Personal Banker I (Full Time) - Caldwell

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

Provide a wide range of personal banking services, including opening/closing and maintaining deposit accounts, renewing time deposits, and assisting clients with inquiries and account maintenance. Resolve customer questions by listening and gathering information, protect customer privacy, and support sales by identifying opportunities and cross-selling bank products. Complete required reports, attend training, and coordinate with banking center personnel to meet sales goals and maintain secure, well-run work areas.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Prosperity Bancshares
Prosperity Bancshares
15 hours ago

Personal Banker I (Full Time) - Caldwell

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Provide a wide range of personal banking services, including opening/closing and maintaining deposit accounts, renewing time deposits, and assisting clients with inquiries and account maintenance. Resolve customer questions by listening and gathering information, protect customer privacy, and support sales by identifying opportunities and cross-selling bank products. Complete required reports, attend training, and coordinate with banking center personnel to meet sales goals and maintain secure, well-run work areas.
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 and savings bond related services.
  • •Answer client questions and solve problems by listening, collecting data, and providing accurate resolutions.
  • •Identify sales and referral opportunities, profile clients, and cross-sell bank products while meeting sales production goals.
  • •Process new accounts and account maintenance requests (e.g., name/address/product changes) and complete requested customer file maintenance.
  • •Maintain privacy, ensure accurate record/report completion, organize daily/month-end logs, and participate in training and year-end banking center reporting/special projects.

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).
  • •Understanding of secure code/caller identification process; BPM Training I–IV; DocuSign training and when to use DocuSign forms/templates.
  • •Ability to offer bank products for cross-sell, including consumer/commercial accounts, debit cards, credit cards, and wire transfers, while completing required customer file maintenance and addressing exceptions.
Experience:0BankingFinancial services
Education:High School
Skills:CommunicationPublic relationsProfessionalismMath skillsCustomer service
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