Woodforest National Bank · 1 month ago
Customer Experience Specialist II
The Woodlands, TX
Full-time
Onsite
Entry, Mid Level
2+ years expWoodforest National Bank is a diverse and inclusive bank focused on building relationships and serving community financial needs. The Customer Experience Specialist II is responsible for managing customer relationships in a call center environment, providing support, and marketing additional banking products to meet customer needs.
Banking
Responsibilities
Manage customer relationships in an inbound/outbound call center and work in a fast-paced environment that requires accuracy, use of critical thinking while multi-tasking, toggling between multiple systems and reaching resolutions in an efficient manner
Assist the supervisor by answering escalated and supervisor calls and/or messages; completes research requests; reviews and processes items that require supervisor approval
Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds
Provides timely and accurate customer service support such as processing service requests and account updates, resolving issues, and providing information regarding banking products, policies, online services, and customer accounts
Actively identifies appropriate opportunities to market additional bank products and effectively cross sell products to meet the customer needs
Will be required to read frequent updates and learning material; and must be able to implement immediately into calls with accuracy
Demonstrate flexibility to perform every other duty as assigned
Qualification
Required
2 year of call center experience or 2 year of branch banking experience required
High school diploma or equivalent
Ability to work within the operating hours and days for this position; demonstrate good attendance and punctuality
Ability to learn multiple banking systems, including Microsoft Word and Outlook
Knowledge of/or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, as well as engaging in a 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 pace environment while maintaining accuracy and attention to detail
Demonstrated 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
Customer service orientation with effective problem-solving abilities
Ability to meet or exceed business goals and objectives, while fostering a team atmosphere
Comfortable receiving ongoing performance feedback and coaching
Company
Woodforest National Bank
Woodforest National Bank is a strongest community banks in the nation, offers quality customer service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Haney
Vice President, Corporate Operations
Todd Linden
Executive Vice President & Division Head Merchant Acquiring
Recent News
2025-09-12
Seattle TechFlash
2025-09-12
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