Retail Banking & Service Specialist

Woodforest National Bank; Toledo (OH); On-site; USD 23,000 - 27,000; Full time

Job summary

Woodforest National Bank in Toledo, OH is seeking a Banker II to build retail customer relationships through excellent service and proactive product recommendations.

You will handle teller duties, open accounts with accuracy, and support sales and marketing efforts while upholding Woodforest’s core values of Ownership, Service, Community and Integrity. The role requires flexibility and strong interpersonal skills.

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.
• Willingness to accept coaching and feedback.
• Confidentiality and accuracy in handling financial information.

Responsibilities

• Identify customer needs and recommend banking solutions.
• Achieve individual sales goals through proactive conversations and referrals.
• Explain complex banking products in simple terms.
• Perform teller transactions, cash handling, balancing, and account openings with accuracy.
• Uphold policies, procedures and regulatory requirements.

Skills

Retail sales

Customer service

Communication

Organizational skills

Problem-solving

Flexibility

Coaching receptiveness

Education

High School Diploma or equivalent

Tools

Cisco Duo

Job description

Woodforest National Bank in Toledo, OH is seeking a Banker II to build retail customer relationships through excellent service and proactive product recommendations.

You will handle teller duties, open accounts with accuracy, and support sales and marketing efforts while upholding Woodforest’s core values of Ownership, Service, Community and Integrity. The role requires flexibility and strong interpersonal skills.