Personal Banker I: Grow Relationships & Cross-Sell

Prosperity Bank and Trust Co; Dallas (TX); Vor Ort; USD 36.000 - 48.000; Vollzeit

Zusammenfassung

Prosperity Bank seeks a Personal Banker I (Full Time) in Dallas to handle a wide range of banking services, including opening and closing accounts, maintenance, and client inquiries. You will work with the Teller Supervisor to train and motivate lobby associates to assist customers and cross-sell bank products.

The role emphasizes knowledge of deposits and loans, privacy of customer information, and meeting sales goals while delivering excellent customer service in a busy banking center

Qualifikationen

• High school graduate or equivalent.
• Zero to 3 years of New Account experience.
• Complete Personal Banker Mentor Program or Personal Banker Learning Plan.
• Teller Learning Plan, if applicable.
• Understanding Caller ID and Secure code – training offered by Training Dept.
• BPM Training I-IV levels.
• Open Consumer Checking and Savings Accounts.
• Open Commercial Checking and Saving Accounts.
• Issue Debit Cards.
• Online banking.

Aufgaben

• Open, close and maintain checking, savings, time deposit, and IRA accounts; handle safe deposit boxes and basic loans.
• Build client relationships and identify sales opportunities.
• Provide courteous, professional client service and resolve inquiries.
• Collaborate with Banking Center Manager and staff to ensure accuracy of data and reports.
• Assist with teller line support and year-end tasks as needed.
• Meet sales production goals through cross-selling bank products.

Kenntnisse

Communication

Professional appearance

Computer applications

10-key

Math accuracy

Ausbildung

High school diploma or equivalent

Jobbeschreibung

Prosperity Bank seeks a Personal Banker I (Full Time) in Dallas to handle a wide range of banking services, including opening and closing accounts, maintenance, and client inquiries. You will work with the Teller Supervisor to train and motivate lobby associates to assist customers and cross-sell bank products.

The role emphasizes knowledge of deposits and loans, privacy of customer information, and meeting sales goals while delivering excellent customer service in a busy banking center