Retail Banking Specialist — Customer Growth & Service

Woodforest National Bank; Round Lake Beach (IL); On-site; USD 22,000 - 28,000; Full time

Benefits offered by this job

ESOP stock ownership

401(k) match

Medical coverage

Paid time off

Job summary

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience by building retail customer relationships through exemplary service, proactive product recommendations, and precise operational execution. You will drive referrals and promote digital tools to enhance this experience.

The role suits individuals who enjoy helping others, thrive in a retail sales environment, and commit to Woodforest’s Core Values of Ownership, Service, Community,

Qualifications

• Minimum of 2 years of relevant retail sales and/or customer service experience.
• In-store retail banking experience preferred but not required.
• 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.

Responsibilities

• Identify customer needs and recommend appropriate banking solutions.
• Achieve individual sales goals through referrals and marketing outreach.
• Resolve customer inquiries or concerns at first point of contact.
• Open and maintain deposit accounts and consumer loan products with accuracy.
• Follow branch policies, procedures and regulatory requirements.

Skills

Retail sales

Customer service

Communication skills

Problem-solving

Education

High School Diploma or equivalent

Job description

Woodforest National Bank is seeking a Banker to serve as a frontline ambassador, delivering the Woodforest Experience by building retail customer relationships through exemplary service, proactive product recommendations, and precise operational execution. You will drive referrals and promote digital tools to enhance this experience.

The role suits individuals who enjoy helping others, thrive in a retail sales environment, and commit to Woodforest’s Core Values of Ownership, Service, Community,