Personal Banker Jobs in Dane, 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.
Private Client Banker - Wisconsin West Market - Madison, WI
- Madison, WI (12 miles from Dane, WI)
- 14 hours ago
- Madison, WI (12 miles from Dane, WI)
- 14 hours 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...
- Madison, WI (12 miles from Dane, WI)
- 7 days ago
- Madison, WI (12 miles from Dane, WI)
- 7 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...
US Experienced Financial Advisor
- Madison, WI (12 miles from Dane, WI)
- 7 days ago
- Madison, WI (12 miles from Dane, WI)
- 7 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...
Personal Banker - Mass Affluent
- Waunakee, WI (4 miles from Dane, WI)
- 13 days ago
- Waunakee, WI (4 miles from Dane, WI)
- 13 days ago
Personal Banker - Mass Affluent Personal Banker - Mass Affluent remote type On-Site locations Waunakee 269 Century time type Full time posted on Posted 4 Days Ago job requisition id JR103332 At Associated...
- Middleton, WI (8 miles from Dane, WI)
- 15 days ago
- Middleton, WI (8 miles from Dane, WI)
- 15 days ago
Company Description WestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals through personalized attention and outstanding resources. Our associates,...
- Madison, WI (12 miles from Dane, WI)
- 16 days ago
- Madison, WI (12 miles from Dane, WI)
- 16 days ago
We are looking to add a Client Service Consultant to join our Property Casualty team in Madison, WI. Offering a forward-thinking, innovative, and vibrant company culture, along with the...
Senior Universal Banker (Personal Banker)
- Waunakee, WI (4 miles from Dane, WI)
- 25 days ago
- Waunakee, WI (4 miles from Dane, WI)
- 25 days ago
Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Waunakee branch. This role involves providing exceptional customer service,...
Financial Advisor - Summit Credit Union
- Waunakee, WI (4 miles from Dane, WI)
- 26 days ago
- Waunakee, WI (4 miles from Dane, WI)
- 26 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...
- Sun Prairie, WI (15 miles from Dane, WI)
- 30+ days ago
- Sun Prairie, WI (15 miles from Dane, WI)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Prairie Lakes....
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI (12 miles from Dane, WI)
- 45+ days ago
- Madison, WI (12 miles from Dane, WI)
- 45+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Financial Advisor - Madison, WI
- Madison, WI (12 miles from Dane, WI)
- 90+ days ago
- Madison, WI (12 miles from Dane, WI)
- 90+ days ago
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance...
Financial Advisor - West Madison and Surrounding Areas
- Madison, WI (12 miles from Dane, WI)
- 60+ days ago
- Madison, WI (12 miles from Dane, WI)
- 60+ 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 - East Madison, WI and Surrounding Areas
- Madison, WI (12 miles from Dane, WI)
- 60+ days ago
- Madison, WI (12 miles from Dane, WI)
- 60+ 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...
- Cottage Grove, WI (19 miles from Dane, WI)
- 90+ days ago
- Cottage Grove, WI (19 miles from Dane, WI)
- 90+ 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 Dane, WI)
- 90+ days ago
- Cottage Grove, WI (19 miles from Dane, 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...
Demographic Data for Dane, WI
Moving to Dane, WI? Find some basic demographic data about Dane, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Dane, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Dane, 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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