Retail Banking Advisor & Relationship Builder

Woodforest National Bank; Pennsylvania; On-site; USD 42,000 - 58,000; Full time

Job summary

Woodforest National Bank seeks a Banker to serve as a frontline ambassador, driving the Woodforest Experience by building retail customer relationships through exceptional service, proactive marketing of products and services, and rigorous adherence to operational excellence.

This role suits those who enjoy helping others in a retail sales environment and who are committed to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction.

Qualifications

• Minimum of 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 to improve performance.
• Strong communication, organizational, and problem-solving skills.
• Ability to work flexible or extended hours based on retail branch needs.

Responsibilities

• Identify customer needs and recommend appropriate banking solutions.
• Achieve individual sales goals through proactive conversations, referrals, and marketing outreach.
• Explain complex solutions in a simple, understandable way.
• Maintain operational excellence with accurate transaction processing and account opening.
• Follow policies, procedures and regulatory requirements.

Skills

Retail sales experience

Customer service

Communication skills

Problem-solving

Flexibility to work extended hours

Education

High School Diploma or equivalent

Job description

Woodforest National Bank seeks a Banker to serve as a frontline ambassador, driving the Woodforest Experience by building retail customer relationships through exceptional service, proactive marketing of products and services, and rigorous adherence to operational excellence.

This role suits those who enjoy helping others in a retail sales environment and who are committed to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction.