Personal Banker I (Full Time) - Big Spring

PROSPERITY BANK•Big Spring, TX

13d

About The Position

The Personal Banker I provides a broad range of financial services, including opening and closing accounts, renewing time deposit accounts, and helping clients with account inquiries, maintenance, and problem resolution. The role requires knowledge of deposit and loan products and services, identifying sales and referral opportunities, and working toward related goals. In collaboration with the Teller Supervisor, the Personal Banker also helps develop, train, and motivate lobby associates to assist customers and cross-sell bank products and services. The position establishes professional relationships with clients and bank personnel, protects customer account privacy, maintains accurate records, and supports banking-center operations and projects. It has no supervisory responsibilities. The role is based in Big Spring; no specific workplace arrangement is stated.

Requirements

High school graduate or equivalent.
Good understanding of financial services and products.
Zero to three years of new account experience.
Complete the Personal Banker Mentor Program or Personal Banker Learning Plan and, if applicable, the Teller Learning Plan.
Understand the Caller Identification Process and Secure code; training is offered by the Training Department.
Complete BPM Training I, II, III, and IV.
Understand when to use DocuSign and complete training on DocuSign forms and templates.
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.
Ability to apply common-sense reasoning to detailed but uninvolved instructions and problems involving a few variables.
Ability to perform basic math, use decimals to compute ratios and percentages, and interpret graphs.
Ability to read and write effectively and communicate in complex sentences using proper grammar and vocabulary.
Ability to talk frequently to convey detailed or important instructions or ideas accurately, loudly, or quickly; average hearing and vision; finger dexterity and repetitive use of wrists, hands, and/or fingers.
Sedentary work involving mostly sitting, with occasional exertion of up to 10 to 25 pounds.

Responsibilities

Explain bank products and services and help clients meet their financial needs, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts, and assisting with safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
Answer client questions and resolve problems by listening, collecting information, and securing answers.
Profile clients to identify sales opportunities and use lead lists and other strategies to generate business.
Resolve client requests courteously and promptly; process new accounts and account changes, including name, address, and product changes.
Maintain the privacy of customer account information and uphold the Bank’s professional reputation.
Assist area personnel as required and keep the Banking Center Manager informed of area activities and significant problems.
Complete required reports and records accurately and promptly; ensure daily logs are completed and organized for month-end review.
Attend meetings and training that may be held on weekdays, evenings, and/or Saturdays.
Oversee annual year-end reporting and banking-center projects, such as key box or safe deposit box key audits.
Review new accounts and data entry as needed to ensure accuracy, and support Treasury Management with new client accounts and services.
Actively sell Bank products and services and meet sales production goals.
Perform related clerical duties and keep work areas clean, secure, and well maintained.
Complete banking activities and training related to account opening and maintenance, debit cards, exceptions, disputes, check orders, domestic wires, fraud identification, teller-line assistance when applicable, account closures, service-charge waivers, and online banking.
In collaboration with the Teller Supervisor, help develop, train, and motivate lobby associates to assist customers and cross-sell bank products and services.