Personal Banker Jobs in Fitchburg, 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.
- Sun Prairie, WI (20 miles from Fitchburg, WI)
- 4 days ago
- Sun Prairie, WI (20 miles from Fitchburg, WI)
- 4 days ago
team orientedprofessional to join our Cottage Grove office as a Personal Banker!...
Personal Banker Associate I - Madison Area: Bench
- Madison, WI (9 miles from Fitchburg, WI)
- 10 days ago
- Madison, WI (9 miles from Fitchburg, WI)
- 10 days ago
Banker job family....
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 11 days ago
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 11 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...
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 13 days ago
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 13 days ago
A Personal Banker is responsible for delivering a premier customer experience that is second to none by helping out our customers with just about all of their consumer/retail banking needs!...
Personal Banker: Area Branches
- Madison, WI (9 miles from Fitchburg, WI)
- 15 days ago
- Madison, WI (9 miles from Fitchburg, WI)
- 15 days ago
This Personal Banker training class has a start date of April 7.Why work for UW Credit Union?...
- Madison, WI (9 miles from Fitchburg, WI)
- 15 days ago
- Madison, WI (9 miles from Fitchburg, WI)
- 15 days ago
This Personal Banker training group has a start date of April 7.Why work for UW Credit Union?...
Personal Banker: Madison area (Spanish-Bilingual)
- Monona, WI (7 miles from Fitchburg, WI)
- 21 days ago
- Monona, WI (7 miles from Fitchburg, WI)
- 21 days ago
This Personal Banker training group has a start date of April 7. Why work for UW Credit Union?...
Financial Advisor - Summit Credit Union
- Waunakee, WI (17 miles from Fitchburg, WI)
- 21 days ago
- Waunakee, WI (17 miles from Fitchburg, WI)
- 21 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 Summit Credit...
Personal Banker: Madison Area Branches
- Madison, WI (10 miles from Fitchburg, WI)
- 22 days ago
- Madison, WI (10 miles from Fitchburg, WI)
- 22 days ago
This Personal Banker training class has a start date of April 7. Why work for UW Credit Union?...
- Monona, WI (7 miles from Fitchburg, WI)
- 30+ days ago
- Monona, WI (7 miles from Fitchburg, WI)
- 30+ days ago
A Personal Banker is responsible for delivering a premier customer experience that is second to none by helping out our customers with just about all of their consumer/retail banking needs!...
Financial Advisor - Paid Training Provided
- Windsor, WI (18 miles from Fitchburg, WI)
- 30+ days ago
- Windsor, WI (18 miles from Fitchburg, WI)
- 30+ 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...
- Sun Prairie, WI (20 miles from Fitchburg, WI)
- 45+ days ago
- Sun Prairie, WI (20 miles from Fitchburg, WI)
- 45+ 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 - Summit Credit Union
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 45+ days ago
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 45+ 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 Summit Credit...
- Madison, WI (9 miles from Fitchburg, WI)
- 45+ days ago
- Madison, WI (9 miles from Fitchburg, WI)
- 45+ days ago
Client Service Consultant, PC page is loaded Client Service Consultant, PC locations Madison Minneapolis time type Full time posted on Posted 2 Days Ago job requisition id R0000133 Job...
Financial Advisor - Madison, WI
- Madison, WI (9 miles from Fitchburg, WI)
- 45+ days ago
- Madison, WI (9 miles from Fitchburg, WI)
- 45+ 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 Fitchburg, WI
Moving to Fitchburg, WI? Find some basic demographic data about Fitchburg, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fitchburg, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fitchburg, 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
- 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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