Banker II - Bilingual

Woodforest National Bank•La Porte, TX

13d

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 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 performs teller and other branch servicing duties, opens and maintains deposit accounts and consumer loan products, supports customers with digital banking tools, and helps meet retail sales and marketing goals. The position requires reliable, flexible support for branch business needs, including possible travel to nearby branches within approximately 45 miles. It is a full-time role with no supervisory responsibility.

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.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs; reliability is required.
Ability to be proactive in seeking business outside the branch.
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.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain composure and a positive attitude when interacting with customers and internal team members.
Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Ability to stand most of the time; walk, move, bend, stoop, or sit for brief periods; and occasionally lift and carry items up to 30 lbs.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions while supporting retail performance and individual sales goals.
Use proactive conversations, referrals, and marketing outreach inside and outside the branch to develop business.
Resolve customer inquiries and concerns at the first point of contact, involving internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Welcome customers and provide personalized, efficient, professional service in a fast-paced retail environment.
Explain banking products, services, and digital solutions clearly, and support customers using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members as a representative of the bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and comply with bank policies, 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.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Support nearby branches within approximately 45 miles as business needs require.