Personal Banker (Full Time) - Elgin
Prosperity Bank, Elgin, TX, United States
Personal Banker (Full Time) - Elgin
Full Time CSR - Banking Center Elgin, TX, US
Requisition ID: 10350 | 2 days ago
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. In collaboration with the Teller Supervisor, also responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross‑sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.
Essential Functions and Basic Duties Assumes responsibility for the effective and professional performance of financial service functions.
Presents and explains bank products and services to clients and assists in meeting their financial needs including opening, closing, and maintaining checking, savings, time‑deposit, and individual retirement accounts as well as working with safe‑deposit boxes, savings bonds, credit cards and basic consumer loans.
Answers questions and solves problems for clients by listening, collecting data, and securing answers.
Profiles clients to identify sales opportunities.
Uses lead lists and other strategies to develop methods of generating additional business.
Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
Resolves client requests and questions promptly, courteously, and professionally.
Receives and processes new client accounts and changes to existing accounts such as name changes, address changes, product changes, and other account maintenance as requested.
Maintains privacy of customer account information.
Maintains and projects the bank’s professional reputation.
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
Assists area personnel as required.
Keeps Banking Center Manager informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
Oversees annual year‑end reporting and special projects that pertain at the banking center level, such as key‑box audit or safe‑deposit‑box key audit.
Reviews new account and data entry, as needed, to ensure accuracy.
Supports Treasury Management with new accounts and services for clients.
Ensures daily logs are completed correctly and organizes logs at the end of the month for easy review.
Assumes responsibility for related duties as required or assigned.
Actively and professionally sells bank products and services. Responsible for meeting sales production goals.
Performs related clerical duties as needed.
Ensures that work areas are clean, secure, and well‑maintained.
Performance Measurements
Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
Good business relations exist with clients; client problems and questions are courteously and promptly resolved.
Good working relationships and coordination exist with area personnel and with management. Supervisors are appropriately informed of area activities.
Required reports and records are accurate, complete, and timely.
Consistently seeks to develop new client relationships and strengthen existing ones by identifying opportunities to sell bank products and services and meet sales production goals.
The bank’s professional reputation is maintained and conveyed.
Qualifications Education/Certification:
High school graduate or equivalent.
Required Knowledge:
Good understanding of financial services and products provided.
Experience Required:
Zero to 3 years of new account experience.
Requirements:
Complete Personal Banker Mentor Program or Personal Banker Learning Plan, Teller Learning Plan (if applicable), Caller Identification Process and Secure Code training, BPM Training I, II, III, and IV, DocuSign training, opening consumer and commercial checking/savings accounts, issuing debit cards, maintaining customer files, clearing DDA exceptions, inputting debit card disputes, cross‑selling bank products, credit card handling, Harland check order training, domestic wire transfer training, denial exception handling, missing signature card handling, Risk Management I, II, and III, teller line assistance, closing accounts, service charge waivers, additional duties as assigned, and online banking.
Skills/Abilities:
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.
Physical Activities and Requirements of This Position Talking:
Must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Average Hearing:
Able to hear average or normal conversations and receive ordinary information.
Finger Dexterity:
Use primarily just the fingers to make small movements such as typing or picking up small objects.
Repetitive Motion:
Frequent and regular movements using wrists, hands, and/or fingers.
Average Visual Abilities:
Average visual acuity necessary to prepare or inspect documents or products.
Physical Strength:
Sedentary work; sitting most of the time, exerting up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (typical office).
Mental Activities and Requirements of This Position Reasoning Ability:
Apply common sense to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Mathematics Ability:
Perform basic math skills, use decimals to compute ratios and percentages, and draw and interpret graphs.
Language Ability:
Use passive vocabulary of 5,000‑6,000 words; read at a slow rate; define unfamiliar words; write complex sentences with proper punctuation; communicate in complex sentences with normal word order.
Hours: Monday – Friday: 8:00AM – 5:00PM 40 hours
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Requisition ID: 10350 | 2 days ago
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. In collaboration with the Teller Supervisor, also responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross‑sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.
Essential Functions and Basic Duties Assumes responsibility for the effective and professional performance of financial service functions.
Presents and explains bank products and services to clients and assists in meeting their financial needs including opening, closing, and maintaining checking, savings, time‑deposit, and individual retirement accounts as well as working with safe‑deposit boxes, savings bonds, credit cards and basic consumer loans.
Answers questions and solves problems for clients by listening, collecting data, and securing answers.
Profiles clients to identify sales opportunities.
Uses lead lists and other strategies to develop methods of generating additional business.
Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
Resolves client requests and questions promptly, courteously, and professionally.
Receives and processes new client accounts and changes to existing accounts such as name changes, address changes, product changes, and other account maintenance as requested.
Maintains privacy of customer account information.
Maintains and projects the bank’s professional reputation.
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
Assists area personnel as required.
Keeps Banking Center Manager informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
Oversees annual year‑end reporting and special projects that pertain at the banking center level, such as key‑box audit or safe‑deposit‑box key audit.
Reviews new account and data entry, as needed, to ensure accuracy.
Supports Treasury Management with new accounts and services for clients.
Ensures daily logs are completed correctly and organizes logs at the end of the month for easy review.
Assumes responsibility for related duties as required or assigned.
Actively and professionally sells bank products and services. Responsible for meeting sales production goals.
Performs related clerical duties as needed.
Ensures that work areas are clean, secure, and well‑maintained.
Performance Measurements
Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
Good business relations exist with clients; client problems and questions are courteously and promptly resolved.
Good working relationships and coordination exist with area personnel and with management. Supervisors are appropriately informed of area activities.
Required reports and records are accurate, complete, and timely.
Consistently seeks to develop new client relationships and strengthen existing ones by identifying opportunities to sell bank products and services and meet sales production goals.
The bank’s professional reputation is maintained and conveyed.
Qualifications Education/Certification:
High school graduate or equivalent.
Required Knowledge:
Good understanding of financial services and products provided.
Experience Required:
Zero to 3 years of new account experience.
Requirements:
Complete Personal Banker Mentor Program or Personal Banker Learning Plan, Teller Learning Plan (if applicable), Caller Identification Process and Secure Code training, BPM Training I, II, III, and IV, DocuSign training, opening consumer and commercial checking/savings accounts, issuing debit cards, maintaining customer files, clearing DDA exceptions, inputting debit card disputes, cross‑selling bank products, credit card handling, Harland check order training, domestic wire transfer training, denial exception handling, missing signature card handling, Risk Management I, II, and III, teller line assistance, closing accounts, service charge waivers, additional duties as assigned, and online banking.
Skills/Abilities:
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.
Physical Activities and Requirements of This Position Talking:
Must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Average Hearing:
Able to hear average or normal conversations and receive ordinary information.
Finger Dexterity:
Use primarily just the fingers to make small movements such as typing or picking up small objects.
Repetitive Motion:
Frequent and regular movements using wrists, hands, and/or fingers.
Average Visual Abilities:
Average visual acuity necessary to prepare or inspect documents or products.
Physical Strength:
Sedentary work; sitting most of the time, exerting up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (typical office).
Mental Activities and Requirements of This Position Reasoning Ability:
Apply common sense to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Mathematics Ability:
Perform basic math skills, use decimals to compute ratios and percentages, and draw and interpret graphs.
Language Ability:
Use passive vocabulary of 5,000‑6,000 words; read at a slow rate; define unfamiliar words; write complex sentences with proper punctuation; communicate in complex sentences with normal word order.
Hours: Monday – Friday: 8:00AM – 5:00PM 40 hours
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