Banker II

Woodforest National Bank•Morehead City, NC

15d•Onsite

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 ideal for individuals who enjoy helping others, thrive in a retail sales environment, and are committed to living Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction. The Banker supports retail performance by identifying customer needs, recommending banking solutions, achieving individual sales goals, resolving customer concerns, and accurately processing transactions and opening accounts. The role delivers personalized customer service, explains banking products and digital solutions, supports branch and community marketing, and performs branch servicing and security duties. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles as business needs require.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs.
Ability to seek business proactively outside the branch.
Willingness to accept direct coaching and feedback.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills and ability to prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
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.
Achieve individual sales goals through proactive 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 policies, procedures, and regulatory requirements.
Explain complex solutions and retail banking products, services, and digital solutions in an understandable way.
Create warm, welcoming, and personalized customer interactions and provide dependable, professional service in a fast-paced retail environment.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members, and represent Woodforest as a trusted neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard 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 remain vigilant in protecting the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.