Banker II

Woodforest National Bank•Raleigh, NC

21d

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 execution of operational excellence. The role is suited to people who enjoy helping others, thrive in a retail sales environment, and demonstrate Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions.

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.
Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Proactive approach to seeking business outside the branch.
Openness to coaching and feedback.
Ability to maintain composure and a positive attitude while helping customers and working with internal team members.
Knowledge of, or ability to quickly learn, banking products, services, policies, procedures, regulatory guidelines, and the sales and service process.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions, taking responsibility for strong retail performance.
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, accessible manner.
Create warm, welcoming, personalized customer interactions and provide dependable, professional service in a fast-paced retail environment.
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 marketing, community events, outreach activities, and in-store promotions.
Protect customer privacy and confidential information and follow 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 help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.