Personal Banker I (Full Time) - Arlington

Prosperity Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & Credit0Education: high_schoolSkills: ["Communication","Public relations","Professionalism","Problem-solving","Math skills"]

Open and maintain deposit and retirement accounts, process account updates, and assist clients with inquiries, problem resolution, and basic consumer loan needs. Identify sales and referral opportunities using lead lists to cross-sell bank products, meet sales production goals, and support treasury management services. Coordinate with banking center leadership, maintain customer privacy, complete reports accurately, and participate in training and year-end banking-center projects.

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Prosperity Bancshares
Prosperity Bancshares
1 day ago

Personal Banker I (Full Time) - Arlington

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Open and maintain deposit and retirement accounts, process account updates, and assist clients with inquiries, problem resolution, and basic consumer loan needs. Identify sales and referral opportunities using lead lists to cross-sell bank products, meet sales production goals, and support treasury management services. Coordinate with banking center leadership, maintain customer privacy, complete reports accurately, and participate in training and year-end banking-center projects.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Open, close, renew, and maintain checking, savings, time deposit, and individual retirement accounts, including service for safe deposit boxes and related products.
  • •Assist clients by listening, collecting data, securing answers, and resolving requests and questions promptly and professionally.
  • •Profile clients and use lead lists/strategies to identify sales and referral opportunities; cross-sell bank products and services.
  • •Receive and process new client accounts and account maintenance (name changes, address changes, product changes) while maintaining customer privacy.
  • •Oversee required reports and records, support treasury management services, and complete daily logs/month-end log organization and other assigned banking-center duties.

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 applicable Teller Learning Plan.
  • •Complete required training (including caller identification process, secure code, BPM training, and DocuSign training/forms).
Experience:0BankingFinancial services
Education:High School
Skills:CommunicationPublic relationsProfessionalismProblem-solvingMath skills
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