local marketing, community events, outreach activities, and in-store promotions.
- Safeguard confidential customer 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 remain alert to protect the bank, customers, and team members.
- Support additional retail branch duties and business needs as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
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