Commercial Banking Account Specialist I - Woodforest National Bank
The Woodlands, TX
About the Job
Take the next step toward your new career today!
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Commercial Banking Account Specialist I is responsible for providing Business and Commercial Banking support and service to current and potential clients to meet their everyday banking needs. This includes cross-selling products and services as well as performing client service and treasury support.
Key Responsibilities:
· Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls, CIP Exceptions as needed; seeks assistance from more knowledgeable staff when necessary.
· Addresses client 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 client relationships.
· Cross-sells banking products and services beneficial to client needs.
· Enhances client satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with clients and partners.
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, CashPlus and Bancline).
· Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality.
· Client service orientation with effective problem solving abilities.
· 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.
· 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.
Minimum Qualifications/Experience:
· 2 years in the banking or financial services industry in a sales support or customer service role required, OR a Bachelor's Degree in lieu of 2 years' work experience;
o OR a currently active member of Woodforest branch management with at least 1 year in the role (Assistant Branch Manager or above).
Formal Education & Certification:
· High School Diploma or equivalent required.
· Bachelor’s degree preferred.
Work Status:
· Full-Time.
Supervisory Responsibility:
· None.
Travel:
· 0% - Negligible amount of travel expected.
Working Conditions:
· Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
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.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
Job: Lending*
Organization: Texas - Houston*
Title: *Commercial Banking Account Specialist I*
Location: *Texas-The Woodlands*
Requisition ID: *065054*
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Commercial Banking Account Specialist I is responsible for providing Business and Commercial Banking support and service to current and potential clients to meet their everyday banking needs. This includes cross-selling products and services as well as performing client service and treasury support.
Key Responsibilities:
· Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls, CIP Exceptions as needed; seeks assistance from more knowledgeable staff when necessary.
· Addresses client 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 client relationships.
· Cross-sells banking products and services beneficial to client needs.
· Enhances client satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with clients and partners.
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, CashPlus and Bancline).
· Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality.
· Client service orientation with effective problem solving abilities.
· 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.
· 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.
Minimum Qualifications/Experience:
· 2 years in the banking or financial services industry in a sales support or customer service role required, OR a Bachelor's Degree in lieu of 2 years' work experience;
o OR a currently active member of Woodforest branch management with at least 1 year in the role (Assistant Branch Manager or above).
Formal Education & Certification:
· High School Diploma or equivalent required.
· Bachelor’s degree preferred.
Work Status:
· Full-Time.
Supervisory Responsibility:
· None.
Travel:
· 0% - Negligible amount of travel expected.
Working Conditions:
· Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
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.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
Job: Lending*
Organization: Texas - Houston*
Title: *Commercial Banking Account Specialist I*
Location: *Texas-The Woodlands*
Requisition ID: *065054*
Source : Woodforest National Bank
