About This Role
The Banker serves as a frontline ambassador, delivering the Woodforest Experience by building and growing retail customer relationships through exceptional service, proactive marketing, and 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.
Responsibilities
- Take personal responsibility for delivering strong retail performance by identifying customer needs and recommending appropriate banking solutions
- Act with accountability in achieving individual sales goals through proactive conversations, referrals, and marketing outreach both inside and outside the branch
- Demonstrate ownership in resolving customer inquiries or concerns at the first point of contact, utilizing internal partners as needed to ensure timely resolution
- Maintain operational excellence through accurate transaction processing, account opening, and consistent adherence to policies, procedures, and regulatory requirements
- Explain complex solutions in a simple to understand way
- Deliver the Woodforest Experience by creating warm, welcoming, and personalized interactions with every customer, every day
- 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
- Provide dependable, efficient service while maintaining professionalism, composure, and a positive attitude in a fast-paced retail environment
- Embrace a technology-driven customer experience by confidently supporting digital banking tools and platforms
- Build strong relationships with customers, retail partners, and community members by representing Woodforest as a trusted neighborhood bank
- Actively participate in local retail marketing efforts that drive branch traffic, deepen customer relationships, and support community engagement initiatives
- Collaborate with branch team members to support community events, outreach activities, and in-store promotions that align with Woodforest’s community-focused mission
- Uphold the highest ethical standards by safeguarding customer confidentiality, privacy, and sensitive information
- Comply fully with all bank policies, procedures, security protocols, and regulatory guidelines
- Demonstrate honesty, transparency, and respect in all customer, peer, and leadership interactions
- 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 with accuracy and attention to compliance standards
