Personal Banker Jobs in Prairie Du Sac, 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.
- Verona, WI (24 miles from Prairie Du Sac, WI)
- 13 days ago
- Verona, WI (24 miles from Prairie Du Sac, WI)
- 13 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!...
Senior Universal Banker (Personal Banker)
- Middleton, WI (19 miles from Prairie Du Sac, WI)
- 15 days ago
- Middleton, WI (19 miles from Prairie Du Sac, WI)
- 15 days ago
Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Middleton branch. This role involves providing exceptional customer...
Personal Banker - Mass Affluent
- Waunakee, WI (18 miles from Prairie Du Sac, WI)
- 30+ days ago
- Waunakee, WI (18 miles from Prairie Du Sac, 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...
Financial Advisor - Summit Credit Union
- Waunakee, WI (18 miles from Prairie Du Sac, WI)
- 45+ days ago
- Waunakee, WI (18 miles from Prairie Du Sac, WI)
- 45+ 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 Summit Credit...
Demographic Data for Prairie Du Sac, WI
Moving to Prairie Du Sac, WI? Find some basic demographic data about Prairie Du Sac, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Prairie Du Sac, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Prairie Du Sac, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »