Personal Banker I (Full Time) - El Campo

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

Provide a wide range of financial services for customers, including opening, closing, and maintaining deposit and retirement accounts, assisting with safe deposit boxes and other products, and resolving account inquiries. Identify sales and referral opportunities while meeting sales production goals through client profiling, lead lists, and cross-selling. Work with internal teams and support banking center processes, reporting, and secure handling of customer information.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Prosperity Bancshares
Prosperity Bancshares
3 months ago

Personal Banker I (Full Time) - El Campo

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Provide a wide range of financial services for customers, including opening, closing, and maintaining deposit and retirement accounts, assisting with safe deposit boxes and other products, and resolving account inquiries. Identify sales and referral opportunities while meeting sales production goals through client profiling, lead lists, and cross-selling. Work with internal teams and support banking center processes, reporting, and secure handling of customer information.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Perform financial service functions including opening, closing, and maintaining checking, savings, time deposit, and IRA accounts, plus safe deposit box services.
  • •Answer client questions and resolve problems by listening, collecting data, and providing accurate answers.
  • •Profile clients and use lead lists to identify sales opportunities and cross-sell bank products; meet related sales production goals.
  • •Establish and maintain business relationships with clients by promptly processing requests, performing account maintenance, and maintaining customer privacy.
  • •Complete required reports and records accurately and timely, including reviewing new account and data entry accuracy and supporting treasury management for new accounts and services.

Key Requirements

  • •High school graduate or equivalent.
  • •Zero up to 3 years of new account experience.
  • •Good understanding of financial services and products.
  • •Complete the Personal Banker Mentor Program or Personal Banker Learning Plan (and Teller Learning Plan if applicable).
  • •Understanding of Caller Identification and Secure code (training offered) and BPM Training I–IV.
Education:High School
Skills:CommunicationPublic relationsProfessionalismProblem-solvingCustomer service
Tech Stack:Online bankingDocuSignSecure codeDocuSign formsDDA

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