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PROSPERITY BANK

Personal Telle

Entry-Level JobVerifiedNo experience needed

Career Insights for Personal Banker

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$66,047 / year median in Texas

+11% projected growth

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Job Description

More Like This Between $38k and $129k Per Year DOE (Depends on Experience) Position range in Gulf Coast $29k
  • $38k Per Year Personal Telle
PROSPERITY BANK
Occupation:
Tellers
Location:
Needville, TX
  • 77461
Job Type:
Regular, Full Time (30 Hours or More), Permanent Employment, Rotating Shift
Posted:
08/20/2026 Positions available: 1
Source:
WorkInTexas
Web Site:
WorkInTexas Onsite /
Remote:
Work onsite all of the time
Updated:
08/23/2026
Expires:
09/19/2026 Job #: 17058053 Job Requirements and Properties Help for Job Requirements and Properties. Work Onsite Full Time Education High School Diploma or Equivalent Schedule Full Time Job Type Regular Duration Permanent Employment Shift Rotating Shift Public Transit Available Benefits Help for . Personal Banker 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. Also (in collaboration with the Teller Supervisor) 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 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 Banks 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. 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 Monday
  • Thursday:
    7:45 AM
  • 5:45 PM //
Friday:
7:45 AM
  • 6:15 PM //
Saturday:
7:45 AM
  • 12:45 PM.
.
Background requirement:
Candidates must pass a drug screen and background check. (Due to the nature of the employer's business, company policy requires that candidates with criminal backgrounds will not be considered for employment.)