Banker II

Woodforest National Bank•Lewisburg, 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 focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. This 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 by understanding their financial needs, recommending appropriate banking solutions, explaining products and digital services clearly, and resolving inquiries. The role includes sales and marketing outreach, teller and branch servicing duties, account opening and maintenance, cash handling, and compliance with operational, security, and regulatory requirements. The employee may support 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 and willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs, with demonstrated reliability.
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.
Must 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 while contributing to retail performance.
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, using internal partners as needed.
Process transactions accurately, open accounts, and follow bank policies, procedures, and regulatory requirements.
Create welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a representative of the bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality 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 retail branch duties and business needs as assigned.
Maintain a compatible mobile device for secure authentication through the Cisco Duo app.