Bilingual Banker II: Customer Growth & Service

Woodforest National Bank; United States; On-site; USD 42,000 - 56,000; Full time

Job summary

Woodforest National Bank is seeking a dedicated Banker to serve as a frontline ambassador, growing retail customer relationships with outstanding service and proactive product marketing. You will support branch operations, open accounts, process transactions, and promote digital banking tools in a fast-paced, customer-focused environment.

You should be fluent in English and Spanish, with a minimum of two years in retail sales or customer service.

Qualifications

• 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
• Ability to work flexible or extended hours based on retail branch needs
• Must be fluent in English and Spanish

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 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.
• 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.
• Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
• Maintain flexibility to support additional retail branch duties and business needs as assigned.
• Must be proactive when seeking business outside of the branch.
• Must be open to direct coaching and feedback.
• Ability to work flexible or extended hours based on retail branch needs
• Demonstrate 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 and regulatory guidelines, as well as engaging in a sales and service process.
• Ability to maintain the highest level of confidentiality, follow directions, and apply 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.
• Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.

Skills

Retail Sales

Customer Service

Bilingual English/Spanish

Communication

Problem Solving

Sales Skills

Education

High School Diploma or equivalent

Tools

Cisco Duo app

Job description

Woodforest National Bank is seeking a dedicated Banker to serve as a frontline ambassador, growing retail customer relationships with outstanding service and proactive product marketing. You will support branch operations, open accounts, process transactions, and promote digital banking tools in a fast-paced, customer-focused environment.

You should be fluent in English and Spanish, with a minimum of two years in retail sales or customer service.