Personal Banker Jobs in Watertown, 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.
- Beaver Dam, WI (23 miles from Watertown, WI)
- 15 hours ago
- Beaver Dam, WI (23 miles from Watertown, WI)
- 15 hours 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....
- Beaver Dam, WI (23 miles from Watertown, WI)
- 20 hours ago
- Beaver Dam, WI (23 miles from Watertown, WI)
- 20 hours ago
Application Deadline: 07/31/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Application Deadline: 07/31/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
Financial Advisor - Certification Provided
- Hartford, WI (22 miles from Watertown, WI)
- 11 days ago
- Hartford, WI (22 miles from Watertown, WI)
- 11 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...
Personal Banker Pewaukee Meadow Creek Market
- Pewaukee, WI (23 miles from Watertown, WI)
- 20 days ago
- Pewaukee, WI (23 miles from Watertown, WI)
- 20 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....
- Cottage Grove, WI (23 miles from Watertown, WI)
- 23 days ago
- Cottage Grove, WI (23 miles from Watertown, WI)
- 23 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
- Delafield, WI (18 miles from Watertown, WI)
- 27 days ago
- Delafield, WI (18 miles from Watertown, WI)
- 27 days ago
Join Our Team as a Personal Banker!...
- Hartford, WI (22 miles from Watertown, WI)
- 27 days ago
- Hartford, WI (22 miles from Watertown, WI)
- 27 days ago
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an...
- Cottage Grove, WI (23 miles from Watertown, WI)
- 28 days ago
- Cottage Grove, WI (23 miles from Watertown, WI)
- 28 days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
- Hartford, WI (22 miles from Watertown, WI)
- 30+ days ago
- Hartford, WI (22 miles from Watertown, WI)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 29-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Private Client Banker - Wisconsin West Market - Oconomowoc, WI
- Oconomowoc, WI (10 miles from Watertown, WI)
- 45+ days ago
- Oconomowoc, WI (10 miles from Watertown, 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...
- Sun Prairie, WI (24 miles from Watertown, WI)
- 60+ days ago
- Sun Prairie, WI (24 miles from Watertown, WI)
- 60+ days ago
As a Personal Banker within PNC's Retail Banking Organization, you will be based in Prairie Lakes....
Senior Universal Banker (Personal Banker)
- Lake Mills, WI (10 miles from Watertown, WI)
- 60+ days ago
- Lake Mills, WI (10 miles from Watertown, WI)
- 60+ 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...
Financial Advisor Bank Five Nine
- Oconomowoc, WI (10 miles from Watertown, WI)
- 60+ days ago
- Oconomowoc, WI (10 miles from Watertown, 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 - Lake Country and Surrounding Areas
- Delafield, WI (18 miles from Watertown, WI)
- 90+ days ago
- Delafield, WI (18 miles from Watertown, 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 Watertown, WI
Moving to Watertown, WI? Find some basic demographic data about Watertown, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Watertown, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Watertown, 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
- Private Banking
- 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
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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