Personal Banker II: Growth & Client Solutions

Prosperity Bank

Humble (TX)

On-site

USD 42,000 - 54,000

Full time

3 days ago
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Job summary

Prosperity Bank in Humble, TX seeks a Personal Banker II to provide a broad range of financial services, including opening and closing accounts, renewing time deposits, and assisting clients with inquiries. You will train and motivate lobby associates to help customers and cross-sell bank products.

The role emphasizes strong knowledge of deposit and loan products, professional client service, and meeting sales goals while maintaining privacy and security of customer information.

Qualifications

  • High school graduate or equivalent.
  • Good understanding of financial services and products provided.
  • Minimum of 3+ years of New Account experience.
  • 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.

Responsibilities

  • Presents and explains Bank products to clients and helps meet financial needs.
  • Profiles clients to identify sales opportunities and cross-sell bank services.
  • Maintains privacy of customer account information and ensures security.
  • Resolves client questions promptly and maintains professional relationships.
  • Coordinates with area personnel and management; completes required reports and attends training as needed.

Skills

Excellent communication
Public relations
Customer service

Education

High school diploma or equivalent

Job description

Prosperity Bank in Humble, TX seeks a Personal Banker II to provide a broad range of financial services, including opening and closing accounts, renewing time deposits, and assisting clients with inquiries. You will train and motivate lobby associates to help customers and cross-sell bank products.

The role emphasizes strong knowledge of deposit and loan products, professional client service, and meeting sales goals while maintaining privacy and security of customer information.

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