Banker II

Woodforest National Bank•Baytown, TX

21d

About The Position

As a Banker at Woodforest National Bank, the Banker II serves as a frontline ambassador, delivering the Woodforest Experience. The role focuses on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent operational excellence. It is suited to someone who enjoys helping others, thrives in a retail sales environment, and demonstrates Woodforest’s Core Values of Ownership, Service, Community, and Integrity. The Banker supports customers with banking solutions, transactions, account opening, consumer loan products, and digital banking tools. The position also includes retail marketing and community engagement, branch security and operational duties, and flexibility to support additional branch needs. 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

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.
Ability to seek business proactively outside the branch.
Openness to coaching and feedback.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to organize and prioritize workload, multitask in a fast-paced environment, and maintain 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 a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Achieve individual sales goals through customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries and concerns at the first point of contact, involving internal partners when needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Welcome customers with personalized service and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Represent Woodforest in relationships with customers, retail partners, and community members.
Participate in local marketing, community outreach, events, and in-store promotions.
Safeguard customer privacy and confidential information and follow bank policies, security protocols, and regulations.
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 in accordance with compliance standards.
Follow branch security procedures and remain alert to protect 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.