Retail Banking Relationship Advisor

Woodforest; Baker (LA); On-site; USD 36,000 - 48,000; Full time

Job summary

Woodforest National Bank is seeking a Branch Banker to serve as a frontline ambassador, delivering the Woodforest Experience and growing retail customer relationships through exceptional service and proactive marketing of products and services.

The role emphasizes ownership, integrity, service, and community engagement, with responsibilities spanning sales, customer support, and compliant branch operations in a dynamic retail environment.

Qualifications

• Minimum of 2 years of relevant retail sales and/or customer service experience.
• Strong communication, organizational, and problem-solving skills.
• Ability to work flexible or extended hours based on retail branch needs.
• Demonstrated willingness to accept coaching and feedback to improve performance.

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.

Skills

Retail sales

Customer service

Communication

Problem-solving

Organization

Flexibility

Coaching openness

Education

High School Diploma or equivalent

Tools

Cisco Duo app

Job description

Woodforest National Bank is seeking a Branch Banker to serve as a frontline ambassador, delivering the Woodforest Experience and growing retail customer relationships through exceptional service and proactive marketing of products and services.

The role emphasizes ownership, integrity, service, and community engagement, with responsibilities spanning sales, customer support, and compliant branch operations in a dynamic retail environment.