Banker II

Woodforest National Bank•Peoria, 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 execution of operational excellence. The role is suited to individuals 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. The position includes customer service, sales, marketing, banking transactions, account opening and maintenance, cash handling, and compliance responsibilities. Bankers may support nearby branches within approximately 45 miles as business needs require and must be able to work flexible or extended hours based on branch needs. The role is full-time and has no supervisory responsibility.

Requirements

  • At least 2 years of relevant retail sales and/or customer service experience.
  • High school diploma or equivalent required.
  • Strong communication, organizational, and problem-solving skills.
  • Willingness to accept coaching and feedback to improve performance.
  • Ability to work flexible or extended hours to meet business needs, with demonstrated reliability.
  • Ability to maintain composure and a positive attitude when interacting with customers and internal team members.
  • Ability to learn products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Ability to prioritize workload 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.
  • Ability to meet the physical demands of standing most of the time; walking, moving, bending, stooping, or sitting briefly; and occasionally lifting and carrying items up to 30 pounds.

Nice To Haves

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

Responsibilities

  • Identify customer needs and recommend appropriate banking solutions to support retail performance.
  • Pursue 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 bank policies, procedures, and regulatory requirements.
  • Explain complex banking solutions in an understandable way.
  • Create warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
  • Provide dependable, efficient service with professionalism 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 while representing Woodforest as a trusted neighborhood bank.
  • Participate in local marketing, community events, outreach activities, and in-store promotions.
  • Protect customer confidentiality and sensitive information and comply with 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 compliance with standards.
  • Follow branch security procedures and help protect the bank, customers, and team members.
  • Remain flexible in supporting additional branch duties and business needs as assigned.
  • Support nearby branches within approximately 45 miles when business needs require.

Benefits

  • Employee Stock Ownership Plan (ESOP), providing an opportunity to share in Woodforest’s growth.
  • 401(k) company match through ESOP: Woodforest adds $0.50 for each $1 saved, up to 6% of eligible pay, with the match held in Woodforest stock in the employee’s ESOP account.
  • Career growth opportunities and professional development.
  • Banking products and services for employees.
  • Competitive base pay and regular compensation reviews.
  • Paid time off for branch banking employees; corporate employees receive paid vacation and sick time.
  • Medical coverage with 12 plans available.
  • Short- and long-term disability insurance, life insurance, and AD&D insurance, paid 100% by Woodforest.
  • Well-being program and Employee Assistance Program supporting physical, mental, and financial health.
  • Resource Champions offering connections 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).
  • Other benefits may be available; eligibility and waiting periods vary by benefit and employment status.
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