Banker II

Woodforest National Bank•League City, TX

12d

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. The 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 delivers personalized customer service, identifies financial needs, recommends appropriate banking solutions, supports customers with digital banking tools, and contributes to branch sales and marketing goals. The position also performs a range of branch servicing and operational duties while following bank policies, security procedures, and regulatory requirements. The role is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles as business needs require.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs.
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.
Proactive approach to seeking business outside the branch.
Openness to direct coaching and feedback.
Ability to maintain composure and a positive attitude while interacting 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.
Demonstrated reliability.
Ability to 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 to support retail performance.
Achieve 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 adhering to policies, procedures, and regulatory requirements.
Explain banking solutions, products, services, and digital tools in a clear and accessible manner.
Deliver warm, welcoming, personalized, professional, and dependable customer service.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a representative of Woodforest.
Participate in local retail marketing, community events, outreach, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information and comply with bank policies, security protocols, and regulations.
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 accordance with compliance standards.
Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.