Banker II - Bilingual

Woodforest National Bank•Harvard, 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 operational excellence. The role is suited to someone who enjoys helping others, thrives in a retail sales environment, and demonstrates Woodforest’s Core Values of Ownership, Service, Community, and Integrity in customer and team interactions. The Banker identifies customer needs and recommends appropriate banking solutions, works toward individual sales goals through conversations, referrals, and marketing outreach, and resolves customer inquiries. The role also processes transactions, opens and maintains accounts and consumer loan products, supports digital banking, and follows applicable policies, security procedures, and regulatory requirements. Branch servicing duties may include cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep. The position is full-time. Travel may be expected to nearby branches within approximately 45 miles as business needs require. Working conditions involve standing most of the time, with possible walking, moving, bending, stooping, or brief periods of sitting, 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. Woodforest offers a comprehensive benefits package; eligibility and waiting periods may vary by benefit and employment status.

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.
Willingness to accept coaching and feedback to improve performance.
Ability to work flexible or extended hours based on branch and business needs, with demonstrated reliability.
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 learn products, services, policies, procedures, regulatory guidelines, and the sales and service process.
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.
Ability to meet the physical demands described, including standing most of the time and occasionally lifting and carrying items up to 30 pounds.

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, using internal partners as needed.
Process transactions and open accounts accurately while adhering to policies, procedures, and regulatory requirements.
Explain banking solutions, products, services, and digital tools in clear, easy-to-understand terms.
Deliver warm, welcoming, personalized, dependable, and professional customer service.
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 retail marketing, community events, outreach activities, and in-store promotions.
Safeguard customer confidentiality, privacy, and sensitive information; 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 remain vigilant in protecting the bank, customers, and team members.
Support additional retail branch duties and business needs as assigned.

Benefits

Employee Stock Ownership Plan (ESOP)
401(k) company match through ESOP contributions
Professional development and career growth opportunities
Banking products and services for employees
Competitive base pay and regular compensation reviews
Paid time off for branch banking employees
Medical coverage with 12 plan options
Short- and long-term disability insurance
Life and AD&D insurance
Well-being program and Employee Assistance Program
Resource Champions providing access 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