Banker II - Bilingual

Woodforest National Bank•Aurora, IL

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 position involves identifying customer needs and recommending banking solutions, achieving individual sales goals through proactive conversations, referrals, and marketing outreach, and resolving customer inquiries or concerns. You will process transactions and open accounts accurately while complying with policies, procedures, and regulatory requirements. You will also provide personalized customer service, explain banking products and digital solutions, and support customers with digital banking tools. You will represent Woodforest in the community, participate in local retail marketing and outreach, and collaborate with branch team members on community events and promotions. Branch servicing duties include teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and maintaining the workspace. You will open and maintain deposit accounts and consumer loan products, follow branch security procedures, and support additional duties as assigned. This is a full-time, non-supervisory role. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, with possible walking, moving, bending, stooping, or brief periods of sitting, and occasionally lifting and carrying items up to 30 lbs. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. The job description lists a comprehensive benefits package and refers applicants to a benefits overview for details; eligibility and waiting periods may vary. Paid leave pursuant to the Illinois Paid Leave for All Workers Act is also noted.

Requirements

  • At least 2 years of relevant retail sales and/or customer service experience.
  • Fluency in English and Spanish.
  • High school diploma or equivalent.
  • Strong communication, organizational, and problem-solving skills.
  • Ability to work flexible or extended hours based on retail branch needs; reliability is expected.
  • Ability to be proactive in seeking business outside the branch.
  • Openness to coaching and feedback.
  • Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
  • Ability to learn products, services, policies, procedures, and regulatory guidelines and engage in a sales and service process.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Excellent organizational skills and 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.
  • Ability to stand most of the time and occasionally lift and carry items up to 30 lbs.
  • 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.
  • Pursue individual sales goals through proactive conversations, referrals, and marketing outreach inside and outside the branch.
  • Resolve customer inquiries and concerns at the first point of contact, involving internal partners as needed.
  • Process transactions and open accounts accurately while following policies, procedures, and regulatory requirements.
  • Create warm, welcoming, personalized customer interactions and explain 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 outreach, events, and in-store promotions.
  • Safeguard 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 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.
  • Travel to nearby branches within approximately 45 miles as business needs require.

Benefits

  • Comprehensive benefits package; specific benefits, eligibility, and waiting periods are referenced in the linked benefits overview and may vary by employment status.
  • Paid leave pursuant to the Illinois Paid Leave for All Workers Act (PLAWA).
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