Jobs · Finance · Texas

Teller (Full Time) - SB Sugar Land, TX

Prosperity Bank · Sugar Land, TX · 3 wk ago
FinanceFull-time

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, maintenance, and problem resolution. Also, in collaboration with the Teller Supervisor, responsible for developing, training, and motivating lobby employees to assist customers and effectively cross-sell bank products and services.

Responsibilities

  • Presents and explains Bank products and services to clients and assists in meeting their financial needs, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts.
  • Answers questions and solves problems for clients by listening, collecting data, and securing answers.
  • Profiles clients to identify sales opportunities and 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 and resolves client requests and questions promptly, courteously, and professionally.
  • Receives and processes new client accounts and changes to existing accounts, such as name changes, address changes, product changes, and other account maintenance as requested.
  • Maintains privacy of customer account information and 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, and 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 that pertain to the banking center level, such as key box audit or safe deposit box key audit.
  • Reviews new account and data entry, as needed, to ensure accuracy and 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.
  • Actively and professionally sells Bank products and services, meeting sales production goals, and performs related clerical duties as needed.

Qualifications

  • High school graduate or equivalent.
  • Good understanding of financial services and products provided.
  • General Customer Service experience required, with Personal Banker Experience preferred.
  • Previous banking experience preferred.

Skills

  • 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 and Mental Requirements

The role requires talking, average hearing, finger dexterity, repetitive motion, and average visual abilities. It is a sedentary job, with occasional exertion of up to 50 lbs. of force. The mental requirements include reasoning ability, mathematics ability, and language ability to communicate complex sentences and define unfamiliar words.

Schedule

Monday - Friday, 7:15AM - 6:15PM, 40 hours per week schedule.

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