Banker II

Woodforest National Bank•Danville, 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 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 product opening and maintenance, teller transactions, cash handling, balancing, vault activities, ATM servicing, audits, and other branch duties. The role requires accurate processing and compliance with bank policies, procedures, security protocols, and regulatory requirements. Bankers also support branch marketing and community activities and may be expected to assist nearby branches within approximately 45 miles as business needs require. This is a full-time position with no supervisory responsibility. The work involves standing most of the time and may include walking, moving, bending, stooping, or sitting briefly, and occasionally lifting and carrying items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

  • At least 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 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 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.
  • Demonstrated willingness to accept coaching and feedback to improve performance.

Responsibilities

  • Identify customer needs and recommend appropriate banking solutions.
  • Pursue individual sales goals through proactive customer conversations, referrals, and marketing outreach inside and outside the branch.
  • Resolve customer questions and concerns at the first point of contact, involving internal partners as needed.
  • Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
  • Create warm, welcoming, and personalized customer interactions.
  • Explain banking products, services, and digital solutions in a clear, easy-to-understand manner.
  • 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 and comply with 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.
  • Remain vigilant in following branch security procedures and protecting the bank, customers, and team members.
  • Support additional retail branch duties and business needs as assigned.
  • Support 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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