Assistant Branch Manager

Woodforest National Bank•Carrollton, 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. The role involves helping execute retail sales and marketing strategies, coaching team members, and ensuring consistent delivery of the Woodforest Experience. It calls for a hands-on leader who balances customer engagement, frontline coaching, community involvement, and operational discipline while modeling Woodforest’s Core Values of Ownership, Service, Community, and Integrity. You will support branch sales and customer growth, maintain a visible presence serving customers, coach team members, and help ensure accurate, compliant branch operations. You will also participate in local outreach and marketing, maintain relationships with retail partners and community members, and assist with scheduling and workflow. The position is full-time. It may require travel to nearby branches within approximately 45 miles as business needs require. Working conditions involve standing most of the time, with possible walking, moving, bending, stooping, brief periods of sitting, and occasional lifting and carrying of 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 relevant experience, or a Bachelor’s degree and 1 year of relevant 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 in seeking business outside the branch and comfortable with outside sales.
  • Goal-oriented, disciplined, reliable, and able to lead a team with strong interpersonal skills and sales aptitude.
  • Open to direct coaching and feedback.
  • Able to work flexible or extended hours to meet business needs.
  • Effective problem-solving skills and the ability to maintain composure and a positive attitude with customers and internal team members.
  • Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and the sales and service process.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Strong organizational skills, with the 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 perform occasional walking, moving, bending, stooping, sitting, and lifting or carrying 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 is preferred.

Responsibilities

  • Partner with the Branch Manager to operate the branch with a business-owner mindset, supporting retail growth, deposit performance, and customer acquisition.
  • Drive individual and team contributions to branch sales goals through proactive customer engagement, referrals, and marketing efforts.
  • Support branch operations by ensuring compliance with policies, procedures, audits, and cash controls.
  • Deliver the Woodforest Experience through customer engagement, solution-focused conversations, and effective resolution of customer concerns.
  • Coach and support team members in identifying customer needs and recommending relevant retail banking products and services.
  • Help ensure consistent, high-quality service across teller, platform, and digital interactions, and promote technology-forward retail banking.
  • Support and participate in branch-level community engagement and retail marketing activities.
  • Build and maintain relationships with retail partners, community members, and local businesses to increase branch traffic and relationship growth.
  • Partner with Community Development Relationship Managers and branch leadership to execute outreach aligned with community needs and branch goals.
  • Uphold ethical standards, regulatory compliance, customer confidentiality, and privacy; foster trust, transparency, and respect within the branch team.
  • Act as a visible leader and role model, reinforcing performance, behavior, and customer experience expectations.
  • Coach, mentor, and support team members through observation, feedback, and on-the-job development.
  • 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.
  • Support nearby branches within approximately 45 miles as business needs require.
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