Personal Banker Jobs in Middleton, 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.
Director of Financial Advisor Relations
- Madison, WI (6 miles from Middleton, WI)
- 15 hours ago
- Madison, WI (6 miles from Middleton, WI)
- 15 hours ago
Neutral is seeking a Director of Financial Advisor Relations to help redefine access to alternative investments for financial advisors. This role is pivotal in strengthening relationships with...
- Sun Prairie, WI (16 miles from Middleton, WI)
- 4 days ago
- Sun Prairie, WI (16 miles from Middleton, 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 (6 miles from Middleton, WI)
- 10 days ago
- Madison, WI (6 miles from Middleton, WI)
- 10 days ago
Banker job family....
- Cottage Grove, WI (17 miles from Middleton, WI)
- 11 days ago
- Cottage Grove, WI (17 miles from Middleton, 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 (17 miles from Middleton, WI)
- 13 days ago
- Cottage Grove, WI (17 miles from Middleton, 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 (6 miles from Middleton, WI)
- 15 days ago
- Madison, WI (6 miles from Middleton, WI)
- 15 days ago
This Personal Banker training class has a start date of April 7.Why work for UW Credit Union?...
- Madison, WI (6 miles from Middleton, WI)
- 15 days ago
- Madison, WI (6 miles from Middleton, 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 (8 miles from Middleton, WI)
- 21 days ago
- Monona, WI (8 miles from Middleton, 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 (5 miles from Middleton, WI)
- 22 days ago
- Waunakee, WI (5 miles from Middleton, WI)
- 22 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 (4 miles from Middleton, WI)
- 23 days ago
- Madison, WI (4 miles from Middleton, WI)
- 23 days ago
This Personal Banker training class has a start date of April 7. Why work for UW Credit Union?...
- Prairie du Sac, WI (19 miles from Middleton, WI)
- 24 days ago
- Prairie du Sac, WI (19 miles from Middleton, WI)
- 24 days ago
JOB REQUIREMENTS: Are you an experienced Personal Banker? Does yourcustomer service experience include consumer lending, IRAs, and HSAs? Ifyou said yes, we would like to talk to you!...
- Monona, WI (8 miles from Middleton, WI)
- 30+ days ago
- Monona, WI (8 miles from Middleton, 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 (10 miles from Middleton, WI)
- 30+ days ago
- Windsor, WI (10 miles from Middleton, 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 (16 miles from Middleton, WI)
- 45+ days ago
- Sun Prairie, WI (16 miles from Middleton, 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 (17 miles from Middleton, WI)
- 45+ days ago
- Cottage Grove, WI (17 miles from Middleton, 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...
Demographic Data for Middleton, WI
Moving to Middleton, WI? Find some basic demographic data about Middleton, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Middleton, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Middleton, 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
- 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
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 »