Personal Banker Teague

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Full Time CSR – Banking Center TEAGUE-MAIN, Teague, TX, US

Posted 30+ 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. In collaboration with the Teller Supervisor, also responsible for developing, training, and motivating lobby associates to cross‑sell bank products and services. Extensive knowledge of deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.

• Financial Service Functions:
  • Present and explain bank products and services to clients and assist them in meeting their financial needs: opening, closing, and maintaining checking, savings, time deposit, and IRA 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 generate additional business.
• Client Relations:
  • Resolve client requests and questions promptly, courteously, and professionally.
  • Receive and process new client accounts and changes to existing accounts (e.g., name changes, address changes, product changes).
  • Maintain privacy of customer account information.
  • Maintain and project the bank’s professional reputation.
• Internal Coordination:
  • 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 pertaining to the banking center level.
  • Review new account data entry to ensure accuracy.
  • Support Treasury Management with new accounts and services for clients.
  • Ensure daily logs are completed correctly and organized for monthly review.
• Sales & Additional Duties:
  • Actively and professionally sell bank products and services. Responsible for meeting sales production goals.
  • Perform related clerical duties as needed.
  • Ensure that work areas are clean, secure, and well maintained.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

• 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 courteously and promptly resolved.
• Good working relationships and coordination exist with area personnel and management; appropriate assistance is provided to area staff as needed, 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 client relationships by identifying opportunities to sell bank products and services and meeting sales production goals.
• The bank’s professional reputation is maintained and conveyed.

Education/Certification: High school graduate or equivalent.

Required Knowledge: Good understanding of financial services and products provided.

Experience

Required:

Zero to 3 years of new account experience.

• Complete Personal Banker Mentor Program…