Personal Banker Jobs in Sauk City, 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.
- Madison, WI (23 miles from Sauk City, WI)
- 5 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 5 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker Madison West Towne
- Madison, WI (23 miles from Sauk City, WI)
- 14 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 14 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....
- Verona, WI (21 miles from Sauk City, WI)
- 16 days ago
- Verona, WI (21 miles from Sauk City, WI)
- 16 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 (17 miles from Sauk City, WI)
- 18 days ago
- Middleton, WI (17 miles from Sauk City, WI)
- 18 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...
US Experienced Financial Advisor
- Madison, WI (23 miles from Sauk City, WI)
- 30+ days ago
- Madison, WI (23 miles from Sauk City, WI)
- 30+ days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Personal Banker - Mass Affluent
- Waunakee, WI (17 miles from Sauk City, WI)
- 30+ days ago
- Waunakee, WI (17 miles from Sauk City, 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...
- Madison, WI (23 miles from Sauk City, WI)
- 30+ days ago
- Madison, WI (23 miles from Sauk City, WI)
- 30+ days ago
We are looking to add a Client Service Consultant to join our Property Casualty team in Madison, WI. Offering a forward-thinking, innovative, and vibrant company culture, along with the...
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI (23 miles from Sauk City, WI)
- 60+ days ago
- Madison, WI (23 miles from Sauk City, WI)
- 60+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Financial Advisor - Madison, WI
- Madison, WI (23 miles from Sauk City, WI)
- 90+ days ago
- Madison, WI (23 miles from Sauk City, 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...
Financial Advisor - West Madison and Surrounding Areas
- Madison, WI (23 miles from Sauk City, WI)
- 90+ days ago
- Madison, WI (23 miles from Sauk City, 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 - East Madison, WI and Surrounding Areas
- Madison, WI (23 miles from Sauk City, WI)
- 90+ days ago
- Madison, WI (23 miles from Sauk City, 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 Sauk City, WI
Moving to Sauk City, WI? Find some basic demographic data about Sauk City, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sauk City, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sauk City, 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
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- 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 »