Assistant Branch Manager

Woodforest National Bank•Liberty, TX

About The Position

As an Assistant Branch Manager at Woodforest National Bank, you support the Branch Manager in driving branch performance, customer relationship growth, and operational excellence. You help execute retail sales and marketing strategies, coach team members, and ensure consistent delivery of the Woodforest Experience. This hands-on leadership role balances customer engagement, frontline coaching, community involvement, and operational discipline while modeling the bank’s Core Values of Ownership, Service, Community, and Integrity. You support branch sales and customer growth, help maintain compliance and operational accuracy, and participate in local community outreach. You mentor team members, assist with scheduling and workflow management, and perform branch servicing duties as needed. The role is full-time. It may require supporting nearby branches within approximately 45 miles as business needs require. Working conditions involve standing most of the time, with possible walking, moving, bending, stooping, sitting briefly, and occasional lifting or carrying items up to 30 pounds. You must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

  • At least 3 years of relevant and transferable sales and/or customer service experience; alternatively, an Associate’s degree and 2 years of such experience, or a Bachelor’s degree and 1 year of such experience.
  • High school diploma or equivalent required.
  • Demonstrated leadership capability.
  • Strong interpersonal, communication, and marketing-oriented sales skills.
  • Comfort working in a performance-driven retail banking environment.
  • Proactive approach to seeking business outside the branch; sales aptitude and comfort with outside sales.
  • Ability to accept direct coaching and feedback.
  • Ability to work flexible or extended hours based on business needs, with demonstrated reliability.
  • Effective problem-solving, composure, and a positive attitude when interacting with customers and internal team members.
  • Knowledge of, or ability to quickly learn, products, services, policies, procedures, and regulatory guidelines, and to engage in a sales and service process.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Strong organizational skills; 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 stand most of the time and occasionally walk, move, bend, stoop, sit briefly, and lift or carry items up to 30 pounds.
  • Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

  • Prior supervisory or coaching experience.

Responsibilities

  • Partner with the Branch Manager to support retail growth, deposit performance, and customer acquisition.
  • Contribute to branch sales goals through customer engagement, referrals, and marketing efforts.
  • Support branch operations and ensure compliance with policies, procedures, audits, and cash controls.
  • Engage customers professionally, resolve concerns, and deliver consistent service across teller, platform, and digital interactions.
  • Coach team members to identify customer needs and recommend relevant retail banking products and services.
  • Promote a technology-forward retail banking experience for customers and team members.
  • Participate in community engagement and retail marketing activities that strengthen the bank’s local presence.
  • Build relationships with retail partners, community members, and local businesses to drive branch traffic and relationship growth.
  • Partner with Community Development Relationship Managers and branch leadership on outreach aligned with community needs and branch goals.
  • Uphold ethical standards, protect customer confidentiality and privacy, and foster trust, transparency, and respect within the branch team.
  • Model expectations for performance, workplace behaviors, and customer experience; mentor and develop team members through observation, feedback, and on-the-job coaching.
  • Assist with scheduling, workflow management, and coverage planning.
  • Perform branch servicing duties as needed, including teller transactions, account opening, cash handling, ATM servicing, and audits.
  • Practice prudent expense management and resource stewardship.
  • Work flexible or extended hours as needed to meet business requirements.
  • Support nearby branches within approximately 45 miles when business needs require.
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