Banker II

Woodforest National Bank•Charleston, SC

11h

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. This role is suited to individuals who enjoy helping others, thrive in a retail sales environment, and are committed to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker supports customers with banking products, services, and digital solutions; identifies needs and recommends appropriate solutions; and works to meet individual sales goals through conversations, referrals, and marketing outreach. The position also performs branch servicing and transaction duties, opens and maintains deposit accounts and consumer loan products, follows security and compliance requirements, and may support nearby branches within approximately 45 miles as business needs require. This is a full-time, nonsupervisory role.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent.
Strong communication, organizational, and problem-solving skills.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs.
Ability to seek business outside the branch proactively.
Ability to maintain composure and a positive attitude when interacting with customers and internal team members.
Ability to learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organization, prioritization, multitasking, accuracy, and attention to detail in a fast-paced environment.
Ability to understand instructions, forms, and applications and familiarity with financial statements and credit reports.
Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Work toward individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries or concerns at the first point of contact, involving internal partners as needed.
Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
Create welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Represent Woodforest in the community and participate in local marketing, outreach, community events, and in-store promotions.
Protect customer confidentiality and comply with bank policies, security protocols, and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products accurately and in compliance with applicable standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.