Prosperity Bancshares

3 weeks ago

Personal Banker I (Full Time) - Tollroad

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Provide financial services for clients, including opening, closing, and maintaining deposit and retirement accounts, renewing time deposits, and supporting safe deposit box services. Answer client questions and resolve account issues by gathering information and delivering accurate answers while maintaining privacy. Establish and maintain professional client relationships, profile clients for sales opportunities, and cross-sell bank products using lead lists to meet sales goals.

Location: Plano

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, and individual retirement accounts; work with safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
•Answer client questions and solve problems by listening, collecting data, and securing accurate answers.
•Process new client accounts and changes to existing accounts (names, addresses, product changes, and other maintenance) while maintaining privacy of customer account information.
•Resolve client requests promptly and courteously and maintain the bank’s professional reputation.
•Identify sales and referral opportunities by profiling clients and using lead lists to cross-sell bank products and meet sales production goals.

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 required onboarding/training programs (Personal Banker Mentor Program or Personal Banker Learning Plan; Teller Learning Plan if applicable).
•Ability to use online banking and operate related computer applications and business equipment, including 10-key and telephone.

Education:High School

Skills:CommunicationPublic relationsProfessionalismProblem-solvingMath skills

Tech Stack:DocuSignOnline 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

Website LinkedIn

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Prosperity Bancshares

3 weeks ago

Personal Banker I (Full Time) - Tollroad

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Plano

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, and individual retirement accounts; work with safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
•Answer client questions and solve problems by listening, collecting data, and securing accurate answers.
•Process new client accounts and changes to existing accounts (names, addresses, product changes, and other maintenance) while maintaining privacy of customer account information.
•Resolve client requests promptly and courteously and maintain the bank’s professional reputation.
•Identify sales and referral opportunities by profiling clients and using lead lists to cross-sell bank products and meet sales production goals.

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 required onboarding/training programs (Personal Banker Mentor Program or Personal Banker Learning Plan; Teller Learning Plan if applicable).
•Ability to use online banking and operate related computer applications and business equipment, including 10-key and telephone.

Education:High School

Skills:CommunicationPublic relationsProfessionalismProblem-solvingMath skills

Tech Stack:DocuSignOnline banking

Company Brief

Prosperity Bancshares

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

Website LinkedIn