Demo

Cash Balancing POD Dept Lead

Woodforest Financial Group
The Woodlands, TX Full Time
POSTED ON 8/2/2026
AVAILABLE BEFORE 9/1/2026

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve.

At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Cash Balancing POD Department Lead is responsible for providing administrative and customer service support for deposit operations bookkeeping with a primary focus on cash balancing. Assists Department Manager with schedule planning and staffing requirements.

Key Responsibilities:
  Acts as a senior level resource for team members by assisting with questions and providing guidance on issue resolution in a professional manner.
  Exercises independent judgement while relying on job knowledge and skills when assisting team members; consults with department manager when required.
  Assists with schedule planning and staffing requirements to ensure adequate support coverage.
  Identifies and corrects out of balance transactions on cash reconciliation sheets.
  Assists branches in locating and correcting outages.

Competencies Required
  Proficiency with 10 key by touch and Microsoft Office (Excel, Word, Outlook, SharePoint, Access), and the ability to quickly learn and navigate banking software applications and systems.
  Excellent organizational and data entry skills, with the ability to multi-task, maintain accuracy, and met deadlines in a fast paced, high volume environment.
  Good written and verbal communications skills.
  Customer service orientation with effective problem solving abilities and strong analytical skills.
  Self-starter possessing the ability to work independently while supporting a team environment.
  Ability to follow directions and apply proper policies, procedures and guidelines.
  Ability to work flexible hours; demonstrated good attendance and punctuality.
  Basic accounting knowledge including account reconciliation.
  Strong attention to detail and high concern for data accuracy.
Minimum Qualifications/Experience
  3 or more years of banking or financial services operations experience

Should include a minimum of 2 years as a Cash Balance POD Adjustment Clerk.

Formal Education & Certification
  High School Diploma or equivalent required.

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.

Salary.com Estimation for Cash Balancing POD Dept Lead in The Woodlands, TX
$107,417 to $150,787
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