Banker II

Woodforest National Bank•Hamburg, NY

12d

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. The role is suited to 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 customers with banking products, services, and digital solutions; performs branch servicing and operational duties; and contributes to sales, local marketing, and community engagement. The position requires compliance with bank policies, security protocols, and regulatory guidelines. It is full-time, has no supervisory responsibility, and may involve supporting nearby branches within approximately 45 miles as business needs require.

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.
Willingness to accept coaching and feedback and use it to improve performance.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to learn and apply products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain confidentiality, follow directions, and apply proper policies, procedures, and guidelines.
Excellent organizational skills and 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 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 when needed to ensure timely resolution.
Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions; explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms and provide dependable, professional service in a fast-paced retail environment.
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.
Safeguard customer confidentiality and sensitive information, 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.
Open and maintain deposit accounts and consumer loan products accurately and in compliance with applicable standards.
Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
Support additional branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when required by business needs.