Banker II

Woodforest National Bank•Havelock, NC

14d

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 intended for 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 every customer and team interaction. The Banker supports customer needs through personalized service, product recommendations, sales and marketing outreach, accurate transaction processing, account opening, and compliance with bank policies and regulatory requirements. Branch responsibilities also include teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, workspace upkeep, and maintaining branch security. The role may also include supporting nearby branches within approximately 45 miles as business needs require. This is a full-time position. The employee should be prepared to work flexible or extended hours based on business needs. The role involves standing most of the time and may include walking, moving, bending, stooping, or sitting briefly, as well as occasionally lifting and carrying items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. A high school diploma or equivalent is required, along with at least two years of relevant retail sales and/or customer service experience. Prior in-store retail banking experience is preferred but not required. The position has no supervisory responsibility.

Requirements

High school diploma or equivalent.
At least 2 years of relevant retail sales and/or customer service experience.
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.
Proactive approach to seeking business outside the branch.
Ability to maintain composure and a positive attitude while working with customers and internal team members.
Ability to learn and apply 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, including the 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.
Ability to occasionally lift and carry items up to 30 pounds.
Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

Prior in-store retail banking experience.

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, using internal partners as needed to ensure timely resolution.
Process transactions and open accounts accurately while adhering to bank policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions.
Discuss customers’ financial needs and explain retail banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Represent Woodforest in relationships with customers, retail partners, and community members.
Participate in local retail marketing, community outreach, community events, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information, and comply with bank policies, security protocols, and regulatory guidelines.
Perform branch servicing duties, including teller transactions, cash handling, balancing, ordering cash, 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 retail branch duties and business needs as assigned.
Support nearby branches within approximately 45 miles when business needs require.