Personal Banker (Full Time) - SB Katy Pin Oak

Prosperity Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & Credit0Education: high_schoolSkills: ["Communication","Public relations","Professionalism","Math","Attention to detail"]

Provide a broad range of banking services for customers, including opening, closing, renewing, and maintaining accounts (checking, savings, time deposits, IRAs) and supporting requests such as account maintenance and problem resolution. Answer client questions, profile customers for sales opportunities, cross-sell products, and process new accounts and updates. Ensure privacy, maintain accurate reports and daily logs, support treasury management, and assist with banking center reporting and year-end projects.

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Prosperity Bancshares
Prosperity Bancshares
2 days ago

Personal Banker (Full Time) - SB Katy Pin Oak

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 4 days ago

Job Summary

Provide a broad range of banking services for customers, including opening, closing, renewing, and maintaining accounts (checking, savings, time deposits, IRAs) and supporting requests such as account maintenance and problem resolution. Answer client questions, profile customers for sales opportunities, cross-sell products, and process new accounts and updates. Ensure privacy, maintain accurate reports and daily logs, support treasury management, and assist with banking center reporting and year-end projects.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Perform financial service functions professionally, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts.
  • •Assist clients by listening, collecting data, solving account questions, and resolving requests promptly and courteously.
  • •Profile clients to identify sales opportunities and use lead lists to generate additional business; cross-sell bank products.
  • •Process new client accounts and handle account changes (names, addresses, product changes, maintenance), ensuring customer account privacy.
  • •Complete required reports/records, attend trainings, oversee year-end reporting and banking-center special projects, and maintain accurate daily logs.

Key Requirements

  • •High school graduate or equivalent.
  • •Good understanding of financial services and products provided.
  • •Zero up to 3 years of new account experience.
  • •Complete Personal Banker Mentor Program/Personal Banker Learning Plan (and Teller Learning Plan if applicable) and related training.
  • •Proficiency in opening consumer and commercial checking/savings, issuing debit cards, and maintaining/clearing customer account files and exceptions.
Education:High School
Skills:CommunicationPublic relationsProfessionalismMathAttention to detail
Tech Stack:DocuSignOnline banking10-keyTelephoneHarland check orderDDA exceptionsWire transfersDebit card disputes

Company Brief

Prosperity Bancshares
Operates Prosperity Bank, a Texas-based regional banking franchise offering commercial and consumer banking services, lending, treasury management, and wealth-related solutions through a network of branches across Texas and Oklahoma.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Houston, United States
Founded: 1983
WebsiteLinkedIn