Personal Banker (Full Time) - Weatherford

Prosperity Bank • Weatherford, TX

227d

About The Position

The Personal Banker is responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. This role also involves collaborating with the Teller Supervisor to develop, train, and motivate lobby employees to assist customers and effectively cross-sell bank products and services. The Personal Banker has a basic knowledge of simple deposit and loan products and services, identifies sales and referral opportunities, and strives to meet related goals.

Requirements

• High school graduate or equivalent.
• Good understanding of financial services and products provided.
• 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 develop methods of generating additional business.
• Establishes and maintains effective, professional business relations with clients.
• Resolves client requests and questions promptly, courteously, and professionally.
• Processes new client accounts and changes to existing accounts.
• Maintains privacy of customer account information.
• Maintains and projects the Bank's professional reputation.
• Establishes and maintains effective coordination and working relationships with area personnel and management.
• Completes required reports and records accurately and promptly.
• Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
• Oversees annual year-end reporting and special projects at the banking center level.
• Reviews new account and data entry to ensure accuracy.
• Supports Treasury Management with new accounts and services for clients.
• Ensures daily logs are completed correctly and organized for easy review.
• Actively and professionally sells Bank products and services and meets sales production goals.
• Performs related clerical duties as needed.
• Ensures that work areas are clean, secure, and well maintained.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED