Personal Banker II

Frost Bank; Bastrop (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision

Long-term disability

Life insurance

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Job summary

Frost Bank is seeking a Personal Banker II in Bastrop, TX to be the first point of contact for customers, delivering trusted banking experiences and building lasting relationships. You will educate clients on Frost products, process deposits and loan transactions, and strive to meet sales goals through proactive needs-based conversations.

The role requires strong communication, organizational skills, and a customer-first mindset.

Qualifications

• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Proficient in Microsoft Office applications.

Responsibilities

• Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention.
• Provide transactional services including deposits, payments, and check cashing as needed.
• Education customers about Frost products and services; meet sales goals for deposits and loans.

Skills

Communication

Organizational

Customer service

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

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, 8:00am–5:00pm with Rotating Saturdays, 8:30am–1:30pm
• Excellent written and verbal communication skills
• Organizational skills
• Proficient in Microsoft computer applications

Additional Preferred Skills:

• Bachelor’s degree

Frost Benefits:

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
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

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.