Personal Banker SB Port Arthur

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Full Time CSR – Banking Center

Monday - Friday (8:00AM - 5:00PM), 40 hours

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, is 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.

• 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 generate additional business.
• Establishes and maintains effective, professional business relations with clients, resolving their 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 maintenance as requested.
• Maintains privacy of customer account information and projects the bank’s professional reputation.
• Establishes and maintains effective coordination and working relationships with area personnel and management, assists area personnel as required, and keeps the Banking Center Manager informed of significant problems.
• Completes required reports and records accurately and promptly; attends meetings and training classes (weekday, evenings, Saturdays).
• Oversees annual year‑end reporting and special projects such as key box audit or safe deposit box key audit; reviews new account and data entry for accuracy.
• Supports Treasury Management with new accounts and services for clients; ensures daily logs are completed correctly and organizes logs at month‑end.
• Actively and professionally sells bank products and services, meeting sales production goals.
• Performs related clerical duties and ensures work areas are clean, secure, and well maintained.

• Education/Certification:
  
  High school graduate or equivalent.
• Good understanding of financial services and products.
• General customer service experience required; personal banker experience preferred; previous banking experience preferred.
• 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.

• Talking: convey detailed or important instructions or…