Personal Banker II

Frost Bank; Austin (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading bank in Texas seeks a Personal Banker II to be the first point of contact for customers, focusing on building relationships and delivering exceptional service. This role involves managing customer portfolios, providing transactional services, and educating clients on banking products. Join a supportive team committed to integrity and excellence in customer service.

Benefits

Medical, dental, vision insurance

401(k) matching

Generous holiday and paid time off

Employee Assistance Program

Qualifications

• Excellent written and verbal communication skills required.
• Organizational skills necessary.

Responsibilities

• Manage an assigned portfolio of customers focusing on acquisition and retention.
• Provide transactional services including deposits and payments.
• Educate customers on products and services.

Skills

Communication

Organizational skills

Tools

Microsoft computer applications

Job description

It’s about interactions more than transactions.

Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Personal Banker II, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They’re empathetic problem-solvers who consistently deliver our kind of banking experience—the kind that makes people want to stop by the bank and say hello.

What you’ll do:

Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers

Maintain a high level of proficiency regarding all Frost products, with a particularly high level of expertise on all deposit and loan products. This is necessary to effectively educate customers on these products

Provide transactional services to include accepting deposits, payments, and check cashing, as needed

Use all opportunities to meet assigned sales goals for deposit and loan products by discussing personal financial needs with customers and present product and service solutions to our customers in which Frost can best serve their needs

Educate and advise customers about products and services

Work effectively and amicably with all frost bankers and customers

Making outbound phone calls to customers for service, sales and onboarding efforts

Keep abreast of current product, technology and industry trends

Manage risk and actively practice loss prevention

Ensure that the quality of service given to customers is prompt, efficient, accurate and courteous

Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

Required Availability: Monday – Friday, 8am–5pm with Rotating Saturdays, 8:30am–1:30pm

Excellent written and verbal communication skills

Organizational skills

Proficient in Microsoft computer applications

Additional Preferred Skills:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

Medical, dental, vision, long-term disability, and life insurance

401(k) matching

Generous holiday and paid time off schedule

Extensive health and wellness programs, including our Employee Assistance Program

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

About Us

Our Most Important Relationship
Starts Here

Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package.

Frost was named to Forbes magazine's list of the Best Employers.

Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.