Personal Banker I (Full Time) - McKinney Virginia

Prosperity Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & Credit0Education: high_schoolSkills: ["Communication","Public relations","Professional appearance","Math","Bookkeeping"]

Provide a wide range of personal banking services at the banking center, including opening, closing, and maintaining deposit and retirement accounts, renewing time deposits, and assisting with safe deposit boxes and basic consumer loans. Answer client questions, perform account maintenance, maintain customer privacy, and support treasury management services. Develop client relationships using lead lists to cross-sell bank products and help meet sales production goals.

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Prosperity Bancshares
Prosperity Bancshares
2 days ago

Personal Banker I (Full Time) - McKinney Virginia

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide a wide range of personal banking services at the banking center, including opening, closing, and maintaining deposit and retirement accounts, renewing time deposits, and assisting with safe deposit boxes and basic consumer loans. Answer client questions, perform account maintenance, maintain customer privacy, and support treasury management services. Develop client relationships using lead lists to cross-sell bank products and help meet sales production goals.
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 IRA accounts, as well as supporting safe deposit box, credit card, and basic consumer loan activities.
  • •Listen to clients, resolve questions and problems, and complete account maintenance requests (e.g., names, address, product changes) while maintaining customer privacy.
  • •Identify sales and referral opportunities, profile clients for needs, and cross-sell bank products to meet sales production goals.
  • •Oversee accuracy and reporting by completing required reports/records, reviewing new account and data entry, and ensuring daily logs are completed and organized monthly.
  • •Provide training and support activities as required, including year-end reporting/special projects at the banking center level and coordination with banking center management and area personnel.

Key Requirements

  • •High school graduate or equivalent.
  • •0 to 3 years of New Account experience.
  • •Complete Personal Banker Mentor Program or Personal Banker Learning Plan (and Teller Learning Plan if applicable).
  • •Understanding of secure processes such as Caller Identification Process and Secure code (training offered).
  • •Knowledge and ability to open consumer/commercial accounts, issue debit cards, complete customer file maintenance, and identify fraud situations (with required training topics listed).
Education:High School
Skills:CommunicationPublic relationsProfessional appearanceMathBookkeeping
Tech Stack:DocuSignOnline banking10-keyTelephone

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