Banker II

Woodforest National Bank•Charleston, SC

12d

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, works well in a retail sales environment, and demonstrates Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The position includes customer service and sales, teller and cash-handling duties, account and consumer loan product support, compliance with bank policies and regulations, and participation in branch and community marketing activities. You may also support nearby branches within approximately 45 miles as business needs require. The working conditions involve standing most of the time, with some walking, moving, bending, stooping, or sitting, and occasional lifting or carrying of items weighing up to 30 lbs. You 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.
Proactive approach to seeking business outside the branch.
Willingness to accept coaching and feedback.
Ability to maintain composure and a positive attitude while helping 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.
Strong organizational skills, including prioritizing and multitasking 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 while taking responsibility for retail performance.
Pursue 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 bank policies, procedures, and regulatory requirements.
Explain banking solutions, products, services, and digital tools in a clear, easy-to-understand manner.
Provide warm, welcoming, personalized, dependable, and professional customer service in a fast-paced retail environment.
Support customers in using digital banking tools and platforms.
Represent Woodforest and build relationships with customers, retail partners, and community members.
Participate in local marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and sensitive information, and comply with bank 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 remain vigilant in protecting the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.