Banker II

Woodforest National Bank•Peoria, 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 supports customers with retail banking solutions, account opening and maintenance, teller transactions, cash handling, and other branch servicing duties. The role includes marketing and outreach inside and outside the branch, resolving customer concerns, supporting digital banking tools, and participating in local community engagement. The position is full-time, has no supervisory responsibility, and may require travel to nearby branches within approximately 45 miles as business needs require.

Requirements

  • At least 2 years of relevant retail sales and/or customer service experience.
  • 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 seek business proactively outside the branch.
  • Willingness to accept coaching and feedback.
  • Ability to maintain composure and a positive attitude while serving customers and working with 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 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 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.
  • Achieve 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 open accounts accurately while adhering to policies, procedures, and regulatory requirements.
  • Create warm, welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
  • Support customers in using 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 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 compliance with applicable standards.
  • Follow branch security procedures and remain vigilant in protecting the bank, customers, and team members.
  • Support additional branch duties and business needs as assigned.
  • Travel to 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).
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