Personal Banker I (Full Time) - Aransas Pass

Prosperity Bank•Aransas Pass, TX

1d•Onsite

About The Position

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. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all 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.
Zero up to 3 years of New Account experience.
Complete Personal Banker Mentor Program or Personal Banker Learning Plan.
Complete Teller Learning Plan, if applicable.
Understanding the Caller Identification Process and Secure code.
BPM Training, I, II, III and IV.
Understanding when to use DocuSign.
DocuSign forms and templates.
Open Consumer Checking and Savings Accounts.
Open Commercial Checking and Saving Accounts.
Issue Debit Cards.
Complete requested customer file maintenance.
Clear DDA exceptions.
Input debit card disputes.
Offer bank products to customers – cross sell.
Credit Cards.
Check orders.
Wire transfers domestic.
Denial exceptions.
Clear missing signature cards.
Identify fraud situations.
Assist on teller line, if applicable.
Close accounts.
Service charge waivers.
Additional duties as assigned by Banking Center Manager.
Online banking.

Nice To Haves

Training offered by Training Department on Caller Identification Process and Secure code.
Training on DocuSign.
Risk Management I, II and III for identifying fraud situations.
Harland check order training.

Responsibilities

Performing financial service functions including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts.
Assisting clients with safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
Answering client questions and solving problems by listening, collecting data, and securing answers.
Profiling clients to identify sales opportunities and using lead lists and other strategies to generate additional business.
Establishing and maintaining effective, professional business relations with clients.
Resolving client requests and questions promptly, courteously, and professionally.
Receiving and processing new client accounts and changes to existing accounts.
Maintaining privacy of customer account information.
Maintaining and projecting the Bank’s professional reputation.
Establishing and maintaining effective coordination and working relationships with area personnel and management.
Assisting area personnel as required.
Keeping Banking Center Manager informed of area activities and significant problems.
Completing required reports and records accurately and promptly.
Attending meetings and training classes.
Overseeing annual year-end reporting and special projects at the banking center level.
Reviewing new account and data entry for accuracy.
Supporting Treasury Management with new accounts and services for clients.
Ensuring daily logs are completed correctly and organizing logs at the end of the month.
Actively and professionally selling Bank products and services.
Meeting sales production goals.
Performing related clerical duties as needed.
Ensuring that work areas are clean, secure, and well maintained.