Personal Banker Jobs in Trevor, 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.
Financial Advisor - Career Change Opportunity
- Mount Pleasant, WI (11 miles from Trevor, WI)
- 10 days ago
- Mount Pleasant, WI (11 miles from Trevor, WI)
- 10 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- Gurnee, IL (11 miles from Trevor, WI)
- 4 days ago
- Gurnee, IL (11 miles from Trevor, WI)
- 4 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - North West Suburbs - Chicago, IL
- Antioch, IL (6 miles from Trevor, WI)
- 17 days ago
- Antioch, IL (6 miles from Trevor, WI)
- 17 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...
Bilingual Spanish Personal Banker
- Waukegan, IL (15 miles from Trevor, WI)
- 19 days ago
- Waukegan, IL (15 miles from Trevor, WI)
- 19 days ago
As a Bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Waukegan, IL. Bilingual Spanish Required....
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- Libertyville, IL (18 miles from Trevor, WI)
- 19 days ago
- Libertyville, IL (18 miles from Trevor, WI)
- 19 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Libertyville, IL....
- Kenosha, WI (11 miles from Trevor, WI)
- 29 days ago
- Kenosha, WI (11 miles from Trevor, WI)
- 29 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...
- McHenry, IL (17 miles from Trevor, WI)
- 30+ days ago
- McHenry, IL (17 miles from Trevor, WI)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (11 miles from Trevor, WI)
- 30+ days ago
- Kenosha, WI (11 miles from Trevor, WI)
- 30+ 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...
Bilingual Spanish Personal Banker
- Round Lake, IL (14 miles from Trevor, WI)
- 30+ days ago
- Round Lake, IL (14 miles from Trevor, WI)
- 30+ days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Bilingual Spaish Personal Banker
- Round Lake, IL (14 miles from Trevor, WI)
- 30+ days ago
- Round Lake, IL (14 miles from Trevor, WI)
- 30+ days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Lake Zurich, IL (22 miles from Trevor, WI)
- 45+ days ago
- Lake Zurich, IL (22 miles from Trevor, WI)
- 45+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor North Chicago and Surrounding Areas
- North Chicago, IL (17 miles from Trevor, WI)
- 45+ days ago
- North Chicago, IL (17 miles from Trevor, WI)
- 45+ days ago
Financial Advisor North Chicago and Surrounding Areas Company: Thrivent Financial Location: North Chicagoland Suburbs, IL Date Posted: 3/5/25, 10:30 PM As a Thrivent Financial advisor, you will:...
Financial Advisor - Muskego, WI and Surrounding Areas
- Muskego, WI (24 miles from Trevor, WI)
- 45+ days ago
- Muskego, WI (24 miles from Trevor, 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 - Libertyville, IL
- Libertyville, IL (18 miles from Trevor, WI)
- 90+ days ago
- Libertyville, IL (18 miles from Trevor, WI)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
- Libertyville, IL (18 miles from Trevor, WI)
- 90+ days ago
- Libertyville, IL (18 miles from Trevor, WI)
- 90+ days ago
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for Trevor, WI
Moving to Trevor, WI? Find some basic demographic data about Trevor, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Trevor, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Trevor, 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
- Listening
- High School Diploma
- 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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