Retail Banking Relationship Advisor

Woodforest National Bank; Beaufort (SC); On-site; USD 42,000 - 62,000; Full time

Job summary

Woodforest National Bank in Beaufort, SC is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience by building retail customer relationships and promoting banking solutions. This role emphasizes ownership, service, community and integrity across sales, service, and operations.

Ideal candidates will have strong communication skills, a customer-focused mindset, and the flexibility to support branch needs while upholding bank policies and confidentiality.

Qualifications

• Minimum of 2 years of relevant retail sales and/or customer service experience
• Prior in-store retail banking experience preferred but not required
• Demonstrated willingness to accept coaching and feedback to improve performance
• Strong communication, organizational, and problem-solving skills
• Ability to work flexible or extended hours based on retail branch needs

Responsibilities

• Take personal responsibility for delivering strong retail performance by identifying customer needs and recommending appropriate banking solutions.
• Act with accountability in achieving individual sales goals through proactive conversations, referrals, and marketing outreach both inside and outside the branch.
• Demonstrate ownership in resolving customer inquiries or concerns at the first point of contact, utilizing internal partners as needed to ensure timely resolution.
• Maintain operational excellence through accurate transaction processing, account opening, and consistent adherence to policies, procedures, and regulatory requirements.
• Ability to explain complex solutions in a simple to understand way.
• Deliver the Woodforest Experience by creating warm, welcoming, and personalized interactions with every customer, every day.
• Engage customers in meaningful conversations to understand financial needs and clearly explain retail banking products, services, and digital solutions in a simple, easy-to-understand manner.
• Provide dependable, efficient service while maintaining professionalism, composure, and a positive attitude in a fast-paced retail environment.
• Embrace a technology-driven customer experience by confidently supporting digital banking tools and platforms.
• Build strong relationships with customers, retail partners, and community members by representing Woodforest as a trusted neighborhood bank.
• Actively participate in local retail marketing efforts that drive branch traffic, deepen customer relationships, and support community engagement initiatives.
• Collaborate with branch team members to support community events, outreach activities, and in-store promotions that align with Woodforest’s community-focused mission.
• Uphold the highest ethical standards by safeguarding customer confidentiality, privacy, and sensitive information.
• Comply fully with all bank policies, procedures, security protocols, and regulatory guidelines.
• Demonstrate honesty, transparency, and respect in all customer, peer, and leadership interactions.
• Perform branch servicing 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 with accuracy and attention to compliance standards.
• Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
• Maintain flexibility to support additional retail branch duties and business needs as assigned.

Skills

Retail sales

Customer service

Communication

Problem solving

Confidentiality

Open to coaching

Time management

Education

High School Diploma or equivalent

Job description

Woodforest National Bank in Beaufort, SC is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience by building retail customer relationships and promoting banking solutions. This role emphasizes ownership, service, community and integrity across sales, service, and operations.

Ideal candidates will have strong communication skills, a customer-focused mindset, and the flexibility to support branch needs while upholding bank policies and confidentiality.