Personal Banker Jobs in Genoa City, 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.
- McHenry, IL (13 miles from Genoa City, WI)
- 10 days ago
- McHenry, IL (13 miles from Genoa City, 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...
Bilingual Spanish Personal Banker
- Round Lake, IL (18 miles from Genoa City, WI)
- 12 days ago
- Round Lake, IL (18 miles from Genoa City, 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 (16 miles from Genoa City, WI)
- 13 days ago
- Woodstock, IL (16 miles from Genoa City, WI)
- 13 days ago
Banker job family....
Bilingual Spaish Personal Banker
- Round Lake, IL (18 miles from Genoa City, WI)
- 18 days ago
- Round Lake, IL (18 miles from Genoa City, WI)
- 18 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Financial Advisor - Elkhorn, Lake Geneva, Delavan and Surrounding Areas
- Delavan, WI (17 miles from Genoa City, WI)
- 30+ days ago
- Delavan, WI (17 miles from Genoa City, 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...
Personal Banker Associate II - Wauconda
- Wauconda, IL (21 miles from Genoa City, WI)
- 30+ days ago
- Wauconda, IL (21 miles from Genoa City, WI)
- 30+ days ago
Banker job family....
Demographic Data for Genoa City, WI
Moving to Genoa City, WI? Find some basic demographic data about Genoa City, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Genoa City, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Genoa City, 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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