Personal Banker Jobs in Burlington, 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.
- Kenosha, WI (22 miles from Burlington, WI)
- 8 days ago
- Kenosha, WI (22 miles from Burlington, WI)
- 8 days ago
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers...
- McHenry, IL (19 miles from Burlington, WI)
- 10 days ago
- McHenry, IL (19 miles from Burlington, WI)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (22 miles from Burlington, WI)
- 12 days ago
- Kenosha, WI (22 miles from Burlington, WI)
- 12 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Trustone Financial...
Bilingual Spanish Personal Banker
- Round Lake, IL (21 miles from Burlington, WI)
- 12 days ago
- Round Lake, IL (21 miles from Burlington, WI)
- 12 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Personal Banker I - Towne Lake De Novo (Woodstock, GA)
- Woodstock, IL (23 miles from Burlington, WI)
- 13 days ago
- Woodstock, IL (23 miles from Burlington, WI)
- 13 days ago
Banker job family....
Bilingual Spaish Personal Banker
- Round Lake, IL (21 miles from Burlington, WI)
- 18 days ago
- Round Lake, IL (21 miles from Burlington, WI)
- 18 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Muskego, WI (18 miles from Burlington, WI)
- 30+ days ago
- Muskego, WI (18 miles from Burlington, WI)
- 30+ 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....
Financial Advisor - Muskego, WI and Surrounding Areas
- Muskego, WI (18 miles from Burlington, WI)
- 30+ days ago
- Muskego, WI (18 miles from Burlington, WI)
- 30+ 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 (19 miles from Burlington, WI)
- 30+ days ago
- Delavan, WI (19 miles from Burlington, WI)
- 30+ 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...
Demographic Data for Burlington, WI
Moving to Burlington, WI? Find some basic demographic data about Burlington, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Burlington, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Burlington, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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