Personal Banker SB Delaware Job Dover area,Delaware USA,Finance & Banking

Position: Personal Banker I (Full Time) - SB Delaware

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Personal Banker I (Full Time) - SB Delaware

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.

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, 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.

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 the following: 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.

Resolving client requests and questions promptly, courteously, and professionally.
Receiving and processing new client accounts and changes to existing accounts such as name changes, address changes, product changes, and other account maintenance as requested.
Maintaining privacy of customer account information.
Maintaining and projecting the Bank’s professional reputation.

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

Assisting area personnel as required.
Keeping Banking Center Manager informed of area activities and significant problems.
Completing required reports and records accurately and promptly.
Attending meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
Overseeing 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.
Reviewing new account and data entry, as needed, to ensure accuracy.
Supporting Treasury Management with new accounts and services for clients.
Ensuring daily logs are completed correctly as well as organizing 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.
Performing related clerical duties as needed.
Ensuring 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. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities.

Required reports and records are accurate, complete, and timely.

Consistently strives to develop new client relationships as well as strengthen existing client…