Personal Banker Jobs in Blue Mounds, WI
Customer Relationship Manager (Account Executive) - Midwest
- Nelnet
- Madison, WI (22 miles from Blue Mounds, WI)
- 1 hour ago
- Madison, WI (22 miles from Blue Mounds, WI)
- 1 hour ago
Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving...
Remote- Baylor Scott & White Health
- Madison, WI (22 miles from Blue Mounds, WI)
- 3 hours ago
- Madison, WI (22 miles from Blue Mounds, WI)
- 3 hours ago
JOB SUMMARY The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and...
In Person- Lake Ridge Bank
- Mount Horeb, WI (6 miles from Blue Mounds, WI)
- 4 days ago
- Mount Horeb, WI (6 miles from Blue Mounds, WI)
- 4 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!...
In PersonEntry Level - Financial Advisor - WI, Madison (2636)
- AXA Equitable Holdings,Inc,
- Madison, WI (22 miles from Blue Mounds, WI)
- 13 days ago
- Madison, WI (22 miles from Blue Mounds, WI)
- 13 days ago
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...
In PersonPrivate Client Banker - Wisconsin West Market - Fitchburg, WI
- JP Morgan
- Fitchburg, WI (23 miles from Blue Mounds, WI)
- 13 days ago
- Fitchburg, WI (23 miles from Blue Mounds, WI)
- 13 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...
In Person- Bank of Montreal
- Madison, WI (22 miles from Blue Mounds, WI)
- 21 days ago
- Madison, WI (22 miles from Blue Mounds, WI)
- 21 days ago
Application Deadline: 11/20/2025 Address: 216 Price Place Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to...
In Person Part TimeSr. Client Service Consultant, PC
- Holmes Murphy
- Madison, WI (22 miles from Blue Mounds, WI)
- 25 days ago
- Madison, WI (22 miles from Blue Mounds, WI)
- 25 days ago
We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI. Offering a forward-thinking, innovative, and vibrant company culture, along with the...
In PersonRoving Personal Banker Madison Area
- Wells Fargo
- Middleton, WI (16 miles from Blue Mounds, WI)
- 26 days ago
- Middleton, WI (16 miles from Blue Mounds, WI)
- 26 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
In Person- UMB
- Fitchburg, WI (23 miles from Blue Mounds, WI)
- 30+ days ago
- Fitchburg, WI (23 miles from Blue Mounds, WI)
- 30+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
In PersonFinancial Advisor - Madison and Surrounding Areas
- Thrivent Financial
- Madison, WI (22 miles from Blue Mounds, WI)
- 30+ days ago
- Madison, WI (22 miles from Blue Mounds, WI)
- 30+ 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...
In PersonBilingual Senior Universal Banker (Personal Banker)
- Summit Credit Union
- Fitchburg, WI (23 miles from Blue Mounds, WI)
- 60+ days ago
- Fitchburg, WI (23 miles from Blue Mounds, WI)
- 60+ days ago
Summit Credit Union, recognized as a top workplace, is seeking a Bilingual Senior Universal Banker to join our dynamic team at our Fitchburg branch. This role involves providing exceptional...
In PersonFinancial Advisor - Madison, WI
- Country Financial
- Madison, WI (22 miles from Blue Mounds, WI)
- 90+ days ago
- Madison, WI (22 miles from Blue Mounds, WI)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
In PersonDemographic Data for Blue Mounds, WI
Moving to Blue Mounds, WI? Find some basic demographic data about Blue Mounds, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Blue Mounds, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Blue Mounds, 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
- Account Opening
- Dodd-Frank
- Asset Allocation
- Commercial Banking
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- BSA
- Annuities
- Wealth Management
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Complaint Resolution
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Retail
- Closing
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Business Development
- Written Communication
- Military Background
- Customer Relations
- Negotiation
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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