Banker II

Woodforest National Bank•Kemah, 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 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 every customer and team interaction. The Banker supports retail performance by identifying customer needs, recommending appropriate banking solutions, achieving sales goals, resolving customer inquiries, and accurately processing transactions and opening accounts. The role provides personalized customer service, explains banking products and digital solutions, supports digital banking tools, and participates in local marketing and community engagement. Branch servicing duties include teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep. The Banker also opens and maintains deposit accounts and consumer loan products, follows security and compliance requirements, and supports additional branch duties as assigned. The position requires at least two years of relevant retail sales and/or customer service experience. Prior in-store retail banking experience is preferred but not required. A high school diploma or equivalent is required. The role is full-time, has no supervisory responsibility, may require supporting nearby branches within approximately 45 miles, and may involve flexible or extended hours based on business needs. Working conditions include standing most of the time, with occasional walking, moving, bending, stooping, sitting, and lifting or carrying items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

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.
Willingness to accept coaching and feedback to improve performance.
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 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.
Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Must be proactive in seeking business outside the branch.
Must be able to learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Pursue 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, using internal partners as needed.
Accurately process transactions and open accounts while following policies, procedures, and regulatory requirements.
Deliver warm, 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 as a representative of Woodforest.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and sensitive information, 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 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.
Travel to support nearby branches within approximately 45 miles when business needs require.