Banker II - Bilingual

Woodforest National Bank•Mount Olive, NC

11d

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 execution. The role is suited to someone who enjoys helping others, thrives in a retail sales environment, and demonstrates Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker delivers personalized customer service, identifies financial needs, and recommends appropriate banking solutions. The role includes sales and marketing outreach inside and outside the branch; resolving customer questions and concerns; accurately processing transactions and opening accounts; supporting digital banking tools; participating in local marketing and community activities; and complying with bank policies, security procedures, and regulatory requirements. Branch servicing duties may include cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep. The employee may support nearby branches within approximately 45 miles as business needs require.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
Fluency in English and Spanish.
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.
Ability to maintain composure and a positive attitude when interacting with customers and team members.
Willingness to accept coaching and feedback to improve performance.
Proactive approach to seeking business outside the branch.
Ability to learn banking products, services, policies, procedures, and regulatory guidelines.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Pursue individual sales goals through proactive customer 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.
Accurately process transactions and open accounts while following policies, procedures, and regulatory requirements.
Create warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members while representing the 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.