Personal Banker Bryan

Personal Banker (Full Time) - Bryan

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Full Time CSR
- Banking Center BRYAN - S TEXAS, Bryan, TX, US

Prosperity Bank is an Equal Opportunity Employer.

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 (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all deposit and loan products and services.

Identifies sales and referral opportunities and strives to meet related goals.

• Assumes responsibility for the effective and professional performance of financial service functions.
  • Present and explain bank products and services to clients and assist 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.
  • 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 develop methods of generating additional business.
• Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
  • Resolve client requests and questions promptly, courteously, and professionally.
  • Receive and process new client accounts and changes to existing accounts such as name changes, address changes, product changes, and other account maintenance as requested.
  • Maintain privacy of customer account information.
  • Maintain and project the bank’s professional reputation.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
  • Assist area personnel as required.
  • Keep Banking Center Manager informed of area activities and significant problems.
  • Complete required reports and records accurately and promptly.
  • Attend meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
  • Oversee 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.
  • Review new account and 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 the end of the month for easy review.
• Assumes responsibility for related duties as required or assigned.
  • Actively and professionally sell bank products and services. Responsible for meeting sales production goals.
  • Perform related clerical duties as needed.
  • Ensure work areas are clean, secure, and well maintained.

• Education/Certification: High school graduate or equivalent.
• Required Knowledge: Good understanding of financial services and products provided.
• Experience
  
  Required:
  
  Zero up to 3 years of new account experience.
• Requirements:
  • Complete Personal Banker Mentor Program or Personal Banker Learning Plan, Teller Learning Plan, if applicable. Understand the Caller Identification Process and Secure code – training offered by Training Department.
  • BPM Training, I, II, III and IV.
  • Understanding when to use Docu Sign – training Docu Sign forms and templates.
  • Open Consumer Checking and Savings Accounts.
  • Open Commercial Checking and Saving Accounts.
  • Issue Debit Cards.
  • Complete requested customer file maintenance.
  • Clear DDA exceptions – clear timely.
  • Input debit card disputes.
  • Offer bank products to customers – cross sell Credit Cards.
  • Check orders – Harland check order training.
  • Wire transfers domestic – introduction to wires and domestic wire training.
  • Denial exceptions – clear timely.
  • Missing signature cards – clear timely.
  • Identify fraud situations –…