Retail Banking Advisor II

Woodforest National Bank; Orlando (FL); On-site; USD 38,000 - 60,000; Full time

Job summary

Woodforest National Bank in Orlando seeks a customer-focused Banker to serve as a frontline ambassador and grow retail relationships through proactive service and recommended banking solutions, while ensuring accurate execution of operations.

This role emphasizes ownership, service and integrity, with a focus on understanding customer needs, achieving individual sales goals, and collaborating with internal partners to resolve questions promptly.

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.

Job description

Woodforest National Bank in Orlando seeks a customer-focused Banker to serve as a frontline ambassador and grow retail relationships through proactive service and recommended banking solutions, while ensuring accurate execution of operations.

This role emphasizes ownership, service and integrity, with a focus on understanding customer needs, achieving individual sales goals, and collaborating with internal partners to resolve questions promptly.