Personal Banker (Full Time) - Wharton

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

Open and maintain a range of consumer and commercial banking accounts, renewing time deposits and assisting clients with account inquiries, maintenance, and problem resolution. In partnership with the Teller Supervisor, train and motivate lobby associates while identifying sales and referral opportunities to meet production goals. Maintain client relationships, privacy, accurate records, and banking center reputation, including year-end reporting and support for treasury management services.

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Prosperity Bancshares
Prosperity Bancshares
2 months ago

Personal Banker (Full Time) - Wharton

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Last checked: 8 hours agoStatus: Live

Job Summary

Open and maintain a range of consumer and commercial banking accounts, renewing time deposits and assisting clients with account inquiries, maintenance, and problem resolution. In partnership with the Teller Supervisor, train and motivate lobby associates while identifying sales and referral opportunities to meet production goals. Maintain client relationships, privacy, accurate records, and banking center reputation, including year-end reporting and support for treasury management services.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Open, close, and maintain checking, savings, time deposit, and IRA accounts, including support for safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
  • •Answer client questions and resolve requests by listening, collecting data, and securing accurate answers.
  • •Profile clients and use lead lists/strategies to identify sales opportunities and cross-sell bank products and services while meeting sales production goals.
  • •Process new accounts and account maintenance changes (e.g., name, address, and product changes) while maintaining privacy of customer account information.
  • •Maintain professional business relationships, complete required reports/records, support year-end reporting/special projects, and perform assigned clerical duties.

Key Requirements

  • •High school graduate or equivalent.
  • •Good understanding of financial services and products provided.
  • •Zero up to 3 years of new account experience.
  • •Complete the Personal Banker Mentor Program/Personal Banker Learning Plan and other required training (e.g., BPM training, Risk Management, and related modules).
  • •Strong communication and public relations skills, plus solid math and bookkeeping abilities.
Experience:0BankingFinancial services
Education:High School
Skills:CommunicationPublic relationsProfessionalismPrivacyMath
Tech Stack:Online bankingDocuSign10-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