Banker II

Woodforest National Bank•Rochester, NY

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 execution of operational excellence. The role is suited to people who enjoy helping others, thrive in a retail sales environment, and demonstrate Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker supports retail sales and marketing goals, resolves customer needs, processes transactions, opens and maintains deposit accounts and consumer loan products, and carries out branch servicing and security duties. The role involves working flexible or extended hours as business needs require and may include supporting nearby branches within approximately 45 miles. It is full-time and has no supervisory responsibility.

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.
Ability to seek business proactively outside the branch and to accept coaching and feedback.
Ability to maintain composure and a positive attitude while assisting customers and internal team members.
Ability to learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, including prioritizing and multitasking 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.
Ability to stand most of the time, with occasional walking, moving, bending, stooping, or sitting 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, contributing to individual sales goals through conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries and concerns at the first point of contact, using internal partners as needed to achieve timely resolution.
Process transactions accurately and open and maintain deposit accounts and consumer loan products in accordance with applicable requirements.
Deliver warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Participate in local retail marketing, community outreach, events, and in-store promotions.
Protect customer confidentiality and follow bank policies, procedures, 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.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Work flexible or extended hours as needed and support nearby branches within approximately 45 miles when business needs require.