Banker II

Woodforest National Bank•Houston, TX

15d

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 people who enjoy helping others, thrive in a retail sales environment, and demonstrate Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker supports customers with banking solutions, transactions, account opening, and consumer loan products while following bank policies, procedures, security protocols, and regulatory requirements. The role includes branch servicing, community outreach and marketing, support for digital banking tools, and flexibility to assist with additional branch duties. Travel to nearby branches within approximately 45 miles may be needed as business requires.

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.
Willingness to accept coaching and feedback.
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 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.
Pursue individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries and concerns at first contact, using internal partners as needed to ensure timely resolution.
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 with 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 and sensitive information and comply with bank policies, 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 help 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.