Hours: Monday - Friday 7:00 am to 6:00 pm/Saturday 9:00 am to 1:00 pm

(Availibility to work a flexible schedule which includes all hours of banking center operation including Saturdays)

Prosperity Bank is seeking to fill the position of Full Time Personal Banker II at our Tollroad banking center.

As a Personal Banker II you hold a vital role in the client banking experience! The Personal Banker II is a branch based sales position that is responsible for building relationships with clients by providing them with products and services to meet their ever changing needs and whose primary goal is to acquire, expand and retain client relationships. You will take a lead role in meeting the branch sales objectives. As a Personal Banker II you proactively meet with clients face to face and over the telephone to discover their financial needs through effective profiling then provide product and service recommendations to both individual and small business clients. Personal Bankers II are the financial liaison to clients while providing world class customer service.

PRIMARY DUTIES & RESPONSIBILTIES:

• Acquire, expand and retain client relationships with existing clients and prospects to achieve sales objectives.
• Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Bank resources following client transactions.
• Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions.
• Execute integrated sales, relationship, and credit strategies that are aligned with the branch’s business plan. Responsible for opening new accounts (i.e. checking accounts, savings accounts, CD’s, IRA’s, and Loans etc.)
• Conduct outbound sales activities (e.g. phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.
• Schedule periodic meetings and check-points with clients to provide value-added services.
• Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.
• Balance daily transactions and completes necessary paperwork for work transmittal.
• Follow all compliance policies and procedures.
• Process all financial transactions in adherence to BSA/AML statutory and regulatory requirements in accordance to the procedures and policies established.
• Performs miscellaneous job duties as assigned.

Prosperity Bank is committed to providing our customers a personalized service experience, we're looking for people who are passionate about satisfying customers, will not settle for the average, embrace creativity and operate with a sense of purpose. If this is you, then we are looking forward to meeting you and are excited that you are interested in joining Prosperity Bank - where we are Simply Better!

Come join our team and explore the endless possibilities that a career in banking can provide!

A pre-employment credit check will be performed on all qualified applicants.

Prosperity Bank is an Equal Employment Opportunity and Affirmative Action employer, and Member FDIC.

Required Skills

Ability to manage and cross-sell a client portfolio comprised of treasury management and/or credit clients.

Basic computer skills-ability to interact with clients using banking technology

Organized; ability to manage time effectively and to multi-task

The ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the client’s financial relationship.

Excellent customer service contact skills: comfortable asking questions/interviewing clients about their financial situation: strong listening skills

Understanding how to present features, and benefits of products and services to clients with differing needs.

Professional, thorough and organize; able to follow standard operating policies and procedures

Self-motivated, assertive, performs well in a competitive sales environment

Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers

Understand how to interpret numbers, trends and data to make effective decisions

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.            

Must comply with the Secure and Fair Enforcement Act for Mortgage Licensing Act and its applicable regulations. Applicable regulations include but are not limited to: register for S.A.F.E. Act through the Nationwide Mortgage Licensing System (the Registry), pass a criminal background check using fingerprinting, ensure that your information is up-to-date within the Registry, and maintain registration annually.

Required Experience

College degree preferred.  Minimum High School degree/GED or foreign equivalent

2 to 3 years Personal Banker experience.

Extensive knowledge and experience with all phases of retail related businesses having working knowledge in a retail bank environment.

Ability to work branch hours, including weekends and some evening.

Ability to manage and cross-sell a client portfolio comprised of treasury management and/or credit clients.

Basic computer skills-ability to interact with clients using banking technology

Organized; ability to manage time effectively and to multi-task

The ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the client’s financial relationship.

Excellent customer service contact skills: comfortable asking questions/interviewing clients about their financial situation: strong listening skills

Understanding how to present features, and benefits of products and services to clients with differing needs.

Professional, thorough and organize; able to follow standard operating policies and procedures

Self-motivated, assertive, performs well in a competitive sales environment

Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers

Understand how to interpret numbers, trends and data to make effective decisions

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.            

Must comply with the Secure and Fair Enforcement Act for Mortgage Licensing Act and its applicable regulations. Applicable regulations include but are not limited to: register for S.A.F.E. Act through the Nationwide Mortgage Licensing System (the Registry), pass a criminal background check using fingerprinting, ensure that your information is up-to-date within the Registry, and maintain registration annually.