Personal Banker Jobs in Mequon, 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.
- Milwaukee, WI (12 miles from Mequon, WI)
- 20 hours ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 20 hours ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- West Allis, WI (14 miles from Mequon, WI)
- 3 days ago
- West Allis, WI (14 miles from Mequon, WI)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - Grafton Area New Build - Grafton, WI
- Grafton, WI (7 miles from Mequon, WI)
- 4 days ago
- Grafton, WI (7 miles from Mequon, WI)
- 4 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...
Private Client Banker - WI Central Market - Brookfield, WI
- Brookfield, WI (13 miles from Mequon, WI)
- 9 days ago
- Brookfield, WI (13 miles from Mequon, WI)
- 9 days ago
JobID: 210610677 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-10T19:12:29+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - Pewaukee Branch - Pewaukee, WI
- Pewaukee, WI (18 miles from Mequon, WI)
- 11 days ago
- Pewaukee, WI (18 miles from Mequon, WI)
- 11 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...
Senior Universal Banker (Personal Banker)
- Greendale, WI (19 miles from Mequon, WI)
- 16 days ago
- Greendale, WI (19 miles from Mequon, WI)
- 16 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...
- Brookfield, WI (13 miles from Mequon, WI)
- 18 days ago
- Brookfield, WI (13 miles from Mequon, WI)
- 18 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Personal Banker - W. Sunset Dr. Office
- Waukesha, WI (18 miles from Mequon, WI)
- 19 days ago
- Waukesha, WI (18 miles from Mequon, WI)
- 19 days ago
If so, we want you to join our team as a Personal Banker at our W. Sunset Dr. Office!...
Financial Advisor - Financial Firm - Waukesha, WI
- Waukesha, WI (18 miles from Mequon, WI)
- 23 days ago
- Waukesha, WI (18 miles from Mequon, WI)
- 23 days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
Personal Banker PAY Starting AT DOE
- Brookfield, WI (13 miles from Mequon, WI)
- 24 days ago
- Brookfield, WI (13 miles from Mequon, WI)
- 24 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 (16 miles from Mequon, WI)
- 26 days ago
- New Berlin, WI (16 miles from Mequon, WI)
- 26 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 - West Bend, WI and Surrounding Areas
- West Bend, WI (21 miles from Mequon, WI)
- 30+ days ago
- West Bend, WI (21 miles from Mequon, 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...
- Brookfield, WI (13 miles from Mequon, WI)
- 30+ days ago
- Brookfield, WI (13 miles from Mequon, WI)
- 30+ days ago
Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold....
- Milwaukee, WI (12 miles from Mequon, WI)
- 45+ days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 45+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
HFA Financial Advisor Senior - Branch
- Elm Grove, WI (13 miles from Mequon, WI)
- 60+ days ago
- Elm Grove, WI (13 miles from Mequon, 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 WorkDemographic Data for Mequon, WI
Moving to Mequon, WI? Find some basic demographic data about Mequon, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mequon, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mequon, 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
- 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
- Fraud Investigation
- Financial Planning
- Cash Handling
- 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
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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