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.
Senior Universal Banker (Personal Banker)
- Sun Prairie, WI (12 miles from Madison, WI)
- 1 day ago
- Sun Prairie, WI (12 miles from Madison, WI)
- 1 day ago
Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Sun Prairie branch. This role involves providing exceptional customer...
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
- Mcfarland, WI (7 miles from Madison, WI)
- 8 days ago
- Mcfarland, WI (7 miles from Madison, WI)
- 8 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Tuscaloosa, AL....
Limited origination of simple consumer lending products such as personal loans and credit cards....
Bilingual Senior Universal Banker (Personal Banker)
- Monona, WI (2 miles from Madison, WI)
- 9 days ago
- Monona, WI (2 miles from Madison, WI)
- 9 days ago
Essential Functions Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments....
- Verona, WI (10 miles from Madison, WI)
- 20 days ago
- Verona, WI (10 miles from Madison, WI)
- 20 days ago
The Personal Banker is responsible for delivering a premier client experience by helping our clients with all of their consumer/retail banking needs!...
- Cottage Grove, WI (10 miles from Madison, WI)
- 25 days ago
- Cottage Grove, WI (10 miles from Madison, WI)
- 25 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)
- 30+ days ago
- Cottage Grove, WI (10 miles from Madison, WI)
- 30+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
Financial Advisor -EDGERTON, WI
- Edgerton, WI (21 miles from Madison, WI)
- 30+ days ago
- Edgerton, WI (21 miles from Madison, 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...
Personal Banker - Mass Affluent
- Waunakee, WI (8 miles from Madison, WI)
- 30+ days ago
- Waunakee, WI (8 miles from Madison, WI)
- 30+ days ago
Personal Banker - Mass Affluent Personal Banker - Mass Affluent remote type On-Site locations Waunakee 269 Century time type Full time posted on Posted 4 Days Ago job requisition id JR103332 At Associated...
We are looking to add a Client Service Consultant to join our Property Casualty team in Madison, WI. Offering a forward-thinking, innovative, and vibrant company culture, along with the...
- Sun Prairie, WI (12 miles from Madison, WI)
- 60+ days ago
- Sun Prairie, WI (12 miles from Madison, WI)
- 60+ days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Prairie Lakes....
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI
- 60+ days ago
- Madison, WI
- 60+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance...
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
- Business Planning
- Personal Banker
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- 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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