Prosperity Bank

Bilingual Personal Banker – Full Time

Prosperity Bank

full-time

Posted on:

Location Type: Office

Location: Houston • Texas • United States

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Job Level

Junior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicesNew Account experiencePersonal Banker Mentor ProgramBPM TrainingDocuSignConsumer Checking AccountsSavings AccountsDebit CardsWire transfersfraud identification
Soft Skills
customer serviceproblem resolutiontrainingmotivationcross sellingcommunicationprofessionalismteamworkattention to detailorganizational skills
Certifications
Personal Banker Learning PlanRisk Management IRisk Management IIRisk Management III