Retail Banking Relationship Pro

Woodforest National Bank; Mesquite (TX); On-site; USD 36,000 - 52,000; Full time

Job summary

Woodforest National Bank in Mesquite, TX seeks a Banker II to serve as a frontline ambassador and build retail customer relationships through exceptional service. The role is full-time and focuses on delivering the Woodforest Experience while promoting banking products and digital tools.

You will identify customer needs, recommend solutions, open accounts, process transactions, and support branch marketing and community initiatives, upholding Woodforest’s core values.

Qualifications

• Minimum of 2 years of relevant retail sales and/or customer service experience.
• 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

• Identify customer needs and recommend banking solutions.
• Drive sales through referrals and marketing outreach inside and outside the branch.
• Open and maintain deposit accounts and consumer loans with accuracy.
• Process transactions and maintain compliance with policies and regulations.
• Support community engagement and branch marketing efforts.

Skills

Retail sales

Customer service

Communication

Sales referrals

Problem solving

Adaptability

Attention to detail

Education

High School Diploma or equivalent

Tools

Cisco Duo app

Job description

Woodforest National Bank in Mesquite, TX seeks a Banker II to serve as a frontline ambassador and build retail customer relationships through exceptional service. The role is full-time and focuses on delivering the Woodforest Experience while promoting banking products and digital tools.

You will identify customer needs, recommend solutions, open accounts, process transactions, and support branch marketing and community initiatives, upholding Woodforest’s core values.