Banker II - Bilingual

Woodforest National Bank • Harvard, IL

5d • Onsite

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 by understanding their financial needs, explaining banking products and digital services, recommending appropriate solutions, and resolving inquiries. The role includes sales and marketing activity, teller and cash-handling duties, account and consumer loan product processing, and adherence to bank policies, security requirements, and regulatory standards. The position is full-time, has no supervisory responsibility, and may involve supporting nearby branches within approximately 45 miles as business needs require.

Requirements

• At least 2 years of relevant retail sales and/or customer service experience.
• Fluency in English and Spanish.
• 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 accept coaching and feedback and use it to improve performance.
• 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 banking 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.
• Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

• Prior in-store retail banking experience.

Responsibilities

• Identify customer needs and recommend appropriate banking solutions.
• Work toward 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, involving internal partners as needed.
• Process transactions and account openings accurately and comply with policies, procedures, and regulatory requirements.
• Create welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
• Support customers with 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 outreach, events, and in-store promotions.
• Safeguard customer confidentiality and 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 compliance with applicable 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.
• Work flexible or extended hours as needed and 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).

What This Job Offers

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