Banker II - Bilingual

Woodforest National Bank•Murphy, TX

9d•Onsite

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. Bankers build relationships with customers, retail partners, and community members; identify customer needs and recommend banking solutions; promote products and services; and provide personalized, dependable service. The role includes accurately processing transactions, opening and maintaining deposit accounts and consumer loan products, supporting digital banking tools, and carrying out branch servicing and security duties. Bankers also participate in local marketing, community outreach, and branch activities, while following bank policies, procedures, and regulatory requirements. The position is full-time. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, with possible walking, moving, bending, stooping, or sitting for brief periods, and occasional lifting and carrying of items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. The role has 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; demonstrated reliability.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize workload and multitask accurately in a fast-paced environment, with 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 and occasionally lift and carry items up to 30 pounds.

Nice To Haves

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

Responsibilities

Identify customer needs and recommend appropriate banking solutions; pursue sales goals through conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries and concerns at the first point of contact, using internal partners as needed to ensure timely resolution.
Process transactions and open accounts accurately while adhering to bank policies, procedures, and regulatory requirements.
Create warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Represent Woodforest in the community and participate in local marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality and sensitive information and follow bank 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 standards.
Remain vigilant in protecting the bank, customers, and team members; support additional branch duties and business needs as assigned.
Travel to nearby branches within approximately 45 miles when business needs require.