Personal Banker Jobs in Waunakee, 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 (8 miles from Waunakee, WI)
- 10 days ago
- Madison, WI (8 miles from Waunakee, WI)
- 10 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
Senior Universal Banker (Personal Banker)
- Cottage Grove, WI (16 miles from Waunakee, WI)
- 11 days ago
- Cottage Grove, WI (16 miles from Waunakee, WI)
- 11 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...
Personal Banker Associate I - Madison - Bilingual: Spanish
- Madison, WI (8 miles from Waunakee, WI)
- 13 days ago
- Madison, WI (8 miles from Waunakee, WI)
- 13 days ago
Banker job family....
Float Personal Banker Associate I - TN North Region
- Madison, WI (8 miles from Waunakee, WI)
- 18 days ago
- Madison, WI (8 miles from Waunakee, WI)
- 18 days ago
Banker job family....
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Personal Banker Associate I - Madison
- Madison, WI (8 miles from Waunakee, WI)
- 18 days ago
- Madison, WI (8 miles from Waunakee, WI)
- 18 days ago
Banker job family....
Entry Level - Financial Advisor - WI, Madison (2636)
- Madison, WI (8 miles from Waunakee, WI)
- 19 days ago
- Madison, WI (8 miles from Waunakee, WI)
- 19 days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Associate Financial Advisor - Licensed
- Madison, WI (8 miles from Waunakee, WI)
- 27 days ago
- Madison, WI (8 miles from Waunakee, WI)
- 27 days ago
Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor to support their growing client base! With the support of the newest technology and a...
Financial Advisor - Madison, WI
- Madison, WI (8 miles from Waunakee, WI)
- 90+ days ago
- Madison, WI (8 miles from Waunakee, 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...
Financial Advisor - West Madison and Surrounding Areas
- Madison, WI (8 miles from Waunakee, WI)
- 45+ days ago
- Madison, WI (8 miles from Waunakee, 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 - East Madison, WI and Surrounding Areas
- Madison, WI (8 miles from Waunakee, WI)
- 45+ days ago
- Madison, WI (8 miles from Waunakee, 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...
- Cottage Grove, WI (16 miles from Waunakee, WI)
- 60+ days ago
- Cottage Grove, WI (16 miles from Waunakee, WI)
- 60+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Financial Advisor - Summit Credit Union
- Cottage Grove, WI (16 miles from Waunakee, WI)
- 90+ days ago
- Cottage Grove, WI (16 miles from Waunakee, WI)
- 90+ 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 Summit Credit...
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 Summit Federal...
Demographic Data for Waunakee, WI
Moving to Waunakee, WI? Find some basic demographic data about Waunakee, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waunakee, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waunakee, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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