Personal Banker (Full Time) - Lubbock, Texas Tech Student Union
Prosperity Bank, Lubbock, TX, United States
Personal Banker (Full Time) - Lubbock, Texas Tech Student Union
Full Time CSR - Banking Center Lubbock, TX, US
Prosperity Bank is an Equal Opportunity Employer.
Position Purpose Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also working with the Teller Supervisor to develop, train, and motivate lobby employees to assist customers and cross‑sell bank products and services. Basic knowledge of deposit and loan products is required. Identifies sales and referral opportunities and strives to meet related goals.
Key Responsibilities
Present and explain bank products and services to clients, assisting them in meeting financial needs, including opening, closing, and maintaining checking, savings, time deposits, IRAs, safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
Answer questions and solve problems for clients by listening, collecting data, and securing answers.
Profile clients to identify sales opportunities.
Use lead lists and other strategies to generate additional business.
Resolve client requests and questions promptly, courteously, and professionally.
Process new client accounts and changes to existing accounts (name changes, address changes, product changes, etc.).
Maintain privacy of customer account information.
Maintain and project the bank’s professional reputation.
Assist area personnel as required and keep the Banking Center Manager informed of activities and problems.
Complete required reports and records accurately and promptly.
Attend meetings and training classes on weekdays, evenings, and/or Saturdays.
Oversee annual year‑end reporting and special projects such as key box audit or safe deposit box key audit.
Review new account data entry as needed to ensure accuracy.
Support Treasury Management with new accounts and services for clients.
Ensure daily logs are completed correctly and organize logs at month‑end for review.
Actively and professionally sell bank products and services, meeting sales production goals.
Perform related clerical duties as needed.
Maintain clean, secure, and well‑maintained work areas.
Qualifications
Education:
High school graduate or equivalent.
Knowledge:
Good understanding of financial services and products.
Experience:
General customer service experience required. Personal banker or banking experience preferred.
Skills & Abilities:
Excellent communication and public relations skills.
Professional appearance and attitude.
Ability to operate related computer applications and business equipment (10‑key, telephone).
Solid math and bookkeeping abilities.
Physical & Mental Requirements
Talking:
Convey detailed or important instructions accurately and quickly.
Average hearing:
Able to hear everyday conversations and receive ordinary information.
Finger dexterity:
Typing, picking up small objects, pinch movements.
Repetitive motion:
Frequent wrist and hand movements.
Average visual abilities:
Ordinary visual acuity needed for documents or products.
Physical strength:
Sedentary work; sitting most of the time. Exerts up to 10 lb of force occasionally.
Reasoning ability:
Apply common sense to carry out detailed but uncomplicated instructions and deal with problems involving few variables.
Mathematics ability:
Basic math skills, decimals for ratios, percentages, and interpreting graphs.
Language ability:
Use a passive vocabulary of 5,000–6,000 words, read at a slow rate, write complex sentences with proper punctuation, and communicate in complex sentences using normal word order.
Schedule Hours: Monday – Friday, 8:30 AM – 5:00 PM. 40 hours per week.
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Prosperity Bank is an Equal Opportunity Employer.
Position Purpose Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also working with the Teller Supervisor to develop, train, and motivate lobby employees to assist customers and cross‑sell bank products and services. Basic knowledge of deposit and loan products is required. Identifies sales and referral opportunities and strives to meet related goals.
Key Responsibilities
Present and explain bank products and services to clients, assisting them in meeting financial needs, including opening, closing, and maintaining checking, savings, time deposits, IRAs, safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
Answer questions and solve problems for clients by listening, collecting data, and securing answers.
Profile clients to identify sales opportunities.
Use lead lists and other strategies to generate additional business.
Resolve client requests and questions promptly, courteously, and professionally.
Process new client accounts and changes to existing accounts (name changes, address changes, product changes, etc.).
Maintain privacy of customer account information.
Maintain and project the bank’s professional reputation.
Assist area personnel as required and keep the Banking Center Manager informed of activities and problems.
Complete required reports and records accurately and promptly.
Attend meetings and training classes on weekdays, evenings, and/or Saturdays.
Oversee annual year‑end reporting and special projects such as key box audit or safe deposit box key audit.
Review new account data entry as needed to ensure accuracy.
Support Treasury Management with new accounts and services for clients.
Ensure daily logs are completed correctly and organize logs at month‑end for review.
Actively and professionally sell bank products and services, meeting sales production goals.
Perform related clerical duties as needed.
Maintain clean, secure, and well‑maintained work areas.
Qualifications
Education:
High school graduate or equivalent.
Knowledge:
Good understanding of financial services and products.
Experience:
General customer service experience required. Personal banker or banking experience preferred.
Skills & Abilities:
Excellent communication and public relations skills.
Professional appearance and attitude.
Ability to operate related computer applications and business equipment (10‑key, telephone).
Solid math and bookkeeping abilities.
Physical & Mental Requirements
Talking:
Convey detailed or important instructions accurately and quickly.
Average hearing:
Able to hear everyday conversations and receive ordinary information.
Finger dexterity:
Typing, picking up small objects, pinch movements.
Repetitive motion:
Frequent wrist and hand movements.
Average visual abilities:
Ordinary visual acuity needed for documents or products.
Physical strength:
Sedentary work; sitting most of the time. Exerts up to 10 lb of force occasionally.
Reasoning ability:
Apply common sense to carry out detailed but uncomplicated instructions and deal with problems involving few variables.
Mathematics ability:
Basic math skills, decimals for ratios, percentages, and interpreting graphs.
Language ability:
Use a passive vocabulary of 5,000–6,000 words, read at a slow rate, write complex sentences with proper punctuation, and communicate in complex sentences using normal word order.
Schedule Hours: Monday – Friday, 8:30 AM – 5:00 PM. 40 hours per week.
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