Personal Banker Jobs in Oak Creek, 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 Mass Affluent Portfolio
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 11 hours ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 11 hours 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...
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 1 day ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 1 day ago
This position is within PNC's Retail Banking Network organization. You will be based in Milwaukee, WI at the East North Branch....
- Pewaukee, WI (23 miles from Oak Creek, WI)
- 1 day ago
- Pewaukee, WI (23 miles from Oak Creek, WI)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 17-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Bilingual West Allis, Mayfair and Shorewood
- Wauwatosa, WI (13 miles from Oak Creek, WI)
- 1 day ago
- Wauwatosa, WI (13 miles from Oak Creek, WI)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Senior Universal Banker (Personal Banker)
- Pewaukee, WI (23 miles from Oak Creek, WI)
- 2 days ago
- Pewaukee, WI (23 miles from Oak Creek, WI)
- 2 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...
Personal Banker New Berlin, Mayfair, and Shorewood
- Shorewood, WI (13 miles from Oak Creek, WI)
- 2 days ago
- Shorewood, WI (13 miles from Oak Creek, WI)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 7 days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 7 days ago
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...
Financial Advisor - Certification Provided
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 12 days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 12 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Client Relationship Manager - Brookfield, WI
- Brookfield, WI (15 miles from Oak Creek, WI)
- 14 days ago
- Brookfield, WI (15 miles from Oak Creek, WI)
- 14 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Financial Advisor - Career Change Opportunity
- New Berlin, WI (10 miles from Oak Creek, WI)
- 27 days ago
- New Berlin, WI (10 miles from Oak Creek, WI)
- 27 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 15-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH
- Brookfield, WI (15 miles from Oak Creek, WI)
- 30+ days ago
- Brookfield, WI (15 miles from Oak Creek, WI)
- 30+ days ago
Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH North Shore Bank United States, Wisconsin, Brookfield Jun 11, 2025 Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE...
- Kenosha, WI (18 miles from Oak Creek, WI)
- 30+ days ago
- Kenosha, WI (18 miles from Oak Creek, WI)
- 30+ days ago
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers...
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 30+ days ago
- Milwaukee, WI (10 miles from Oak Creek, 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...
Bilingual Senior Universal Banker (Personal Banker)
- Kenosha, WI (18 miles from Oak Creek, WI)
- 30+ days ago
- Kenosha, WI (18 miles from Oak Creek, WI)
- 30+ 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 Financial Representative - WI
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 30+ days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkDemographic Data for Oak Creek, WI
Moving to Oak Creek, WI? Find some basic demographic data about Oak Creek, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oak Creek, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oak Creek, 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
- Consultative Sales
- 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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