Bilingual Personal Banker, Full Time

Role Overview

• 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