Personal Banker Jobs in Sun Prairie, 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.
Senior Universal Banker (Personal Banker)
- Lake Mills, WI (16 miles from Sun Prairie, WI)
- 3 days ago
- Lake Mills, WI (16 miles from Sun Prairie, WI)
- 3 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...
- Madison, WI (12 miles from Sun Prairie, WI)
- 6 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 6 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 (12 miles from Sun Prairie, WI)
- 9 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 9 days ago
Banker job family....
Float Personal Banker Associate I - TN North Region
- Madison, WI (12 miles from Sun Prairie, WI)
- 14 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 14 days ago
Banker job family....
Personal Banker Associate I - Madison
- Madison, WI (12 miles from Sun Prairie, WI)
- 14 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 14 days ago
Banker job family....
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI (12 miles from Sun Prairie, WI)
- 16 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 16 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Personal Banker Madison West Towne
- Madison, WI (12 miles from Sun Prairie, WI)
- 16 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 16 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....
- Madison, WI (12 miles from Sun Prairie, WI)
- 18 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 18 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Contact Center Personal Banker
- Madison, WI (12 miles from Sun Prairie, WI)
- 19 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 19 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Madison, WI (12 miles from Sun Prairie, WI)
- 20 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 20 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Associate Financial Advisor - Licensed
- Madison, WI (12 miles from Sun Prairie, WI)
- 23 days ago
- Madison, WI (12 miles from Sun Prairie, WI)
- 23 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 (12 miles from Sun Prairie, WI)
- 90+ days ago
- Madison, WI (12 miles from Sun Prairie, 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 (12 miles from Sun Prairie, WI)
- 45+ days ago
- Madison, WI (12 miles from Sun Prairie, 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 (12 miles from Sun Prairie, WI)
- 45+ days ago
- Madison, WI (12 miles from Sun Prairie, 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...
- Cottage Grove, WI (8 miles from Sun Prairie, WI)
- 60+ days ago
- Cottage Grove, WI (8 miles from Sun Prairie, WI)
- 60+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Demographic Data for Sun Prairie, WI
Moving to Sun Prairie, WI? Find some basic demographic data about Sun Prairie, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sun Prairie, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sun Prairie, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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