Personal Banker Jobs in New Munster, 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.
Personal Banker Associate I - Towne Lake DeNovo (Woodstock, GA)
- Woodstock, IL (21 miles from New Munster, WI)
- 1 day ago
- Woodstock, IL (21 miles from New Munster, WI)
- 1 day ago
Banker job family....
Financial Advisor - Certification Provided
- Fox Lake, IL (13 miles from New Munster, WI)
- 2 days ago
- Fox Lake, IL (13 miles from New Munster, WI)
- 2 days ago
Job Overview 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. If you find yourself at a professional...
Personal Banker - South Milwaukee, WI
- Racine, WI (24 miles from New Munster, WI)
- 5 days ago
- Racine, WI (24 miles from New Munster, WI)
- 5 days ago
Personal Banker - South Milwaukee, WI PyraMax Bank Excellent Benefits Package!...
Bilingual Senior Universal Banker (Personal Banker)
- Kenosha, WI (20 miles from New Munster, WI)
- 5 days ago
- Kenosha, WI (20 miles from New Munster, WI)
- 5 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....
Personal Banker Mass Affluent Portfolio
- Burlington, WI (4 miles from New Munster, WI)
- 6 days ago
- Burlington, WI (4 miles from New Munster, WI)
- 6 days ago
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an...
Retail Personal Banker II - Island Lake - Full Time
- Island Lake, IL (20 miles from New Munster, WI)
- 6 days ago
- Island Lake, IL (20 miles from New Munster, WI)
- 6 days ago
Banker job family....
Personal Banker PAY Starting AT DOE
- Union Grove, WI (12 miles from New Munster, WI)
- 8 days ago
- Union Grove, WI (12 miles from New Munster, WI)
- 8 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 1101 Main St, Union Grove, Wisconsin Tracking Code...
Financial Advisor - Delavan and Surrounding Areas
- Delavan, WI (22 miles from New Munster, WI)
- 8 days ago
- Delavan, WI (22 miles from New Munster, WI)
- 8 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 - Career Change Opportunity
- Mount Pleasant, WI (17 miles from New Munster, WI)
- 8 days ago
- Mount Pleasant, WI (17 miles from New Munster, WI)
- 8 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 30-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Senior Universal Banker (Personal Banker)
- Muskego, WI (21 miles from New Munster, WI)
- 13 days ago
- Muskego, WI (21 miles from New Munster, WI)
- 13 days ago
Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Muskego branch. This role involves providing exceptional customer service,...
Private Client Banker - North West Suburbs - Chicago, IL
- Antioch, IL (11 miles from New Munster, WI)
- 45+ days ago
- Antioch, IL (11 miles from New Munster, 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...
- Libertyville, IL (24 miles from New Munster, WI)
- 45+ days ago
- Libertyville, IL (24 miles from New Munster, WI)
- 45+ days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Libertyville, IL....
- McHenry, IL (15 miles from New Munster, WI)
- 60+ days ago
- McHenry, IL (15 miles from New Munster, WI)
- 60+ days ago
This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (20 miles from New Munster, WI)
- 60+ days ago
- Kenosha, WI (20 miles from New Munster, WI)
- 60+ 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 Trustone Financial...
Financial Advisor - Muskego, WI and Surrounding Areas
- Muskego, WI (21 miles from New Munster, WI)
- 60+ days ago
- Muskego, WI (21 miles from New Munster, WI)
- 60+ 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...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Munster, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Munster, 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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