Retail Banking Relationship Specialist

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

Job summary

Woodforest National Bank in Brenham, Texas, is seeking a Banker II to serve as a frontline ambassador and grow retail customer relationships. You will deliver the Woodforest Experience, engage customers in meaningful conversations, and promote banking solutions in a fast-paced branch setting.

The role emphasizes ownership, service, and integrity—working with branch teams to meet sales goals while maintaining compliance and exceptional customer service.

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

• Take personal responsibility for delivering strong retail performance by identifying customer needs and recommending appropriate banking solutions
• Act with accountability in achieving individual sales goals through proactive conversations, referrals, and marketing outreach
• Demonstrate ownership in resolving customer inquiries or concerns at the first point of contact
• 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
• Deliver the Woodforest Experience by creating warm, welcoming interactions with every customer
• Engage customers in conversations to understand financial needs and explain products and digital solutions clearly
• Provide dependable, efficient service while maintaining professionalism in a fast-paced retail environment
• Embrace a technology-driven customer experience by supporting digital banking tools

Skills

Retail sales

Customer service

Communication

Problem solving

Time management

Education

High School Diploma or equivalent

Tools

Cisco Duo

Job description

Woodforest National Bank in Brenham, Texas, is seeking a Banker II to serve as a frontline ambassador and grow retail customer relationships. You will deliver the Woodforest Experience, engage customers in meaningful conversations, and promote banking solutions in a fast-paced branch setting.

The role emphasizes ownership, service, and integrity—working with branch teams to meet sales goals while maintaining compliance and exceptional customer service.