Relationship Banker II

Woodforest National Bank; Texas; On-site; USD 40,000 - 60,000; Full time

Job summary

Woodforest National Bank is seeking a Banker II to engage customers, promote banking products, and deliver the Woodforest Experience on a day-to-day basis in a bustling Texas branch. The role emphasizes relationship-building, proactive referrals, and precise operational control.

The ideal candidate brings strong communication skills, a customer-service mindset, and the ability to explain financial solutions clearly while supporting digital tools and branch goals in a high-energy retail

Qualifications

• Minimum 2 years of retail sales or customer service experience.
• Prior in-store retail banking experience preferred but not required.
• 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.

Responsibilities

• Take personal responsibility for delivering strong retail performance by identifying customer needs and recommending 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.
• Maintain operational excellence through accurate transaction processing, account opening, and adherence to policies and regulatory requirements.
• Explain complex solutions in a simple to understand way.

Skills

Retail sales

Customer service

Communication

Problem-solving

Time management

Confidentiality

Organization

Attention to detail

Sales process

Education

High School Diploma

Job description

Woodforest National Bank is seeking a Banker II to engage customers, promote banking products, and deliver the Woodforest Experience on a day-to-day basis in a bustling Texas branch. The role emphasizes relationship-building, proactive referrals, and precise operational control.

The ideal candidate brings strong communication skills, a customer-service mindset, and the ability to explain financial solutions clearly while supporting digital tools and branch goals in a high-energy retail