Personal Banker I (Full Time) - SB Crosby North

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

Open and maintain customer banking accounts, including checking, savings, time deposits, IRAs, and safe deposit box services. Handle client inquiries and problem resolution by listening, collecting information, and applying secure procedures. Identify sales and referral opportunities using lead lists to meet cross-sell goals for deposit products, consumer and credit cards, and basic consumer loans. Complete accurate records and required reporting while supporting treasury management account services.

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Prosperity Bancshares
Prosperity Bancshares
2 days ago

Personal Banker I (Full Time) - SB Crosby North

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Open and maintain customer banking accounts, including checking, savings, time deposits, IRAs, and safe deposit box services. Handle client inquiries and problem resolution by listening, collecting information, and applying secure procedures. Identify sales and referral opportunities using lead lists to meet cross-sell goals for deposit products, consumer and credit cards, and basic consumer loans. Complete accurate records and required reporting while supporting treasury management account services.
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 deposits, and IRAs, plus safe deposit box-related services.
  • •Assist clients with account inquiries, account maintenance (e.g., name/address/product changes), and prompt resolution of questions/requests.
  • •Profile clients and use lead lists to identify sales/referral opportunities and cross-sell bank products to meet sales goals.
  • •Receive and process new accounts and required documentation securely while maintaining customer privacy.
  • •Complete reports and records accurately and promptly, including banking center year-end/special projects and daily/month-end log organization.

Key Requirements

  • •High school graduate or equivalent.
  • •Zero up to 3 years of New Account experience.
  • •Complete Personal Banker Mentor Program or Personal Banker Learning Plan (and Teller Learning Plan if applicable).
  • •Training in caller identification process, secure code, DocuSign forms/templates, BPM Training I-IV, and related procedures for opening/maintaining accounts.
  • •Ability to operate related applications/equipment (including 10-key and telephone) and complete customer file maintenance, debit card disputes, wire introductions, and risk/fraud identification procedures.
Experience:0Banking
Education:High School
Skills:CommunicationPublic relationsProfessionalismMath skillsBookkeepingProblem-solving
Tech Stack:10-keyTelephoneDocuSignOnline 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