Banker II - Bilingual

Woodforest National Bank•Magnolia, TX

15d

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 individuals 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 performance through customer needs assessment, sales conversations, referrals, marketing outreach, customer service, accurate transactions, account opening, and compliance with bank policies and regulatory requirements. The role also includes teller and cash-handling duties, vault and ATM activities, audits, deposit account and consumer loan product servicing, security procedures, local marketing and community engagement, and other retail branch duties as assigned. This is a full-time, nonsupervisory position. Travel may be expected to nearby branches within approximately 45 miles as business needs require. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. Working conditions include standing most of the time, with occasional walking, moving, bending, stooping, or sitting, and occasionally lifting and carrying items up to 30 lbs.

Requirements

Minimum of 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; reliability is required.
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.
Ability to learn banking products, services, policies, procedures, and regulatory guidelines, and to engage in a sales and service process.
Willingness to accept coaching and feedback to improve performance.
Proactive approach to seeking business outside the branch.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
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

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 and concerns at the first point of contact, engaging internal partners as needed for timely resolution.
Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
Create warm, welcoming, personalized customer interactions and explain retail banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a representative of the bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and comply with bank policies, security protocols, and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products in accordance with compliance standards.
Follow branch security procedures and help protect 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.