Personal Banker Jobs in Summit, WI
Financial Advisor - Waukesha, WI and Surrounding Areas
- Thrivent Financial for Lutherans
- Waukesha, WI (16 miles from Summit, WI)
- 5 days ago
- Waukesha, WI (16 miles from Summit, WI)
- 5 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- Edward Jones
- Hartland, WI (9 miles from Summit, WI)
- 8 days ago
- Hartland, WI (9 miles from Summit, WI)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 13-Feb-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonPersonal Banker Menomonee Falls
- Wells Fargo
- Menomonee Falls, WI (19 miles from Summit, WI)
- 10 days ago
- Menomonee Falls, WI (19 miles from Summit, WI)
- 10 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....
In Person- Baird
- Waukesha, WI (16 miles from Summit, WI)
- 15 days ago
- Waukesha, WI (16 miles from Summit, WI)
- 15 days ago
About the Role: The Associate Financial Advisor provides specialized services to a Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to...
In PersonFinancial Advisor - PNC Wealth Management Financial Advisor - PNC Wealth Management
- PNC Financial Services Group
- Pewaukee, WI (13 miles from Summit, WI)
- 17 days ago
- Pewaukee, WI (13 miles from Summit, WI)
- 17 days ago
Financial Advisor - PNC Wealth Management PNC Financial Services Group 3.6 ( ) Pewaukee, WI Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in...
In PersonFinancial Advisor - Brookfield, WI - Market 32, Region 272 Brookfield, WI, USA
- Edward Jones
- Brookfield, WI (21 miles from Summit, WI)
- 17 days ago
- Brookfield, WI (21 miles from Summit, WI)
- 17 days ago
Financial Advisor - Brookfield, WI - Market 32, Region 272 Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you....
In PersonFinancial Advisor - Brookfield, WI - Market 32, Region 272
- Edward Jones
- Brookfield, WI (21 miles from Summit, WI)
- 21 days ago
- Brookfield, WI (21 miles from Summit, WI)
- 21 days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonFinancial Advisor - Whitewater, WI - Market 32, Region 162
- Edward Jones
- Whitewater, WI (23 miles from Summit, WI)
- 24 days ago
- Whitewater, WI (23 miles from Summit, WI)
- 24 days ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonFinancial Advisor - Bank Five Nine
- LPL Financial Services
- Oconomowoc, WI
- 25 days ago
- Oconomowoc, WI
- 25 days ago
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...
In Person- Vaco LLC
- Waukesha, WI (16 miles from Summit, WI)
- 30+ days ago
- Waukesha, WI (16 miles from Summit, WI)
- 30+ days ago
Vaco is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive...
In Person- World Insurance Associates
- Waukesha, WI (16 miles from Summit, WI)
- 30+ days ago
- Waukesha, WI (16 miles from Summit, WI)
- 30+ days ago
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk...
In Person- Advia Credit Union
- Brookfield, WI (21 miles from Summit, WI)
- 30+ days ago
- Brookfield, WI (21 miles from Summit, WI)
- 30+ days ago
Why you should work for us : Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program....
In PersonFinancial Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Menomonee Falls, WI (19 miles from Summit, WI)
- 60+ days ago
- Menomonee Falls, WI (19 miles from Summit, WI)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
In PersonFinancial Advisor - PNC Wealth Management
- PNC
- Pewaukee, WI (13 miles from Summit, WI)
- 60+ days ago
- Pewaukee, WI (13 miles from Summit, WI)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
In PersonDemographic Data for Summit, WI
Moving to Summit, WI? Find some basic demographic data about Summit, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Summit, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Summit, 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
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Dodd-Frank
- Annuities
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Wealth Management
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Investment Management
- Lending
- Mortgage Processing
- Financial Planning
- Fraud Investigation
- Financial Services
- Prospecting
- Compensation and Benefits
- Client Services
- Acquisitions
- Cash Handling
- Customer Satisfaction
- Notary Public
- Risk Management
- Referrals
- Relationship Management
- Retail
- Written Communication
- High School Diploma
- Networking
- Customer Relations
- Business Development
- Military Background
- Reporting
- Coaching
- Policy Development
- Flexibility
- Sales
- Regulations
- Problem Solving
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills