Banker II

Woodforest National Bank•Florence, SC

25d

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 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. You will identify customer needs and recommend appropriate banking solutions; provide personalized service and clear explanations of banking products, services, and digital tools; support retail marketing and community engagement; and maintain accurate, compliant branch operations. Branch duties include teller transactions, cash handling, account opening and maintenance, vault and ATM activities, audits, and security procedures. The role may also require supporting nearby branches within approximately 45 miles as business needs require. This is a full-time position with no supervisory responsibility. Working conditions include standing most of the time, with some walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items up to 30 pounds. 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.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
Ability to seek business outside the branch proactively.
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 learn banking products, services, policies, procedures, and regulatory guidelines quickly and engage in sales and service processes.
Ability to maintain composure and a positive attitude while helping customers and internal team members.
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 customer 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 accurately, open accounts, and follow policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with 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 events, outreach activities, 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 accordance with compliance 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.