Banker II

Woodforest National Bank•Harrisburg, IL

About The Position

As a Banker at Woodforest National Bank, you will serve as a frontline ambassador and deliver the Woodforest Experience. You will build and grow retail customer relationships through exceptional service, proactive marketing of products and services, and operational excellence. The role is suited to someone who enjoys helping others, thrives in a retail sales environment, and demonstrates Woodforest’s Core Values in customer and team interactions. The Banker supports customers with banking transactions, account and consumer loan product servicing, digital banking tools, and financial solutions. The role also supports branch sales and marketing goals, community engagement, security, and compliance. Travel to nearby branches within approximately 45 miles may be expected when business needs require.

Requirements

At least 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent.
Willingness to accept coaching and feedback to improve performance.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours to meet retail branch business needs.
Reliability and ability to prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
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 the sales and service process.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
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 stand most of the time, with occasional walking, moving, bending, stooping, or brief periods of sitting; occasionally lift and carry items up to 30 lbs.

Nice To Haves

Prior in-store retail banking experience.

Responsibilities

Identify customer needs and recommend appropriate banking solutions.
Work toward individual sales goals through customer conversations, referrals, and marketing outreach inside and outside the branch.
Resolve customer inquiries and concerns at the first point of contact, involving internal partners when needed.
Process transactions and open accounts accurately while following bank policies, procedures, and regulatory requirements.
Explain banking products, services, digital solutions, and complex solutions in a clear and understandable way.
Deliver welcoming, personalized, dependable, and professional customer service.
Support customers with digital banking tools and platforms.
Build relationships with customers, retail partners, and community members, representing Woodforest as a trusted neighborhood bank.
Participate in local marketing efforts, community events, outreach activities, and in-store promotions.
Protect customer confidentiality 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 accordance with compliance standards.
Follow branch security procedures and help protect the bank, customers, and team members.
Support additional branch duties and business needs as assigned.

Benefits

Employee Stock Ownership Plan (ESOP).
401(k) company match made in Woodforest stock held in the employee’s ESOP account: $0.50 for each $1 saved, up to 6% of eligible pay.
Professional development and opportunities for long-term career growth.
Banking products and services offering convenience, financial savings, and enhanced support.
Competitive base pay and regular compensation reviews.
Paid time off for branch banking employees.
Medical coverage with 12 plans available.
Short- and long-term disability insurance, life insurance, and AD&D insurance paid for by Woodforest.
Well-being program and Employee Assistance Program supporting physical, mental, and financial health.
Paid leave pursuant to the Illinois Paid Leave for All Workers Act (PLAWA).