Banker Jobs

About The Position

Requirements

• High school diploma or equivalent.
• At least 2 years of relevant retail sales and/or customer service experience.
• 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 and demonstrated reliability.
• 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.
• Proactive approach to seeking business outside the branch.
• 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 colleagues.
• 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 accurately and open and maintain deposit accounts and consumer loan products in accordance with applicable requirements.
• Deliver welcoming, personalized customer interactions and explain banking products, services, and digital solutions clearly.
• Support customers in using digital banking tools and platforms.
• Represent Woodforest as a trusted neighborhood bank and participate in local marketing, community outreach, events, and in-store promotions.
• Safeguard customer confidentiality and follow bank policies, procedures, 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.
• Follow branch security procedures and help protect the bank, customers, and team members.
• Support additional retail branch duties and business needs as assigned.
• Support nearby branches within approximately 45 miles when business needs require.

Benefits

• Employee Stock Ownership Plan (ESOP)
• 401(k) company match in ESOP stock: Woodforest adds $0.50 for each $1 saved, up to 6% of eligible pay.
• Professional development and opportunities for career growth.
• Banking products and services with employee 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 and AD&D insurance, paid 100% by Woodforest.
• Employee Assistance Program supporting physical, mental, and financial well-being.
• Resource Champions offering connections to banking, wealth planning, ESOP, health and wellness, community involvement, and financial literacy services.
• Paid leave pursuant to the Illinois Paid Leave for All Workers Act (PLAWA).