Banker II - Bilingual

Woodforest National Bank•Garland, 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 is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, with possible walking, moving, bending, stooping, or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. 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.
  • Fluency in English and Spanish.
  • High school diploma or equivalent.
  • Strong communication, organizational, and problem-solving skills.
  • Ability to accept coaching and feedback and use it to improve performance.
  • Ability to work flexible or extended hours based on retail branch needs, with demonstrated reliability.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Ability 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.
  • Proactive approach to seeking business outside the branch.
  • Ability to maintain composure and a positive attitude while interacting with customers and internal team members.

Nice To Haves

  • Prior in-store retail banking experience.

Responsibilities

  • Identify customer needs and recommend appropriate banking solutions while taking responsibility for retail performance.
  • Work toward 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, using internal partners as needed.
  • Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
  • Explain complex solutions, banking products, services, and digital solutions in a clear, easy-to-understand way.
  • Create warm, welcoming, personalized customer interactions and provide dependable, professional service in a fast-paced retail environment.
  • Support customers in using digital banking tools and platforms.
  • Build relationships with customers, retail partners, and community members; participate in local marketing, community events, outreach, and in-store promotions.
  • Safeguard customer confidentiality and comply with bank policies, procedures, 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 applicable standards.
  • Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
  • Support additional branch duties and business needs as assigned.
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