Relationship Banking Specialist

Woodforest; Cedar Park (TX); On-site; USD 38,000 - 60,000; Full time

Job summary

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador and grow retail customer relationships through exceptional service and proactive marketing of banking products. You will execute branch operations with accuracy while upholding Woodforest’s core values of ownership, service, community, and integrity.

The role emphasizes helping customers, promoting digital banking tools, and engaging with the community while meeting sales and service goals in a fast-paced retail

Qualifications

• Minimum of 2 years of relevant retail sales and/or customer service experience.
• Prior in-store retail banking experience preferred but not required.
• Ability to learn and communicate banking products, policies and procedures.

Responsibilities

• Identify customer needs and recommend appropriate banking solutions.
• Achieve individual sales goals through proactive conversations, referrals and outreach.
• Resolve customer inquiries at first point of contact with internal support as needed.
• Ensure accurate transaction processing, account opening and regulatory compliance.
• Explain complex banking solutions in a simple, clear manner.
• Support digital banking tools and platforms to enhance the customer experience.

Skills

Retail sales

Customer service

Communication skills

Problem solving

Education

High School Diploma or equivalent

Job description

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador and grow retail customer relationships through exceptional service and proactive marketing of banking products. You will execute branch operations with accuracy while upholding Woodforest’s core values of ownership, service, community, and integrity.

The role emphasizes helping customers, promoting digital banking tools, and engaging with the community while meeting sales and service goals in a fast-paced retail