Banker II - Bilingual

Woodforest National Bank•Katy, 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 customers with banking needs, recommends suitable solutions, promotes products and services, and provides accurate, compliant branch operations. The role includes teller and cash-handling work, account opening and maintenance, digital banking support, community marketing, and security-related duties. The position requires fluency in English and Spanish and may involve supporting nearby branches within approximately 45 miles as business needs require.

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.
Ability to work flexible or extended hours based on retail branch needs, with demonstrated reliability.
Ability to accept coaching and feedback and use it to improve performance.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize work 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.
Proactive approach to seeking business outside the branch.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
High school diploma or equivalent.

Nice To Haves

Prior in-store retail banking experience.

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 or concerns at the first point of contact, involving internal partners as needed.
Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
Explain banking solutions, products, services, and digital tools in a clear, easy-to-understand manner.
Provide warm, personalized, dependable, and professional service in a fast-paced retail environment.
Support customers in using digital banking tools and platforms.
Represent Woodforest in relationships with customers, retail partners, and community members.
Participate in local marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and sensitive information 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 accurately and in compliance with standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional branch duties and business needs as assigned.
Maintain a compatible mobile device for secure authentication through the Cisco Duo app.
May support nearby branches within approximately 45 miles as business needs require.