Personal Banker Jobs in Pulaski, 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.
- Clintonville, WI (23 miles from Pulaski, WI)
- 4 hours ago
- Clintonville, WI (23 miles from Pulaski, WI)
- 4 hours ago
Banker job family....
- Green Bay, WI (18 miles from Pulaski, WI)
- 1 day ago
- Green Bay, WI (18 miles from Pulaski, WI)
- 1 day ago
Job Description Providing members with sound financial guidance for all their consumer lending needs. Evaluate and recommend decisions based on lending policy....
- Green Bay, WI (18 miles from Pulaski, WI)
- 1 day ago
- Green Bay, WI (18 miles from Pulaski, WI)
- 1 day ago
Position Purpose Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by being responsible...
Private Client Banker - Ashwaubenon Branch - Green Bay, WI
- Green Bay, WI (18 miles from Pulaski, WI)
- 9 days ago
- Green Bay, WI (18 miles from Pulaski, WI)
- 9 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...
- De Pere, WI (20 miles from Pulaski, WI)
- 27 days ago
- De Pere, WI (20 miles from Pulaski, WI)
- 27 days ago
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusiveculture where different perspectives are valued and recognized asstrengths critical to our success. If you thrive in an...
Demographic Data for Pulaski, WI
Moving to Pulaski, WI? Find some basic demographic data about Pulaski, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Pulaski, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Pulaski, 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
- 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
- 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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