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About the role
- Bilingual Personal Banker at Prosperity Bank performing financial services and assisting clients with account inquiries. Responsible for training lobby associates and meeting sales production goals.
Responsibilities
- 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 and problem resolution.
- Developing, training, and motivating lobby associates to assist customers and effectively cross sell bank products and services.
- Presenting and explaining bank products and services to clients.
- Answering questions and solving problems for clients.
- Maintaining privacy of customer account information.
- Maintaining and projecting the Bank’s professional reputation.
- Overseeing annual year-end reporting and special projects.
Requirements
- High school graduate or equivalent.
- Good understanding of financial services and products provided.
- Zero up to 3 years of New Account experience.
- Complete Personal Banker Mentor Program or Personal Banker Learning Plan.
- Understanding the Caller Identification Process and Secure code – training offered by Training Department.
- BPM Training, I, II, III and IV.
- Understanding when to use DocuSign – Training DocuSign forms and templates.
- Open Consumer Checking and Savings Accounts.
- Open Commercial Checking and Saving Accounts.
- Issue Debit Cards.
- Complete requested customer file maintenance.
- Clear DDA exceptions – clear timely.
- Input debit card disputes.
- Offer bank products to customers – cross sell.
- Credit Cards.
- Check orders – Harland check order training.
- Wire transfers domestic – introduction to wires and domestic wire training.
- Denial exceptions – clear timely.
- Missing signature cards – clear timely
- Identify fraud situations – Risk Management I, II and III.
- Assist on teller line, if applicable.
- Close accounts.
- Service charge waivers – needing approval – weekly report.
- Additional duties as assigned by Banking Center Manager.
- Online banking
Benefits
- Prosperity Bank is an Equal Opportunity Employer
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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