Client-Driven Personal Banker I (Full-Time)

Prosperity Bank and Trust Co; Dallas (TX); In loco; USD 38.000 - 52.000; Tempo pieno

Descrizione del lavoro

Westmoreland Assoc in Dallas, TX is seeking a Personal Banker I (Full Time) to open and maintain checking and savings accounts, assist with client inquiries, and support limited cross-selling of bank products. The role emphasizes building strong customer relationships and working with banking center staff.

The candidate should have a high school diploma and up to 3 years of experience in new accounts or related financial services, with a focus on accuracy, privacy, and professional client

Competenze

• High school diploma or equivalent.
• Zero to 3 years of New Account experience.
• Strong customer service and sales aptitude.

Mansioni

• Open, close, and maintain checking, savings, time deposit, and retirement accounts.
• Assist clients with inquiries, maintenance, and problem resolution.
• Develop and motivate lobby associates to cross-sell bank products.
• Maintain client privacy and protect account information.
• Identify sales opportunities and refer to appropriate bank products.

Conoscenze

Communication

Customer service

Sales ability

Public relations

Teamwork

Formazione

High school diploma

Strumenti

CRM software

10-key

Descrizione del lavoro

Westmoreland Assoc in Dallas, TX is seeking a Personal Banker I (Full Time) to open and maintain checking and savings accounts, assist with client inquiries, and support limited cross-selling of bank products. The role emphasizes building strong customer relationships and working with banking center staff.

The candidate should have a high school diploma and up to 3 years of experience in new accounts or related financial services, with a focus on accuracy, privacy, and professional client