Banker II

Woodforest National Bank•Rockford, IL

14d

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 every customer and team interaction. The role involves identifying customer needs and recommending appropriate banking solutions; achieving individual sales goals through conversations, referrals, and marketing outreach; resolving customer inquiries; and maintaining accurate, compliant branch operations. Bankers provide personalized service, explain banking products and digital solutions clearly, support customers with digital banking tools, and represent Woodforest in local retail and community activities. The position also performs branch servicing duties, including teller transactions, cash handling, balancing, ordering cash, vault activities, audits, ATM servicing, and workspace upkeep. Bankers open and maintain deposit accounts and consumer loan products, follow security procedures, protect confidential information, and flexibly support additional branch duties as business needs require. Travel to nearby branches within approximately 45 miles may be expected as business needs require. The role requires standing most of the time and may involve walking, moving, bending, stooping, or sitting briefly, as well as occasionally lifting and carrying items up to 30 pounds. A mobile device compatible with the Cisco Duo app is required for secure authentication.

Requirements

Minimum of 2 years of relevant retail sales and/or customer service experience.
High school diploma or equivalent required.
Demonstrated willingness to accept coaching and feedback to improve performance.
Strong communication, organizational, and problem-solving skills.
Ability to work flexible or extended hours based on retail branch needs; reliability is required.
Proactive in seeking business outside the branch.
Ability to maintain composure and a positive attitude while serving customers and working with internal team members.
Ability to learn banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Ability to prioritize workload, multitask in a fast-paced environment, and maintain accuracy and attention to detail.
Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
Must 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, sitting briefly, and lifting or carrying items up to 30 pounds.

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 and concerns at the first point of contact, involving internal partners as needed to ensure timely resolution.
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 as a representative of Woodforest.
Participate in local retail marketing, community outreach, events, and in-store promotions.
Safeguard customer confidentiality and comply with bank policies, procedures, security protocols, and regulatory guidelines.
Perform teller transactions, cash handling, balancing, cash ordering, 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.
May support nearby branches within approximately 45 miles as business needs require.

Benefits

Employee Stock Ownership Plan (ESOP), providing an opportunity to share in Woodforest’s growth.
401(k) company match in ESOP: Woodforest adds 50 cents for each dollar saved, up to 6% of eligible pay; the match is made in Woodforest stock held in the employee’s ESOP account.
Career growth opportunities and professional development.
Banking products and services intended to provide 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 at an affordable cost.
Short- and long-term disability insurance, life insurance, and AD&D insurance, paid 100% by Woodforest.
Well-being program and Employee Assistance Program supporting physical, mental, and financial health.
Resource Champions who connect employees with 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).
Other benefits may be available; eligibility and waiting periods vary by benefit and employment status.