Personal Banker Jobs in Appleton, 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.
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...
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....
- Green Bay, WI (22 miles from Appleton, WI)
- 13 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 13 days ago
+ 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...
- Green Bay, WI (22 miles from Appleton, WI)
- 15 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 15 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything...
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Mass Affluent Personal Banker Mass Affluent Personal Banker remote type On-Site locations WI Appleton time type Full time posted on Posted 3 Days Ago job requisition id JR102800 At Associated Bank we...
Financial Advisor - Green Bay, WI and Surrounding Areas
- Green Bay, WI (22 miles from Appleton, WI)
- 30+ days ago
- Green Bay, WI (22 miles from Appleton, 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...
- Green Bay, WI (22 miles from Appleton, WI)
- 30+ days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 30+ days 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 (22 miles from Appleton, WI)
- 45+ days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 45+ 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...
Demographic Data for Appleton, WI
Moving to Appleton, WI? Find some basic demographic data about Appleton, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Appleton, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Appleton, 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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