Retail Banking Advisor — Grow Relationships

Woodforest National Bank; Brimfield Township (OH); On-site; USD 48,000 - 70,000; Full time

Job summary

Woodforest National Bank is seeking a Frontline Banker to grow retail customer relationships through exceptional service and proactive marketing of banking products and services.

The role emphasizes Woodforest’s Core Values—Ownership, Service, Community, and Integrity—while delivering the Woodforest Experience in a fast-paced branch setting, including dealing with transactions, deposits, and digital tools.

Qualifications

• Minimum 2 years of relevant retail sales and/or customer service experience.
• Prior in-store retail banking experience preferred but not required.
• Demonstrated willingness to accept coaching and feedback.
• Strong communication, organizational, and problem-solving skills.
• Ability to work flexible or extended hours based on retail branch needs.

Responsibilities

• 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.
• 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.

Skills

Retail sales

Customer service

Relationship building

Sales referrals

Communication

Education

High School Diploma or equivalent

Job description

Woodforest National Bank is seeking a Frontline Banker to grow retail customer relationships through exceptional service and proactive marketing of banking products and services.

The role emphasizes Woodforest’s Core Values—Ownership, Service, Community, and Integrity—while delivering the Woodforest Experience in a fast-paced branch setting, including dealing with transactions, deposits, and digital tools.