Banker II - Bilingual

Woodforest National Bank•Siler City, NC

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. This role is suited to people 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 delivers personalized customer service, identifies customer needs, recommends appropriate banking solutions, and pursues individual sales goals through proactive conversations, referrals, and marketing outreach. The role also handles branch servicing activities, opens and maintains deposit accounts and consumer loan products, processes transactions accurately, and follows bank policies, security protocols, and regulatory requirements. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles 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 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.
Fluency in English and Spanish.
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.
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.
Ability to 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 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 and open accounts accurately while complying with policies, procedures, and regulatory requirements.
Create welcoming, 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, representing Woodforest as a neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information, 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 accordance with compliance standards.
Remain vigilant in following branch security procedures and protecting 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.