Personal Banker I: Launch Your Client-Focused Banking Career

Prosperity Bank; Crosby (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Prosperity Bank is seeking a Personal Banker I (Full Time) in Crosby, TX. The role involves opening, maintaining, and closing checking, savings, time deposits, and IRAs, while assisting clients with inquiries and problem resolution.

You will collaborate with the Teller Supervisor to train staff, develop sales, and meet referral goals. You will identify cross-sell opportunities, process new accounts, protect customer privacy, and maintain the bank’s professional reputation through delivering

Qualifications

• Education/Certification: High school graduate or equivalent.
• Required Knowledge: Good understanding of financial services and products provided.
• Experience Required: Zero up to 3 years of New Account experience
• REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan
• Teller Learning Plan, if applicable
• Understanding the Caller Identification Process and Secure code – training offered by Training Department
• BPM Training, I, II, III and IV
• Understanding when to use DocuSign – Training DocuSign forms and templates
• Open Consumer Checking and Savings Accounts
• Open Commercial Checking and Saving Accounts
• Issue Debit Cards
• Clear DDA exceptions – clear timely
• Offer bank products to customers – cross sell
• Credit Cards
• Check orders – Harland check order training
• Wire transfers domestic – introduction to wires and domestic wire training
• Denial exceptions – clear timely
• Identify fraud situations – Risk Management I, II and III
• Assist on teller line, if applicable
• Close accounts
• Service charge waivers – needing approval – weekly report
• Additional duties as assigned by Banking Center Manager
• Online banking

Responsibilities

• Assists customers with opening, closing and maintaining accounts.
• Identifies sales opportunities and cross-sells bank products and services.
• Develops and maintains professional relationships with clients and area personnel.
• Ensures accuracy of data entry and documentation; supports annual reporting and audits.

Skills

Customer service

Communication

Sales

Cross-selling

Training

Education

High school diploma or equivalent

Tools

Banking software

Microsoft Office

Job description

Prosperity Bank is seeking a Personal Banker I (Full Time) in Crosby, TX. The role involves opening, maintaining, and closing checking, savings, time deposits, and IRAs, while assisting clients with inquiries and problem resolution.

You will collaborate with the Teller Supervisor to train staff, develop sales, and meet referral goals. You will identify cross-sell opportunities, process new accounts, protect customer privacy, and maintain the bank’s professional reputation through delivering