Retail Banking Relationship Specialist II

Woodforest; The Woodlands (TX); On-site; CAD 40,000 - 60,000; Full time

Job summary

Woodforest National Bank is seeking a Banker to act as a frontline ambassador, building retail customer relationships through exceptional service and proactive marketing of products. You will support digital banking tools, process deposits and loans, and ensure compliance in a fast-paced branch setting.

The role emphasizes ownership of customer interactions, teamwork with branch staff, and a commitment to Woodforest’s core values. Full-time position with flexible hours may be required.

Qualifications

• Minimum of 2 years of relevant retail sales and/or customer service experience.
• Strong communication, organizational, and problem-solving skills.
• Ability to work flexible or extended hours based on retail branch needs.
• Prior in-store retail banking experience preferred but not required.
• Demonstrated willingness to accept coaching and feedback to improve performance.

Responsibilities

• Identify customer needs and recommend appropriate banking solutions.
• Achieve individual sales goals through proactive conversations, referrals, and marketing outreach.
• Explain complex solutions in a simple, easy-to-understand way.
• Deliver the Woodforest Experience with warm, personalized interactions.
• Support digital banking tools and platforms.
• Open and maintain deposit accounts and consumer loan products with accuracy and compliance.
• Maintain operational excellence through accurate transaction processing and adherence to policies.

Skills

Customer service

Sales skills

Communication

Problem solving

Attention to detail

Education

High School Diploma

Tools

Banking software

Job description

Woodforest National Bank is seeking a Banker to act as a frontline ambassador, building retail customer relationships through exceptional service and proactive marketing of products. You will support digital banking tools, process deposits and loans, and ensure compliance in a fast-paced branch setting.

The role emphasizes ownership of customer interactions, teamwork with branch staff, and a commitment to Woodforest’s core values. Full-time position with flexible hours may be required.