Retail Banking Advisor — Customer Experience

Woodforest National Bank; Alvin (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador, building and growing retail customer relationships through exceptional service, proactive marketing of products, and consistent execution of operational excellence.

This role is ideal for individuals who enjoy helping others, thrive in a retail sales environment, and are committed to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction.

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.

Responsibilities

• Identify customer needs and recommend banking solutions.
• Achieve individual sales goals through proactive conversations, referrals, and marketing outreach.
• Explain complex banking solutions in simple terms.
• Deliver the Woodforest Experience with warm, personalized interactions daily.
• Support digital banking tools and platforms for customers.
• Maintain operational excellence and compliance with policies.

Skills

Retail sales

Customer service

Communication

Problem-solving

Organizational skills

Confidentiality

Adaptability

Education

High School Diploma or equivalent

Job description

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador, building and growing retail customer relationships through exceptional service, proactive marketing of products, and consistent execution of operational excellence.

This role is ideal for individuals who enjoy helping others, thrive in a retail sales environment, and are committed to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in every customer and team interaction.