Personal Banker I (Full Time) - Yale

Personal Banker I (Full Time) - Yale Full Time CSR - Banking Center Tulsa, OK, US 3 days ago Requisition ID: 10681 Application Method External Applicants: Please apply through Prosperity Bank's Career Center at Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. Position Purpose 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, maintenance, and problem resolution. In collaboration with the Teller Supervisor, also responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross‑sell bank products and services. Has extensive knowledge of all deposit and loan products and services, identifies sales and referral opportunities, and strives to meet related goals. Essential Functions and Basic Duties Assumes responsibility for the effective and professional performance of financial service functions. Presents and explains Bank products and services to clients, assisting in meeting their financial needs—including 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 (name changes, address changes, product changes, and other account maintenance). 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. Oversees annual year‑end reporting and special projects at the banking center level, such as key box audit or safe deposit box key audit. Reviews new account and data entry to ensure accuracy. Supports Treasury Management with new accounts and services for clients. Ensures daily logs are completed correctly and organizes 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. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. Performance Measurements Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Good business relations exist with clients; client problems and questions are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management; appropriate assistance is provided to area staff as needed, and supervisors are appropriately informed of area activities. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meeting sales production goals. The Bank’s professional reputation is maintained and conveyed. Qualifications Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero to 3 years of New Account experience. Requirements 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 Skills/Abilities 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. Physical Activities and Requirements of This Position Talking: Often required to convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). Mental Activities and Requirements of This Position Reasoning Ability: Apply common sense to carry out detailed but uncomplicated instructions and to deal with problems involving a few variables. Mathematics Ability: Perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Use a passive vocabulary of 5,000–6,000 words; read at a slow rate; define unfamiliar words; write complex sentences with proper punctuation and use adjectives and adverbs; communicate in complex sentences with normal word order and good vocabulary. Hours: Monday – Friday: 8:45 AM – 5:30 PM or as needed by BC. 40 hours per week. #J-18808-Ljbffr Prosperity Bank