Banker II

Woodforest National Bank•Union, 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 demonstrate Woodforest’s Core Values of Ownership, Service, Community, and Integrity. Bankers identify customer needs and recommend appropriate banking solutions, meet individual sales goals through customer conversations, referrals, and marketing outreach, and resolve inquiries or concerns. They provide personalized service, explain financial products and digital banking tools clearly, process transactions accurately, open and maintain deposit accounts and consumer loan products, and comply with bank policies and regulatory requirements. The role also includes teller and branch servicing duties, cash handling, vault and ATM activities, audits, security procedures, community outreach, and other duties as assigned. The position is full-time. It has no supervisory responsibility. Travel to nearby branches within approximately 45 miles may be expected as business needs require. Working conditions involve standing most of the time, with possible walking, moving, bending, stooping, or brief periods of sitting, 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.
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.
Achieve 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.
Create warm, welcoming, and personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
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.