Personal Banker II

Frost•Mansfield, TX

About The Position

The Personal Banker II is a first point of contact for many Frost customers and helps set the standard for their banking experience. This role manages an assigned customer portfolio, builds relationships across generations, and supports customer acquisition, expansion, and retention. The banker provides transactional services, educates customers about Frost products and services, and recommends deposit and loan solutions based on customers’ financial needs. The role also includes outbound customer calls, risk management, loss prevention, and delivering prompt, efficient, accurate, and courteous service while acting with integrity, caring, and excellence.

Requirements

Excellent written and verbal communication skills.
Organizational skills.
Proficiency in Microsoft computer applications.
Availability Monday through Friday, 7:45 a.m.–6:15 p.m., and rotating Saturdays, 8:45 a.m.–1:15 p.m.

Nice To Haves

Bachelor's degree.

Responsibilities

Manage an assigned portfolio of customers, focusing on customer acquisition, expansion, and retention.
Maintain proficiency in Frost products, particularly deposit and loan products, to educate customers effectively.
Provide transactional services, including accepting deposits and payments and cashing checks, as needed.
Pursue assigned sales goals for deposit and loan products by discussing customers’ financial needs and presenting suitable product and service solutions.
Educate and advise customers about products and services.
Work effectively and amicably with Frost bankers and customers.
Make outbound calls to customers for service, sales, and onboarding efforts.
Keep abreast of current product, technology, and industry trends.
Manage risk and actively practice loss prevention.
Ensure customer service is prompt, efficient, accurate, and courteous.
Act with integrity, caring, and excellence to achieve all-win outcomes.