Personal Banker Plano, Tollroad

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.
• Opens, closes, and maintains checking, savings, time deposit, and individual retirement accounts, and works 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.
• Establishes and maintains 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.
• Assists area personnel as required and keeps 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 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 and 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.
• Acts professionally to sell Bank products and services and is responsible for meeting sales production goals.
• Performs related clerical duties as needed and ensures that work areas are clean, secure, and well‑maintained.

• 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 management; appropriate assistance is provided to area staff and supervisors are informed of area activities.
• Required reports and records are accurate, complete, and timely.
• Consistently strives to develop new client relationships and strengthen existing ones by identifying opportunities to sell Bank products and services and meeting sales production goals.
• The Bank’s professional reputation is maintained and conveyed.

• High school graduate or equivalent.
• Good understanding of financial services and products provided.
• Zero to 3 years of new account experience.
• Completion of Personal Banker Mentor Program or Personal Banker Learning Plan, and Teller Learning Plan if applicable.
• Training in Caller Identification Process and Secure code, BPM Training Levels I–IV, Docu Sign usage, and understanding when to use Docu Sign.
• Ability to open consumer & commercial checking and savings accounts, issue debit cards, and complete requested customer file maintenance.
• Experience with clearing DDA exceptions, inputting debit card disputes, offering bank products to customers, handling credit cards, check orders, domestic wire transfers, denial exceptions, missing signature cards, identifying fraud situations, assisting on teller line if applicable, closing accounts, and service…