Banker II

Woodforest National Bank•Shenandoah, 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 customer and team interactions. The Banker supports customers with banking solutions, account opening and maintenance, consumer loan products, teller transactions, cash handling, and digital banking tools. The role also involves branch marketing and community engagement, resolving customer inquiries, and following bank policies, security protocols, and regulatory requirements. The position is full-time, has no supervisory responsibility, and may require supporting nearby branches within approximately 45 miles as business needs require.

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, with demonstrated reliability.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to organize and prioritize work, multitask in a fast-paced environment, and maintain 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 direct coaching and feedback.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Ability to solve problems, remain composed, and maintain a positive attitude when interacting with customers and internal team members.
Ability to maintain a mobile device compatible with the Cisco Duo app.

Nice To Haves

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

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
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, using internal partners as needed.
Process transactions and open accounts accurately while complying with 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.
Build relationships with customers, retail partners, and community members as a representative of Woodforest.
Participate in local marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, 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 accordance with compliance standards.
Remain vigilant in protecting the bank, customers, and team members, and support additional branch duties and business needs as assigned.
Maintain a mobile device compatible with the Cisco Duo app for secure authentication.
Support nearby branches within approximately 45 miles when business needs require.