Retail Banker - California

Woodforest Bank California , MD 20619

Posted 2 months ago

The Retail Banker is responsible for providing frontline support and service to current and potential customers to meet their everyday banking needs. This includes marketing and cross-selling products and services, as well as performing customer service, branch operations and teller functions in a non-traditional retail environment.

Key Responsibilities:

  • Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments.

  • Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas.

  • Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary.

  • Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate.

  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques.

  • Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs.

  • Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners.

  • Practices branch security procedures and protects customer confidentiality and privacy.

  • Performs other job related duties or special projects as assigned.

Competencies Required:

  • Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline).

  • Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality.

  • Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.

  • Outstanding listening and communications skills, both written and verbal.

  • Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices.

  • Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.

  • Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude.

  • Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail.

  • Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer .

  • Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports.

Minimum Qualifications/Experience

  • 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service

  • Previous banking experience is preferred but not required

  • Cash handling experience preferred.

Formal Education & Certification

  • High School Diploma or equivalent required.

Supervisory Responsibility

  • None.


  • 0% - Negligible amount of travel expected.

Working Conditions

  • Conditions involve lifting no more than ten pounds, standing most of the time, and may involve walking, moving, or sitting for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Woodforest is an Equal Opportunity Minority/ Female/ Individuals with Disabilities/ Protected Veteran and Affirmative Action Employer

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Classroom Evaluator Northern California


Posted 1 week ago

VIEW JOBS 11/6/2018 12:00:00 AM 2019-02-04T00:00 Seeking exceptional educators! TNTP is currently seeking experienced educators to conduct a series of classroom observations of early career teachers across northern California. This position has a start date of January 2019 for training, with observers conducting classroom observations from February 2019 – April 2019. Observers must be willing to travel across northern California; all travel costs will be reimbursed. Who We Are TNTP is a national nonprofit founded by teachers that believes our nation's public schools can offer all children an excellent education. Today we're a diverse team from a wide range of fields, united by a fierce commitment to helping school systems end educational inequality and achieve their goals for students. We work at every level of the public education system to attract and train talented teachers and school leaders, ensure rigorous and engaging classrooms, and create environments that prioritize great teaching and accelerate student learning. What You'll Do Observers will be responsible for conducting classroom observations for recent graduates of a university teacher preparation program. These observations will inform program development for the school of education. Specific responsibilities include: * Completing 20-25 hours of virtual training on the program's classroom evaluation tool, called the TNTP Core Teaching Rubric. Initial training will be conducted virtually via an online course supplemented by conference calls. * Attending one-on-one check-in meetings with TNTP or evaluation partner staff as needed; these may include virtual meetings to discuss observation logistics like caseloads and scheduling or to practice norming with other observers. * Conducting observations in specified schools, beginning in February and continuing through April (specific dates TBD). The information gathered by observers will aid in our understanding of beginning teachers' growth trajectory and form an important part of how we ultimately measure their effect on student learning. These observation ratings may also be included in external research studies or contribute to evidence informing teacher licensure recommendations, depending the university's preferences. * Scheduling observations for all assigned teachers during the specified observation window based on teachers' schedules and availability. * Observing each assigned teacher during the designated observation dates for an announced observation during the regular school day that will last 45-90 minutes per participant (February through April). * Traveling to schools to conduct observations. Depending on observer location and availability, this may involve arranging personal travel logistics for travel within California (including air or train transportation and lodging), or using personal transportation when applicable. Observations may be conducted all across the state but are expected to be concentrated in northern California. * Providing observation ratings, entered into our designated data collection system, for each assigned teacher using the TNTP Core Teaching Rubric. * Writing a comprehensive observation report aligned to TNTP standards for rating and submitting reports electronically to the program. * Participating in all required introductory and ongoing training, team meetings, and one-on-one check-ins. * Demonstrating the ability to accurately observe and rate teacher performance based on TNTP Core Teaching Rubric. What You Bring We are looking for amazing people who have diverse backgrounds and experiences, are inspired by our mission and are highly motivated to change children's lives through education. You'll be right at home here if you learn from failure and overcome adversity, cultivate strong relationships, and push yourself, your work and the people around you to the next level. Successful applicants to the Classroom Observer position will demonstrate strong time management, organizational, and communication skills, both oral and written; self-motivation; understanding of and empathy for the challenges faced by early career teachers; and a commitment to improving teacher effectiveness for all students. We expect our observers to: * Demonstrate strong familiarity with and understanding of college and career ready standards (specifically the California state standards in all core academic subjects) * Demonstrate a track record of meeting ambitious academic goals with students * Possess the ability to provide polished, professional, and comprehensive written observation reports of new teachers * Demonstrate ability to successfully work in a self-directed role * Successfully complete the TNTP Core Teaching Rubric norming training and associated calibration assessment Qualifications * Have a strong education background, content knowledge, and instructional skill set with a minimum of 2 years teaching experience in high-need schools (experience teaching with a curriculum aligned to the Common Core State Standards preferred) * Have strong written and communication skills * Have experience observing and rating early career teachers using a rubric (preferred) All candidates must also pass the final assessment administered at the close of initial training to continue as a Classroom Observer. In the event that a candidate does not pass, s/he will be paid for participation in initial training but not for any of the subsequent follow-up meetings or check-ins. Time Commitment Observers will be assigned a caseload of teachers (generally 15-25) with whom they must schedule observations during each the observation round based on the teachers' instructional schedules and the observer's availability. While observers can expect to work ~10-15 hours per week during observation cycles, weekly working time will vary based on how the observers chooses to schedule his/her assigned observations. Observers have the opportunity to take part in paid travel to complete observations outside of their geographic area, primarily in northern California. Training (20-25 hours) will take place in January via an online course and conference call; more details about the structure and content of training will be shared later in the hiring process. Observations will be conducted between February and April of 2019, with each teacher receiving one observation. The rate of pay for this position is $25/hr. To Apply Please submit your resume and tailored cover letter online. It's in your best interest to apply as soon as possible. We recommend including a cover letter in your application addressing why you are interested in TNTP and how your experience has prepared you for this position. At TNTP, we believe that diversity makes us stronger and challenges us to think differently every day. TNTP provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, sex, national origin, age, veteran status or disability. Learn More TNTP: Life at TNTP: Tntp California MD

Retail Banker - California

Woodforest Bank