Personal Banker I (Full Time) - SB Conroe, TX

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Full Time CSR
- Banking Center

3 days ago Requisition

External Applicants:
Please apply through Prosperity Bank's Career Center at  . Applying through any other source may prevent Prosperity from receiving your application.

Internal Applicants:
If you are a current associate of Prosperity Bank, please apply through the internal Talent
- Career Center in ADP. 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 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.

1. Must assume 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 handling 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.

2. Must assume 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.
• Maintain privacy of customer account information.
• Maintain and project the Bank’s professional reputation.

3. Must assume 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 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 review.

4. Must assume responsibility for related duties as required or assigned.

• Actively and professionally sell Bank products and services. Must meet sales production goals.
• Perform related clerical duties as needed.
• Ensure work areas are clean, secure, and well maintained.

• Financial service functions are performed efficiently, effectively, and accurately in accordance with established policies, standards, and security procedures.
• Good business relations exist with clients. Client problems and questions are resolved courteously and promptly.
• Good working relationships and coordination exist with area personnel and management; appropriate assistance is provided and supervisors informed.
• Required reports and records are accurate, complete, and timely.
• Consistently strives to develop new client relationships and strengthen existing relationships by identifying opportunities to sell bank products and services and meeting sales production goals.
• The Bank’s professional reputation is maintained and conveyed.