Personal Banker I (Full Time) - 15th Street Plano

Prosperity Bancshares
Plano
Workplace: OnsiteFull timeFunction: Banking, Lending & Credit0Education: high_schoolSkills: ["Excellent communication","Professional appearance","Public relations","Ability to solve problems","Solid math and bookkeeping"]

Provide a range of core banking services, including opening, closing, and maintaining deposit and retirement accounts, processing account changes, and assisting clients with inquiries and problem resolution. Identify sales and referral opportunities, profile clients for cross-sell, and use lead lists to generate additional business while meeting sales production goals. Maintain customer privacy, complete accurate reports and records, and support banking center coordination, training, and operational tasks.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Prosperity Bancshares
Prosperity Bancshares
1 day ago

Personal Banker I (Full Time) - 15th Street Plano

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Provide a range of core banking services, including opening, closing, and maintaining deposit and retirement accounts, processing account changes, and assisting clients with inquiries and problem resolution. Identify sales and referral opportunities, profile clients for cross-sell, and use lead lists to generate additional business while meeting sales production goals. Maintain customer privacy, complete accurate reports and records, and support banking center coordination, training, and operational tasks.
Location: Plano
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Open, close, and maintain checking, savings, time deposit, and IRA accounts; assist with safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
  • •Listen to client needs, collect information, and resolve account questions and requests promptly and professionally.
  • •Receive and process new accounts and account maintenance requests (e.g., name/address/product changes) while protecting customer information privacy.
  • •Profile clients to identify sales opportunities; use lead lists and strategies to generate additional business and meet sales production goals.
  • •Support banking center operations, including training and coordination with area personnel, completing required reports/records, and overseeing year-end reporting/special projects at the center level.

Key Requirements

  • •High school graduate or equivalent education/certification.
  • •Good understanding of financial services and products provided.
  • •Zero to 3 years of New Account experience.
  • •Complete the Personal Banker Mentor Program / Personal Banker Learning Plan (and Teller Learning Plan, if applicable).
  • •Training requirements including BPM training and using DocuSign forms/templates, plus skills like opening accounts and offering bank products for cross-sell.
Education:High School
Skills:Excellent communicationProfessional appearancePublic relationsAbility to solve problemsSolid math and bookkeeping
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