Personal Banker Jobs in Oconomowoc, WI
HFA Financial Advisor Senior - Branch
- Huntington
- Elm Grove, WI (22 miles from Oconomowoc, WI)
- 21 days ago
- Elm Grove, WI (22 miles from Oconomowoc, WI)
- 21 days ago
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior....
Remote- Bank of Montreal
- Watertown, WI (10 miles from Oconomowoc, WI)
- 26 days ago
- Watertown, WI (10 miles from Oconomowoc, WI)
- 26 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 (8 miles from Oconomowoc, WI)
- 45+ days ago
- Delafield, WI (8 miles from Oconomowoc, 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 - Oconomowoc, Lake Country and Surrounding Areas
- Thrivent Financial
- Oconomowoc, WI
- 45+ days ago
- Oconomowoc, 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- PNC
- Pewaukee, WI (13 miles from Oconomowoc, WI)
- 90+ days ago
- Pewaukee, WI (13 miles from Oconomowoc, WI)
- 90+ days ago
As a Personal Banker within PNC's Retail organization, you will be based in Pewaukee, WI....
In PersonDemographic Data for Oconomowoc, WI
Moving to Oconomowoc, WI? Find some basic demographic data about Oconomowoc, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oconomowoc, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oconomowoc, 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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