Assistant Branch Manager
Woodforest National Bank
Assistant Branch Manager
Woodforest National Bank
Community bank providing consumer/business banking
As an Assistant Branch Manager at Woodforest National Bank, you are a key leader supporting the Branch Manager in driving branch performance, customer relationship growth, and operational excellence. You will operate with an ownership mindset, helping to execute retail sales and marketing strategies, coach team members, and ensure consistent delivery of the Woodforest Experience.
This role requires a hands-on leader who balances customer engagement, frontline coaching, community involvement, and operational discipline—while modeling Woodforest’s Core Values of Ownership, Service, Community, and Integrity every day.
Key Responsibilities\:
Ownership
· Partner with the Branch Manager to operate the branch with a business-owner mindset, supporting retail growth, deposit performance, and customer acquisition.
· Drive individual and team contribution to branch sales goals through proactive customer engagements, referrals, and marketing efforts.
· Support branch operations by ensuring compliance with policies, procedures, audits, and cash controls while modeling accountability and attention to detail.
Service
· Deliver the Woodforest Experience by maintaining a strong personal presence in the branch, engaging customers with warmth, professionalism, and solution-focused conversations, while resolving customer concerns effectively.
· Coach and support team members to uncover customer needs and confidently recommend retail banking products and services that add value.
· Ensure customers receive consistent, high-quality service across teller, platform, and digital interactions.
· Embrace and promote a technology-forward retail banking experience for both customers and team members.
Community
· Support and participate in branch-level community engagement and retail marketing activities that strengthen Woodforest’s local presence.
· Build and maintain relationships with retail partners, community members, and local businesses to drive branch traffic and relationship growth.
· Partner with Community Development Relationship Managers and branch leadership to execute outreach efforts aligned with community needs and branch goals.
Integrity
· Uphold the highest ethical standards in all customer, employee, and partner interactions.
· Ensure compliance with regulatory requirements and strict protection of customer confidentiality and privacy.
· Foster a culture of trust, transparency, and respect within the branch team.
Initiative
· Act as a visible leader and role model, reinforcing expectations around performance, behaviors, and customer experience.
· Coach, mentor, and support team members through observation, feedback, and on-the-job development.
· Assist with scheduling, workflow management, and coverage planning to support efficient operations.
· Perform branch servicing duties as needed, including teller transactions, account opening, cash handling, ATM servicing, and audits.
· Practice prudent expense management and resource stewardship.
Competencies Required\:
· Must be proactive when seeking business outside of the branch.
· Inspired, goal oriented, disciplined, team leader with strong interpersonal skills, sales aptitude, and comfortable with outside sales.
· Must be open to direct coaching and feedback.
· Ability to work flexible or extended working hours to meet business needs; demonstrated reliability.
· Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members.
· Knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in as sales and service process.
· Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines.
· Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail.
· Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.
As an Assistant Branch Manager at Woodforest National Bank, you are a key leader supporting the Branch Manager in driving branch performance, customer relationship growth, and operational excellence. You will operate with an ownership mindset, helping to execute retail sales and marketing strategies, coach team members, and ensure consistent delivery of the Woodforest Experience.
This role requires a hands-on leader who balances customer engagement, frontline coaching, community involvement, and operational discipline—while modeling Woodforest’s Core Values of Ownership, Service, Community, and Integrity every day.
Key Responsibilities\:
Ownership
· Partner with the Branch Manager to operate the branch with a business-owner mindset, supporting retail growth, deposit performance, and customer acquisition.
· Drive individual and team contribution to branch sales goals through proactive customer engagements, referrals, and marketing efforts.
· Support branch operations by ensuring compliance with policies, procedures, audits, and cash controls while modeling accountability and attention to detail.
Service
· Deliver the Woodforest Experience by maintaining a strong personal presence in the branch, engaging customers with warmth, professionalism, and solution-focused conversations, while resolving customer concerns effectively.
· Coach and support team members to uncover customer needs and confidently recommend retail banking products and services that add value.
· Ensure customers receive consistent, high-quality service across teller, platform, and digital interactions.
· Embrace and promote a technology-forward retail banking experience for both customers and team members.
Community
· Support and participate in branch-level community engagement and retail marketing activities that strengthen Woodforest’s local presence.
· Build and maintain relationships with retail partners, community members, and local businesses to drive branch traffic and relationship growth.
· Partner with Community Development Relationship Managers and branch leadership to execute outreach efforts aligned with community needs and branch goals.
Integrity
· Uphold the highest ethical standards in all customer, employee, and partner interactions.
· Ensure compliance with regulatory requirements and strict protection of customer confidentiality and privacy.
· Foster a culture of trust, transparency, and respect within the branch team.
Initiative
· Act as a visible leader and role model, reinforcing expectations around performance, behaviors, and customer experience.
· Coach, mentor, and support team members through observation, feedback, and on-the-job development.
· Assist with scheduling, workflow management, and coverage planning to support efficient operations.
· Perform branch servicing duties as needed, including teller transactions, account opening, cash handling, ATM servicing, and audits.
· Practice prudent expense management and resource stewardship.
Competencies Required\:
· Must be proactive when seeking business outside of the branch.
