Personal Banker Jobs in Wisconsin
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.
Float Personal Banker Associate I - TN North Region
- Madison, WI
- 14 hours ago
- Madison, WI
- 14 hours ago
Banker job family....
Banker job family....
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
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....
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 - Grafton Area New Build - Grafton, WI
- Grafton, WI
- 3 days ago
- Grafton, WI
- 3 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...
Bank Financial Advisor Bank Five Nine 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...
Launch Your Financial Services Career with Us! Are you passionate about helping people plan for their financial future? Whether you're preparing to graduate or have recently started your career,...
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote WorkMortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
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...
+ Providing members with sound financial guidance for all their consumer lending needs. + Evaluate and recommend decisions based on lending policy. + Professionally assist members with their needs by...
As a Personal Banker 1, you will: Opens a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer...
Private Client Banker - WI Central Market - Brookfield, WI
- Brookfield, WI
- 8 days ago
- Brookfield, WI
- 8 days ago
JobID: 210610677 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-10T19:12:29+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Demographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wisconsin
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wisconsin 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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