Personal Banker (Full Time) - West Frisco

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

Provide a broad range of banking services including opening, closing, and maintaining deposit accounts and IRAs, handling safe deposit box activities, and resolving client account questions. Profile clients to identify sales and referral opportunities, cross-sell bank products, and meet sales production goals. Maintain accurate records, ensure privacy and security procedures, support treasury management with new accounts and services, and complete required reporting and banking center logs.

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Prosperity Bancshares
Prosperity Bancshares
1 day ago

Personal Banker (Full Time) - West Frisco

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 minutes agoStatus: Closed

Job Summary

Provide a broad range of banking services including opening, closing, and maintaining deposit accounts and IRAs, handling safe deposit box activities, and resolving client account questions. Profile clients to identify sales and referral opportunities, cross-sell bank products, and meet sales production goals. Maintain accurate records, ensure privacy and security procedures, support treasury management with new accounts and services, and complete required reporting and banking center logs.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Perform effective and professional financial service functions, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts; support safe deposit box activities; and handle related account services.
  • •Answer client questions and resolve issues by listening, collecting data, and securing answers, while maintaining privacy of customer information and the bank’s professional reputation.
  • •Process new accounts and perform account maintenance such as name changes, address changes, product changes, and related updates; complete required reports and records accurately and promptly.
  • •Identify and develop sales opportunities using lead lists and strategies, cross-sell bank products (including credit cards) and work toward meeting sales production goals.
  • •Support banking center operations including training/attending required classes, assisting on the teller line when applicable, completing daily/monthly logs, and supporting treasury management with new accounts and services.

Key Requirements

  • •High school graduate or equivalent.
  • •Good understanding of financial services and products provided.
  • •Zero to 3 years of New Account experience.
  • •Complete the Personal Banker Mentor Program or Personal Banker Learning Plan (and Teller Learning Plan if applicable).
  • •Training/understanding needed for Secure code and Caller Identification Process; BPM Training I–IV; DocuSign forms/templates; and fraud/risk management processes.
Education:High School
Skills:CommunicationPublic relationsProfessional appearanceMath skillsBookkeeping
Tech Stack:DocuSignOnline banking10-key

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