Personal Banker Jobs in Oconomowoc, 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.
- Pewaukee, WI (13 miles from Oconomowoc, WI)
- 8 days ago
- Pewaukee, WI (13 miles from Oconomowoc, WI)
- 8 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Pewaukee, WI....
Senior Universal Banker (Personal Banker)
- Lake Mills, WI (20 miles from Oconomowoc, WI)
- 9 days ago
- Lake Mills, WI (20 miles from Oconomowoc, WI)
- 9 days ago
Maximizes partner relationships (Lending Advisor, Sr. Lending Advisor, MLO, SFA) to deepen member relationships....
- Waukesha, WI (16 miles from Oconomowoc, WI)
- 15 days ago
- Waukesha, WI (16 miles from Oconomowoc, WI)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- Delafield, WI (8 miles from Oconomowoc, WI)
- 15 days ago
- Delafield, WI (8 miles from Oconomowoc, WI)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Delafield, WI Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Client Relationship Manager - Brookfield, WI Client Relationship Manager - Brookfield, WI
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 15 days ago
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 15 days ago
Client Relationship Manager - Brookfield, WI Charles Schwab 4 ( ) Brookfield, WI Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67% say...
- Delafield, WI (8 miles from Oconomowoc, WI)
- 22 days ago
- Delafield, WI (8 miles from Oconomowoc, WI)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 30-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Hartford, WI (15 miles from Oconomowoc, WI)
- 23 days ago
- Hartford, WI (15 miles from Oconomowoc, WI)
- 23 days ago
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z....
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z....
Client Relationship Manager - Brookfield, WI
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 45+ days ago
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 45+ 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...
- Germantown, WI (21 miles from Oconomowoc, WI)
- 90+ days ago
- Germantown, WI (21 miles from Oconomowoc, WI)
- 90+ days ago
JOB REQUIREMENTS: Description Duties and responsibilities Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client....
Bank Financial Advisor Bank Five Nine 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...
Financial Advisor - Lake Country and Surrounding Areas
- Delafield, WI (8 miles from Oconomowoc, WI)
- 90+ days ago
- Delafield, WI (8 miles from Oconomowoc, 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...
Financial Advisor - Waukesha, WI and Surrounding Areas
- Waukesha, WI (16 miles from Oconomowoc, WI)
- 90+ days ago
- Waukesha, WI (16 miles from Oconomowoc, 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 Oconomowoc, WI
Moving to Oconomowoc, WI? Find some basic demographic data about Oconomowoc, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oconomowoc, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oconomowoc, 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
- 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
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- 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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