Personal Banker Jobs in Brookfield, 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.
Personal Banker - South Milwaukee, WI
- Milwaukee, WI (9 miles from Brookfield, WI)
- 3 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 3 days ago
Personal Banker - South Milwaukee, WI PyraMax Bank Excellent Benefits Package!...
- Milwaukee, WI (9 miles from Brookfield, WI)
- 3 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 3 days ago
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...
Personal Financial Representative - WI
- Milwaukee, WI (9 miles from Brookfield, WI)
- 4 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 4 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkPersonal Banker PAY Starting AT DOE
- Union Grove, WI (24 miles from Brookfield, WI)
- 5 days ago
- Union Grove, WI (24 miles from Brookfield, WI)
- 5 days ago
JOB REQUIREMENTS: Personal Banker-PAY STARTING AT \$22/HR-\$24/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 1101 Main St, Union Grove, Wisconsin Tracking Code...
Senior Personal Banker PAY Starting AT
- Mequon, WI (13 miles from Brookfield, WI)
- 6 days ago
- Mequon, WI (13 miles from Brookfield, WI)
- 6 days ago
JOB REQUIREMENTS: Senior Personal Banker-PAY STARTING AT \$25/HR-\$27/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 10806 N Port Washington Rd, Mequon, Wisconsin...
- West Allis, WI (4 miles from Brookfield, WI)
- 6 days ago
- West Allis, WI (4 miles from Brookfield, WI)
- 6 days ago
This position is located with PNC's Retail Banking Network, is based in West Allis, WI at the West Allis Branch....
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
- Milwaukee, WI (9 miles from Brookfield, WI)
- 8 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 8 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Virtual Financial Advisor - Milwaukee
- Milwaukee, WI (9 miles from Brookfield, WI)
- 9 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 9 days ago
The Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to...
Team Supervisor & Personal Banker - New
- New Berlin, WI (5 miles from Brookfield, WI)
- 10 days ago
- New Berlin, WI (5 miles from Brookfield, WI)
- 10 days ago
Step Into Leadership - Where Your Banking Expertise Meets Purpose Waukesha State Bank is seeking a confident, people-focused Team Supervisor & Personal Banker to help lead our New Berlin Office....
- Wauwatosa, WI (6 miles from Brookfield, WI)
- 10 days ago
- Wauwatosa, WI (6 miles from Brookfield, WI)
- 10 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Hartford, WI (22 miles from Brookfield, WI)
- 10 days ago
- Hartford, WI (22 miles from Brookfield, WI)
- 10 days ago
This job posting is anticipated to remain open for 30 days, from 29-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Senior Universal Banker (Personal Banker)
- Muskego, WI (12 miles from Brookfield, WI)
- 11 days ago
- Muskego, WI (12 miles from Brookfield, WI)
- 11 days ago
Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Muskego branch. This role involves providing exceptional customer service,...
Merrill Experienced Financial Advisor
- Milwaukee, WI (9 miles from Brookfield, WI)
- 14 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 14 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor - Career Changers Encouraged to Apply!
- Milwaukee, WI (9 miles from Brookfield, WI)
- 15 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 15 days ago
Financial Advisor - Northwestern Mutual Entrepreneurship while making an impact. This is a career shift that could change everything. Things have changed in the past year, you've changed. You know...
Demographic Data for Brookfield, WI
Moving to Brookfield, WI? Find some basic demographic data about Brookfield, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Brookfield, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Brookfield, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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