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.
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...
Private Client Banker - WI Central Market - Brookfield, WI
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 14 days ago
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 14 days ago
JobID: 210610677 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-10T19:12:29+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Private Client Banker - Pewaukee Branch - Pewaukee, WI
- Pewaukee, WI (13 miles from Oconomowoc, WI)
- 16 days ago
- Pewaukee, WI (13 miles from Oconomowoc, WI)
- 16 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...
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 23 days ago
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 23 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...
Personal Banker - W. Sunset Dr. Office
- Waukesha, WI (16 miles from Oconomowoc, WI)
- 24 days ago
- Waukesha, WI (16 miles from Oconomowoc, WI)
- 24 days ago
If so, we want you to join our team as a Personal Banker at our W. Sunset Dr. Office!...
- Watertown, WI (10 miles from Oconomowoc, WI)
- 25 days ago
- Watertown, WI (10 miles from Oconomowoc, WI)
- 25 days ago
Application Deadline: 04/24/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Personal Banker PAY Starting AT DOE
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 29 days ago
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 29 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 15830 W Capitol Dr, Brookfield, Wisconsin Tracking...
Financial Advisor - Lake Country and Surrounding Areas
- Delafield, WI (8 miles from Oconomowoc, WI)
- 30+ days ago
- Delafield, WI (8 miles from Oconomowoc, WI)
- 30+ 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)
- 30+ days ago
- Waukesha, WI (16 miles from Oconomowoc, WI)
- 30+ 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...
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 30+ days ago
- Brookfield, WI (21 miles from Oconomowoc, WI)
- 30+ days ago
Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold....
- Delafield, WI (8 miles from Oconomowoc, WI)
- 45+ days ago
- Delafield, WI (8 miles from Oconomowoc, WI)
- 45+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
HFA Financial Advisor Senior - Branch
- Elm Grove, WI (22 miles from Oconomowoc, WI)
- 60+ days ago
- Elm Grove, WI (22 miles from Oconomowoc, WI)
- 60+ days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkDemographic 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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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