Banker II - Bilingual

Woodforest National Bank•San Antonio, TX

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 branch sales, customer service, account opening and maintenance, teller and cash-handling operations, security, and community engagement. The position requires flexibility to support business needs and nearby branches as needed. It is full-time and has no supervisory responsibility.

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 and demonstrated reliability.
Proactive approach to seeking business outside the branch and willingness to accept coaching and feedback.
Ability to maintain composure and a positive attitude while serving customers and working with internal team members.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
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.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions; pursue sales goals through proactive conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries and concerns at the first point of contact, involving internal partners as needed.
Process transactions and open and maintain deposit accounts and consumer loan products accurately and in compliance with policies and regulations.
Deliver welcoming, personalized service; explain banking products, services, complex solutions, and digital banking tools in an easy-to-understand manner.
Represent Woodforest as a trusted neighborhood bank and participate in local marketing, community events, outreach, and in-store promotions.
Protect customer confidentiality and comply with bank policies, procedures, security protocols, and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep.
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 may be required.
Maintain a mobile device compatible with the Cisco Duo app for secure authentication.