Retail Banking Advisor — Customer Experience Leader

Woodforest National Bank; Wauseon (OH); On-site; USD 42,000 - 49,000; Full time

Job summary

Woodforest National Bank in Ohio is seeking a Retail Banker to deliver exceptional customer service and drive sales by identifying and recommending bank products and services that meet customer needs.

The role involves transactions, account openings, and routine maintenance, with opportunities for advancement within the bank’s branches. A high school diploma is required, with preferred in-store banking experience and a customer-focused mindset.

Qualifications

• 3 years of relevant and transferrable sales and/or customer service experience.
• Previous in-store banking experience is preferred, but not required.
• Must be positive and engaging.
• Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree.

Responsibilities

• Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
• Processing transactions, opening accounts, and performing account maintenance.
• Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
• Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.

Skills

Sales experience

Customer service

In-store banking

Education

High School Diploma

Bachelor's degree

Associate’s degree

Job description

Woodforest National Bank in Ohio is seeking a Retail Banker to deliver exceptional customer service and drive sales by identifying and recommending bank products and services that meet customer needs.

The role involves transactions, account openings, and routine maintenance, with opportunities for advancement within the bank’s branches. A high school diploma is required, with preferred in-store banking experience and a customer-focused mindset.