Personal Banker Jobs in Waterloo, WI
Roving Personal Banker Madison Area
- Wells Fargo
- Madison, WI (23 miles from Waterloo, WI)
- 5 days ago
- Madison, WI (23 miles from Waterloo, WI)
- 5 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 PersonPersonal Banker Associate II - Madison, TN
- Fifth Third Bank
- Madison, WI (23 miles from Waterloo, WI)
- 9 days ago
- Madison, WI (23 miles from Waterloo, WI)
- 9 days ago
Banker job family....
In PersonPersonal Banker Associate I - Pine Grove (Madison, AL)
- Fifth Third Bank
- Madison, WI (23 miles from Waterloo, WI)
- 10 days ago
- Madison, WI (23 miles from Waterloo, WI)
- 10 days ago
Banker job family....
In Person- Cardinal Health
- Madison, WI (23 miles from Waterloo, WI)
- 14 days ago
- Madison, WI (23 miles from Waterloo, WI)
- 14 days ago
Cardinal Health Sonexus Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, afford and remain on the therapy they need for...
Remote- Bank of Montreal
- Watertown, WI (12 miles from Waterloo, WI)
- 27 days ago
- Watertown, WI (12 miles from Waterloo, 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 TimeEntry Level - Financial Advisor - WI, Madison (2636)
- AXA Equitable Holdings,Inc,
- Madison, WI (23 miles from Waterloo, WI)
- 30+ days ago
- Madison, WI (23 miles from Waterloo, WI)
- 30+ 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 PersonSr. Client Service Consultant, PC
- Holmes Murphy
- Madison, WI (23 miles from Waterloo, WI)
- 30+ days ago
- Madison, WI (23 miles from Waterloo, WI)
- 30+ 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 Person- UMB
- Cottage Grove, WI (13 miles from Waterloo, WI)
- 45+ days ago
- Cottage Grove, WI (13 miles from Waterloo, 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 (22 miles from Waterloo, WI)
- 45+ days ago
- Oconomowoc, WI (22 miles from Waterloo, 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 - Madison and Surrounding Areas
- Thrivent Financial
- Madison, WI (23 miles from Waterloo, WI)
- 45+ days ago
- Madison, WI (23 miles from Waterloo, 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 Financial Corporation
- Cottage Grove, WI (13 miles from Waterloo, WI)
- 90+ days ago
- Cottage Grove, WI (13 miles from Waterloo, WI)
- 90+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
In PersonFinancial Advisor - Southeastern PA
- Thrivent Financial for Lutherans
- Doylestown, WI (20 miles from Waterloo, WI)
- 90+ days ago
- Doylestown, WI (20 miles from Waterloo, WI)
- 90+ days ago
Thrivent Financial Advisor 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...
In PersonFinancial Advisor - Madison, WI
- Country Financial
- Madison, WI (23 miles from Waterloo, WI)
- 90+ days ago
- Madison, WI (23 miles from Waterloo, 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 Person- Summit Credit Union
- Cottage Grove, WI (13 miles from Waterloo, WI)
- 90+ days ago
- Cottage Grove, WI (13 miles from Waterloo, 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 Waterloo, WI
Moving to Waterloo, WI? Find some basic demographic data about Waterloo, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waterloo, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waterloo, 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
- Anti-Money Laundering
- 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
- Listening
- Telephone Skills
- Coaching
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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