Banker II

Banker II

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 living Woodforest's Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction. Key responsibilities include taking personal responsibility for delivering strong retail performance by identifying customer needs and recommending appropriate banking solutions. You will act with accountability in achieving individual sales goals through proactive conversations, referrals, and marketing outreach both inside and outside the branch. You will demonstrate ownership in resolving customer inquiries or concerns at the first point of contact, utilizing internal partners as needed to ensure timely resolution. You will maintain operational excellence through accurate transaction processing, account opening, and consistent adherence to policies, procedures, and regulatory requirements. You will be able to explain complex solutions in a simple to understand way. You will deliver the Woodforest Experience by creating warm, welcoming, and personalized interactions with every customer, every day. You will engage customers in meaningful conversations to understand financial needs and clearly explain retail banking products, services, and digital solutions in a simple, easy-to-understand manner. You will provide dependable, efficient service while maintaining professionalism, composure, and a positive attitude in a fast-paced retail environment. You will embrace a technology-driven customer experience by confidently supporting digital banking tools and platforms. You will build strong relationships with customers, retail partners, and community members by representing Woodforest as a trusted neighborhood bank. You will actively participate in local retail marketing efforts that drive branch traffic, deepen customer relationships, and support community engagement initiatives. You will collaborate with branch team members to support community events, outreach activities, and in-store promotions that align with Woodforest's community-focused mission. You will uphold the highest ethical standards by safeguarding customer confidentiality, privacy, and sensitive information. You will comply fully with all bank policies, procedures, security protocols, and regulatory guidelines. You will demonstrate honesty, transparency, and respect in all customer, peer, and leadership interactions. You will perform branch servicing duties including teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep. You will open and maintain deposit accounts and consumer loan products with accuracy and attention to compliance standards. You will follow branch security procedures and remain vigilant in protecting the bank, customers, and team members. You will maintain flexibility to support additional retail branch duties and business needs as assigned.

Competencies required include being proactive when seeking business outside of the branch, being open to direct coaching and feedback, working flexible or extended working hours to meet business needs; demonstrated reliability, demonstrating a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members, knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in a sales and service process, maintaining the highest level of confidentiality, following directions, and applying proper policies, procedures and guidelines, excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail, and ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.

Minimum qualifications/experience include a minimum of 2 years of relevant retail sales and/or customer service experience, prior in-store retail banking experience preferred but not required, demonstrated willingness to accept coaching and feedback to improve performance, strong communication, organizational, and problem-solving skills, and ability to work flexible or extended hours based on retail branch needs.

What success looks like includes customers feeling welcomed, valued, and confident in their banking relationships, consistent achievement of retail sales and marketing goals, strong operational accuracy and compliance performance, and demonstrated commitment to Woodforest's Core Values through daily behaviors.

Formal education & certification include a high school diploma or equivalent required.

Work status is full-time. Supervisory responsibility is no. Travel may be expected to support nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Technology requirements include maintaining a mobile device compatible with the Cisco Duo app for secure authentication.