Personal Banker (Full Time) - SB Eldridge

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

Open, close, and maintain customer accounts, process account changes, and assist clients with inquiries and problem resolution. Explain and cross-sell bank products including checking, savings, time deposits, IRAs, safe deposit services, debit/credit cards, and basic consumer loans. Handle lead generation using lead lists, maintain client relationships, complete accurate records and reports, and support banking center initiatives including year-end and treasury management services.

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Prosperity Bancshares
Prosperity Bancshares
1 day ago

Personal Banker (Full Time) - SB Eldridge

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Last checked: 2 hours agoStatus: Live

Job Summary

Open, close, and maintain customer accounts, process account changes, and assist clients with inquiries and problem resolution. Explain and cross-sell bank products including checking, savings, time deposits, IRAs, safe deposit services, debit/credit cards, and basic consumer loans. Handle lead generation using lead lists, maintain client relationships, complete accurate records and reports, and support banking center initiatives including year-end and treasury management services.
Location: Houston
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 accounts, and IRAs, and handling related services like safe deposit boxes and savings bonds.
  • •Answer client questions by listening, collecting data, and providing accurate solutions; resolve requests promptly and professionally while maintaining customer privacy.
  • •Profile clients to identify sales opportunities, use lead lists/strategies to generate additional business, and work to meet sales production goals through cross-selling.
  • •Receive and process new accounts and account changes (e.g., name/address/product changes), complete required reports/records accurately and promptly, and maintain work areas clean and secure.
  • •Oversee year-end reporting and banking-center special projects (e.g., key box/safe deposit box key audits) and support treasury management with new accounts and services.

Key Requirements

  • •High school graduate or equivalent.
  • •Complete the Personal Banker Mentor Program or Personal Banker Learning Plan (including Teller Learning Plan if applicable).
  • •Zero up to 3 years of New Account experience.
  • •Knowledge of the Caller Identification Process and secure code (training offered), including BPM training (I-IV).
  • •Ability to open and maintain consumer and commercial accounts, issue debit cards, and complete required customer file maintenance and maintenance exceptions timely.
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