Personal Banker I (Full Time) - Westmoreland

Prosperity Bank • Dallas, TX

12h

About The Position

The Personal Banker I provides 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, profiles clients to identify sales opportunities, develops additional business, and works to meet sales production goals. The position has extensive knowledge of deposit and loan products and services.

In collaboration with the Teller Supervisor, the Personal Banker I helps develop, train, and motivate lobby associates so they can assist customers and cross-sell bank products and services. The role also coordinates with area personnel and management, supports Treasury Management with new client accounts and services, reviews account and data-entry accuracy, and handles banking-center reporting and projects. This role has no supervisory responsibilities.

The schedule is Monday through Thursday, 9:00 a.m. to 5:00 p.m., and Friday, 9:00 a.m. to 6:00 p.m., for 40 hours per week.

Requirements

• High school graduate or equivalent.
• Zero up to 3 years of new account experience.
• Good understanding of financial services and products provided.
• 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 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 a 10-key and telephone.
• Solid math and bookkeeping abilities.
• Ability to perform basic math, including using decimals to compute ratios and percentages and to draw and interpret graphs.
• Ability to follow detailed but uninvolved instructions and address problems involving a few variables.
• Ability to communicate and write clearly using complex sentences and appropriate vocabulary and grammar.
• Ability to hear ordinary conversations and receive normal information.
• Finger dexterity and capacity for frequent, regular repetitive wrist, hand, or finger movements.
• Average visual acuity needed to prepare or inspect documents or products or operate machinery.
• Sedentary work involving sitting most of the time and occasionally exerting up to 10 to 25 pounds of force.

Responsibilities

• Present and explain bank products and services, and assist clients with financial needs, including checking, savings, time deposit, and individual retirement accounts; safe deposit boxes; savings bonds; credit cards; and basic consumer loans.
• Open, close, renew, and maintain client accounts and process changes to existing accounts.
• Answer client questions and resolve problems by listening, collecting 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.
• Maintain professional client relationships by promptly and courteously addressing requests and questions, protecting account privacy, and upholding the Bank’s professional reputation.
• Assist area personnel as needed and keep the Banking Center Manager informed about activities and significant problems.
• Complete reports and records accurately and promptly; ensure daily logs are completed and organized for month-end review.
• Attend meetings and training that may occur on weekdays, evenings, 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.
• Support Treasury Management with new accounts and client services.
• Sell Bank products and services, including cross-selling credit cards, and perform related clerical duties.
• Keep work areas clean, secure, and well maintained.
• Perform required banking and account-service tasks, including opening consumer and commercial accounts, issuing debit cards, customer file maintenance, clearing DDA and denial exceptions, inputting debit card disputes, check orders, domestic wire transfers, missing signature card follow-up, fraud identification, account closures, service charge waivers requiring approval, and online banking support.
• Assist on the teller line if applicable and perform additional duties assigned by the Banking Center Manager.

What This Job Offers

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