Banker II
Woodforest National Bank
Banker II
As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. This role is ideal for individuals who enjoy helping others, thrive in a retail sales environment, and are committed to living Woodforest's Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction. Key Responsibilities include:
- Ownership: Take personal responsibility for delivering strong retail performance by identifying customer needs and recommending appropriate banking solutions.
- Service: Deliver the Woodforest Experience by creating warm, welcoming, and personalized interactions with every customer, every day.
- Community: Build strong relationships with customers, retail partners, and community members by representing Woodforest as a trusted neighborhood bank.
- Integrity: Uphold the highest ethical standards by safeguarding customer confidentiality, privacy, and sensitive information.
- Initiative: Perform branch servicing duties including teller transactions, cash handling, balancing, ordering cash, vault activities, ATM servicing, and workspace upkeep.
Competencies Required include: Must be proactive when seeking business outside of the branch. Must be open to direct coaching and feedback. Ability to work flexible or extended working hours to meet business needs; demonstrated reliability. Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members. Knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in a sales and service process. Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines. Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail. Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.
Minimum Qualifications/Experience include: Minimum of 2 years of relevant retail sales and/or customer service experience. Strong communication, organizational, and problem-solving skills. Ability to work flexible or extended hours based on retail branch needs.
What Success Looks Like includes: Customers feel welcomed, valued, and confident in their banking relationships. Consistent achievement of retail sales and marketing goals. Strong operational accuracy and compliance performance. Demonstrated commitment to Woodforest's Core Values through daily behaviors.
Formal Education & Certification: High School Diploma or equivalent required.
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