Banker II

Woodforest National Bank • Rockford, IL

15d

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution of operational excellence. This role is suited to individuals who enjoy helping others, thrive in a retail sales environment, and are committed to Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions.

The Banker supports branch sales and service goals by identifying customer needs, recommending banking solutions, resolving inquiries, processing transactions, opening and maintaining deposit accounts and consumer loan products, supporting digital banking, and participating in local marketing and community activities. The role requires compliance with bank policies, procedures, security protocols, and regulatory guidelines, as well as flexibility to support branch needs. The position is full-time and has no supervisory responsibility. Travel to nearby branches within approximately 45 miles may be expected as business needs require.

The work involves standing most of the time and may include walking, moving, bending, stooping, or sitting briefly, as well as occasionally lifting and carrying items weighing up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. A high school diploma or equivalent is required, along with at least two years of relevant retail sales and/or customer service experience.

Requirements

• Minimum of 2 years of relevant retail sales and/or customer service experience.
• High school diploma or equivalent.
• Strong communication, organizational, and problem-solving skills.
• Ability to work flexible or extended hours based on retail branch needs.
• Ability to prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
• Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
• Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
• Proactive approach to seeking business outside the branch.
• Openness to direct coaching and feedback.
• Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
• Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and sales and service processes.
• Ability to 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.
• Achieve individual sales goals through proactive 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.
• Create warm, welcoming, and 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 as a representative of Woodforest.
• Participate in local marketing, community events, outreach activities, and in-store promotions.
• Safeguard customer confidentiality, privacy, and sensitive information, and comply with security and regulatory requirements.
• Perform branch servicing duties, including teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep.
• Open and maintain deposit accounts and consumer loan products accurately and in compliance with standards.
• Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
• Support additional retail branch duties and business needs as assigned.

Benefits

• Comprehensive benefits package.
• Paid leave pursuant to the Illinois Paid Leave for All Workers Act (PLAWA), subject to eligibility and waiting periods.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED