Personal Banker Jobs in Jefferson, 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.
- Watertown, WI (9 miles from Jefferson, WI)
- 3 days ago
- Watertown, WI (9 miles from Jefferson, WI)
- 3 days ago
Application Deadline: 07/31/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
- Janesville, WI (23 miles from Jefferson, WI)
- 15 days ago
- Janesville, WI (23 miles from Jefferson, WI)
- 15 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 (22 miles from Jefferson, WI)
- 26 days ago
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 26 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Delafield, WI (19 miles from Jefferson, WI)
- 29 days ago
- Delafield, WI (19 miles from Jefferson, WI)
- 29 days ago
Join Our Team as a Personal Banker!...
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 30+ days ago
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 30+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Financial Advisor -EDGERTON, WI
- Edgerton, WI (19 miles from Jefferson, WI)
- 30+ days ago
- Edgerton, WI (19 miles from Jefferson, WI)
- 30+ days ago
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. Join a financial services firm where your contributions...
Financial Advisor Assistant I - III
- Janesville, WI (23 miles from Jefferson, WI)
- 45+ days ago
- Janesville, WI (23 miles from Jefferson, WI)
- 45+ 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...
Private Client Banker - Wisconsin West Market - Oconomowoc, WI
- Oconomowoc, WI (14 miles from Jefferson, WI)
- 45+ days ago
- Oconomowoc, WI (14 miles from Jefferson, 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...
Senior Universal Banker (Personal Banker)
- Lake Mills, WI (9 miles from Jefferson, WI)
- 60+ days ago
- Lake Mills, WI (9 miles from Jefferson, WI)
- 60+ days ago
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 (14 miles from Jefferson, WI)
- 60+ days ago
- Oconomowoc, WI (14 miles from Jefferson, WI)
- 60+ 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...
Financial Advisor - Janesville/Beloit, WI and Surrounding Areas
- Janesville, WI (23 miles from Jefferson, WI)
- 90+ days ago
- Janesville, WI (23 miles from Jefferson, WI)
- 90+ 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 - Lake Country and Surrounding Areas
- Delafield, WI (19 miles from Jefferson, WI)
- 90+ days ago
- Delafield, WI (19 miles from Jefferson, WI)
- 90+ 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 - Elkhorn, Lake Geneva, Delavan and Surrounding Areas
- Delavan, WI (23 miles from Jefferson, WI)
- 90+ days ago
- Delavan, WI (23 miles from Jefferson, WI)
- 90+ 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 - Summit Credit Union
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 90+ days ago
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 90+ days ago
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 employment opportunity at Summit Credit...
Demographic Data for Jefferson, WI
Moving to Jefferson, WI? Find some basic demographic data about Jefferson, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jefferson, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jefferson, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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