Banking Solutions Specialist - Retail Growth & Service

Woodforest National Bank; Carrollton (TX); On-site; USD 37,000 - 55,000; Full time

Job summary

Woodforest National Bank seeks a Banker to serve as a frontline ambassador, delivering the Woodforest Experience and building retail customer relationships through exceptional service and proactive marketing of products. The role emphasizes ownership, service, community, and integrity in every interaction with customers and colleagues.

Responsibilities include identifying customer needs, driving referrals, maintaining operational excellence, and explaining banking solutions clearly.

Qualifications

• Frontline banker delivering Woodforest Experience and exceptional service.
• Building and growing retail customer relationships.
• Proactive marketing of products and services.
• Operational excellence in transactions and compliance.
• Ability to explain banking solutions clearly.

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.
• Ability to 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

Job description

Woodforest National Bank seeks a Banker to serve as a frontline ambassador, delivering the Woodforest Experience and building retail customer relationships through exceptional service and proactive marketing of products. The role emphasizes ownership, service, community, and integrity in every interaction with customers and colleagues.

Responsibilities include identifying customer needs, driving referrals, maintaining operational excellence, and explaining banking solutions clearly.