Personal Banker II — Relationship & Financial Solutions

Frost; Bastrop (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Employee assistance program

Referral bonus

Job summary

Frost in Bastrop, Texas is seeking a Personal Banker II to be the first point of contact for customers, delivering trusted banking experiences and solutions. You will manage client portfolios, educate customers on deposit and loan products, perform transactions, and contribute to sales goals while upholding Frost's values of integrity and service.

The role requires weekday work with rotating Saturdays, strong communication, organizational skills, and proficiency in Microsoft tools; bachelor's

Qualifications

• 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
• Bachelor's degree (preferred)

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 focus on deposit and loan products
• Provide transactional services including deposits, payments, and check cashing
• Meet assigned sales goals for deposit and loan products by discussing customer needs and presenting Frost solutions
• Educate and advise customers about products and services
• Work effectively with frost bankers and customers
• Make outbound phone calls for service, sales and onboarding
• Keep abreast of product, technology and industry trends
• Manage risk and practice loss prevention
• Ensure quality of service is prompt, efficient, accurate and courteous
• Act with Integrity, Caring, and Excellence to achieve all-win outcomes

Skills

Communication skills

Organizational skills

Microsoft Office

Phone sales

Education

Bachelor's degree

Job description

Frost in Bastrop, Texas is seeking a Personal Banker II to be the first point of contact for customers, delivering trusted banking experiences and solutions. You will manage client portfolios, educate customers on deposit and loan products, perform transactions, and contribute to sales goals while upholding Frost's values of integrity and service.

The role requires weekday work with rotating Saturdays, strong communication, organizational skills, and proficiency in Microsoft tools; bachelor's