Banker II

Woodforest National Bank•Harrisburg, 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 Banker supports customers with banking solutions, account and consumer loan products, branch transactions, and digital banking tools. The position requires accurate transaction processing, compliance with bank procedures and regulatory requirements, active participation in sales and community outreach, and flexibility to support branch business needs. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles as business needs require. The role is performed in branch working conditions that include standing most of the time, with possible walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. Woodforest offers a comprehensive benefits package; eligibility and waiting periods may vary by benefit and employment status.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs.
Ability to work outside the branch to seek business.
Openness to direct coaching and feedback.
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.
Ability to learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain composure and a positive attitude while interacting with customers and internal team members.
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.
Work toward 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 to ensure timely resolution.
Process transactions and open accounts accurately while adhering to policies, procedures, and regulatory requirements.
Create warm, welcoming, and personalized customer interactions.
Understand customers’ financial needs and explain retail banking products, services, and digital solutions clearly.
Provide dependable, efficient service with professionalism, composure, and a positive attitude in a fast-paced retail environment.
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 retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information; follow bank policies, security protocols, and regulatory guidelines.
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 accordance with compliance 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 when business needs require.

Benefits

Comprehensive benefits package; eligibility and waiting periods may vary by benefit and employment status.
Paid leave pursuant to the Illinois Paid Leave for All Workers Act (PLAWA).

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