Retail Banking Specialist: Build Relationships

Woodforest National Bank; Eden (NC); On-site; USD 38,000 - 52,000; Full time

Job summary

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador and grow retail customer relationships through exceptional service and proactive marketing of products and services. You will balance sales goals with accurate transaction processing in a fast-paced branch environment.

The role emphasizes ownership, integrity, and community engagement, with opportunities to support digital banking tools while upholding Woodforest’s core values.

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.

Skills

Retail sales

Customer service

Communication

Problem solving

Flexibility

Education

High School Diploma or equivalent

Job description

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador and grow retail customer relationships through exceptional service and proactive marketing of products and services. You will balance sales goals with accurate transaction processing in a fast-paced branch environment.

The role emphasizes ownership, integrity, and community engagement, with opportunities to support digital banking tools while upholding Woodforest’s core values.