Banker II

Woodforest National Bank•Carrollton, TX

21d

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 execution of operational excellence. The role is suited to someone who enjoys helping others, thrives in a retail sales environment, and is committed to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The position includes customer service and sales, teller and branch servicing duties, account opening and maintenance, compliance, security, and community engagement. It is full-time, has no supervisory responsibility, and may involve supporting nearby branches within approximately 45 miles as business needs require. Working conditions involve standing most of the time, with occasional walking, moving, bending, stooping, sitting briefly, and lifting and carrying items up to 30 lbs. 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.
Strong communication, organizational, and problem-solving skills.
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 workload 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.
Proactive approach to seeking business outside the branch.
Openness to coaching and feedback.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
Knowledge of, or ability to quickly 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 is preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Work toward individual sales goals through proactive conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries or 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.
Explain complex solutions and banking products, services, and digital solutions in clear, easy-to-understand terms.
Deliver warm, welcoming, personalized, dependable, and efficient customer service in a fast-paced retail environment.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members, representing Woodforest as a trusted neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information, and follow 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 compliance with applicable 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.