Banker II

Woodforest National Bank•Dixon, IL

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 retail customer relationships and branch performance through needs-based product recommendations, sales conversations, referrals, marketing outreach, customer issue resolution, accurate transaction processing, account opening, and compliance with bank policies and regulatory requirements. The position also performs teller and other branch servicing duties, supports digital banking, participates in local marketing and community activities, and helps maintain branch security and operations. This is a full-time, nonsupervisory position. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions include standing most of the time, with possible walking, moving, bending, stooping, or sitting briefly, and occasional lifting and carrying of 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 required.
Strong communication, organizational, and problem-solving skills.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on retail branch needs; demonstrated reliability.
Proactive approach to seeking business outside the branch.
Ability to maintain composure and a positive attitude while helping customers and internal team members in a fast-paced environment.
Knowledge of, or ability to quickly learn, banking products, services, policies, procedures, and regulatory guidelines, and to engage in a sales and service process.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize and multitask while maintaining accuracy and attention to detail.
Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
Ability to stand most of the time; walking, moving, bending, stooping, or sitting briefly may be involved, along with occasional lifting and carrying of items up to 30 pounds.
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

Build and grow retail customer relationships through exceptional service, proactive marketing, and operational excellence.
Identify customer needs and recommend appropriate banking solutions; explain complex solutions in an understandable way.
Work toward 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 for timely resolution.
Process transactions accurately, open accounts, and adhere to policies, procedures, and regulatory requirements.
Create warm, welcoming, personalized customer interactions and explain retail banking products, services, and digital solutions.
Support customers in using digital banking tools and platforms.
Represent Woodforest as a trusted neighborhood bank and participate in local marketing, community events, outreach, and in-store promotions.
Safeguard 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 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.
Travel to nearby branches within approximately 45 miles when business needs require.
Maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Benefits

Employee Stock Ownership Plan (ESOP), offering 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.
Growth opportunities and professional development.
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 100% by Woodforest.
Employee Assistance Program supporting physical, mental, and financial health.
Resource Champions connecting employees to banking, wealth planning, ESOP, health and wellness, community involvement, and financial literacy resources.
Paid leave pursuant to the Illinois Paid Leave for All Workers Act (PLAWA).