Banker II

Woodforest National Bank; Andalusia (AL); On-site; USD 42,000 - 62,000; Full time

Job summary

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience and growing retail customer relationships through proactive service and cross-selling of banking products.

This role emphasizes ownership, service, and community involvement, with a focus on delivering exceptional customer experiences in a fast-paced branch while embracing digital tools to support customers.

Responsibilities

• Identify customer needs and recommend banking solutions to drive retail performance.
• Achieve individual sales goals via proactive conversations, referrals, and outreach inside/outside the branch.
• Resolve customer inquiries at first contact with internal partners as needed.
• Ensure accurate transactions, account openings, and policy/regulatory compliance.
• Explain complex banking solutions in simple terms.
• Deliver warm, personalized customer interactions daily.
• Understand financial needs and explain products clearly.
• Provide efficient, professional service in a fast-paced branch.
• Support digital banking tools with confidence.
• Build relationships with customers and community as a trusted neighborhood bank.
• Promote branch traffic and deepen relationships through local marketing.
• Support community events and in-store promotions with the team.

Job description

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

Ownership

• Take personal responsibility for delivering strong retail performance by identifying customer needs and recommending appropriate banking solutions.
• Act with accountability in achieving individual sales goals through proactive conversations, referrals, and marketing outreach both inside and outside the branch.
• Demonstrate ownership in resolving customer inquiries or concerns at the first point of contact, utilizing internal partners as needed to ensure timely resolution.
• Maintain operational excellence through accurate transaction processing, account opening, and consistent adherence to policies, procedures, and regulatory requirements.
• Ability to explain complex solutions in a simple to understand way.

Service

• Deliver the Woodforest Experience by creating warm, welcoming, and personalized interactions with every customer, every day.
• Engage customers in meaningful conversations to understand financial needs and clearly explain retail banking products, services, and digital solutions in a simple, easy-to-understand manner.
• Provide dependable, efficient service while maintaining professionalism, composure, and a positive attitude in a fast‑paced retail environment.
• Embrace a technology-driven customer experience by confidently supporting digital banking tools and platforms.

Community

• Build strong relationships with customers, retail partners, and community members by representing Woodforest as a trusted neighborhood bank.
• Actively participate in local retail marketing efforts that drive branch traffic, deepen customer relationships, and support community engagement initiatives.
• Collaborate with branch team members to support community events, outreach activities, and in‑store promotions that align with Woodforest’s