Banker II

Woodforest National Bank•Latrobe, PA

15d•Onsite

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 supports customers with retail banking products, services, and digital solutions; identifies needs and recommends appropriate solutions; resolves inquiries; and contributes to sales and marketing goals. The role also performs branch servicing duties, including teller transactions, account opening and maintenance, cash handling, balancing, vault and ATM activities, audits, and workspace upkeep. The Banker follows bank policies, security procedures, and regulatory requirements, and may support nearby branches within approximately 45 miles as business needs require. The position is full-time and has no supervisory responsibility. Working conditions involve standing most of the time, with some walking, moving, bending, stooping, or sitting for brief periods 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.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs; reliability is expected.
Ability to accept coaching and feedback and use it to improve performance.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, regulatory guidelines, and security protocols.
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.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
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

Build and grow retail customer relationships by delivering exceptional, warm, welcoming, and personalized service.
Identify customer needs and recommend appropriate banking solutions through proactive conversations, referrals, and marketing outreach inside and outside the branch.
Work toward individual retail sales goals and participate in local marketing, community outreach, events, and in-store promotions.
Resolve customer inquiries and concerns at the first point of contact, using internal partners as needed for timely resolution.
Explain banking products, services, complex solutions, and digital tools in a clear and easy-to-understand manner.
Process transactions accurately, open and maintain deposit accounts and consumer loan products, and comply with policies, procedures, and regulatory requirements.
Perform teller and branch servicing duties, including cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep.
Support customers in using digital banking tools and platforms.
Protect customer confidentiality and sensitive information and follow bank security procedures and protocols.
Collaborate with branch team members and represent Woodforest in customer, retail partner, and community interactions.
Maintain flexibility to support additional branch duties and business needs, including nearby branches as required.