Banker II

Woodforest National Bank•Weaverville, NC

20d•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. The role is suited to people 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 delivers personalized customer service, identifies financial needs, explains banking products and digital solutions, and works toward individual sales goals. The role also performs branch servicing and operational duties, including transactions, account opening, cash handling, audits, ATM servicing, and maintaining security and compliance. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles as business needs require. Working conditions involve standing most of the time and may include walking, moving, bending, stooping, brief periods of sitting, and occasionally lifting and carrying items up to 30 lbs. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

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; reliability is expected.
Willingness to accept coaching and feedback to improve performance.
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 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 ability to learn them quickly.
Ability to engage in a sales and service process and proactively seek business outside the branch.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Work toward 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 adhering to policies, procedures, and regulatory requirements.
Create welcoming, personalized customer interactions and explain financial products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a representative of Woodforest.
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 standards.
Follow branch security procedures and protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Support nearby branches within approximately 45 miles as business needs require.