Personal Banker Jobs in Janesville, 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.
- Fort Atkinson, WI (17 miles from Janesville, WI)
- 20 days ago
- Fort Atkinson, WI (17 miles from Janesville, WI)
- 20 days ago
This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Janesville/Beloit, WI and Surrounding Areas
- Janesville, WI
- 30+ days ago
- Janesville, 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 - Janesville/Beloit, WI and Surrounding Areas
- Beloit, WI (11 miles from Janesville, WI)
- 30+ days ago
- Beloit, WI (11 miles from Janesville, 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 (20 miles from Janesville, WI)
- 30+ days ago
- Delavan, WI (20 miles from Janesville, 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...
- Cottage Grove, WI (24 miles from Janesville, WI)
- 45+ days ago
- Cottage Grove, WI (24 miles from Janesville, WI)
- 45+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
- Cottage Grove, WI (24 miles from Janesville, WI)
- 45+ days ago
- Cottage Grove, WI (24 miles from Janesville, WI)
- 45+ 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 - Summit Credit Union
- Cottage Grove, WI (24 miles from Janesville, WI)
- 90+ days ago
- Cottage Grove, WI (24 miles from Janesville, WI)
- 90+ 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...
Demographic Data for Janesville, WI
Moving to Janesville, WI? Find some basic demographic data about Janesville, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Janesville, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Janesville, 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
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »