Banker II

Woodforest National Bank•The Woodlands, TX

21d

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will build and grow 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 position includes customer-facing sales and service, branch operations, account and consumer loan product servicing, cash handling, and support for community and local marketing activities. Work may include supporting nearby branches within approximately 45 miles as business needs require. The role is full-time and has no supervisory responsibility.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Proactive in seeking business outside the branch.
Open to direct coaching and feedback.
Able to work flexible or extended hours to meet business needs and demonstrate reliability.
Effective problem-solving skills and 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 and 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.
Strong communication, organizational, and problem-solving skills.
Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Ability to meet the position’s physical demands, including standing most of the time and occasionally lifting and carrying items up to 30 lbs.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Achieve individual 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, using internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Explain banking solutions, products, services, and digital tools in a clear and accessible manner.
Deliver warm, welcoming, personalized, dependable, and professional customer service.
Support customers with digital banking tools and platforms.
Represent Woodforest in relationships with customers, retail partners, and community members.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information and comply with bank policies, security protocols, and regulatory guidelines.
Perform branch servicing duties, including teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products accurately and in compliance with applicable standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional branch duties and business needs as assigned.
Support nearby branches within approximately 45 miles when business needs require.