Personal Banker I: Grow Customer Relationships

Prosperity Bank and Trust Co; West Columbia (TX); On-site; USD 35,000 - 52,000; Full time

Job summary

Prosperity Bank is seeking a Personal Banker I in West Columbia, TX. This full-time role involves opening and maintaining accounts, cross-selling bank products, and delivering exceptional client service.

You will collaborate with the Teller Supervisor to train lobby staff and support sales goals, while ensuring privacy and accuracy in all client interactions. Qualified candidates have a high school diploma and up to 3 years of account-opening experience, with training plans provided.

Qualifications

• High school graduate or equivalent.
• Good understanding of financial services and products provided.
• Zero up to 3 years of New Account experience
• Complete Personal Banker Mentor Program or Personal Banker Learning Plan
• Teller Learning Plan, if applicable

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.
• Cooperates with management and area personnel; attends meetings and training as required.
• Actively and professionally sells Bank products and services; aims to meet sales production goals.
• Maintains accurate records and assists with year-end tasks as needed.

Skills

Excellent communication and public-rel

Professional appearance and attitude

Operate computer applications and 10‑键

Solid math and bookkeeping abilities

Education

High school graduate or equivalent

Job description

Prosperity Bank is seeking a Personal Banker I in West Columbia, TX. This full-time role involves opening and maintaining accounts, cross-selling bank products, and delivering exceptional client service.

You will collaborate with the Teller Supervisor to train lobby staff and support sales goals, while ensuring privacy and accuracy in all client interactions. Qualified candidates have a high school diploma and up to 3 years of account-opening experience, with training plans provided.