Banker II

Woodforest National Bank•Shippensburg, PA

15d

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. The role suits 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 supports branch sales, customer service, operational processing, and community outreach. Duties include identifying customer needs and recommending banking solutions; resolving inquiries; processing transactions and opening accounts; supporting digital banking; promoting products inside and outside the branch; performing cash, vault, ATM, and audit activities; and following security, compliance, and regulatory requirements. The employee may also support nearby branches within approximately 45 miles as business needs require.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent.
Ability to work flexible or extended hours based on retail branch needs.
Strong communication, organizational, and problem-solving skills.
Willingness to accept coaching and feedback.
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.
Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Ability to stand most of the time, walk, move, bend, stoop, or sit briefly, and occasionally lift and carry items up to 30 lbs.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Achieve individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries or 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.
Explain banking products, services, and digital solutions clearly and support customers with digital banking tools and platforms.
Represent Woodforest in relationships with customers, retail partners, and community members.
Participate in local marketing, community events, outreach activities, and in-store promotions.
Safeguard 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 compliance with standards.
Follow branch security procedures and 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.