Retail Banking Relationship Specialist

Woodforest National Bank; Portage (IN); On-site; USD 38,000 - 48,000; Full time

Job summary

Woodforest National Bank in Indiana-Portage is seeking a Banker to join our team and deliver the Woodforest Experience through exceptional service and proactive product marketing. This full-time role focuses on building lasting customer relationships and guiding clients through banking solutions.

You will support branch operations, open deposit and loan accounts, and promote digital tools while upholding Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every

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

• 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

Flexibility

Organizational skills

Confidentiality

Education

High School Diploma or equivalent

Job description

Woodforest National Bank in Indiana-Portage is seeking a Banker to join our team and deliver the Woodforest Experience through exceptional service and proactive product marketing. This full-time role focuses on building lasting customer relationships and guiding clients through banking solutions.

You will support branch operations, open deposit and loan accounts, and promote digital tools while upholding Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every