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

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

Open, close, and maintain customer deposit accounts and related services, while assisting clients with inquiries, problem resolution, and account maintenance. Explain bank products, identify sales and referral opportunities, and help meet sales production goals through client profiling and lead lists. Coordinate with banking center leadership, maintain privacy, complete reports, and support training, year-end, and banking center operational needs.

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Prosperity Bancshares
Prosperity Bancshares
1 week ago

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

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Open, close, and maintain customer deposit accounts and related services, while assisting clients with inquiries, problem resolution, and account maintenance. Explain bank products, identify sales and referral opportunities, and help meet sales production goals through client profiling and lead lists. Coordinate with banking center leadership, maintain privacy, complete reports, and support training, year-end, and banking center operational needs.
Location: Plano
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Perform financial service functions such as opening, closing, and maintaining checking, savings, time deposit, IRA accounts, and related services (safe deposit boxes, savings bonds, basic consumer loans).
  • •Answer client questions and resolve issues by listening, collecting information, and securing accurate answers.
  • •Profile clients to identify sales and referral opportunities and cross-sell bank products and services to meet sales goals.
  • •Receive and process new accounts and changes to existing accounts (e.g., names, addresses, product changes), while maintaining customer privacy.
  • •Support banking center operations by completing reports, attending training, assisting with year-end and special projects, and ensuring work areas remain clean and secure.

Key Requirements

  • •High school graduate or equivalent.
  • •0–3 years of New Account experience.
  • •Complete the Personal Banker Mentor Program or Personal Banker Learning Plan (and Teller Learning Plan, if applicable).
  • •Training on secure processes (Caller Identification Process and Secure code) and required BPM/DocuSign training.
  • •Ability to open consumer/commercial accounts, issue debit cards, complete customer file maintenance, and clear exceptions timely.
Experience:0Banking
Education:High School
Skills:CommunicationPublic relationsProfessional appearanceMath skillsBookkeeping
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