Personal Banker Jobs in Waterloo, 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 Waterloo, WI)
- 9 hours ago
- Madison, WI (23 miles from Waterloo, WI)
- 9 hours ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Bilingual Senior Universal Banker (Personal Banker)
- Monona, WI (23 miles from Waterloo, WI)
- 14 hours ago
- Monona, WI (23 miles from Waterloo, WI)
- 14 hours 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....
Financial Advisor - Certification Provided
- Edgerton, WI (22 miles from Waterloo, WI)
- 17 hours ago
- Edgerton, WI (22 miles from Waterloo, WI)
- 17 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Cottage Grove, WI (13 miles from Waterloo, WI)
- 16 days ago
- Cottage Grove, WI (13 miles from Waterloo, WI)
- 16 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Cottage Grove, WI (13 miles from Waterloo, WI)
- 21 days ago
- Cottage Grove, WI (13 miles from Waterloo, WI)
- 21 days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
- Stoughton, WI (20 miles from Waterloo, WI)
- 27 days ago
- Stoughton, WI (20 miles from Waterloo, WI)
- 27 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....
US Experienced Financial Advisor
- Madison, WI (23 miles from Waterloo, WI)
- 30+ days ago
- Madison, WI (23 miles from Waterloo, WI)
- 30+ days ago
We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business...
Financial Advisor -EDGERTON, WI
- Edgerton, WI (22 miles from Waterloo, WI)
- 30+ days ago
- Edgerton, WI (22 miles from Waterloo, WI)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Madison, WI (23 miles from Waterloo, WI)
- 30+ days ago
- Madison, WI (23 miles from Waterloo, WI)
- 30+ days ago
We are looking to add a Client Service Consultant to join our Property Casualty team in Madison, WI. Offering a forward-thinking, innovative, and vibrant company culture, along with the...
Private Client Banker - Wisconsin West Market - Oconomowoc, WI
- Oconomowoc, WI (22 miles from Waterloo, WI)
- 45+ days ago
- Oconomowoc, WI (22 miles from Waterloo, WI)
- 45+ 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...
Senior Universal Banker (Personal Banker)
- Monona, WI (23 miles from Waterloo, WI)
- 45+ days ago
- Monona, WI (23 miles from Waterloo, WI)
- 45+ days ago
Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Monona branch. This role involves providing exceptional customer service,...
- Sun Prairie, WI (12 miles from Waterloo, WI)
- 45+ days ago
- Sun Prairie, WI (12 miles from Waterloo, WI)
- 45+ days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Prairie Lakes....
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI (23 miles from Waterloo, WI)
- 60+ days ago
- Madison, WI (23 miles from Waterloo, WI)
- 60+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Financial Advisor Bank Five Nine
- Oconomowoc, WI (22 miles from Waterloo, WI)
- 60+ days ago
- Oconomowoc, WI (22 miles from Waterloo, WI)
- 60+ days ago
Bank Financial Advisor Bank Five Nine 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...
Financial Advisor - Madison, WI
- Madison, WI (23 miles from Waterloo, WI)
- 90+ days ago
- Madison, WI (23 miles from Waterloo, 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...
Demographic Data for Waterloo, WI
Moving to Waterloo, WI? Find some basic demographic data about Waterloo, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waterloo, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waterloo, 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
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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