Banker II

Woodforest National Bank•Tomball, TX

25d

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 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. The Banker provides personalized customer service, identifies financial needs, recommends suitable banking solutions, and supports customers with retail banking products, services, and digital tools. The position also performs branch servicing duties, opens and maintains deposit accounts and consumer loan products, and follows applicable policies, security procedures, and regulatory requirements. This is a full-time role with no supervisory responsibility. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions involve standing most of the time, with possible walking, moving, bending, stooping, or sitting for brief periods, and occasional lifting and carrying of items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs.
Proactive approach to seeking business outside the branch.
Openness to coaching and feedback.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Ability to learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.
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.
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.
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, engaging internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Create welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members while representing Woodforest as a neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality, privacy, and sensitive information, and comply with bank security protocols and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products accurately and in compliance with applicable standards.
Remain vigilant in following branch security procedures and protecting the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.