Personal Banker I (Full Time) - Converse

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

Provide a broad range of personal banking services, including opening/closing and maintaining checking, savings, time deposits, and IRAs, processing account maintenance, and assisting with safe deposit boxes and related services. Answer client questions, resolve requests promptly, and protect customer privacy. Identify sales and referral opportunities using lead lists, support cross-selling, and meet sales production goals while completing accurate reports and participating in training.

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Prosperity Bancshares
Prosperity Bancshares
12 hours ago

Personal Banker I (Full Time) - Converse

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Provide a broad range of personal banking services, including opening/closing and maintaining checking, savings, time deposits, and IRAs, processing account maintenance, and assisting with safe deposit boxes and related services. Answer client questions, resolve requests promptly, and protect customer privacy. Identify sales and referral opportunities using lead lists, support cross-selling, and meet sales production goals while completing accurate reports and participating in training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Perform financial service functions professionally and effectively, including opening/closing and maintaining accounts and related banking services.
  • •Answer client questions and resolve problems by listening, collecting data, and securing accurate responses.
  • •Profile clients to identify sales opportunities and use lead lists to generate additional business while meeting sales production goals.
  • •Process new accounts and account changes (e.g., name/address/product changes), maintaining privacy of customer account information.
  • •Complete required reports and records accurately and promptly, including year-end reporting and banking-center level special projects.

Key Requirements

  • •High school graduate (or equivalent).
  • •0–3 years of new account experience.
  • •Complete the Personal Banker Mentor Program / Personal Banker Learning Plan and the Teller Learning Plan (if applicable).
  • •Understanding of the caller identification process and secure code (training offered by the Training Department).
  • •Training on required banking tasks and systems such as BPM Training (I–IV) and DocuSign forms/templates.
Education:High School
Skills:CommunicationPublic relationsProfessional appearanceProfessional attitudeMath/bookkeeping abilities
Tech Stack:DocuSignOnline banking10-keyTelephoneHarland check orderWire transfers

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