Personal Banker Jobs in Delafield, 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
- New Berlin, WI (17 miles from Delafield, WI)
- 3 days ago
- New Berlin, WI (17 miles from Delafield, WI)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- New Berlin, WI (17 miles from Delafield, WI)
- 2 days ago
- New Berlin, WI (17 miles from Delafield, WI)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Senior Universal Banker (Personal Banker)
- Milwaukee, WI (24 miles from Delafield, WI)
- 2 days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 2 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...
Financial Advisor - Team Sponsored Launch - Shoreline Group - Fort Atkinson, WI
- Fort Atkinson, WI (23 miles from Delafield, WI)
- 3 days ago
- Fort Atkinson, WI (23 miles from Delafield, WI)
- 3 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...
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- Milwaukee, WI (24 miles from Delafield, WI)
- 11 days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 11 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 Bank Five Nine
- Oconomowoc, WI (8 miles from Delafield, WI)
- 20 days ago
- Oconomowoc, WI (8 miles from Delafield, WI)
- 20 days ago
Bank Financial Advisor Bank Five Nine 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...
Private Client Banker - Pewaukee Branch - Pewaukee, WI
- Pewaukee, WI (6 miles from Delafield, WI)
- 26 days ago
- Pewaukee, WI (6 miles from Delafield, WI)
- 26 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker PAY Starting AT DOE
- Brookfield, WI (14 miles from Delafield, WI)
- 30+ days ago
- Brookfield, WI (14 miles from Delafield, WI)
- 30+ days ago
JOB REQUIREMENTS: Personal Banker-PAY STARTING AT \$22/HR-\$24/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 15830 W Capitol Dr, Brookfield, Wisconsin Tracking...
Team Supervisor & Personal Banker - New Berlin Office
- New Berlin, WI (17 miles from Delafield, WI)
- 30+ days ago
- New Berlin, WI (17 miles from Delafield, WI)
- 30+ days ago
We're looking for a passionate and driven Team Supervisor & Personal Banker to help lead our New Berlin Office, ensuring exceptional customer service, team development, and business growth....
- Muskego, WI (17 miles from Delafield, WI)
- 45+ days ago
- Muskego, WI (17 miles from Delafield, WI)
- 45+ 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 - Lake Country and Surrounding Areas
- Delafield, WI
- 45+ days ago
- Delafield, 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 - Muskego, WI and Surrounding Areas
- Muskego, WI (17 miles from Delafield, WI)
- 45+ days ago
- Muskego, WI (17 miles from Delafield, 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...
- Milwaukee, WI (24 miles from Delafield, WI)
- 60+ days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 60+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
HFA Financial Advisor Senior - Branch
- Elm Grove, WI (15 miles from Delafield, WI)
- 60+ days ago
- Elm Grove, WI (15 miles from Delafield, WI)
- 60+ 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 WorkFinancial Advisor - Milwaukee, WI
- Milwaukee, WI (24 miles from Delafield, WI)
- 90+ days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 90+ days ago
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance...
Demographic Data for Delafield, WI
Moving to Delafield, WI? Find some basic demographic data about Delafield, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Delafield, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Delafield, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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