Personal Banker Jobs in Jefferson, WI
- First Mid-Illinois Bank & Trust
- Janesville, WI (23 miles from Jefferson, WI)
- 11 days ago
- Janesville, WI (23 miles from Jefferson, WI)
- 11 days ago
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and...
In Person- Bank of Montreal
- Watertown, WI (9 miles from Jefferson, WI)
- 27 days ago
- Watertown, WI (9 miles from Jefferson, WI)
- 27 days ago
Application Deadline: 12/24/2025 Address: 205 N 2nd Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members...
In Person Part TimeFinancial Advisor - Oconomowoc, Lake Country and Surrounding Areas
- Thrivent Financial for Lutherans
- Delafield, WI (19 miles from Jefferson, WI)
- 45+ days ago
- Delafield, WI (19 miles from Jefferson, 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...
In Person- UMB
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 45+ days ago
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 45+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
In PersonFinancial Advisor - Oconomowoc, Lake Country and Surrounding Areas
- Thrivent Financial
- Oconomowoc, WI (14 miles from Jefferson, WI)
- 45+ days ago
- Oconomowoc, WI (14 miles from Jefferson, 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...
In PersonFinancial Advisor - Janesville/Beloit, WI and Surrounding Areas
- Thrivent Financial for Lutherans
- Janesville, WI (23 miles from Jefferson, WI)
- 60+ days ago
- Janesville, WI (23 miles from Jefferson, 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...
In Person- Umb Financial Corporation
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 90+ days ago
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 90+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
In Person- Summit Credit Union
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 90+ days ago
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 90+ days ago
Make a difference at a fast-growing Credit Union known across Wisconsin for boosting financial education and wealth, especially among women and their families. Help our large, ever-expanding...
In PersonDemographic Data for Jefferson, WI
Moving to Jefferson, WI? Find some basic demographic data about Jefferson, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jefferson, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jefferson, 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
- Commercial Banking
- Asset Allocation
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Account Maintenance
- Consumer Lending
- Retail Banking
- Wealth Management
- BSA
- Nationwide Mortgage Licensing System & Registry
- Investment Banking
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Acquisitions
- Customer Satisfaction
- Cash Handling
- Notary Public
- Strategy Development
- Closing
- Referrals
- Retail
- Inbound/Outbound Calling
- Risk Management
- Relationship Management
- High School Diploma
- Friendliness
- Business Development
- Math
- Written Communication
- Customer Relations
- Military Background
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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