Personal Banker Jobs in Port Washington, 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.
Financial Advisor - Career Change Opportunity
- Hubertus, WI (23 miles from Port Washington, WI)
- 3 days ago
- Hubertus, WI (23 miles from Port Washington, WI)
- 3 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...
Personal Banker: Milwaukee area (Spanish-Bilingual)
- Wauwatosa, WI (24 miles from Port Washington, WI)
- 24 days ago
- Wauwatosa, WI (24 miles from Port Washington, WI)
- 24 days ago
This Personal Banker training group has a start date of April 7. Why work for UW Credit Union?...
Personal Banker: Milwaukee Area Branches
- Wauwatosa, WI (24 miles from Port Washington, WI)
- 24 days ago
- Wauwatosa, WI (24 miles from Port Washington, WI)
- 24 days ago
This Personal Banker training class has a start date of April 7. Why work for UW Credit Union?...
- Plymouth, WI (24 miles from Port Washington, WI)
- 30+ days ago
- Plymouth, WI (24 miles from Port Washington, WI)
- 30+ days ago
As a Personal Banker, youll receive extensive training on UMBs products and services, the sales process, and offering financial solutions....
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Senior Personal Banker PAY Starting AT
- Mequon, WI (14 miles from Port Washington, WI)
- 45+ days ago
- Mequon, WI (14 miles from Port Washington, WI)
- 45+ days ago
JOB REQUIREMENTS: Senior Personal Banker-PAY STARTING AT \$25/HR-\$27/HRDOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share JobLocation 10806 N Port Washington Rd, Mequon, Wisconsin...
Financial Advisor - Summit Credit Union
- Cedarburg, WI (10 miles from Port Washington, WI)
- 45+ days ago
- Cedarburg, WI (10 miles from Port Washington, 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...
Associate Financial Advisor - Gateway Associates
- Germantown, WI (18 miles from Port Washington, WI)
- 45+ days ago
- Germantown, WI (18 miles from Port Washington, WI)
- 45+ days ago
About Gateway Associates: Gateway Associates Thrivent provides comprehensive financial planning to individuals and small business owners who engage in on-going advice relationships for a monthly...
Demographic Data for Port Washington, WI
Moving to Port Washington, WI? Find some basic demographic data about Port Washington, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Port Washington, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Port Washington, 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
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