Personal Banker Jobs in Wisconsin

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.

1-15 of 76 Jobs

Financial Advisor

  • Cedarburg, WI
  • 1 hour ago
  • Cedarburg, WI
  • 1 hour 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 - Green Bay, WI and Surrounding Areas

  • Bellevue, WI
  • 1 day ago
  • Bellevue, WI
  • 1 day 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...

Personal Banker

  • Eau Claire, WI
  • 1 day ago
  • Eau Claire, WI
  • 1 day ago

As a Personal Banker, you will: Opens a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer...

Personal Banker

  • Janesville, WI
  • 2 days ago
  • Janesville, WI
  • 2 days ago

The Personal Banker is responsible for delivering a premier client experience that is second to none by helping out our clients with just about all of their consumer/retail banking needs!...

Personal Banker Mequon Branch

  • Mequon, WI
  • 2 days ago
  • Mequon, WI
  • 2 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 Appleton Downtown WI

  • Appleton, WI
  • 3 days ago
  • Appleton, WI
  • 3 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 Waupun

  • Waupun, WI
  • 4 days ago
  • Waupun, WI
  • 4 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 Eau Claire, WI (Washington)

  • Eau Claire, WI
  • 4 days ago
  • Eau Claire, WI
  • 4 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 Madison West Towne

  • Madison, WI
  • 5 days ago
  • Madison, WI
  • 5 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....

Financial Advisor - Career Change Opportunity

  • New Berlin, WI
  • 9 days ago
  • New Berlin, WI
  • 9 days ago

Job Overview** This job posting is anticipated to remain open for 30 days, from 30-May-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
  • 9 days ago
  • Pewaukee, WI
  • 9 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....

Senior Universal Banker (Personal Banker)

  • Middleton, WI
  • 10 days ago
  • Middleton, WI
  • 10 days ago

Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Middleton branch. This role involves providing exceptional customer...

Personal Banker Green Bay Area

  • Green Bay, WI
  • 11 days ago
  • Green Bay, WI
  • 11 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 New Berlin

  • New Berlin, WI
  • 12 days ago
  • New Berlin, WI
  • 12 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 Greater Milwaukee, WI Area

  • Racine, WI
  • 12 days ago
  • Racine, WI
  • 12 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....

Demographic Data for Wisconsin

Moving to Wisconsin? Find some basic demographic data about Wisconsin below.


Local
National
5,893,722
141,683

Personal Banker Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Personal Finance
The Personal Finance Professional Certificate is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals...
Personal Branding
Public perception of an individual is generally based on the individuals actions and achievements. Leaders and individuals project themselves as different and thereby influence public perception....
Psychology of Personal Growth
Learn to understand personal growth from a comparative perspective. Want to learn about how you become who you are, but not sure where to kick off that journey? This is a fantastic course for you....

Salary for Personal Banker Jobs in Wisconsin

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Banker positions.



Highest Education Level

Personal Bankers in Wisconsin offer the following education background
Bachelor's Degree
39.9%
High School or GED
20.1%
Master's Degree
14.3%
Associate's Degree
12.8%
Vocational Degree or Certification
8.6%
Some College
2.7%
Doctorate Degree
0.9%
Some High School
0.6%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Bankers in Wisconsin
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%



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