Banker II

Woodforest National Bank•Walterboro, SC

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 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. The Banker supports customers with banking needs, including transaction processing, account opening, consumer loan products, and digital banking tools. The role also includes cash handling and other branch servicing duties, security and compliance responsibilities, and participation in local marketing and community outreach. Travel to nearby branches within approximately 45 miles may be expected as business needs require.

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.
  • Proactive approach to seeking business outside the branch.
  • Openness to direct coaching and feedback.
  • Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
  • Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • 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.
  • 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.
  • Work toward individual sales goals through proactive 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.
  • Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
  • Explain banking solutions, products, services, and digital tools in a clear, easy-to-understand manner.
  • Deliver welcoming, personalized, dependable, and professional customer service.
  • Support customers in using digital banking tools and platforms.
  • Represent Woodforest in relationships with customers, retail partners, and community members.
  • Participate in local marketing, community events, outreach, and in-store promotions.
  • Protect 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 help protect the bank, customers, and team members.
  • Support additional branch duties and business needs as assigned.
  • Travel to nearby branches within approximately 45 miles when business needs require.
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