Personal Banker I (Full Time) - 15th Street Plano

Prosperity Bank • Plano, TX

6d • Onsite

About The Position

The Personal Banker I performs a broad range of financial services, including opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. The role presents and explains bank products and services, identifies sales and referral opportunities, and works toward sales production goals. In collaboration with the Teller Supervisor, the Personal Banker also helps develop, train, and motivate lobby associates to serve customers and cross-sell products and services. The position requires knowledge of deposit and loan products and services.

The Personal Banker establishes professional relationships with clients and bank personnel, handles account requests and maintenance, safeguards customer account privacy, and helps maintain the Bank’s reputation. The role supports banking-center operations through reporting, reviewing new-account data, Treasury Management support, daily log oversight, year-end reporting, audits, special projects, and other assigned duties. The position is based at the 15th Street Plano location and is scheduled for 40 hours per week, Monday through Saturday within the listed operating hours.

Requirements

• High school graduate or equivalent.
• Zero to three years of new-account experience.
• Good understanding of financial services and products.
• Complete the Personal Banker Mentor Program or Personal Banker Learning Plan.
• Complete the Teller Learning Plan, if applicable.
• 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 receive training on DocuSign forms and templates.
• Be able to open consumer checking and savings accounts and commercial checking and savings accounts.
• Be able to issue debit cards, complete requested customer file maintenance, clear DDA and denial exceptions timely, input debit card disputes, close accounts, and handle missing signature cards timely.
• Offer bank products to customers and cross-sell; understand credit cards and check orders, including Harland check order training.
• Understand domestic wire transfers and complete introductory and domestic wire training.
• Identify fraud situations and complete Risk Management I, II, and III.
• Assist on the teller line, if applicable.
• Understand service-charge waivers requiring approval and the weekly report.
• Be able to use online banking.
• 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, use decimals to compute ratios and percentages, and interpret graphs.
• Ability to reason through detailed but uncomplicated instructions and problems involving a few variables.
• Ability to communicate and write clearly, including complex sentences with proper punctuation.
• Ability to hear ordinary conversations, use fingers for small movements, perform repetitive wrist, hand, or finger motions, and maintain average visual acuity.
• Ability to perform sedentary work, sitting most of the time, and occasionally exert up to 10 pounds of force.

Nice To Haves

• Bilingual in English and Spanish.

Responsibilities

• Present and explain bank products and services, and assist clients with financial needs, including accounts, safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
• Open, close, renew, and maintain checking, savings, time deposit, and individual retirement accounts.
• Answer client questions and resolve problems by listening, gathering information, and finding answers.
• Profile clients, use lead lists and other strategies to generate business, identify sales and referral opportunities, and meet sales production goals.
• Process new client accounts and account changes, including name, address, and product changes, while maintaining customer account privacy.
• Respond to client requests and questions promptly, courteously, and professionally.
• Help develop, train, and motivate lobby associates in collaboration with the Teller Supervisor.
• Assist area personnel and keep the Banking Center Manager informed about area activities and significant problems.
• Complete required reports and records accurately and promptly; ensure daily logs are completed correctly and organized at month-end.
• Attend meetings and training classes, which may be held on weekdays, evenings, or Saturdays.
• Oversee annual year-end reporting and banking-center projects such as key box and safe deposit box key audits.
• Review new-account and data-entry work as needed to ensure accuracy.
• Support Treasury Management with clients’ new accounts and services.
• Perform related clerical duties and keep work areas clean, secure, and well maintained.
• Carry out additional duties as assigned by the Banking Center Manager.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED