Woodforest National Bank Job Opportunities


Job Description – Retail Branch Manager

Description:
The Retail Branch Manager is responsible for leading and directing branch operations; ensuring quality customer service, employee growth and development, and achievement of assigned metrics and goals.

Key Responsibilities:
 Manages branch personnel including training, mentoring and development; monitoring, evaluating and coaching performance; and staffing, scheduling, prioritizing, and delegating work assignments.
 Professionally and actively represents the Bank in the Community by strategically participating on boards and committees, partnering with charitable organizations, coordinating and teaching financial literacy and attending local professional networking groups
 Creates, drives, monitors and reports progress on branch objectives, standards and goals; develops and implements process and performance improvement solutions when gaps are identified.
 Oversees day to day operations of the branch; provides guidance and participates in daily operational and sales activities to achieve customer service and business growth objectives.
 Promotes a positive image of the bank; develops and maintains effective business relationships with customers, employees and retail partners; serves as a liaison between the branch and corporate departments.
 Addresses and resolves complex customer service issues and employee disputes; performs and reviews tasks requiring manager level approvals.
 Actively participates in bank functions and community activities as a representative of the bank.
 Performs other job related duties or special projects as assigned.

Competencies Required
 Excellent customer service, problem solving and relationship management skills with the ability to convey a positive attitude and maintain a high degree of confidentiality, diplomacy, tact and salesmanship.
 Excellent written and verbal communication skills with effective sales acumen.
 Strong practical knowledge of banking and lending products, policies, procedures, regulatory guidelines, and market trends.
 Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information.
 Strong attention to detail with high concern for data accuracy.
 Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines.
 Strategic mindset and strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization.
 Solid technology skills, including ability to navigate and search related websites, and intermediate proficiency with Microsoft office (Excel, Office, Word, and SharePoint) and banking software applications (Bancline, Mozart).
 Strong leadership and interpersonal skills; ability to motivate and achieve results through the effort of others.
 Flexibility to work weekend or evening hours.

Minimum Qualifications/Experience
 3-5 years customer service or sales experience required.
 1-3 years management or supervisory experience required.
 1-3 years financial services or banking industry experience preferred.

Formal Education & Certification
 High School Diploma or equivalent required.
 Bachelor’s degree preferred.

Work Status
 Full-Time

Supervisory Responsibility
 2 or more direct reports.

Travel
 Up to 25% local travel expected; overnight and out of town travel is possible

Working Conditions
 Conditions involve lifting no more than ten pounds, standing most of the time, and may involve walking, moving, or sitting for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Woodforest is an Equal Opportunity Minority/ Female/ Individuals with Disabilities/ Protected Veteran and Affirmative Action Employer
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

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Job Description – Retail Assistant Branch Manager

Description:
The Retail Assistant Branch Manager is responsible for assisting the Branch Manager in overseeing the sales, service and operations of a retail branch location. This involves performing a variety of duties to ensure quality customer service, achievement of branch goals and objectives, efficient and effective operations, and compliance with all bank policies and procedures. This position supervises and leads the branch in absence of the Branch Manager.

Key Responsibilities:
 Assumes management responsibility in the absence of the Branch Manager.
 Assists in managing customer service objectives including handling exceptions, complex issues, and complaints; monitoring and coaching performance of branch personnel; and performing support duties as needed.
 Performs or supervises day to day operational and compliance functions of the branch such as reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures.
 Motivates and encourage employees to meet and exceed monthly sales goals; markets bank products and services and ensures employees have appropriate knowledge levels of bank offerings.
 Participates in personnel decisions as appropriate including hiring, scheduling, disciplinary actions, and evaluating performance
 May participate in community events on behalf of the Bank.
 Performs other job related duties or special projects as assigned.

Competencies Required
 Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and banking software applications (Mozart, Bancline).
 Ability to work flexible hours; demonstrated good attendance and punctuality.
 Strong attention to detail with high concern for data accuracy.
 Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.
 Outstanding listening and communications skills, both written and verbal.
 Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices.
 Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information.
 Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.
 Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines.
 Strong leadership and interpersonal skills; ability to motivate and achieve results through the effort of others.
 Flexibility to work weekend or evening hours.
 Basic math and accounting skills.

Minimum Qualifications/Experience
 3-5 years combination of banking, relevant college education, and/or supervisory experience in a customer service or sales environment.

Formal Education & Certification
 High School Diploma or equivalent required.
 College degree preferred.

Work Status
 Full-Time

Supervisory Responsibility
 Supervises indirect reports.

Travel
 Up to 10% travel expected; local, overnight and out of town travel is possible

Working Conditions
 Conditions involve lifting no more than ten pounds, standing most of the time, and may involve walking, moving, or sitting for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Woodforest is an Equal Opportunity Minority/ Female/ Individuals with Disabilities/ Protected Veteran and Affirmative Action Employer
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

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Job Description – Retail Banker II

Department & Code: Instore Banking, N710504
Location: Field Office – Nationwide
Reporting: Retail Branch Management
Adopted/Effective Date:
FLSA Status: Non-exempt

Description:
The Retail Banker II is responsible for providing frontline support and service to current and potential customers to meet their everyday banking needs. This includes marketing and cross-selling products and services, as well as performing customer service, branch operations and teller functions in a non-traditional retail environment.

Key Responsibilities:
• Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments.
• Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas.
• Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; offers assistance to less knowledgeable branch staff when necessary.
• Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate.
• Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques.
• Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs.
• Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners.
• Practices branch security procedures and protects customer confidentiality and privacy.
• Performs other job related duties or special projects as assigned.

Competencies Required
• Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline).
• Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality.
• Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.
• Outstanding listening and communications skills, both written and verbal.
• Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices.
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.
• Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude.
• Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail.
• Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer .
• Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports.

Minimum Qualifications/Experience
• 3 – 5 years customer service or sales experience
• Previous banking experience is preferred but not required
• Cash handling experience preferred.

Formal Education & Certification
• High School Diploma or equivalent required.

Work Status
• Full-Time
• Part-Time

Supervisory Responsibility
• None.

Travel
• 0% – Negligible amount of travel expected.

Working Conditions
• Conditions involve lifting no more than ten pounds, standing most of the time, and may involve walking, moving, or sitting for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

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