Banker II - Bilingual

Woodforest National Bank•McKinney, 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 ideal for individuals who enjoy helping others, thrive in a retail sales environment, and are committed to living Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction. The position involves customer service and sales, retail banking transactions, opening and maintaining deposit accounts and consumer loan products, supporting digital banking tools, maintaining security and compliance, and participating in local marketing and community outreach. Travel to nearby branches within approximately 45 miles may be expected as business needs require. The role has 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.
Ability to work flexible or extended hours based on retail branch needs.
Ability to seek business proactively outside the branch.
Willingness to accept coaching and feedback.
Ability to 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.
Organizational skills 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.
Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.
High school diploma or equivalent.

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 or concerns at the first point of contact, involving internal partners as needed.
Process transactions and open accounts accurately while adhering to policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions.
Explain banking products, services, and digital solutions clearly and simply.
Support customers with 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.
Safeguard customer confidentiality and comply with bank policies, security protocols, and regulatory guidelines.
Perform 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 accordance with compliance standards.
Follow branch security procedures and protect the bank, customers, and team members.
Support additional branch duties and business needs as assigned.
Travel to nearby branches, approximately 45 miles, when business needs require.