Personal Banker II — Relationship-Driven Banking Expert

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

Benefits offered by this job

Health insurance

401(k) matching

Generous holidays and PTO

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Job summary

Frost is seeking a Personal Banker II in Dallas, TX to serve as the first point of contact for customers, delivering Trust, integrity, and relationship-building. The role emphasizes education on deposit and loan products and achieving assigned sales goals while maintaining high service standards.

You will handle daily transactional services, outbound outreach, and cross-team collaboration to ensure a smooth banking experience.

Qualifications

• Excellent written and verbal communication skills.
• Organizational skills
• Proficient in Microsoft computer applications

Responsibilities

• 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 emphasis on deposit and loan products.
• Provide transactional services including deposits, payments, and check cashing as needed.
• Meet sales goals for deposit and loan products by discussing customer needs and presenting Frost solutions.
• Educate and advise customers about Frost products and services.
• Work effectively with Frost bankers and customers.
• Make outbound calls for service, sales and onboarding efforts.
• Stay updated on product, technology and industry trends.
• Manage risk and practice loss prevention.
• Ensure high quality, prompt, efficient, and courteous service.
• Act with Integrity, Caring, and Excellence to achieve win-win outcomes.

Skills

Communication skills

Organizational skills

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Frost is seeking a Personal Banker II in Dallas, TX to serve as the first point of contact for customers, delivering Trust, integrity, and relationship-building. The role emphasizes education on deposit and loan products and achieving assigned sales goals while maintaining high service standards.

You will handle daily transactional services, outbound outreach, and cross-team collaboration to ensure a smooth banking experience.