Banker II

Woodforest National Bank•Charlotte, NC

28d•Onsite

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. This role is suited to people who enjoy helping others, thrive in a retail sales environment, and commit to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. You will identify customer needs and recommend banking solutions, pursue individual sales goals through conversations, referrals, and marketing outreach, and resolve customer inquiries at the first point of contact when possible. You will provide personalized service, explain banking products and digital tools clearly, and support customers with digital banking platforms. The position also involves teller and branch servicing duties, account opening and maintenance, cash handling, balancing, vault and ATM activities, audits, and maintaining the workspace. You will follow bank security, operational, regulatory, and confidentiality requirements, and support branch and community marketing activities. This is a full-time, non-supervisory position. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, with possible walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items 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; demonstrated reliability.
Proactive approach to seeking business outside the branch.
Openness to 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 quickly.
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 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, engaging internal partners as needed.
Process transactions and open and maintain accounts accurately while following policies, procedures, and regulatory requirements.
Provide welcoming, personalized customer service and 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 while representing Woodforest as a neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and comply with bank policies, 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.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.