Personal Banker Jobs in West Bend, 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.
Financial Advisor - Certification Provided
- Hartford, WI (13 miles from West Bend, WI)
- 21 hours ago
- Hartford, WI (13 miles from West Bend, WI)
- 21 hours ago
Job Overview 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...
Senior Personal Banker PAY Starting AT
- Mequon, WI (21 miles from West Bend, WI)
- 8 days ago
- Mequon, WI (21 miles from West Bend, WI)
- 8 days ago
JOB REQUIREMENTS: Senior Personal Banker-PAY STARTING AT \$25/HR-\$27/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 10806 N Port Washington Rd, Mequon, Wisconsin...
- Grafton, WI (16 miles from West Bend, WI)
- 8 days ago
- Grafton, WI (16 miles from West Bend, WI)
- 8 days ago
Visit us at Due to an internal promotion, we are looking for a full-time (40 hour), Personal Banker at our Grafton branch....
Financial Advisor - Lakefront Group, West Bend, WI
- West Bend, WI
- 8 days ago
- West Bend, WI
- 8 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...
- Hartford, WI (13 miles from West Bend, WI)
- 13 days ago
- Hartford, WI (13 miles from West Bend, WI)
- 13 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...
- Fond du Lac, WI (21 miles from West Bend, WI)
- 17 days ago
- Fond du Lac, WI (21 miles from West Bend, WI)
- 17 days ago
JOB REQUIREMENTS: Palmer Group is collaborating with a client to find a dedicated Personal Banker....
- Germantown, WI (16 miles from West Bend, WI)
- 17 days ago
- Germantown, WI (16 miles from West Bend, WI)
- 17 days ago
Management Company (NMWMC) (Investment Advisory Services), a federal savings bank....
- Menomonee Falls, WI (22 miles from West Bend, WI)
- 21 days ago
- Menomonee Falls, WI (22 miles from West Bend, WI)
- 21 days ago
This position is within PNC's Retail Banking Network. You will be based in Menomonee Falls WI, at the Menominee Falls Branch....
- Germantown, WI (16 miles from West Bend, WI)
- 27 days ago
- Germantown, WI (16 miles from West Bend, WI)
- 27 days ago
Qualifications Experience Required 5 years sales and business development experience Preferred 5-7 years of experience in the investment/wealth management field....
- Mequon, WI (21 miles from West Bend, WI)
- 30+ days ago
- Mequon, WI (21 miles from West Bend, WI)
- 30+ days ago
Overview The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for...
Senior Universal Banker (Personal Banker)
- Hartford, WI (13 miles from West Bend, WI)
- 45+ days ago
- Hartford, WI (13 miles from West Bend, WI)
- 45+ 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 - West Bend, WI and Surrounding Areas
- West Bend, WI
- 60+ days ago
- West Bend, WI
- 60+ 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 West Bend, WI
Moving to West Bend, WI? Find some basic demographic data about West Bend, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Bend, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Bend, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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