Personal Banker Jobs in Chilton, 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.
- Branch, WI (23 miles from Chilton, WI)
- 2 days ago
- Branch, WI (23 miles from Chilton, WI)
- 2 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 Appleton Downtown WI
- Appleton, WI (20 miles from Chilton, WI)
- 3 days ago
- Appleton, WI (20 miles from Chilton, WI)
- 3 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....
- Appleton, WI (20 miles from Chilton, WI)
- 9 days ago
- Appleton, WI (20 miles from Chilton, WI)
- 9 days ago
As a Personal Banker, 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...
- Manitowoc, WI (24 miles from Chilton, WI)
- 12 days ago
- Manitowoc, WI (24 miles from Chilton, WI)
- 12 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....
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- Sheboygan, WI (24 miles from Chilton, WI)
- 12 days ago
- Sheboygan, WI (24 miles from Chilton, WI)
- 12 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Sheboygan, WI (24 miles from Chilton, WI)
- 12 days ago
- Sheboygan, WI (24 miles from Chilton, WI)
- 12 days ago
Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services....
US Experienced Financial Advisor
- Oshkosh, WI (15 miles from Chilton, WI)
- 26 days ago
- Oshkosh, WI (15 miles from Chilton, WI)
- 26 days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
- Sheboygan, WI (24 miles from Chilton, WI)
- 27 days ago
- Sheboygan, WI (24 miles from Chilton, WI)
- 27 days ago
Banker job family....
- Neenah, WI (20 miles from Chilton, WI)
- 29 days ago
- Neenah, WI (20 miles from Chilton, WI)
- 29 days ago
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an...
Bilingual Senior Universal Banker (Personal Banker)
- Sheboygan, WI (24 miles from Chilton, WI)
- 29 days ago
- Sheboygan, WI (24 miles from Chilton, WI)
- 29 days ago
Are you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional...
- Grand Chute, WI (20 miles from Chilton, WI)
- 60+ days ago
- Grand Chute, WI (20 miles from Chilton, WI)
- 60+ 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...
Financial Advisor - Northeastern, WI and Surrounding Areas
- Sheboygan, WI (24 miles from Chilton, WI)
- 90+ days ago
- Sheboygan, WI (24 miles from Chilton, WI)
- 90+ 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...
Financial Advisor - Appleton, WI and Surrounding Areas
- Appleton, WI (20 miles from Chilton, WI)
- 90+ days ago
- Appleton, WI (20 miles from Chilton, WI)
- 90+ 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...
Financial Advisor - UnitedOne Credit Union
- Manitowoc, WI (24 miles from Chilton, WI)
- 90+ days ago
- Manitowoc, WI (24 miles from Chilton, WI)
- 90+ days ago
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 employment opportunity at UnitedOne Credit...
Demographic Data for Chilton, WI
Moving to Chilton, WI? Find some basic demographic data about Chilton, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chilton, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chilton, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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