Retail Banking Relationship Advisor

Woodforest National Bank; South Bend (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Woodforest National Bank in South Bend seeks a Banker to build and grow retail customer relationships through exceptional service and proactive marketing of banking solutions. You will execute operational excellence while delivering the Woodforest Experience in a fast-paced branch setting.

The role emphasizes helping customers with their financial needs, explaining products clearly, and supporting digital banking tools to provide convenient services.

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 inside and outside the branch.
• Explain complex solutions in simple, understandable terms.
• Deliver the Woodforest Experience with warm, personalized interactions every day.
• Explain retail banking products, services, and digital solutions clearly.
• Support digital banking tools and platforms to assist customers.

Skills

Retail sales

Customer service

Communication

Problem solving

Organizational skills

Multitasking

Confidentiality

Education

High school diploma

Job description

Woodforest National Bank in South Bend seeks a Banker to build and grow retail customer relationships through exceptional service and proactive marketing of banking solutions. You will execute operational excellence while delivering the Woodforest Experience in a fast-paced branch setting.

The role emphasizes helping customers with their financial needs, explaining products clearly, and supporting digital banking tools to provide convenient services.