Banker II - Bilingual

Woodforest National Bank•Mount Pocono, PA

13d

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 people 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 delivers personalized customer service, identifies customer needs, recommends banking solutions, and supports sales goals through customer conversations, referrals, marketing outreach, and community engagement. The role includes processing transactions, handling cash, opening and maintaining deposit accounts and consumer loan products, supporting digital banking tools, following security and compliance requirements, and taking on other branch duties as assigned. This is a full-time position. The employee may be expected to support nearby branches within approximately 45 miles as business needs require. The work involves standing most of the time, with some walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. No supervisory responsibility is assigned.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
Fluency in English and Spanish.
High school diploma or equivalent.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize workload 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.
Proactive approach to seeking business outside the branch.
Openness to direct coaching and feedback.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Reliability and ability to meet business needs through flexible or extended working hours.
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 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 when needed.
Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
Create warm, welcoming, personalized customer interactions and explain products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members while representing Woodforest as a neighborhood bank.
Participate in local marketing efforts, community events, outreach activities, and in-store promotions.
Protect customer confidentiality, privacy, and sensitive information, and comply with 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.
Travel to nearby branches within approximately 45 miles when business needs require.