Personal Banker Jobs in Fitchburg, 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 (9 miles from Fitchburg, WI)
- 1 day ago
- Verona, WI (9 miles from Fitchburg, WI)
- 1 day ago
Lending Expertise: Extensive knowledge of lending products, calculates lending ratios, and ensures accurate processing of lending paperwork....
Personal Banker - Mass Afluent Portfolio
- Janesville, WI (22 miles from Fitchburg, WI)
- 5 days ago
- Janesville, WI (22 miles from Fitchburg, WI)
- 5 days ago
Personal Banker - Mass Afluent Portfolio Personal Banker - Mass Afluent Portfolio remote type On-Site locations Muskego S76W17655 Janesville time type Full time posted on Posted 2 Days Ago job requisition...
Bilingual Senior Universal Banker (Personal Banker)
- Fitchburg, WI
- 7 days ago
- Fitchburg, WI
- 7 days ago
Lending Expertise: Extensive knowledge of lending products, calculates lending ratios, and ensures accurate processing of lending paperwork....
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 7 days ago
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 7 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 (9 miles from Fitchburg, WI)
- 12 days ago
- Madison, WI (9 miles from Fitchburg, 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 (14 miles from Fitchburg, WI)
- 15 days ago
- Middleton, WI (14 miles from Fitchburg, 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...
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 (7 miles from Fitchburg, WI)
- 20 days ago
- Monona, WI (7 miles from Fitchburg, 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 (9 miles from Fitchburg, WI)
- 22 days ago
- Madison, WI (9 miles from Fitchburg, 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 Sales Assistant
- Janesville, WI (22 miles from Fitchburg, WI)
- 29 days ago
- Janesville, WI (22 miles from Fitchburg, WI)
- 29 days ago
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative...
Financial Advisor - Madison, WI
- Madison, WI (9 miles from Fitchburg, WI)
- 30+ days ago
- Madison, WI (9 miles from Fitchburg, 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 (7 miles from Fitchburg, WI)
- 45+ days ago
- Mcfarland, WI (7 miles from Fitchburg, WI)
- 45+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Tuscaloosa, AL....
- Janesville, WI (22 miles from Fitchburg, WI)
- 45+ days ago
- Janesville, WI (22 miles from Fitchburg, WI)
- 45+ days ago
The Personal Banker is responsible for delivering a premier client experience that is second to none by helping out our clients with just about all of their consumer/retail banking needs!...
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 60+ days ago
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 60+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Cottage Grove, WI (14 miles from Fitchburg, WI)
- 60+ days ago
- Cottage Grove, WI (14 miles from Fitchburg, 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...
Demographic Data for Fitchburg, WI
Moving to Fitchburg, WI? Find some basic demographic data about Fitchburg, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fitchburg, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fitchburg, 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
- Account Opening
- Lending
- 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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