Personal Banker Jobs in Deforest, 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.
Senior Universal Banker (Personal Banker)
- Verona, WI (19 miles from Deforest, WI)
- 1 day ago
- Verona, WI (19 miles from Deforest, WI)
- 1 day ago
Lending Expertise: Extensive knowledge of lending products, calculates lending ratios, and ensures accurate processing of lending paperwork....
Bilingual Senior Universal Banker (Personal Banker)
- Fitchburg, WI (20 miles from Deforest, WI)
- 7 days ago
- Fitchburg, WI (20 miles from Deforest, WI)
- 7 days ago
Lending Expertise: Extensive knowledge of lending products, calculates lending ratios, and ensures accurate processing of lending paperwork....
- Cottage Grove, WI (13 miles from Deforest, WI)
- 8 days ago
- Cottage Grove, WI (13 miles from Deforest, WI)
- 8 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Personal Banker Madison East Towne
- Madison, WI (11 miles from Deforest, WI)
- 12 days ago
- Madison, WI (11 miles from Deforest, 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....
Financial Advisor Financial Advisor
- Middleton, WI (11 miles from Deforest, WI)
- 15 days ago
- Middleton, WI (11 miles from Deforest, WI)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Middleton, 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...
Associate Financial Advisor Associate Financial Advisor
- Columbus, WI (16 miles from Deforest, WI)
- 15 days ago
- Columbus, WI (16 miles from Deforest, WI)
- 15 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Columbus, 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...
- Fitchburg, WI (20 miles from Deforest, WI)
- 16 days ago
- Fitchburg, WI (20 miles from Deforest, WI)
- 16 days ago
This job posting is anticipated to remain open for 30 days, from 07-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Monona, WI (13 miles from Deforest, WI)
- 20 days ago
- Monona, WI (13 miles from Deforest, WI)
- 20 days ago
Our valued client, an award-winning wealth management firm, is in search of a licensed Financial Advisor to join their team! This position is onsite in Madison WI, full-time Monday-Friday 8:00...
- Madison, WI (11 miles from Deforest, WI)
- 22 days ago
- Madison, WI (11 miles from Deforest, WI)
- 22 days ago
The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average...
Financial Advisor - Southeastern PA
- Doylestown, WI (16 miles from Deforest, WI)
- 30+ days ago
- Doylestown, WI (16 miles from Deforest, WI)
- 30+ days ago
Thrivent Financial Advisor 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...
Financial Advisor - Madison, WI
- Madison, WI (11 miles from Deforest, WI)
- 30+ days ago
- Madison, WI (11 miles from Deforest, WI)
- 30+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
- Mcfarland, WI (15 miles from Deforest, WI)
- 45+ days ago
- Mcfarland, WI (15 miles from Deforest, WI)
- 45+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Tuscaloosa, AL....
- Cottage Grove, WI (13 miles from Deforest, WI)
- 60+ days ago
- Cottage Grove, WI (13 miles from Deforest, WI)
- 60+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Cottage Grove, WI (13 miles from Deforest, WI)
- 60+ days ago
- Cottage Grove, WI (13 miles from Deforest, WI)
- 60+ days ago
Make a difference at a fast-growing Credit Union known across Wisconsin for boosting financial education and wealth, especially among women and their families. Help our large, ever-expanding...
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI (11 miles from Deforest, WI)
- 90+ days ago
- Madison, WI (11 miles from Deforest, WI)
- 90+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
Demographic Data for Deforest, WI
Moving to Deforest, WI? Find some basic demographic data about Deforest, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Deforest, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Deforest, 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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