Personal Banker Jobs in Jefferson, WI
Financial Advisor - Career Change Opportunity
- Edgerton, WI (19 miles from Jefferson, WI)
- 19 days ago
- Edgerton, WI (19 miles from Jefferson, WI)
- 19 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Delavan and Surrounding Areas
- Delavan, WI (23 miles from Jefferson, WI)
- 1 day ago
- Delavan, WI (23 miles from Jefferson, 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...
Financial Advisor -EDGERTON, WI
- Edgerton, WI (19 miles from Jefferson, WI)
- 5 days ago
- Edgerton, WI (19 miles from Jefferson, WI)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor Assistant I - III
- Janesville, WI (23 miles from Jefferson, WI)
- 12 days ago
- Janesville, WI (23 miles from Jefferson, WI)
- 12 days ago
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative...
Private Client Banker - Wisconsin West Market - Oconomowoc, WI
- Oconomowoc, WI (14 miles from Jefferson, WI)
- 16 days ago
- Oconomowoc, WI (14 miles from Jefferson, WI)
- 16 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...
- Edgerton, WI (19 miles from Jefferson, WI)
- 19 days ago
- Edgerton, WI (19 miles from Jefferson, WI)
- 19 days ago
This job posting is anticipated to remain open for 30 days, from 15-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Watertown, WI (9 miles from Jefferson, WI)
- 20 days ago
- Watertown, WI (9 miles from Jefferson, WI)
- 20 days ago
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client...
Financial Advisor - Certification Provided
- Delafield, WI (19 miles from Jefferson, WI)
- 25 days ago
- Delafield, WI (19 miles from Jefferson, WI)
- 25 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...
Financial Advisor - Team Sponsored Launch - Shoreline Group - Fort Atkinson, WI
- Fort Atkinson, WI (6 miles from Jefferson, WI)
- 30+ days ago
- Fort Atkinson, WI (6 miles from Jefferson, 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...
Senior Universal Banker (Personal Banker)
- Lake Mills, WI (9 miles from Jefferson, WI)
- 30+ days ago
- Lake Mills, WI (9 miles from Jefferson, WI)
- 30+ 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 Bank Five Nine
- Oconomowoc, WI (14 miles from Jefferson, WI)
- 45+ days ago
- Oconomowoc, WI (14 miles from Jefferson, WI)
- 45+ days ago
Bank Financial Advisor Bank Five Nine 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...
Financial Advisor - Janesville/Beloit, WI and Surrounding Areas
- 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...
Financial Advisor - Lake Country and Surrounding Areas
- Delafield, WI (19 miles from Jefferson, WI)
- 60+ days ago
- Delafield, WI (19 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...
Financial Advisor - Elkhorn, Lake Geneva, Delavan and Surrounding Areas
- Delavan, WI (23 miles from Jefferson, WI)
- 60+ days ago
- Delavan, 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...
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 90+ days ago
- Cottage Grove, WI (22 miles from Jefferson, WI)
- 90+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
Demographic 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
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Referrals
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Negotiation
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills