Personal Banker II

Frost Bank•Granbury, TX

26d

About The Position

As a Personal Banker II at Frost, you are often the first point of contact for customers and help set the standard for their banking experience. You manage customer relationships with a focus on trust, integrity, empathy, and service, and help customers identify products and services that meet their needs. The role combines relationship management, customer education, sales, and transactional banking services. Personal bankers are expected to work effectively with customers and colleagues, stay current on product and industry developments, and manage risk while delivering prompt, efficient, accurate, and courteous service.

Requirements

Excellent written and verbal communication skills.
Organizational skills.
Proficiency in Microsoft computer applications.
Availability Monday–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 customer portfolio, focusing on customer acquisition, expansion, and retention.
Maintain proficiency in Frost products, especially deposit and loan products, and educate customers about them.
Provide transactional services as needed, including accepting deposits and payments and cashing checks.
Discuss customers’ personal financial needs and present suitable deposit and loan products and service solutions to meet assigned sales goals.
Educate and advise customers about products and services.
Work effectively and amicably with Frost bankers and customers.
Make outbound customer calls 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.