Personal Banker Jobs in Columbus, 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.
- Sun Prairie, WI (12 miles from Columbus, WI)
- 6 days ago
- Sun Prairie, WI (12 miles from Columbus, WI)
- 6 days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Prairie Lakes....
Senior Universal Banker (Personal Banker)
- Lake Mills, WI (18 miles from Columbus, WI)
- 13 days ago
- Lake Mills, WI (18 miles from Columbus, WI)
- 13 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...
- Beaver Dam, WI (13 miles from Columbus, WI)
- 30+ days ago
- Beaver Dam, WI (13 miles from Columbus, WI)
- 30+ days ago
Application Deadline: 05/29/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- Cottage Grove, WI (19 miles from Columbus, WI)
- 60+ days ago
- Cottage Grove, WI (19 miles from Columbus, WI)
- 60+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Financial Advisor - Summit Credit Union
- Cottage Grove, WI (19 miles from Columbus, WI)
- 90+ days ago
- Cottage Grove, WI (19 miles from Columbus, 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 Summit Credit...
Financial Advisor - Summit Federal Credit Union
- Waunakee, WI (23 miles from Columbus, WI)
- 90+ days ago
- Waunakee, WI (23 miles from Columbus, 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 Summit Federal...
Demographic Data for Columbus, WI
Moving to Columbus, WI? Find some basic demographic data about Columbus, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Columbus, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Columbus, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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