Personal Banker Jobs in Genoa City, 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.
Personal Banker Associate I - Towne Lake DeNovo (Woodstock, GA)
- Woodstock, IL (16 miles from Genoa City, WI)
- 1 day ago
- Woodstock, IL (16 miles from Genoa City, WI)
- 1 day ago
Banker job family....
Financial Advisor - Certification Provided
- Fox Lake, IL (13 miles from Genoa City, WI)
- 2 days ago
- Fox Lake, IL (13 miles from Genoa City, WI)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Mass Affluent Portfolio
- Burlington, WI (7 miles from Genoa City, WI)
- 6 days ago
- Burlington, WI (7 miles from Genoa City, WI)
- 6 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...
Retail Personal Banker II - Island Lake - Full Time
- Island Lake, IL (19 miles from Genoa City, WI)
- 6 days ago
- Island Lake, IL (19 miles from Genoa City, WI)
- 6 days ago
Banker job family....
Personal Banker PAY Starting AT DOE
- Union Grove, WI (19 miles from Genoa City, WI)
- 8 days ago
- Union Grove, WI (19 miles from Genoa City, WI)
- 8 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 (17 miles from Genoa City, WI)
- 8 days ago
- Delavan, WI (17 miles from Genoa City, WI)
- 8 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 (23 miles from Genoa City, WI)
- 8 days ago
- Mount Pleasant, WI (23 miles from Genoa City, WI)
- 8 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...
Private Client Banker - North West Suburbs - Chicago, IL
- Antioch, IL (15 miles from Genoa City, WI)
- 45+ days ago
- Antioch, IL (15 miles from Genoa City, 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...
- McHenry, IL (13 miles from Genoa City, WI)
- 60+ days ago
- McHenry, IL (13 miles from Genoa City, WI)
- 60+ days ago
This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Elkhorn, Lake Geneva, Delavan and Surrounding Areas
- Delavan, WI (17 miles from Genoa City, WI)
- 60+ days ago
- Delavan, WI (17 miles from Genoa City, 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...
Demographic Data for Genoa City, WI
Moving to Genoa City, WI? Find some basic demographic data about Genoa City, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Genoa City, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Genoa City, 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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