Personal Banker Jobs in Germantown, 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 PAY Starting AT DOE
- Brookfield, WI (12 miles from Germantown, WI)
- 19 hours ago
- Brookfield, WI (12 miles from Germantown, WI)
- 19 hours ago
JOB REQUIREMENTS: Personal Banker-PAY STARTING AT \$22/HR-\$24/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 15830 W Capitol Dr, Brookfield, Wisconsin Tracking...
Client Relationship Manager - Brookfield, WI
- Brookfield, WI (12 miles from Germantown, WI)
- 1 day ago
- Brookfield, WI (12 miles from Germantown, WI)
- 1 day 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...
Financial Advisor - Certification Provided
- Cedarburg, WI (7 miles from Germantown, WI)
- 2 days ago
- Cedarburg, WI (7 miles from Germantown, WI)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Career Change Opportunity
- Cedarburg, WI (7 miles from Germantown, WI)
- 4 days ago
- Cedarburg, WI (7 miles from Germantown, WI)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Cedarburg, WI (7 miles from Germantown, WI)
- 5 days ago
- Cedarburg, WI (7 miles from Germantown, WI)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Mequon, WI (9 miles from Germantown, WI)
- 7 days ago
- Mequon, WI (9 miles from Germantown, WI)
- 7 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 Pewaukee Meadow Creek Market
- Pewaukee, WI (12 miles from Germantown, WI)
- 15 days ago
- Pewaukee, WI (12 miles from Germantown, WI)
- 15 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 (17 miles from Germantown, WI)
- 17 days ago
- New Berlin, WI (17 miles from Germantown, WI)
- 17 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 Greater Milwaukee, WI Area
- Milwaukee, WI (17 miles from Germantown, WI)
- 19 days ago
- Milwaukee, WI (17 miles from Germantown, WI)
- 19 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 (12 miles from Germantown, WI)
- 21 days ago
- Brookfield, WI (12 miles from Germantown, WI)
- 21 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 (18 miles from Germantown, WI)
- 22 days ago
- Delafield, WI (18 miles from Germantown, WI)
- 22 days ago
Join Our Team as a Personal Banker!...
- Waukesha, WI (14 miles from Germantown, WI)
- 22 days ago
- Waukesha, WI (14 miles from Germantown, WI)
- 22 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...
- Hartford, WI (13 miles from Germantown, WI)
- 22 days ago
- Hartford, WI (13 miles from Germantown, WI)
- 22 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...
- Milwaukee, WI (17 miles from Germantown, WI)
- 29 days ago
- Milwaukee, WI (17 miles from Germantown, WI)
- 29 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Personal Financial Representative - WI
- Milwaukee, WI (17 miles from Germantown, WI)
- 30+ days ago
- Milwaukee, WI (17 miles from Germantown, WI)
- 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkDemographic Data for Germantown, WI
Moving to Germantown, WI? Find some basic demographic data about Germantown, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Germantown, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Germantown, 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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