Personal Banker Jobs in Pleasant Prairie, 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.
Branch Specialist (Teller/ Personal Banker - Bi-lingual English/Spanish required)
- Waukegan, IL (11 miles from Pleasant Prairie, WI)
- 2 days ago
- Waukegan, IL (11 miles from Pleasant Prairie, WI)
- 2 days ago
This position is a combination of being a Concierge, Teller, and Personal Banker....
Personal Banker - NEW BUILD - Mellody Farms - Vernon Hills, IL
- Vernon Hills, IL (20 miles from Pleasant Prairie, WI)
- 2 days ago
- Vernon Hills, IL (20 miles from Pleasant Prairie, 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....
Private Client Banker - Racine North Branch - Racine, WI
- Racine, WI (14 miles from Pleasant Prairie, WI)
- 15 days ago
- Racine, WI (14 miles from Pleasant Prairie, WI)
- 15 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...
- Vernon Hills, IL (20 miles from Pleasant Prairie, WI)
- 16 days ago
- Vernon Hills, IL (20 miles from Pleasant Prairie, WI)
- 16 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Roving Personal Banker Racine, WI
- Racine, WI (14 miles from Pleasant Prairie, WI)
- 20 days ago
- Racine, WI (14 miles from Pleasant Prairie, WI)
- 20 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Fox Lake, IL (17 miles from Pleasant Prairie, WI)
- 23 days ago
- Fox Lake, IL (17 miles from Pleasant Prairie, WI)
- 23 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 - Career Change Opportunity
- Mt Pleasant, WI (11 miles from Pleasant Prairie, WI)
- 28 days ago
- Mt Pleasant, WI (11 miles from Pleasant Prairie, WI)
- 28 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...
- Lake Forest, IL (20 miles from Pleasant Prairie, WI)
- 29 days ago
- Lake Forest, IL (20 miles from Pleasant Prairie, WI)
- 29 days ago
Job Description: Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration,...
Personal Banker PAY Starting AT DOE
- Union Grove, WI (14 miles from Pleasant Prairie, WI)
- 30+ days ago
- Union Grove, WI (14 miles from Pleasant Prairie, WI)
- 30+ days ago
JOB REQUIREMENTS: Personal Banker-PAY STARTING AT \$22/HR-\$24/HR DOE,MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share JobLocation 1101 Main St, Union Grove, Wisconsin Tracking Code 6254Position...
Financial Advisor - Libertyville, IL
- Libertyville, IL (17 miles from Pleasant Prairie, WI)
- 45+ days ago
- Libertyville, IL (17 miles from Pleasant Prairie, WI)
- 45+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
- Libertyville, IL (17 miles from Pleasant Prairie, WI)
- 90+ days ago
- Libertyville, IL (17 miles from Pleasant Prairie, WI)
- 90+ days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
Financial Advisor - Abbot Laboratories Credit Union
- Gurnee, IL (10 miles from Pleasant Prairie, WI)
- 90+ days ago
- Gurnee, IL (10 miles from Pleasant Prairie, 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 Abbot Laboratories...
Demographic Data for Pleasant Prairie, WI
Moving to Pleasant Prairie, WI? Find some basic demographic data about Pleasant Prairie, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pleasant Prairie, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pleasant Prairie, 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 »