Personal Banker Jobs in Union Grove, 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.
- Milwaukee, WI (23 miles from Union Grove, WI)
- moments ago
- Milwaukee, WI (23 miles from Union Grove, WI)
- moments ago
This job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor - Paid Training Provided
- Fox Lake, IL (23 miles from Union Grove, WI)
- 7 hours ago
- Fox Lake, IL (23 miles from Union Grove, WI)
- 7 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-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 (17 miles from Union Grove, WI)
- 8 hours ago
- Antioch, IL (17 miles from Union Grove, WI)
- 8 hours 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...
- Milwaukee, WI (23 miles from Union Grove, WI)
- 1 day ago
- Milwaukee, WI (23 miles from Union Grove, WI)
- 1 day 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...
Private Client Banker - Oak Creek Branch -Oak Creek, WI
- Oak Creek, WI (14 miles from Union Grove, WI)
- 3 days ago
- Oak Creek, WI (14 miles from Union Grove, WI)
- 3 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...
Personal Banker Hales Corners New Build
- Hales Corners, WI (16 miles from Union Grove, WI)
- 3 days ago
- Hales Corners, WI (16 miles from Union Grove, WI)
- 3 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....
- Milwaukee, WI (23 miles from Union Grove, WI)
- 5 days ago
- Milwaukee, WI (23 miles from Union Grove, WI)
- 5 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....
Financial Advisor - Career Change Opportunity
- Gurnee, IL (23 miles from Union Grove, WI)
- 7 days ago
- Gurnee, IL (23 miles from Union Grove, WI)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- West Allis, WI (21 miles from Union Grove, WI)
- 7 days ago
- West Allis, WI (21 miles from Union Grove, WI)
- 7 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....
- Kenosha, WI (12 miles from Union Grove, WI)
- 12 days ago
- Kenosha, WI (12 miles from Union Grove, WI)
- 12 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...
Private Client Banker - WI Central Market - Brookfield, WI
- Brookfield, WI (24 miles from Union Grove, WI)
- 14 days ago
- Brookfield, WI (24 miles from Union Grove, WI)
- 14 days ago
JobID: 210610677 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-10T19:12:29+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (12 miles from Union Grove, WI)
- 15 days ago
- Kenosha, WI (12 miles from Union Grove, WI)
- 15 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...
Senior Universal Banker (Personal Banker)
- Greendale, WI (16 miles from Union Grove, WI)
- 21 days ago
- Greendale, WI (16 miles from Union Grove, WI)
- 21 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...
- Brookfield, WI (24 miles from Union Grove, WI)
- 23 days ago
- Brookfield, WI (24 miles from Union Grove, WI)
- 23 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
Personal Banker - W. Sunset Dr. Office
- Waukesha, WI (23 miles from Union Grove, WI)
- 23 days ago
- Waukesha, WI (23 miles from Union Grove, WI)
- 23 days ago
If so, we want you to join our team as a Personal Banker at our W. Sunset Dr. Office!...
Demographic Data for Union Grove, WI
Moving to Union Grove, WI? Find some basic demographic data about Union Grove, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Union Grove, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Union Grove, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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