Retail Banking Relationship Advisor

Woodforest National Bank; Milford (OH); On-site; USD 40,000 - 48,000; Full time

Job summary

Woodforest National Bank in Ohio is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience and growing retail customer relationships. You will promote banking solutions and assist customers with digital tools in a fast-paced branch environment.

The role emphasizes ownership, integrity, and service as you achieve sales goals, process transactions, and maintain compliance while supporting community initiatives.

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.
• 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.
• 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.
• Embrace a technology-driven customer experience by confidently supporting digital banking tools and platforms.
• Build strong relationships with customers, retail partners, and community members by representing Woodforest as a trusted neighborhood bank.
• Collaborate with branch team members to support community events, outreach activities, and in-store promotions that align with Woodforest’s community-focused mission.

Skills

Retail sales

Customer service

Communication

Problem solving

Time management

Education

High School Diploma

Job description

Woodforest National Bank in Ohio is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience and growing retail customer relationships. You will promote banking solutions and assist customers with digital tools in a fast-paced branch environment.

The role emphasizes ownership, integrity, and service as you achieve sales goals, process transactions, and maintain compliance while supporting community initiatives.