Banker II

Woodforest National Bank•High Point, NC

12d•Onsite

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. The role focuses on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. It is suited to 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. The Banker identifies customer needs and recommends banking solutions, works toward individual sales goals through conversations, referrals, and marketing outreach, resolves customer concerns, and processes transactions and accounts accurately in accordance with bank policies and regulatory requirements. The role provides personalized customer service, explains banking products and digital solutions clearly, supports digital banking tools, and represents Woodforest in the community. Branch servicing duties include teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, account maintenance, and workspace upkeep. This is a full-time position. The role has no supervisory responsibility. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, with some walking, moving, bending, stooping, or sitting for brief periods, and occasional lifting and carrying of items up to 30 lbs. The employee must maintain 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.
Willingness to accept coaching and feedback to improve performance.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize workload 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 customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries and concerns at the first point of contact, using internal partners as needed.
Process transactions and open accounts accurately while following 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.
Build relationships with customers, retail partners, and community members while representing Woodforest as a neighborhood bank.
Participate in local retail marketing, community outreach, events, and in-store promotions.
Safeguard customer confidentiality 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 protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.