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)
- 2 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 2 days ago
Application Deadline: 05/30/2025 Address: 216 Price Place Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to...
Senior Universal Banker (Personal Banker)
- Madison, WI (23 miles from Sauk City, WI)
- 3 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 3 days ago
Essential Functions Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments....
- Madison, WI (23 miles from Sauk City, WI)
- 14 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 14 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Personal Banker Associate I - Madison - Bilingual: Spanish
- Madison, WI (23 miles from Sauk City, WI)
- 17 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 17 days ago
Banker job family....
Float Personal Banker Associate I - TN North Region
- Madison, WI (23 miles from Sauk City, WI)
- 22 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 22 days ago
Banker job family....
Personal Banker Associate I - Madison
- Madison, WI (23 miles from Sauk City, WI)
- 22 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 22 days ago
Banker job family....
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI (23 miles from Sauk City, WI)
- 23 days ago
- Madison, WI (23 miles from Sauk City, WI)
- 23 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Associate Financial Advisor - Licensed
- Madison, WI (23 miles from Sauk City, WI)
- 30+ days ago
- Madison, WI (23 miles from Sauk City, WI)
- 30+ days ago
Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor to support their growing client base! With the support of the newest technology and a...
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)
- 45+ days ago
- Madison, WI (23 miles from Sauk City, WI)
- 45+ 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)
- 45+ days ago
- Madison, WI (23 miles from Sauk City, WI)
- 45+ 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 - Summit Federal Credit Union
- Waunakee, WI (17 miles from Sauk City, WI)
- 90+ days ago
- Waunakee, WI (17 miles from Sauk City, WI)
- 90+ 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 Federal...
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
- 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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