Banker II

Woodforest National Bank•Norfolk, VA

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 execution of operational excellence. The 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 Banker provides personalized service, identifies customer needs, recommends banking solutions, supports digital banking tools, and helps achieve individual retail sales goals. The role also performs branch servicing and operational duties, including teller transactions, account opening, cash handling, ATM servicing, and compliance with bank policies and regulatory requirements. The position is full-time. Nearby-branch support within approximately 45 miles may be expected 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 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 banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • 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.
  • Achieve 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 policies, procedures, and regulatory requirements.
  • Create warm, welcoming, and personalized customer interactions and explain banking products, services, and digital solutions clearly.
  • Support customers with digital banking tools and platforms.
  • Represent Woodforest in the community and participate in local marketing, outreach, community events, and in-store promotions.
  • Protect customer confidentiality 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.
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