Banker Jobs

About The Position

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.
• Willingness to accept coaching and feedback to improve performance.
• Ability to work flexible or extended hours based on retail branch needs and business requirements.
• Reliability and ability to maintain composure and a positive attitude with customers and 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 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.
• 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 and concerns at the first point of contact, involving internal partners as needed for timely resolution.
• Maintain operational excellence through accurate transaction processing, account opening, and adherence to bank policies, procedures, and regulatory requirements.
• Explain complex solutions in an easy-to-understand manner.
• Create warm, welcoming, and personalized interactions with customers.
• Understand customers’ financial needs and explain retail banking products, services, and digital solutions clearly.
• Provide dependable, efficient service with professionalism, composure, and a positive attitude in a fast-paced retail environment.
• 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 retail marketing, community events, outreach activities, and in-store promotions.
• Protect customer confidentiality, privacy, and sensitive information, and comply with bank security protocols and regulatory guidelines.
• Demonstrate honesty, transparency, and respect in interactions with customers, peers, and leadership.
• 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 retail branch duties and business needs as assigned.

Benefits

• Employee Stock Ownership Plan (ESOP), providing an opportunity to share in Woodforest’s growth.
• 401(k) company match in ESOP: Woodforest adds $0.50 for each $1 saved, up to 6% of eligible pay, with the match held as 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 away: PTO for branch banking employees; paid vacation and sick time for corporate employees.
• Medical coverage with 12 plans available.
• Company-paid short- and long-term disability insurance.
• Company-paid life and AD&D insurance.
• Well-being Program (Employee Assistance Program) supporting physical, mental, and financial health.
• Resource Champions who connect employees with services including expert banking, wealth planning, ESOP, health and wellness programs, community involvement, and financial literacy education.
• Paid leave pursuant to the Illinois Paid Leave for All Workers Act (PLAWA).