Personal Banker Jobs in Hartford, 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.
- Brookfield, WI (22 miles from Hartford, WI)
- 6 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 6 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...
Senior Personal Banker PAY Starting AT
- Mequon, WI (21 miles from Hartford, WI)
- 7 days ago
- Mequon, WI (21 miles from Hartford, WI)
- 7 days ago
JOB REQUIREMENTS: Senior Personal Banker-PAY STARTING AT \$25/HR-\$27/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 10806 N Port Washington Rd, Mequon, Wisconsin...
Personal Banker PAY Starting AT DOE
- Brookfield, WI (22 miles from Hartford, WI)
- 7 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 7 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 15830 W Capitol Dr, Brookfield, Wisconsin Tracking...
- Brookfield, WI (22 miles from Hartford, WI)
- 7 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 7 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
This job posting is anticipated to remain open for 30 days, from 29-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Germantown, WI (13 miles from Hartford, WI)
- 16 days ago
- Germantown, WI (13 miles from Hartford, WI)
- 16 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Brookfield, WI (22 miles from Hartford, WI)
- 17 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 17 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- Menomonee Falls, WI (16 miles from Hartford, WI)
- 19 days ago
- Menomonee Falls, WI (16 miles from Hartford, WI)
- 19 days ago
This position is within PNC's Retail Banking Network. You will be based in Menomonee Falls WI, at the Menominee Falls Branch....
Private Client Banker - Wisconsin West Market - Oconomowoc, WI
- Oconomowoc, WI (15 miles from Hartford, WI)
- 21 days ago
- Oconomowoc, WI (15 miles from Hartford, WI)
- 21 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...
- Germantown, WI (13 miles from Hartford, WI)
- 26 days ago
- Germantown, WI (13 miles from Hartford, WI)
- 26 days ago
Qualifications Experience Required 5 years sales and business development experience Preferred 5-7 years of experience in the investment/wealth management field....
- Watertown, WI (22 miles from Hartford, WI)
- 26 days ago
- Watertown, WI (22 miles from Hartford, WI)
- 26 days ago
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client...
- Mequon, WI (21 miles from Hartford, WI)
- 30+ days ago
- Mequon, WI (21 miles from Hartford, WI)
- 30+ days ago
Overview The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for...
Personal Banker - Mass Affluent
- Brookfield, WI (22 miles from Hartford, WI)
- 30+ days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 30+ 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...
Are you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional...
Financial Advisor Bank Five Nine
- Oconomowoc, WI (15 miles from Hartford, WI)
- 45+ days ago
- Oconomowoc, WI (15 miles from Hartford, WI)
- 45+ days ago
Bank Financial Advisor Bank Five Nine Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This...
Demographic Data for Hartford, WI
Moving to Hartford, WI? Find some basic demographic data about Hartford, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hartford, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hartford, 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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