Personal Banker Jobs in Racine, 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.
- Milwaukee, WI (22 miles from Racine, WI)
- 1 hour ago
- Milwaukee, WI (22 miles from Racine, WI)
- 1 hour ago
This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Private Client Banker - North West Suburbs - Chicago, IL
- Antioch, IL (23 miles from Racine, WI)
- 8 hours ago
- Antioch, IL (23 miles from Racine, WI)
- 8 hours 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...
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day ago
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day 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...
Private Client Banker - Oak Creek Branch -Oak Creek, WI
- Oak Creek, WI (12 miles from Racine, WI)
- 3 days ago
- Oak Creek, WI (12 miles from Racine, WI)
- 3 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...
Personal Banker Hales Corners New Build
- Hales Corners, WI (19 miles from Racine, WI)
- 3 days ago
- Hales Corners, WI (19 miles from Racine, WI)
- 3 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 (22 miles from Racine, WI)
- 5 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 5 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
- West Allis, WI (23 miles from Racine, WI)
- 7 days ago
- West Allis, WI (23 miles from Racine, WI)
- 7 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....
- Kenosha, WI (7 miles from Racine, WI)
- 12 days ago
- Kenosha, WI (7 miles from Racine, WI)
- 12 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...
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (7 miles from Racine, WI)
- 15 days ago
- Kenosha, WI (7 miles from Racine, WI)
- 15 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...
Senior Universal Banker (Personal Banker)
- Greendale, WI (18 miles from Racine, WI)
- 21 days ago
- Greendale, WI (18 miles from Racine, WI)
- 21 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...
Team Supervisor & Personal Banker - New Berlin Office
- New Berlin, WI (22 miles from Racine, WI)
- 30+ days ago
- New Berlin, WI (22 miles from Racine, WI)
- 30+ days ago
We're looking for a passionate and driven Team Supervisor & Personal Banker to help lead our New Berlin Office, ensuring exceptional customer service, team development, and business growth....
- Muskego, WI (20 miles from Racine, WI)
- 30+ days ago
- Muskego, WI (20 miles from Racine, WI)
- 30+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Financial Advisor - Muskego, WI and Surrounding Areas
- Muskego, WI (20 miles from Racine, WI)
- 30+ days ago
- Muskego, WI (20 miles from Racine, 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...
- Milwaukee, WI (22 miles from Racine, WI)
- 45+ days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 45+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Financial Advisor - Milwaukee, WI
- Milwaukee, WI (22 miles from Racine, WI)
- 90+ days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 90+ days ago
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance...
Demographic Data for Racine, WI
Moving to Racine, WI? Find some basic demographic data about Racine, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Racine, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Racine, 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
- Wealth Management
- Financial Services
- 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
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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