· Inspired, goal oriented, disciplined, team leader with strong interpersonal skills, sales aptitude, and comfortable with outside sales.
· Must be open to direct coaching and feedback.
· Ability to work flexible or extended working hours to meet business needs; demonstrated reliability.
· Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members.
· Knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in as sales and service process.
· Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines.
· Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail.
· Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.
Minimum Qualifications/Experience\:
· 3 years of relevant and transferrable sales and/or customer service experience\:
OR an Associate’s degree and 2 years of relevant and transferrable sales and/or customer service experience;
OR a Bachelor’s degree and 1 year of relevant and transferrable sales and/or customer service experience.
· Demonstrated leadership capability; prior supervisory or coaching experience preferred.
· Strong interpersonal, communication, and marketing-oriented sales skills
· Comfort working in a performance-driven retail banking environment
· Ability to work flexible or extended hours based on business needs
· Must be fluent in English and Spanish
Formal Education & Certification\:
· High School Diploma or equivalent required.
What Success Looks Like\:
· Strong support of branch sales, marketing, and customer growth goals
· Engaged, well-coached frontline team members
· Visible community presence and positive retail partner relationships
· Consistent operational accuracy and compliance
· Daily demonstration of Woodforest’s Core Values through actions and decisions
Work Status\:
· Full-Time.
Supervisory Responsibility\:
· Mentor or lead a team of more junior staff but does not typically have formal management responsibility for personnel decisions.
Travel\:
· May be expected to support nearby branches within approximately 45 miles as business needs require.
Working Conditions\:
· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Technology Requirements\:
· Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.
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 Employer, including Disability and Veterans.
Minimum Qualifications/Experience\:
· 3 years of relevant and transferrable sales and/or customer service experience\:
OR an Associate’s degree and 2 years of relevant and transferrable sales and/or customer service experience;
OR a Bachelor’s degree and 1 year of relevant and transferrable sales and/or customer service experience.
· Demonstrated leadership capability; prior supervisory or coaching experience preferred.
· Strong interpersonal, communication, and marketing-oriented sales skills
· Comfort working in a performance-driven retail banking environment
· Ability to work flexible or extended hours based on business needs
· Must be fluent in English and Spanish
Formal Education & Certification\:
· High School Diploma or equivalent required.
What Success Looks Like\:
· Strong support of branch sales, marketing, and customer growth goals
· Engaged, well-coached frontline team members
· Visible community presence and positive retail partner relationships
· Consistent operational accuracy and compliance
· Daily demonstration of Woodforest’s Core Values through actions and decisions
Work Status\:
· Full-Time.
Supervisory Responsibility\:
· Mentor or lead a team of more junior staff but does not typically have formal management responsibility for personnel decisions.
Travel\:
· May be expected to support nearby branches within approximately 45 miles as business needs require.
Working Conditions\:
· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Technology Requirements\:
· Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.
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 Employer, including Disability and Veterans.
Strong Culture built on our Core Values: Integrity, Ownership, Service and Community. It’s not just talk. We walk the walk, from the CEO to front-line employees.
Be an Owner and take control of your future with our Employee Stock Ownership Plan (ESOP), where your hard work translates into real ownership and an opportunity to share in the growth of Woodforest.
401(k) Company Match in ESOP
Woodforest adds 50₵ for each $1 you save (up to 6% eligible pay). The match is made in Woodforest stock held in your ESOP account.
Opportunities for Long-Term Growth
Take advantage of growth opportunities and professional development to advance in your career.
Banking Products & Services providing convenience, financial savings, and enhanced support to help you achieve your financial goals.
Competitive Base Pay and regular compensation reviews to ensure you continue to earn competitive pay.
Paid Time Away Branch Banking employees are offered PTO. Corporate employees are offered paid vacation and sick time.
Medical Coverage 12 comprehensive plans available at an affordable cost!
Short and Long-Term Disability & Life, AD&D Insurance 100% paid for by Woodforest plus other benefits available that will help ensure you and your family are confident and well-prepared for whatever comes your way.
Well-being Program (Employee Assistance Program) that helps you take care of your physical, mental, and financial health.
Resource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education.
This information highlights our rewards and benefits but is not a complete description of our total rewards program. Woodforest reserves the right to modify, amend, suspend, or terminate any reward or benefit at any time for any reason. If there is a conflict between the information and the actual plan documents or policies, the documents or policies will always govern. The information should in no way be construed as a promise or guarantee of employment.
Community bank providing consumer/business banking
Woodforest National Bank provides consumer and business banking services through a large network of branches across 17 states. It offers checking and savings accounts, loans, credit cards, and other financial products, with services delivered by tellers and bankers who emphasize personal, relationship-based banking. The bank operates with employee ownership via an Employee Stock Ownership Plan (ESOP), making staff the largest shareholders and encouraging them to focus on understanding and meeting customers’ financial needs and giving back to local communities. Unlike some banks that rely on centralized ownership, Woodforest promotes a locally grounded, customer-first approach centered on fair, responsive, and professional service and the motto “Banking your way...EVERY DAY AND NIGHT.” Its goal is to earn customer loyalty by providing accessible, competitive banking products and superior service while supporting the communities it serves.
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