Retail Banking Specialist: Build Trusted Relationships

Woodforest National Bank; Heath (OH); On-site; USD 42,000 - 52,000; Full time

Job summary

Woodforest National Bank in Ohio-Heath is seeking a Banker II to deliver the Woodforest Experience by building durable retail customer relationships through exceptional service and proactive product recommendations. The role emphasizes ownership, integrity, and community values in every customer and team interaction.

The position includes teller duties, sales conversations, and the support of digital banking tools within a fast-paced branch environment.

Qualifications

• Minimum of 2 years of relevant retail sales and/or customer service experience.
• Prior in-store retail banking experience preferred but not required.
• 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.
• Explain complex solutions in a simple to understand way.

Skills

Retail sales

Customer service

Communication

Problem-solving

Time management

Education

High School Diploma or equivalent

Job description

Woodforest National Bank in Ohio-Heath is seeking a Banker II to deliver the Woodforest Experience by building durable retail customer relationships through exceptional service and proactive product recommendations. The role emphasizes ownership, integrity, and community values in every customer and team interaction.

The position includes teller duties, sales conversations, and the support of digital banking tools within a fast-paced branch environment.