Personal Banker Jobs in Madison, 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.
Banker job family....
- Monona, WI (2 miles from Madison, WI)
- 1 day ago
- Monona, WI (2 miles from Madison, WI)
- 1 day ago
Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you'll...
Senior Universal Banker (Personal Banker)
- Verona, WI (10 miles from Madison, WI)
- 6 days ago
- Verona, WI (10 miles from Madison, WI)
- 6 days ago
Lending Expertise: Extensive knowledge of lending products, calculates lending ratios, and ensures accurate processing of lending paperwork....
Job Summary The Financial Analyst II role exists to oversee the ongoing review of new prices, price adjustment requests, and maintenance of all existing charge-related prices for the System. This...
Bilingual Senior Universal Banker (Personal Banker)
- Fitchburg, WI (9 miles from Madison, WI)
- 12 days ago
- Fitchburg, WI (9 miles from Madison, WI)
- 12 days ago
Lending Expertise: Extensive knowledge of lending products, calculates lending ratios, and ensures accurate processing of lending paperwork....
- Cottage Grove, WI (10 miles from Madison, WI)
- 12 days ago
- Cottage Grove, WI (10 miles from Madison, WI)
- 12 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Fitchburg, WI (9 miles from Madison, WI)
- 20 days ago
- Fitchburg, WI (9 miles from Madison, WI)
- 20 days ago
This job posting is anticipated to remain open for 30 days, from 07-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Monona, WI (2 miles from Madison, WI)
- 25 days ago
- Monona, WI (2 miles from Madison, WI)
- 25 days ago
Our valued client, an award-winning wealth management firm, is in search of a licensed Financial Advisor to join their team! This position is onsite in Madison WI, full-time Monday-Friday 8:00...
The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average...
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
- Mcfarland, WI (7 miles from Madison, WI)
- 45+ days ago
- Mcfarland, WI (7 miles from Madison, WI)
- 45+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Tuscaloosa, AL....
Personal Banker I- $1000 Sign on Bonus eligible
- Cottage Grove, WI (10 miles from Madison, WI)
- 60+ days ago
- Cottage Grove, WI (10 miles from Madison, WI)
- 60+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Cottage Grove, WI (10 miles from Madison, WI)
- 60+ days ago
- Cottage Grove, WI (10 miles from Madison, WI)
- 60+ days ago
Make a difference at a fast-growing Credit Union known across Wisconsin for boosting financial education and wealth, especially among women and their families. Help our large, ever-expanding...
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI
- 90+ days ago
- Madison, WI
- 90+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing...
Financial Advisor - East Madison, WI and Surrounding Areas
- Madison, WI
- 90+ days ago
- Madison, 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...
Demographic Data for Madison, WI
Moving to Madison, WI? Find some basic demographic data about Madison, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Madison, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Madison, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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