Prosperity Bank · 2 days ago
Personal Banker (Full Time) - Austin, Research Blvd
Austin, TX, US
Full-time
Onsite
New Grad, Entry Level
0+ years expProsperity Bank is a financial institution seeking a Personal Banker to perform a variety of financial services. The role involves opening and closing accounts, assisting clients with inquiries, and developing relationships to meet sales goals.
BankingFinancial Services
Responsibilities
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 the following: 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 develop methods of generating additional business
Assumes responsibility for establishing and maintaining 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 names 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
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management
Assists area personnel as required
Keeps Banking Center 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
Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit
Review new account and data entry, as needed, to ensure accuracy
Supporting Treasury Management with new accounts and services for clients
Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review
Assumes responsibility for related duties as required or assigned
Actively and professionally sells Bank products and services
Responsible for meeting sales production goals
Performs related clerical duties as needed
Ensures that work areas are clean, secure, and well maintained
Qualification
Required
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
Teller Learning Plan, if applicable
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
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
Company
Prosperity Bank
Prosperity Bank offers a variety of traditional loan and deposit products to its customers.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Shelby
DFW Area President
Mays Davenport
Director of Corporate Strategy
Recent News
2026-01-03
Morningstar.com
2025-11-05
2025-10-30
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