Retail Assistant Branch Manager

Woodforest National Bank is a privately owned, employee‑owned bank that focuses on building relationships and serving community needs.

Job Overview

Position: Retail Assistant Branch Manager (Full‑time). Primary location: Ohio – Cortland, Warren WM‑0438. Schedule: Full‑time.

Key Responsibilities

• Assist the Retail Branch Manager in achieving branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer.
• Act as a “Keeper of the Woodforest Culture,” creating energy around retail objectives and initiatives.
• Develop and lead innovative strategies to grow, retain, and deepen consumer and business relationships.
• Proactively grow business deposits and loans through inside and outside business calling.
• Enhance customer experience by warmly greeting, engaging, and developing relationships with customers, community members, and retail partners.
• Embrace and lead a technology‑driven customer experience.
• Lead, partner, and execute a community engagement strategy with a Community Development Relationship Manager.
• Inspire and coach team members to reach their full potential and act as a positive role model.
• Perform any other duty as assigned.

Other Responsibilities

• Exhibit operational excellence through diligent adherence to policies and procedures.
• Maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures, and guidelines.
• Practice branch security procedures and protect customer confidentiality and privacy.
• Perform branch servicing duties such as paying and receiving, cash and vault balancing; ordering cash, cards, reports, audits and control checks; maintaining and servicing automated teller machines, and cleaning work areas.
• Practice prudent expense management.
• Address customer questions and concerns by telephone and in person or refer to the appropriate internal resource with ownership until final resolution.

Competencies Required

• Proactive when seeking business outside of the branch.
• Goal‑oriented, disciplined team leader with strong interpersonal skills, sales aptitude, and comfort with outside sales.
• Open to direct coaching and feedback.
• Work flexible or extended hours to meet business needs; demonstrate reliability.
• Passion for taking care of people, effective problem‑solving, composure, and positive attitude with customers and team members.
• Quickly learn products, services, policies, procedures, regulatory guidelines, and participate in sales and service processes.
• Maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures, and guidelines.
• Excellent organizational skills; prioritize workload and multi‑task in a fast‑paced environment with accuracy.
• Understand instructions, forms, applications, and be familiar with financial statements and credit reports.

Minimum Qualifications and Experience

• 3 years of relevant and transferable sales and/or customer service experience.
• OR an Associate’s degree and 2 years of relevant and transferable sales and/or customer service experience.
• OR a Bachelor’s degree and 1 year of relevant and transferable sales and/or customer service experience.
• Demonstrable leadership ability and experience. Prior supervisory experience is helpful.
• Previous in‑store banking experience preferred but not required.
• Must be positive and engaging.

Formal Education & Certification

• High School Diploma or equivalent required.

Additional Details

• Full‑time work status.
• Supervisory responsibility: mentor or lead a team of more junior staff; does not typically have formal personnel decision authority.
• Travel: up to 25% or more outside of branch or as needed by customer.
• Working conditions: standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, occasionally lifting up to 30 lbs.

Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity Employer, including Disability and Veterans.