Personal Banker Jobs in Brown Deer, 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.
Financial Advisor - Career Change Opportunity
- Delafield, WI (23 miles from Brown Deer, WI)
- 2 days ago
- Delafield, WI (23 miles from Brown Deer, WI)
- 2 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Brookfield, WI (9 miles from Brown Deer, WI)
- 1 day ago
- Brookfield, WI (9 miles from Brown Deer, WI)
- 1 day ago
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial...
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 2 days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 2 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Delafield, WI (23 miles from Brown Deer, WI)
- 2 days ago
- Delafield, WI (23 miles from Brown Deer, WI)
- 2 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Financial Advisor - Certification Provided
- New Berlin, WI (11 miles from Brown Deer, WI)
- 8 days ago
- New Berlin, WI (11 miles from Brown Deer, WI)
- 8 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 10 days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 10 days ago
Make a difference at a fast-growing Credit Union known across Wisconsin for boosting financial education and wealth, especially among women and their families. Help our large, ever-expanding...
Personal Banker: Milwaukee Area
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 15 days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 15 days ago
This Personal Banker training group has a start date of April 7.Why work for UW Credit Union?...
Senior Universal Banker (Personal Banker)
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 18 days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 18 days ago
Are you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional...
Roving Personal Banker Racine, WI
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 19 days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 19 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker: Milwaukee Area Branches
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 20 days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 20 days ago
This Personal Banker training class has a start date of April 7. Why work for UW Credit Union?...
Personal Banker: Milwaukee area (Spanish-Bilingual)
- Wauwatosa, WI (5 miles from Brown Deer, WI)
- 21 days ago
- Wauwatosa, WI (5 miles from Brown Deer, WI)
- 21 days ago
This Personal Banker training group has a start date of April 7. Why work for UW Credit Union?...
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 22 days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 22 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Personal Banker PAY Starting AT DOE
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 30+ days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 30+ days ago
JOB REQUIREMENTS: Personal Banker-PAY STARTING AT \$23/HR-\$25/HR DOE,Bilingual/Spanish LinkedIn Twitter Email Message Share Job Location 1316W....
HFA Financial Advisor Senior - Branch
- Elm Grove, WI (9 miles from Brown Deer, WI)
- 30+ days ago
- Elm Grove, WI (9 miles from Brown Deer, WI)
- 30+ days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote Work- Milwaukee, WI (7 miles from Brown Deer, WI)
- 45+ days ago
- Milwaukee, WI (7 miles from Brown Deer, WI)
- 45+ days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Demographic Data for Brown Deer, WI
Moving to Brown Deer, WI? Find some basic demographic data about Brown Deer, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brown Deer, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brown Deer, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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