Personal Banker Jobs in Beloit, WI
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Rockford, IL (16 miles from Beloit, WI)
- 4 days ago
- Rockford, IL (16 miles from Beloit, WI)
- 4 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and...
- Rockford, IL (16 miles from Beloit, WI)
- 7 days ago
- Rockford, IL (16 miles from Beloit, WI)
- 7 days ago
Let’s change lives together. Join a purpose-driven community of champions. Position Purpose: Manage and maintain the client business accounts and serve as a resource to clients and their families...
- Loves Park, IL (16 miles from Beloit, WI)
- 10 days ago
- Loves Park, IL (16 miles from Beloit, WI)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 25-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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Financial Advisor - Janesville/Beloit, WI and Surrounding Areas
- Janesville, WI (11 miles from Beloit, WI)
- 45+ days ago
- Janesville, WI (11 miles from Beloit, WI)
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Janesville/Beloit, WI and Surrounding Areas
- Beloit, WI
- 45+ days ago
- Beloit, WI
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Elkhorn, Lake Geneva, Delavan and Surrounding Areas
- Delavan, WI (23 miles from Beloit, WI)
- 45+ days ago
- Delavan, WI (23 miles from Beloit, WI)
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Rockford, IL
- Rockford, IL (16 miles from Beloit, WI)
- 90+ days ago
- Rockford, IL (16 miles from Beloit, WI)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Demographic Data for Beloit, WI
Moving to Beloit, WI? Find some basic demographic data about Beloit, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Beloit, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Beloit, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Employee Development
- Interpersonal Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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