Branch Manager In Training

The Branch Manager in Training will gain firsthand experience across key areas of the bank, building a strong foundation in leading a successful branch by growing customer relationships, driving new account acquisition, managing the customer experience and branch compliance. Working alongside experienced managers, you will be mentored in how to lead a high-performing sales team, deliver an exceptional customer experience, manage operational excellence, and contribute to the bank's growth and success. 

Key Responsibilities\:
·  Ownership 

·  Participate in a structured training program designed to develop the skills and knowledge required to successfully manage a retail banking branch.
·  Assist in driving new account acquisition and expanding customer engagement across the bank’s products and services.
·  Develop a strong understanding of branch operations, policies, procedures, and risk management practices to ensure operational excellence.
·  Collaborate with branch team members and business partners to support sales initiatives, customer retention efforts, and community engagement activities.
·  Support the execution of branch business plans and contribute to achieving established sales, service, operational, and financial goals.

·  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.
·  Monitor branch performance metrics and gain experience using data to identify opportunities for growth, efficiency, and improved customer satisfaction.

·  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.  

·  Integrity

·  Uphold the highest ethical standards in all customer, employee, and partner interactions.
·  Learn and uphold all regulatory, compliance, security, and audit requirements while maintaining adherence to bank policies and procedures.
·  Demonstrate the bank’s values, professionalism, and commitment to ethical conduct in all customer and employee interactions.
·  Foster a culture of trust, transparency, and respect within the branch team.

·  Initiative (Leadership & Operation Support)

·  Learn and apply branch leadership practices by working alongside experienced managers and observing effective team management techniques.
·  Participate in coaching, training, and development activities designed to build leadership, communication, and decision-making skills.
·  Assist with daily branch operational activities, including cash management, opening and closing procedures, and transaction oversight, as assigned.
·  Build knowledge of employee performance management practices, including coaching, recognition, accountability, and talent development.
-  Develop the ability to recruit, motivate, and lead high-performing teams that foster an inclusive, customer-focused culture.
·  Perform branch servicing duties as needed, including teller transactions, account opening, cash handling, ATM servicing, and audits.
·  Practice prudent expense management and resource stewardship.

·  Perform other duties that may be necessary to fulfill the responsibilities of this position. 
 

Competencies Required\:
·  Must be proactive when seeking business outside of the branch.
·  Inspired, goal oriented, and disciplined 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.
   

The Branch Manager in Training will gain firsthand experience across key areas of the bank, building a strong foundation in leading a successful branch by growing customer relationships, driving new account acquisition, managing the customer experience and branch compliance. Working alongside experienced managers, you will be mentored in how to lead a high-performing sales team, deliver an exceptional customer experience, manage operational excellence, and contribute to the bank's growth and success. 

Key Responsibilities\:
·  Ownership 

·  Participate in a structured training program designed to develop the skills and knowledge required to successfully manage a retail banking branch.
·  Assist in driving new account acquisition and expanding customer engagement across the bank’s products and services.
·  Develop a strong understanding of branch operations, policies, procedures, and risk management practices to ensure operational excellence.
·  Collaborate with branch team members and business partners to support sales initiatives, customer retention efforts, and community engagement activities.
·  Support the execution of branch business plans and contribute to achieving established sales, service, operational, and financial goals.

·  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.
·  Monitor branch performance metrics and gain experience using data to identify opportunities for growth, efficiency, and improved customer satisfaction.

·  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.  

·  Integrity

·  Uphold the highest ethical standards in all customer, employee, and partner interactions.
·  Learn and uphold all regulatory, compliance, security, and audit requirements while maintaining adherence to bank policies and procedures.
·  Demonstrate the bank’s values, professionalism, and commitment to ethical conduct in all customer and employee interactions.
·  Foster a culture of trust, transparency, and respect within the branch team.

·  Initiative (Leadership & Operation Support)

·  Learn and apply branch leadership practices by working alongside experienced managers and observing effective team management techniques.
·  Participate in coaching, training, and development activities designed to build leadership, communication, and decision-making skills.
·  Assist with daily branch operational activities, including cash management, opening and closing procedures, and transaction oversight, as assigned.
·  Build knowledge of employee performance management practices, including coaching, recognition, accountability, and talent development.
-  Develop the ability to recruit, motivate, and lead high-performing teams that foster an inclusive, customer-focused culture.
·  Perform branch servicing duties as needed, including teller transactions, account opening, cash handling, ATM servicing, and audits.
·  Practice prudent expense management and resource stewardship.

·  Perform other duties that may be necessary to fulfill the responsibilities of this position. 
 

Competencies Required\:
·  Must be proactive when seeking business outside of the branch.
·  Inspired, goal oriented, and disciplined 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 a Bachelor’s degree and 1 year of relevant and transferrable sales and/or customer service experience. 

Formal Education & Certification\:
·  High School Diploma or equivalent required.

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 a Bachelor’s degree and 1 year of relevant and transferrable sales and/or customer service experience. 

Formal Education & Certification\:
·  High School Diploma or equivalent required.

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.