Personal Banker I (Full Time) - Teague

Prosperity Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & Credit0Education: high_schoolSkills: ["Communication","Problem-solving","Professionalism","Customer service"]

Open and maintain consumer and commercial deposit and retirement accounts, renew time deposits, and assist clients with account inquiries, maintenance, and issue resolution. Identify sales and referral opportunities by profiling clients, using lead lists and other strategies, and cross-selling bank products such as checking, savings, IRAs, credit cards, loans, and treasury management services. Collaborate with banking center management and support accurate reporting, records, and daily operations.

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Prosperity Bancshares
Prosperity Bancshares
3 months ago

Personal Banker I (Full Time) - Teague

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Closed

Job Summary

Open and maintain consumer and commercial deposit and retirement accounts, renew time deposits, and assist clients with account inquiries, maintenance, and issue resolution. Identify sales and referral opportunities by profiling clients, using lead lists and other strategies, and cross-selling bank products such as checking, savings, IRAs, credit cards, loans, and treasury management services. Collaborate with banking center management and support accurate reporting, records, and daily operations.
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 individual retirement accounts, including related services such as safe deposit boxes and credit cards.
  • •Answer questions and solve client problems by listening, collecting data, and providing accurate resolutions.
  • •Profile clients to identify sales opportunities, using lead lists and strategies to generate additional business and meet sales goals.
  • •Process new accounts and changes to existing accounts, perform customer file maintenance, and maintain privacy of customer information.
  • •Actively and professionally sell bank products and services, oversee assigned duties, and ensure accurate reports, records, and secure, clean work areas.

Key Requirements

  • •High school graduate or equivalent.
  • •Zero up to 3 years of new account experience.
  • •Good understanding of financial services and products provided.
  • •Complete the Personal Banker Mentor Program or Personal Banker Learning Plan (and Teller Learning Plan if applicable).
  • •Knowledge of processes such as caller identification and secure code, including required training (e.g., BPM Training, DocuSign).
Experience:0Banking
Education:High School
Skills:CommunicationProblem-solvingProfessionalismCustomer service
Tech Stack:Online bankingTelephone10-keyDocuSign

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