Personal Banker Jobs in Saukville, 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.
Client Relationship Manager - Brookfield, WI
- Brookfield, WI (24 miles from Saukville, WI)
- 8 days ago
- Brookfield, WI (24 miles from Saukville, WI)
- 8 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Financial Advisor - Certification Provided
- Cedarburg, WI (6 miles from Saukville, WI)
- 9 days ago
- Cedarburg, WI (6 miles from Saukville, WI)
- 9 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Cedarburg, WI (6 miles from Saukville, WI)
- 11 days ago
- Cedarburg, WI (6 miles from Saukville, WI)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH
- Brookfield, WI (24 miles from Saukville, WI)
- 27 days ago
- Brookfield, WI (24 miles from Saukville, WI)
- 27 days ago
Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH North Shore Bank United States, Wisconsin, Brookfield Jun 11, 2025 Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE...
- Wauwatosa, WI (23 miles from Saukville, WI)
- 30+ days ago
- Wauwatosa, WI (23 miles from Saukville, 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....
- Wauwatosa, WI (24 miles from Saukville, WI)
- 30+ days ago
- Wauwatosa, WI (24 miles from Saukville, 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....
- Germantown, WI (14 miles from Saukville, WI)
- 45+ days ago
- Germantown, WI (14 miles from Saukville, WI)
- 45+ days ago
Qualifications Experience Required 5 years sales and business development experience Preferred 5-7 years of experience in the investment/wealth management field....
- Mequon, WI (13 miles from Saukville, WI)
- 60+ days ago
- Mequon, WI (13 miles from Saukville, WI)
- 60+ days ago
Overview The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for...
Personal Banker - Mass Affluent
- Brookfield, WI (24 miles from Saukville, WI)
- 60+ days ago
- Brookfield, WI (24 miles from Saukville, WI)
- 60+ days ago
Personal Banker - Mass Affluent Personal Banker - Mass Affluent remote type On-Site locations Brookfield 17595 Bluemound time type Full time posted on Posted 2 Days Ago job requisition id JR103104 At...
Financial Advisor - West Bend, WI and Surrounding Areas
- West Bend, WI (11 miles from Saukville, WI)
- 90+ days ago
- West Bend, WI (11 miles from Saukville, 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 Saukville, WI
Moving to Saukville, WI? Find some basic demographic data about Saukville, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Saukville, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Saukville, 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
- 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
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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