Banker II - Bilingual

Woodforest National Bank•Jacksonville, NC

15d

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, thrives in a retail sales environment, and demonstrates Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker provides personalized customer service, identifies financial needs and recommends suitable banking solutions, works toward sales goals, and resolves customer concerns. The role also includes teller and cash-handling duties, account and consumer loan product servicing, branch security, compliance, community outreach, and support for additional branch needs. The position requires fluency in English and Spanish, at least two years of relevant retail sales and/or customer service experience, and a high school diploma or equivalent. Travel to nearby branches within approximately 45 miles may be required based on business needs.

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.
Ability to work flexible or extended hours based on retail branch needs.
Ability to seek business proactively 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 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.

Responsibilities

Identify customer needs and recommend appropriate banking solutions while taking responsibility for strong retail performance.
Achieve individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries and concerns at the first point of contact, using internal partners as needed.
Process transactions and open accounts accurately while complying with bank policies, procedures, and regulatory requirements.
Create warm, 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 as a representative of Woodforest.
Participate in local marketing, community events, outreach, and in-store promotions.
Safeguard confidential and sensitive customer information and comply with 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 remain vigilant in 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 as business needs require.