Personal Banker Jobs in Luxemburg, 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.
- Sturgeon Bay, WI (24 miles from Luxemburg, WI)
- 9 hours ago
- Sturgeon Bay, WI (24 miles from Luxemburg, WI)
- 9 hours ago
This job posting is anticipated to remain open for 30 days, from 14-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Ashwaubenon, WI (18 miles from Luxemburg, WI)
- 6 days ago
- Ashwaubenon, WI (18 miles from Luxemburg, WI)
- 6 days ago
Personal Banker Nicolet National Bank - 3.5 Ashwaubenon, WI Job Details Estimated: $37.6K - $43.8K a year 9 hours ago Benefits Paid holidays Health insurance Dental insurance Vision insurance 401(k)...
CHALLENGE YOURSELF: Du mochtest Deine personliche Entwicklung und berufliche Laufbahn aktiv mitgestalten? Dann bist Du bei uns richtig! Hauck Aufhauser Lampe ist eine innovative und unabhangige...
- Green Bay, WI (16 miles from Luxemburg, WI)
- 30+ days ago
- Green Bay, WI (16 miles from Luxemburg, WI)
- 30+ days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything...
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- Green Bay, WI (16 miles from Luxemburg, WI)
- 30+ days ago
- Green Bay, WI (16 miles from Luxemburg, WI)
- 30+ 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...
Financial Advisor - Green Bay, WI and Surrounding Areas
- Green Bay, WI (16 miles from Luxemburg, WI)
- 45+ days ago
- Green Bay, WI (16 miles from Luxemburg, WI)
- 45+ 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...
- Green Bay, WI (16 miles from Luxemburg, WI)
- 60+ days ago
- Green Bay, WI (16 miles from Luxemburg, WI)
- 60+ days ago
Position Purpose Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by being responsible...
Demographic Data for Luxemburg, WI
Moving to Luxemburg, WI? Find some basic demographic data about Luxemburg, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Luxemburg, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Luxemburg, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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