Retail Banking Specialist – Growth & Community Impact

Woodforest; Belmont (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience and growing retail customer relationships through exceptional service, proactive marketing of products and services, and precise operational execution. You will take ownership of delivering strong retail performance and resolving customer inquiries.

This role emphasizes engaging customers to understand financial needs, explaining banking solutions in simple terms, supporting

Qualifications

• Must demonstrate proactive customer service and problem-solving abilities.
• Willingness to accept coaching and feedback to improve performance.
• Ability to work flexible or extended hours based on branch needs.
• Strong communication, organizational, and problem-solving skills.
• Knowledge of or ability to learn banking products and procedures.

Responsibilities

• Take personal responsibility for delivering strong retail performance by identifying customer needs and recommending banking solutions.
• Achieve sales goals through proactive conversations, referrals, and marketing outreach inside and outside the branch.
• Resolve customer inquiries at first contact, coordinating with internal partners as needed.
• Maintain operational excellence through accurate transaction processing and account opening.
• Explain complex solutions in a simple, understandable way.
• Open and maintain deposit accounts and consumer loan products with accuracy and compliance.

Skills

Communication

Problem-solving

Customer service

Sales mindset

Adaptability

Coaching

Confidentiality

Organization

Education

High School Diploma or equivalent

Tools

Cisco Duo app

Job description

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience and growing retail customer relationships through exceptional service, proactive marketing of products and services, and precise operational execution. You will take ownership of delivering strong retail performance and resolving customer inquiries.

This role emphasizes engaging customers to understand financial needs, explaining banking solutions in simple terms, supporting