Banker II

Woodforest National Bank • Champaign, IL

27d

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 provides personalized customer service, identifies financial needs, recommends appropriate banking solutions, and supports retail sales and marketing goals. The role also performs branch servicing duties, opens and maintains deposit accounts and consumer loan products, and follows bank policies, procedures, security protocols, and regulatory guidelines. Work is full-time; there is no supervisory responsibility. Travel may be expected to nearby branches within approximately 45 miles as business needs require. The role involves standing most of the time, with some walking, moving, bending, stooping, or brief periods of sitting, and occasional lifting and carrying of items up to 30 lbs. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

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 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.
• Must be proactive when seeking business outside of the branch.
• Must be open to direct coaching and feedback.
• Ability to maintain composure and a positive attitude while helping customers and working with internal team members.
• Knowledge of, or ability to quickly learn, products, services, policies, procedures, and regulatory guidelines, and to engage in a sales and service process.
• 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 to support retail performance.
• 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 adhering to policies, procedures, and regulatory requirements.
• Create warm, welcoming, and personalized customer interactions.
• Explain retail banking products, services, and digital solutions in a clear, easy-to-understand manner.
• Support customers with digital banking tools and platforms.
• Build relationships with customers, retail partners, and community members while representing Woodforest as a neighborhood bank.
• Participate in local retail marketing, community events, outreach activities, and in-store promotions.
• Safeguard customer confidentiality, privacy, and sensitive information, 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 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.

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).

What This Job Offers

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