Personal Banker I: Customer Finance & Cross-Sell

Prosperity Bank and Trust Co; Goliad (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Prosperity Bank in Goliad, TX is seeking a Personal Banker I to provide financial services, open/close accounts, and assist clients with inquiries. This full-time role collaborates with the Teller Supervisor to train lobby staff and cross-sell bank products.

Responsibilities include handling deposits, IRAs, loans, and maintaining customer privacy, while building relationships and meeting sales goals. The position requires excellent communication, professionalism, and the ability to work 40 hours

Qualifications

• Strong communication and public relations skills.
• Professional appearance and demeanor.
• Proficient with computers, 10-key and telephone equipment.
• Solid math and basic bookkeeping abilities.

Responsibilities

• Open, close, and maintain customer accounts.
• Answer client questions and resolve issues.
• Identify sales opportunities and cross-sell bank products.
• Assist in account maintenance and data entry.

Skills

Communication skills

Professional appearance

Computer literacy

Math and bookkeeping

Education

High school graduate or equivalent

Job description

Prosperity Bank in Goliad, TX is seeking a Personal Banker I to provide financial services, open/close accounts, and assist clients with inquiries. This full-time role collaborates with the Teller Supervisor to train lobby staff and cross-sell bank products.

Responsibilities include handling deposits, IRAs, loans, and maintaining customer privacy, while building relationships and meeting sales goals. The position requires excellent communication, professionalism, and the ability to work 40 hours