Personal Banker I (Full Time) - Carmel

Prosperity Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & Credit0Education: high_schoolSkills: ["Communication","Public relations","Problem-solving","Math","Bookkeeping","Privacy"]

Provide a range of financial services in the banking lobby, including opening, maintaining, and closing deposit and retirement accounts and assisting with account inquiries. Resolve client questions by listening, collecting information, and delivering accurate answers. Cross-sell bank products, identify referral opportunities, and maintain privacy and the bank’s professional reputation. Partner with banking-center staff and management, complete required reports, and help train and motivate lobby associates to support customer needs.

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Prosperity Bancshares
Prosperity Bancshares
1 month ago

Personal Banker I (Full Time) - Carmel

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Closed

Job Summary

Provide a range of financial services in the banking lobby, including opening, maintaining, and closing deposit and retirement accounts and assisting with account inquiries. Resolve client questions by listening, collecting information, and delivering accurate answers. Cross-sell bank products, identify referral opportunities, and maintain privacy and the bank’s professional reputation. Partner with banking-center staff and management, complete required reports, and help train and motivate lobby associates to support customer needs.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Perform financial service functions, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts, and assisting with related services.
  • •Answer client questions and solve problems by listening, collecting data, and securing accurate answers.
  • •Develop additional business by profiling clients, using lead lists, and cross-selling bank products and services to meet sales goals.
  • •Establish and maintain effective client relationships by processing new accounts and changes, resolving requests promptly, and maintaining privacy of customer account information.
  • •Coordinate with area personnel and management, assist with reports/records, attend training on varying schedules, and oversee year-end/special projects at the banking-center level.

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 or Personal Banker Learning Plan (and Teller Learning Plan if applicable).
  • •Understanding the Caller Identification Process and Secure code, plus BPM Training (I, II, III and IV).
Experience:0Banking
Education:High School
Skills:CommunicationPublic relationsProblem-solvingMathBookkeepingPrivacy
Tech Stack:Online bankingDocuSign

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