Woodforest National Bank · 1 month ago
Customer Experience Specialist II
Texas-The Woodlands
Full-time
Onsite
Entry Level
2+ years expWoodforest National Bank is a privately owned, award-winning bank focused on building relationships and serving communities. The Customer Experience Specialist II is responsible for managing customer relationships in a call center environment, demonstrating leadership skills, and providing effective customer service to help customers achieve their financial goals.
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
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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