Banker II - Bilingual

Woodforest National Bank•Houma, LA

8d•Onsite

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 operational excellence. The role is suited to someone who enjoys helping others, thrives in a retail sales environment, and demonstrates Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker supports customers with banking solutions, account opening, consumer loan products, transactions, cash handling, and digital banking tools. The role also contributes to branch marketing and community outreach, follows bank policies and regulatory requirements, and may support nearby branches within approximately 45 miles as business needs require. This is a full-time position with no supervisory responsibility.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
Fluency in English and Spanish.
Strong communication, organizational, and problem-solving skills.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs.
Ability to prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
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 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 customer 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 bank policies, procedures, and regulatory requirements.
Create welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers with digital banking tools and platforms.
Represent the bank in relationships with customers, retail partners, and community members.
Participate in local marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality and comply with 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 in compliance with applicable standards.
Follow branch security procedures and support additional branch duties and business needs as assigned.
Maintain a compatible mobile device for secure authentication using the Cisco Duo app.
Support nearby branches within approximately 45 miles when business needs require.