Retail Assistant Branch Manager

Join a diverse and inclusive team at Woodforest National Bank, a nationally recognized, award-winning bank and one of the strongest in the nation. As a privately owned bank with an Employee Stock Ownership Plan as the largest shareholder, we focus on building relationships and understanding the financial needs of every customer. We give back to our communities through volunteering with local charities and foodbanks. By joining Woodforest, you become part of one of the largest employee-owned banks in the country.

About the role

The Retail Assistant Branch Manager aligns with the Retail Branch Manager to drive results and support the mission of growing consumer and business customer relationships, community engagement, and in-store partner relationships. You will deliver the Woodforest Experience to every customer, every day, every time.

Responsibilities

• Assist the Manager in achieving branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer.
• Uphold and promote the “Keeper of the Woodforest Culture,” creating energy around Retail objectives and initiatives.
• Assist the Manager in developing and leading innovative strategies to grow, retain, and deepen consumer and business relationships.
• Proactively grow business deposits and loans through inside and outside business calling.
• Enhance customer experience and the bank’s reputation by warmly greeting, engaging, and developing relationships with customers, community members, and retail partners.
• Embrace and lead a technology-driven customer experience.
• Partner with a Community Development Relationship Manager to execute a community engagement strategy, becoming an intrinsic community partner.
• Inspire and coach team members to reach their full potential while acting as a positive role model.
• Demonstrate flexibility to perform additional duties as assigned.
• Exhibit operational excellence through diligent adherence to policies and procedures.
• Maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures, and guidelines.
• Practice branch security procedures and protect customer confidentiality and privacy.
• Perform branch servicing duties such as paying and receiving, cash and vault balancing, ordering cash, cards, reports, audits, control checks, maintaining and servicing ATMs, and cleaning work areas.
• Practice prudent expense management.
• Address customer questions and concerns by telephone and in person or refer to appropriate internal resources with ownership until final resolution.

Requirements

• Proactive in seeking business outside of the branch.
• Inspired, goal-oriented, disciplined team leader with strong interpersonal skills, sales aptitude, and comfort with outside sales.
• Open to direct coaching and feedback.
• Ability to work flexible or extended hours to meet business needs; demonstrated reliability.
• Passion for taking care of people, exhibiting effective problem-solving abilities, and maintaining composure while conveying a positive attitude.
• Knowledge of or ability to quickly learn products, services, policies, procedures, regulatory guidelines, and sales/service processes.
• Excellent organizational skills with the ability to prioritize workload and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
• Ability to understand instructions, forms, applications, and familiarity with financial statements and credit reports.

Qualifications

• 3 years of relevant and transferable sales and/or customer service experience; OR an Associate’s degree and 2 years of relevant experience; OR a Bachelor’s degree and 1 year of relevant experience.
• Demonstrable leadership ability and experience; prior supervisory experience is helpful.
• Previous in-store banking experience is preferred but not required.
• High School Diploma or equivalent required.

Schedule

Full-time. Flexible or extended working hours may be required to meet business needs.

Working Conditions

• Standing most of the time, with occasional walking, moving, bending, stooping, or sitting for brief periods.
• Occasionally lifting and carrying items up to 30 lbs.

Travel

Up to 25% or more outside of the branch or as needed by customers.

Supervisory Responsibility

Mentor or lead a team of junior staff but does not typically have formal management responsibility for personnel decisions.