Personal Banker Jobs in East Troy, 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.
Client Relationship Manager - Brookfield, WI
- Brookfield, WI (23 miles from East Troy, WI)
- 15 hours ago
- Brookfield, WI (23 miles from East Troy, WI)
- 15 hours 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...
Personal Banker Pewaukee Meadow Creek Market
- Pewaukee, WI (20 miles from East Troy, WI)
- 14 days ago
- Pewaukee, WI (20 miles from East Troy, WI)
- 14 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....
- New Berlin, WI (22 miles from East Troy, WI)
- 16 days ago
- New Berlin, WI (22 miles from East Troy, WI)
- 16 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-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH
- Brookfield, WI (23 miles from East Troy, WI)
- 20 days ago
- Brookfield, WI (23 miles from East Troy, WI)
- 20 days ago
Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH North Shore Bank United States, Wisconsin, Brookfield Jun 11, 2025 Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE...
- Delafield, WI (17 miles from East Troy, WI)
- 21 days ago
- Delafield, WI (17 miles from East Troy, WI)
- 21 days ago
Join Our Team as a Personal Banker!...
- Waukesha, WI (18 miles from East Troy, WI)
- 21 days ago
- Waukesha, WI (18 miles from East Troy, WI)
- 21 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...
Personal Banker Mass Affluent Portfolio
- Burlington, WI (12 miles from East Troy, WI)
- 29 days ago
- Burlington, WI (12 miles from East Troy, 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...
Personal Banker PAY Starting AT DOE
- Union Grove, WI (19 miles from East Troy, WI)
- 30+ days ago
- Union Grove, WI (19 miles from East Troy, WI)
- 30+ days ago
JOB REQUIREMENTS: Personal Banker-PAY STARTING AT \$22/HR-\$24/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 1101 Main St, Union Grove, Wisconsin Tracking Code...
Financial Advisor - Delavan and Surrounding Areas
- Delavan, WI (16 miles from East Troy, WI)
- 30+ days ago
- Delavan, WI (16 miles from East Troy, WI)
- 30+ 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 - Career Change Opportunity
- Mount Pleasant, WI (24 miles from East Troy, WI)
- 30+ days ago
- Mount Pleasant, WI (24 miles from East Troy, WI)
- 30+ days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 30-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
US Experienced Financial Advisor
- Waukesha, WI (18 miles from East Troy, WI)
- 30+ days ago
- Waukesha, WI (18 miles from East Troy, WI)
- 30+ 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...
- West Allis, WI (24 miles from East Troy, WI)
- 30+ days ago
- West Allis, WI (24 miles from East Troy, WI)
- 30+ days ago
This position is located with PNC's Retail Banking Network, is based in West Allis, WI at the West Allis Branch....
Senior Universal Banker (Personal Banker)
- Muskego, WI (14 miles from East Troy, WI)
- 30+ days ago
- Muskego, WI (14 miles from East Troy, WI)
- 30+ days ago
Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Muskego branch. This role involves providing exceptional customer service,...
Private Client Banker - Wisconsin West Market - Oconomowoc, WI
- Oconomowoc, WI (23 miles from East Troy, WI)
- 45+ days ago
- Oconomowoc, WI (23 miles from East Troy, WI)
- 45+ days 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...
Personal Banker - Mass Affluent
- Brookfield, WI (23 miles from East Troy, WI)
- 45+ days ago
- Brookfield, WI (23 miles from East Troy, WI)
- 45+ days ago
Personal Banker - Mass Affluent Personal Banker - Mass Affluent remote type On-Site locations Brookfield 17595 Bluemound time type Full time posted on Posted 2 Days Ago job requisition id JR103104 At...
Demographic Data for East Troy, WI
Moving to East Troy, WI? Find some basic demographic data about East Troy, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in East Troy, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in East Troy, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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