Prosperity Bank
Personal Banker (Full Time) - West Plano
Join to apply for the Personal Banker (Full Time) role at Prosperity Bank.
Apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application.
Internal applicants are current Prosperity Bank associates and should apply through the internal Talent - Career Center in ADP.
Prosperity Bank is an Equal Opportunity Employer.
Position Purpose Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. In collaboration with the Teller Supervisor, responsible for training and motivating lobby associates to assist customers and effectively cross‑sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.
Essential Functions and Basic Duties
Presents and explains bank products and services to clients and assists in meeting their financial needs, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts as well as work with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
Answers questions and solves problems for clients by listening, collecting data, and securing answers.
Profiles clients to identify sales opportunities.
Uses lead lists and other strategies to develop methods of generating additional business.
Resolves client requests and questions promptly, courteously, and professionally.
Receives and processes new client accounts and changes to existing accounts such as name changes, address changes, product changes, and other account maintenance as requested.
Maintains privacy of customer account information.
Maintains and projects the bank’s professional reputation.
Assists area personnel as required.
Keeps Banking Center Manager informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
Oversees annual year‑end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit.
Reviews new account and data entry, as needed, to ensure accuracy.
Supports Treasury Management with new accounts and services for clients.
Ensures daily logs are completed correctly and organizes logs at the end of the month for easy review.
Actively and professionally sells bank products and services. Responsible for meeting sales production goals.
Performs related clerical duties as needed.
Ensures that work areas are clean, secure, and well maintained.
Performance Measurements Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Good business relations exist with clients, with client problems and questions resolved courteously and promptly. Good working relationships and coordination exist with area personnel and management. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships and strengthen existing client relationships by identifying opportunities to sell bank products and services and meet sales production goals. The bank’s professional reputation is maintained and conveyed.
Qualifications
Education/Certification : High school graduate or equivalent.
Required Knowledge : Good understanding of financial services and products provided.
Experience Required : General customer service experience preferred.
Personal Banker Experience Preferred
Previous banking experience preferred.
Skills/Abilities : Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10‑key and telephone. Solid math and bookkeeping abilities.
Monday – Friday: 7:00 AM – 6:00 PM Saturday: 9:00 AM – 1:00 PM 40 hours per week.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Industries
Banking
#J-18808-Ljbffr
Apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application.
Internal applicants are current Prosperity Bank associates and should apply through the internal Talent - Career Center in ADP.
Prosperity Bank is an Equal Opportunity Employer.
Position Purpose Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. In collaboration with the Teller Supervisor, responsible for training and motivating lobby associates to assist customers and effectively cross‑sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.
Essential Functions and Basic Duties
Presents and explains bank products and services to clients and assists in meeting their financial needs, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts as well as work with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
Answers questions and solves problems for clients by listening, collecting data, and securing answers.
Profiles clients to identify sales opportunities.
Uses lead lists and other strategies to develop methods of generating additional business.
Resolves client requests and questions promptly, courteously, and professionally.
Receives and processes new client accounts and changes to existing accounts such as name changes, address changes, product changes, and other account maintenance as requested.
Maintains privacy of customer account information.
Maintains and projects the bank’s professional reputation.
Assists area personnel as required.
Keeps Banking Center Manager informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
Oversees annual year‑end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit.
Reviews new account and data entry, as needed, to ensure accuracy.
Supports Treasury Management with new accounts and services for clients.
Ensures daily logs are completed correctly and organizes logs at the end of the month for easy review.
Actively and professionally sells bank products and services. Responsible for meeting sales production goals.
Performs related clerical duties as needed.
Ensures that work areas are clean, secure, and well maintained.
Performance Measurements Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Good business relations exist with clients, with client problems and questions resolved courteously and promptly. Good working relationships and coordination exist with area personnel and management. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships and strengthen existing client relationships by identifying opportunities to sell bank products and services and meet sales production goals. The bank’s professional reputation is maintained and conveyed.
Qualifications
Education/Certification : High school graduate or equivalent.
Required Knowledge : Good understanding of financial services and products provided.
Experience Required : General customer service experience preferred.
Personal Banker Experience Preferred
Previous banking experience preferred.
Skills/Abilities : Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10‑key and telephone. Solid math and bookkeeping abilities.
Monday – Friday: 7:00 AM – 6:00 PM Saturday: 9:00 AM – 1:00 PM 40 hours per week.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Industries
Banking
#J-18808-Ljbffr