Banker II - Bilingual

Woodforest National Bank•Smithfield, 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 individuals 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 position includes sales, customer service, account opening and maintenance, transaction processing, cash handling, branch operations, security, and community outreach. Bankers explain products and solutions clearly, support customers with digital banking tools, and resolve inquiries while following bank policies, procedures, and regulatory requirements. The role is full-time, has no supervisory responsibility, and may involve travel to nearby branches within approximately 45 miles as business needs require.

Requirements

  • Minimum of 2 years of relevant retail sales and/or customer service experience.
  • Fluency in English and Spanish.
  • High School Diploma or equivalent required.
  • 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 prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • 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 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 following 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 the bank.
  • Participate in local retail marketing, community events, outreach activities, and in-store promotions.
  • Safeguard customer confidentiality and comply with bank policies, security protocols, and regulatory guidelines.
  • Perform branch 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 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.
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