Banker II

Woodforest National Bank•Goldsboro, NC

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will build and grow retail customer relationships through exceptional service, proactive marketing of products and services, and consistent operational excellence. The role suits 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. Bankers identify customer needs and recommend appropriate banking solutions, achieve sales goals through proactive conversations, referrals, and marketing outreach, and resolve customer concerns. They deliver personalized service, explain banking products and digital solutions clearly, and support customers using digital banking tools. The position also involves branch servicing, including teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, workspace upkeep, and opening and maintaining deposit accounts and consumer loan products. The role requires adherence to bank policies, procedures, security protocols, and regulatory guidelines, along with protecting confidential customer information. Bankers collaborate with branch colleagues and represent Woodforest in local marketing, community events, outreach, and promotions. They may support nearby branches within approximately 45 miles as business needs require. The position is full-time, has no supervisory responsibility, and requires maintaining a mobile device compatible with the Cisco Duo app for secure authentication.

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.
Ability to work flexible or extended hours based on retail branch needs.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
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.
Willingness to accept coaching and feedback to improve performance.
Ability to 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.
Knowledge of banking products, services, policies, procedures, and regulatory guidelines, or the ability to learn them quickly.

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 and concerns at the first point of contact, involving internal partners as needed.
Process transactions accurately, open accounts, and comply with 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 local marketing efforts, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and follow bank policies, procedures, 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.
Remain vigilant about branch security and support additional branch duties and business needs as assigned.
Support nearby branches within approximately 45 miles as business needs require.