Banker II

Woodforest National Bank•Belmont, 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. The 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 financial needs, recommends appropriate banking solutions, and supports customers with retail banking products and digital tools. The position also performs branch servicing tasks, opens and maintains deposit accounts and consumer loan products, supports local marketing and community outreach, and follows bank policies, procedures, security protocols, and regulatory requirements. The role is full-time, has no supervisory responsibility, and may involve supporting nearby branches within approximately 45 miles as business needs require.

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.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs.
Ability to seek business outside the branch proactively.
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 learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to 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.
Work toward 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, 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; explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a representative of Woodforest.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality 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.
Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
Support additional branch duties and business needs as assigned.
Maintain flexibility to work extended hours and support nearby branches as business needs require.