Banker II

Woodforest National Bank•Romeoville, IL

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will build and grow retail customer relationships through exceptional service, proactive marketing of products and services, and consistent operational excellence. The role is suited to people who enjoy helping others, thrive in a retail sales environment, and demonstrate Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. Bankers identify customer needs and recommend appropriate banking solutions, work toward individual sales goals through proactive conversations and outreach, resolve customer concerns, and process transactions and account openings accurately while following policies and regulatory requirements. They provide personalized service, explain products and digital banking tools clearly, support branch and community marketing, and perform teller and other branch servicing duties. The role requires flexibility to support branch business needs and may involve travel to nearby branches within approximately 45 miles. The position is full-time and has no supervisory responsibility. A high school diploma or equivalent and at least two years of relevant retail sales and/or customer service experience are required. Prior in-store retail banking experience is preferred but not required. Working conditions include standing most of the time, with some walking, moving, bending, stooping, or sitting for brief periods, and occasional lifting and carrying of items up to 30 pounds. Employees must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

At least two years of relevant retail sales and/or customer service experience.
High school diploma or equivalent.
Strong communication, organizational, and problem-solving skills.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

Prior in-store retail banking experience is preferred but not required.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Work toward individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries or concerns at the first point of contact, using internal partners as needed.
Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
Deliver warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
Support customers in using digital banking tools and platforms.
Build relationships with customers, retail partners, and community members, representing Woodforest as a trusted neighborhood bank.
Participate in local retail marketing, community events, outreach activities, and in-store promotions.
Protect customer confidentiality and comply with bank policies, security protocols, and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, vault activities, audits, ATM servicing, and workspace upkeep.
Open and maintain deposit accounts and consumer loan products accurately and in compliance with applicable standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.
Maintain flexibility to work extended hours and support nearby branches within approximately 45 miles when business needs require.

Benefits

Employee Stock Ownership Plan (ESOP).
401(k) company match contributed in Woodforest stock held in the ESOP account; Woodforest adds $0.50 for each $1 saved, up to 6% of eligible pay.
Opportunities for long-term career growth and professional development.
Banking products and services offering convenience, financial savings, and enhanced support.
Competitive base pay and regular compensation reviews.
Paid time off for branch banking employees; corporate employees are offered paid vacation and sick time.
Medical coverage with 12 plan options.
Short- and long-term disability insurance, life insurance, and AD&D insurance paid 100% by Woodforest.
Well-being and Employee Assistance Program supporting physical, mental, and financial health.
Resource Champions connecting employees to banking, wealth planning, ESOP, health and wellness programs, community involvement, and financial literacy education.
Paid leave pursuant to the Illinois Paid Leave for All Workers Act (PLAWA).