The role focuses on building and maintaining relationships with prospective clients, existing clients, local businesses, professional organizations, and community leaders; generating referrals and introductions; identifying and pursuing new business opportunities; and representing the team through networking, community involvement, and strategic partnerships.
Key Responsibilities:
· Coordinate client and community outreach
· Maintain consistent follow-up with prospects and professional contacts
· Cultivate referral relationships
· Support marketing and business development initiatives that drive new client acquisition, strengthen community presence, and contribute to the team’s long-term growth
Competencies Required:
· Strong understanding of advisory team and market strategy.
· Comprehensive understanding of company policies and procedures and industry rules and regulations.
· Effective questioning and listening techniques.
· Ability to interact and communicate effectively with internal and external parties.
· Ability to multi-task effectively and leverage internal resources.
· Excellent attention to detail.
· Strong client focus and ability to partner with various internal groups.
· Independent, self-motivated with an ability to adapt and be flexible in a team environment.
· Strong verbal and written communication skills.
· Strong analytical and problem-solving skills.
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.
Minimum Qualifications/Experience:
· 5+ years of financial services industry service experience, or an equivalent amount of experience, education, or training required.
Formal Education & Certification:
· 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 Employer, including Disability and Veterans.
Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.