Personal Banking Advisor I

Prosperity Bank; Port Arthur (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Prosperity Bank in Port Arthur, TX is seeking a Personal Banker I to provide broad financial services, open/close accounts, assist clients, and support cross-selling of bank products. This full-time banking center role emphasizes customer service and accurate transaction processing.

You will work with Teller Supervisor for coaching, handle daily duties Monday–Friday, and participate in training. Strong communication and math skills help you build lasting client relationships and contribute to

Qualifications

• High school graduate or equivalent.
• Good understanding of financial services and products.
• General customer service experience required; personal banker experience preferred; previous banking experience preferred.
• Excellent communication and public relations skills; professional appearance and attitude.
• Ability to operate related computer applications and business equipment, including 10-key and telephone.
• Solid math and bookkeeping abilities.

Responsibilities

• Assumes responsibility for the effective and professional performance of financial service functions.
• Presents and explains bank products and services to clients and assists in meeting their financial needs, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts.
• Answers questions and solves problems for clients by listening, collecting data, and securing answers.
• Profiles clients to identify sales opportunities.
• Uses lead lists and other strategies to generate additional business.
• Establishes and maintains effective, professional business relations with clients, resolving their requests and questions promptly, courteously, and professionally.
• Receives and processes new client accounts and changes to existing accounts, such as name changes, address changes, product changes, and other maintenance as requested.
• Maintains privacy of customer account information and projects the bank’s professional reputation.
• Establishes and maintains effective coordination and working relationships with area personnel and management, assists area personnel as required, and keeps the Banking Center Manager informed of significant problems.
• Completes required reports and records accurately and promptly; attends meetings and training classes (weekday, evenings, Saturdays).
• Oversees annual year-end reporting and special projects such as key box audit or safe deposit box key audit; reviews new account and data entry for accuracy.
• Supports Treasury Management with new accounts and services for clients; ensures daily logs are completed correctly and organizes logs at month-end.
• Actively and professionally sells bank products and services, meeting sales production goals.
• Performs related clerical duties and ensures work areas are clean, secure, and well maintained.

Skills

Customer service

Banking experience

Communication skills

Math abilities

Financial products knowledge

Education

High school diploma

Job description

Prosperity Bank in Port Arthur, TX is seeking a Personal Banker I to provide broad financial services, open/close accounts, assist clients, and support cross-selling of bank products. This full-time banking center role emphasizes customer service and accurate transaction processing.

You will work with Teller Supervisor for coaching, handle daily duties Monday–Friday, and participate in training. Strong communication and math skills help you build lasting client relationships and contribute to