Personal Banker II (Full Time) - Sterling Plaza

PROSPERITY BANK•Dallas, TX

23d

About The Position

The Personal Banker II 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, 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 II helps develop, train, and motivate lobby associates to assist customers and cross-sell bank products and services. The role also maintains professional client relationships, protects customer account privacy, coordinates with banking center staff and management, completes reports and records, supports Treasury Management services, and performs related clerical and banking-center duties. This position has no supervisory responsibilities. The position is scheduled Monday through Friday, 8:00 a.m. to 5:00 p.m., for 40 hours per week. The work is sedentary, generally in a typical office environment, with no hazardous or significantly unpleasant conditions noted.

Requirements

High school graduate or equivalent.
Minimum of 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.
Complete required training and demonstrate knowledge of caller identification and secure code, BPM I–IV, DocuSign forms and templates, consumer and commercial checking and savings accounts, debit cards, customer file maintenance, DDA exceptions, debit card disputes, cross-selling, credit cards, check orders, domestic and international wires, denial exceptions, missing signature cards, fraud identification, safe deposit boxes, Trust and Estate accounts, legal procedures including POAs, account analysis, IRAs and HSAs, consumer non-real-estate loan applications if applicable, EOD/DDA reports, fiduciary account styling, online banking, and Treasury Management services.
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 communicate detailed or important instructions accurately and effectively.
Ability to perform basic math, including decimals, ratios, and percentages, and interpret graphs.
Ability to apply common-sense reasoning to detailed instructions and problems involving a few variables.
Ability to read and write effectively, including writing complex sentences with proper punctuation.

Responsibilities

Present and 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 additional business.
Resolve client requests and questions promptly, courteously, and professionally.
Receive and process new client accounts and account changes, including name, address, product, and other maintenance requests.
Maintain the privacy of customer account information and uphold the Bank’s professional reputation.
Assist area personnel as needed and keep the Banking Center Manager informed of 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 take place 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 account and data entry work as needed to ensure accuracy.
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 ensure work areas are clean, secure, and well maintained.
Assist with teller-line duties, back up or assist the Banking Center Manager, and perform other assigned duties, as applicable.