Personal Banker Jobs in Waukesha, 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 (15 miles from Waukesha, WI)
- 20 hours ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 20 hours ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Financial Advisor - Certification Provided
- Milwaukee, WI (15 miles from Waukesha, WI)
- 5 days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 5 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...
Client Relationship Manager - Brookfield, WI
- Brookfield, WI (6 miles from Waukesha, WI)
- 7 days ago
- Brookfield, WI (6 miles from Waukesha, WI)
- 7 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
- Cedarburg, WI (22 miles from Waukesha, WI)
- 11 days ago
- Cedarburg, WI (22 miles from Waukesha, WI)
- 11 days ago
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 crossroads, a...
Financial Advisor - Career Change Opportunity
- New Berlin, WI (8 miles from Waukesha, WI)
- 21 days ago
- New Berlin, WI (8 miles from Waukesha, WI)
- 21 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 (4 miles from Waukesha, WI)
- 21 days ago
- Pewaukee, WI (4 miles from Waukesha, WI)
- 21 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....
- New Berlin, WI (8 miles from Waukesha, WI)
- 23 days ago
- New Berlin, WI (8 miles from Waukesha, WI)
- 23 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....
Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH
- Brookfield, WI (6 miles from Waukesha, WI)
- 27 days ago
- Brookfield, WI (6 miles from Waukesha, WI)
- 27 days ago
Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE FOR BILINGUAL/SPANISH North Shore Bank United States, Wisconsin, Brookfield Jun 11, 2025 Personal Banker-PAY STARTING AT $22/HR-$24/HR DOE, MORE...
- Delafield, WI (8 miles from Waukesha, WI)
- 28 days ago
- Delafield, WI (8 miles from Waukesha, WI)
- 28 days ago
Join Our Team as a Personal Banker!...
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ 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 Financial Representative - WI
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkEntry Level - Financial Advisor - WI, Milwaukee (5109)
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ days ago
management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus....
- West Allis, WI (9 miles from Waukesha, WI)
- 30+ days ago
- West Allis, WI (9 miles from Waukesha, WI)
- 30+ days ago
This position is located with PNC's Retail Banking Network, is based in West Allis, WI at the West Allis Branch....
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ 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....
Virtual Financial Advisor - Milwaukee
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 30+ days ago
The Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to...
Demographic Data for Waukesha, WI
Moving to Waukesha, WI? Find some basic demographic data about Waukesha, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waukesha, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waukesha, 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
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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