Customer Experience Specialist I — Bank Call Center Growth

Woodforest National Bank; The Woodlands (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

ESOP ownership

Medical coverage

Paid time away

401(k) match

Well-being program

Job summary

Woodforest National Bank is seeking a Customer Experience Specialist I to join our Texas operations. This role focuses on delivering exceptional customer service in a high-volume call center, driving product knowledge, and cross-selling banking solutions to meet customer needs.

The position requires strong organizational skills, the ability to learn banking systems, and a commitment to confidentiality while supporting customers’ financial goals.

Qualifications

• 1+ years’ Customer Service experience required.
• 1+ years’ experience in a professional call center environment preferred.
• 1+ years’ experience in a financial services environment preferred.

Responsibilities

• Manage customer relationships in a call center and fast-paced environment with accuracy and multi-tasking.
• Meet and/or exceed minimum performance standards with incentives across multiple thresholds.
• Provide timely, accurate customer service—processing service requests, account updates, and information on banking products/policies.
• Actively identify opportunities to market and cross-sell bank products to meet customer needs.
• Read frequent updates/learning material and implement changes in calls with accuracy.
• Learn multiple banking systems, including Microsoft Word and Outlook.

Skills

Customer service

Call center

Financial services

Education

High school diploma

Tools

Microsoft Word

Outlook

Job description

Woodforest National Bank is seeking a Customer Experience Specialist I to join our Texas operations. This role focuses on delivering exceptional customer service in a high-volume call center, driving product knowledge, and cross-selling banking solutions to meet customer needs.

The position requires strong organizational skills, the ability to learn banking systems, and a commitment to confidentiality while supporting customers’ financial goals.