Personal Banker I (Full Time) - Runaway Bay

PROSPERITY BANK•Runaway Bay, TX

16h

About The Position

The Personal Banker I performs a broad range of financial services, including opening and closing accounts, renewing time deposits, and helping clients with account questions, maintenance, and problem resolution. The role explains bank products and services, profiles clients to identify sales opportunities, and works to meet sales production goals. In collaboration with the Teller Supervisor, the position also supports the development, training, and motivation of lobby associates so they can serve customers and cross-sell effectively. The position maintains professional relationships with clients and colleagues, protects customer account privacy, keeps the Banking Center Manager informed about area activities and significant issues, and completes reports and records accurately and promptly. Duties also include reviewing new-account data entry, supporting Treasury Management with client accounts and services, organizing banking-center logs, and overseeing annual year-end reporting and banking-center projects. The role has no supervisory responsibilities.

Requirements

High school graduate or equivalent.
Zero to three years of new-account experience.
Complete the Personal Banker Mentor Program or Personal Banker Learning Plan; complete the Teller Learning Plan if applicable.
Complete training on caller identification and secure codes, BPM Training I–IV, DocuSign forms and templates, consumer and commercial checking and savings accounts, debit card issuance and disputes, check orders, domestic wire transfers, exceptions, missing signature cards, fraud identification, and other listed banking duties as applicable.
Good understanding of the financial services and products provided.
Excellent communication and public relations skills.
Professional appearance and attitude.
Ability to operate related computer applications and business equipment, including a 10-key and telephone.
Solid math and bookkeeping abilities.
Ability to perform basic math, apply common-sense reasoning to detailed but straightforward instructions, and communicate and write effectively.
Physical ability to perform sedentary work, sit most of the time, and occasionally exert 10 to 25 pounds of force.

Nice To Haves

Bilingual Spanish speaking.

Responsibilities

Open, close, and maintain checking, savings, time deposit, and individual retirement accounts, and assist with safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
Explain bank products and services and help clients meet their financial needs.
Answer client questions and resolve problems by listening, gathering information, and obtaining answers.
Profile clients, use lead lists and other strategies to generate business, identify sales and referral opportunities, and meet sales production goals.
Process new accounts and requested changes to existing accounts, including name, address, and product changes.
Maintain the privacy of customer account information and uphold the Bank’s professional reputation.
Coordinate with area personnel and management, provide assistance to area staff as needed, and keep the Banking Center Manager informed of activities and significant problems.
Complete required reports and records accurately and promptly, including daily logs and monthly log organization.
Oversee annual year-end reporting and banking-center projects, such as key box or safe deposit box key audits.
Review new-account and data-entry work as needed to ensure accuracy.
Support Treasury Management with new client accounts and services.
Attend meetings and training classes, which may take place on weekdays, evenings, or Saturdays.
Perform related clerical duties, keep work areas clean, secure, and well maintained, and perform other assigned duties.
Complete applicable account, card, wire, dispute, exception, fraud-awareness, online banking, and other required training and banking tasks.