Personal Banker Jobs in Franklin, 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
- Mount Pleasant, WI (13 miles from Franklin, WI)
- 6 days ago
- Mount Pleasant, WI (13 miles from Franklin, WI)
- 6 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...
- Mequon, WI (23 miles from Franklin, WI)
- 22 hours ago
- Mequon, WI (23 miles from Franklin, WI)
- 22 hours ago
Overview The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for...
Private Client Banker -Mequon Pavilions New Build - Mequon, WI
- Mequon, WI (23 miles from Franklin, WI)
- 1 day ago
- Mequon, WI (23 miles from Franklin, WI)
- 1 day 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...
- Waukesha, WI (14 miles from Franklin, WI)
- 1 day ago
- Waukesha, WI (14 miles from Franklin, WI)
- 1 day ago
This position is within PNC's Retail Banking Network organization. You will be based in Waukesha, WI at the Waukesha Branch location....
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Personal Banker - Mass Affluent
- Brookfield, WI (12 miles from Franklin, WI)
- 2 days ago
- Brookfield, WI (12 miles from Franklin, WI)
- 2 days ago
Personal Banker - Mass Affluent Personal Banker - Mass Affluent remote type On-Site locations Brookfield 17595 Bluemound time type Full time posted on Posted 2 Days Ago job requisition id JR103104 At...
- New Berlin, WI (7 miles from Franklin, WI)
- 5 days ago
- New Berlin, WI (7 miles from Franklin, WI)
- 5 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 (11 miles from Franklin, WI)
- 5 days ago
- Milwaukee, WI (11 miles from Franklin, WI)
- 5 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...
- Milwaukee, WI (11 miles from Franklin, WI)
- 14 days ago
- Milwaukee, WI (11 miles from Franklin, WI)
- 14 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...
Private Client Banker - Oak Creek Branch -Oak Creek, WI
- Oak Creek, WI (6 miles from Franklin, WI)
- 16 days ago
- Oak Creek, WI (6 miles from Franklin, WI)
- 16 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...
- Kenosha, WI (20 miles from Franklin, WI)
- 25 days ago
- Kenosha, WI (20 miles from Franklin, WI)
- 25 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...
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (20 miles from Franklin, WI)
- 28 days ago
- Kenosha, WI (20 miles from Franklin, WI)
- 28 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...
Private Client Banker - Pewaukee Branch - Pewaukee, WI
- Pewaukee, WI (18 miles from Franklin, WI)
- 28 days ago
- Pewaukee, WI (18 miles from Franklin, WI)
- 28 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 (12 miles from Franklin, WI)
- 30+ days ago
- Brookfield, WI (12 miles from Franklin, 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 (7 miles from Franklin, WI)
- 30+ days ago
- New Berlin, WI (7 miles from Franklin, 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....
Financial Advisor - Lake Country and Surrounding Areas
- Delafield, WI (21 miles from Franklin, WI)
- 45+ days ago
- Delafield, WI (21 miles from Franklin, 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...
Demographic Data for Franklin, WI
Moving to Franklin, WI? Find some basic demographic data about Franklin, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Franklin, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Franklin, 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
- Mortgage Processing
- Cross Selling
- 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
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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