Personal Banker Jobs in Mount Pleasant, 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 (23 miles from Mount Pleasant, WI)
- 3 hours ago
- Milwaukee, WI (23 miles from Mount Pleasant, WI)
- 3 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 (22 miles from Mount Pleasant, WI)
- 2 days ago
- West Allis, WI (22 miles from Mount Pleasant, WI)
- 2 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....
- Kenosha, WI (7 miles from Mount Pleasant, WI)
- 7 days ago
- Kenosha, WI (7 miles from Mount Pleasant, WI)
- 7 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 (7 miles from Mount Pleasant, WI)
- 10 days ago
- Kenosha, WI (7 miles from Mount Pleasant, WI)
- 10 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...
Senior Universal Banker (Personal Banker)
- Greendale, WI (16 miles from Mount Pleasant, WI)
- 16 days ago
- Greendale, WI (16 miles from Mount Pleasant, 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...
- Zion, IL (17 miles from Mount Pleasant, WI)
- 23 days ago
- Zion, IL (17 miles from Mount Pleasant, WI)
- 23 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker - Downtown Main Milwaukee - Milwaukee, WI
- New Berlin, WI (21 miles from Mount Pleasant, WI)
- 24 days ago
- New Berlin, WI (21 miles from Mount Pleasant, WI)
- 24 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...
Team Supervisor & Personal Banker - New Berlin Office
- New Berlin, WI (21 miles from Mount Pleasant, WI)
- 25 days ago
- New Berlin, WI (21 miles from Mount Pleasant, WI)
- 25 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....
- Gurnee, IL (22 miles from Mount Pleasant, WI)
- 30+ days ago
- Gurnee, IL (22 miles from Mount Pleasant, WI)
- 30+ days ago
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 long-term...
Financial Advisor - Muskego, WI and Surrounding Areas
- Muskego, WI (15 miles from Mount Pleasant, WI)
- 30+ days ago
- Muskego, WI (15 miles from Mount Pleasant, 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...
Branch Specialist (Teller/ Personal Banker - Bi-lingual English/Spanish required)
- Waukegan, IL (23 miles from Mount Pleasant, WI)
- 30+ days ago
- Waukegan, IL (23 miles from Mount Pleasant, WI)
- 30+ days ago
This position is a combination of being a Concierge, Teller, and Personal Banker....
- Milwaukee, WI (23 miles from Mount Pleasant, WI)
- 45+ days ago
- Milwaukee, WI (23 miles from Mount Pleasant, WI)
- 45+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Financial Advisor - Milwaukee, WI
- Milwaukee, WI (23 miles from Mount Pleasant, WI)
- 60+ days ago
- Milwaukee, WI (23 miles from Mount Pleasant, WI)
- 60+ days ago
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance...
Financial Advisor - Summit Credit Union
- Milwaukee, WI (23 miles from Mount Pleasant, WI)
- 60+ days ago
- Milwaukee, WI (23 miles from Mount Pleasant, WI)
- 60+ 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 Mount Pleasant, WI
Moving to Mount Pleasant, WI? Find some basic demographic data about Mount Pleasant, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mount Pleasant, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mount Pleasant, 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
- 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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