Personal Banker (Full Time) - SB Katy Pin Oak

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

Open and maintain customer accounts, including checking, savings, time deposits, IRAs, and related services like safe deposit boxes and debit cards. Handle client inquiries by listening, gathering information, and resolving problems promptly while ensuring privacy and accurate recordkeeping. Identify sales and referral opportunities, cross-sell bank products (including credit cards), and support treasury management services. Complete training/mentor plans and meet banking-center reporting and sales goals.

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Prosperity Bancshares
Prosperity Bancshares
2 days ago

Personal Banker (Full Time) - SB Katy Pin Oak

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Open and maintain customer accounts, including checking, savings, time deposits, IRAs, and related services like safe deposit boxes and debit cards. Handle client inquiries by listening, gathering information, and resolving problems promptly while ensuring privacy and accurate recordkeeping. Identify sales and referral opportunities, cross-sell bank products (including credit cards), and support treasury management services. Complete training/mentor plans and meet banking-center reporting and sales goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Open, close, and maintain customer accounts (checking, savings, time deposits, and IRAs), including safe deposit box and savings bond-related services.
  • •Process new accounts and perform account maintenance such as name, address, and product changes as requested.
  • •Profile clients to identify sales opportunities and strive to meet sales production goals while cross-selling bank products and services.
  • •Answer questions and resolve client problems promptly by listening, collecting data, and securing answers.
  • •Maintain privacy of customer account information and complete required reports/records accurately and promptly.

Key Requirements

  • •High school graduate or equivalent.
  • •Zero to 3 years of New Account experience.
  • •Complete the Personal Banker Mentor Program/Personal Banker Learning Plan (and Teller Learning Plan if applicable).
  • •Understanding of the Caller Identification Process and Secure code training, plus BPM training I–IV.
  • •Ability to operate computer applications and business equipment including 10-key and telephone.
Experience:0BankingFinancial services
Education:High School
Skills:CommunicationPublic relationsMathBookkeepingProfessional appearance
Tech Stack:DocuSignOnline banking

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