Banker II

Woodforest National Bank•Tyler, TX

27d

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 Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction. The Banker performs branch servicing duties, opens and maintains deposit accounts and consumer loan products, supports customers with banking and digital solutions, and helps meet sales, service, compliance, and operational goals. The position may involve supporting nearby branches within approximately 45 miles as business needs require. It is a full-time position with no supervisory responsibility.

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.
Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
Willingness to accept coaching and feedback to improve performance.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, including the 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.
Ability to stand most of the time, with some walking, moving, bending, stooping, or sitting, 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 to support retail performance.
Achieve individual sales goals through proactive conversations, referrals, and marketing outreach inside and outside the branch.
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.
Create warm, welcoming, and personalized customer interactions, and explain products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members, and represent Woodforest as a trusted neighborhood bank.
Participate in local 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 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.
May support nearby branches within approximately 45 miles as business needs require.