Personal Banker Jobs in Caledonia, 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.
- Milwaukee, WI (15 miles from Caledonia, WI)
- 16 hours ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 16 hours ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Personal Banker II Associate - Milwaukee - Full Time
- Milwaukee, WI (15 miles from Caledonia, WI)
- 2 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 2 days ago
Banker job family....
- Pewaukee, WI (24 miles from Caledonia, WI)
- 8 days ago
- Pewaukee, WI (24 miles from Caledonia, WI)
- 8 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Pewaukee, WI....
Personal Banker Hampton, Mayfair, and Shorewood
- Milwaukee, WI (15 miles from Caledonia, WI)
- 15 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 15 days ago
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....
Personal Banker Personal Banker
- West Allis, WI (14 miles from Caledonia, WI)
- 15 days ago
- West Allis, WI (14 miles from Caledonia, WI)
- 15 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) West Allis, WI Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
- Waukesha, WI (20 miles from Caledonia, WI)
- 15 days ago
- Waukesha, WI (20 miles from Caledonia, WI)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- Milwaukee, WI (15 miles from Caledonia, WI)
- 15 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Milwaukee, WI Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Client Relationship Manager - Brookfield, WI Client Relationship Manager - Brookfield, WI
- Brookfield, WI (18 miles from Caledonia, WI)
- 15 days ago
- Brookfield, WI (18 miles from Caledonia, WI)
- 15 days ago
Client Relationship Manager - Brookfield, WI Charles Schwab 4 ( ) Brookfield, WI Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67% say...
Financial Advisor Foundations Associate
- Milwaukee, WI (15 miles from Caledonia, WI)
- 22 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 22 days ago
Bairds Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development...
- Milwaukee, WI (15 miles from Caledonia, WI)
- 23 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 23 days ago
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....
Personal Financial Representative - WI
- Milwaukee, WI (15 miles from Caledonia, WI)
- 24 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 24 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 - To 60K - Milwaukee, WI - Job 3581
- Milwaukee, WI (15 miles from Caledonia, WI)
- 26 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 26 days ago
Search jobs Milwaukee, WI Personal Banker - To 60K - Milwaukee, WI - Job 3581 Personal Banker - To 60K - Milwaukee, WI - Job 3581 The Symicor Group Milwaukee, WI, US 5 days ago Quick Job type Full-time...
Personal Banker - Mass Affluent Portfolio
- West Allis, WI (14 miles from Caledonia, WI)
- 30+ days ago
- West Allis, WI (14 miles from Caledonia, WI)
- 30+ days ago
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z....
Senior Universal Banker (Personal Banker)
- Pewaukee, WI (24 miles from Caledonia, WI)
- 30+ days ago
- Pewaukee, WI (24 miles from Caledonia, WI)
- 30+ days ago
Maximizes partner relationships (Lending Advisor, Sr. Lending Advisor, MLO, SFA) to deepen member relationships....
Client Relationship Manager - Brookfield, WI
- Brookfield, WI (18 miles from Caledonia, WI)
- 45+ days ago
- Brookfield, WI (18 miles from Caledonia, WI)
- 45+ days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Demographic Data for Caledonia, WI
Moving to Caledonia, WI? Find some basic demographic data about Caledonia, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Caledonia, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Caledonia, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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