Retail Banking Advisor: Grow Relationships & Service

Woodforest National Bank; Tomball (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Woodforest National Bank in Tomball, TX, invites applications for Banker II to serve as a frontline ambassador and deliver the Woodforest Experience. You will build and grow retail customer relationships through exceptional service, proactive product recommendations, and precise transaction processing.

This role emphasizes ownership, integrity, and community, with responsibilities that include identifying customer needs, driving referrals, supporting digital banking tools, and maintaining

Qualifications

• Minimum of 2 years of relevant retail sales or customer service experience.
• In-store retail banking experience preferred but not required.
• Willingness to accept coaching and feedback.
• Strong communication, organizational, and problem-solving skills.

Responsibilities

• Identify customer needs and recommend banking solutions.
• Achieve individual sales goals through referrals and outreach.
• Open and maintain deposit accounts with accuracy and compliance.
• Support digital banking tools and platforms.
• Maintain operational excellence in transactions and policies.

Skills

Retail sales

Customer service

Communication

Problem-solving

Time management

Education

High School Diploma

Job description

Woodforest National Bank in Tomball, TX, invites applications for Banker II to serve as a frontline ambassador and deliver the Woodforest Experience. You will build and grow retail customer relationships through exceptional service, proactive product recommendations, and precise transaction processing.

This role emphasizes ownership, integrity, and community, with responsibilities that include identifying customer needs, driving referrals, supporting digital banking tools, and maintaining