Client Banking Specialist

Prosperity Bank and Trust Co; Houston (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Prosperity Bank and Trust Co. in Houston, TX is seeking a full-time Personal Banker to open and maintain checking, savings, and retirement accounts, assist clients with deposits, loans, and online banking, and promote related products to meet branch goals.

The ideal candidate communicates clearly, presents a professional appearance, and collaborates with team members to deliver excellent service. Training programs and growth opportunities are provided.

Qualifications

• High school graduate or equivalent.
• Good understanding of financial services and products provided.
• Zero to 3 years of New Account experience
• Complete Personal Banker Mentor Program or Personal Banker Learning Plan
• Teller Learning Plan, if applicable
• Understanding the DocuSign forms and templates
• Open Consumer Checking and Savings Accounts
• Open Commercial Checking and Saving Accounts

Responsibilities

• Presents and explains Bank products and services to clients and assists in meeting their financial needs including opening, closing and maintaining accounts.
• Answers questions and solves problems for clients by listening, collecting data, and securing answers.
• Profiles clients to identify sales opportunities.
• Uses lead lists and other strategies to develop methods of generating additional business.
• Resolves client requests and questions promptly, courteously, and professionally.
• Receives and processes new client accounts and changes to existing accounts; maintains privacy of customer information.
• Actively and professionally sells Bank products and services and meets sales production goals.

Skills

Communication

Public relations

Computer skills

10-key

Phone

Math

Bookkeeping

Professional appearance

Education

High school graduate or equivalent

Job description

Prosperity Bank and Trust Co. in Houston, TX is seeking a full-time Personal Banker to open and maintain checking, savings, and retirement accounts, assist clients with deposits, loans, and online banking, and promote related products to meet branch goals.

The ideal candidate communicates clearly, presents a professional appearance, and collaborates with team members to deliver excellent service. Training programs and growth opportunities are provided.