Personal Banker Jobs in Waukesha, WI
- Wells Fargo
- Hales Corners, WI (10 miles from Waukesha, WI)
- 1 day ago
- Hales Corners, WI (10 miles from Waukesha, WI)
- 1 day 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- PNC Financial Services Group, Inc.
- Wauwatosa, WI (12 miles from Waukesha, WI)
- 2 days ago
- Wauwatosa, WI (12 miles from Waukesha, WI)
- 2 days ago
This position is within PNC's Retail Banking Network organization. You will be based in Wauwatosa, WI at the at the Elmbrook Branch....
In PersonHFA Financial Advisor Senior - Branch
- Huntington
- Elm Grove, WI (6 miles from Waukesha, WI)
- 8 days ago
- Elm Grove, WI (6 miles from Waukesha, WI)
- 8 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....
RemoteClient Relationship Manager - IntelliScript (Remote)
- Milliman
- Brookfield, WI (6 miles from Waukesha, WI)
- 9 days ago
- Brookfield, WI (6 miles from Waukesha, WI)
- 9 days ago
What We Do Milliman IntelliScript is a group of a few hundred experts in fields ranging from actuarial science to information technology to clinical practice. Together, we develop and deploy...
Remote- Peoples State Bank
- Milwaukee, WI (15 miles from Waukesha, WI)
- 12 days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 12 days ago
Consumer lending experience is a plus. Sales orientation with the ability to meet specific monthly and annual sales goals while delivering service excellence....
In PersonEntry Level - Financial Advisor - WI, Milwaukee (2636)
- AXA Equitable Holdings,Inc,
- Milwaukee, WI (15 miles from Waukesha, WI)
- 16 days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 16 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 Person- Wells Fargo
- Shorewood, WI (16 miles from Waukesha, WI)
- 18 days ago
- Shorewood, WI (16 miles from Waukesha, WI)
- 18 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 PersonFinancial Advisor Financial Advisor
- Edward Jones
- Greendale, WI (12 miles from Waukesha, WI)
- 20 days ago
- Greendale, WI (12 miles from Waukesha, WI)
- 20 days ago
Financial Advisor Edward Jones 3.8 ( ) Greendale, WI Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
In Person- Edward Jones
- Greendale, WI (12 miles from Waukesha, WI)
- 24 days ago
- Greendale, WI (12 miles from Waukesha, WI)
- 24 days ago
This job posting is anticipated to remain open for 30 days, from 22-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
In PersonFinancial Advisor - Johnson Financial Group
- Lplfinancial
- Mequon, WI (18 miles from Waukesha, WI)
- 25 days ago
- Mequon, WI (18 miles from Waukesha, WI)
- 25 days ago
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 employment opportunity at Johnson Financial...
In PersonPersonal Banker Personal Banker
- PNC Financial Services Group
- Pewaukee, WI (4 miles from Waukesha, WI)
- 27 days ago
- Pewaukee, WI (4 miles from Waukesha, WI)
- 27 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Pewaukee, WI for later Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say...
In Person- B10 Wells Fargo Bank, N. A.
- Milwaukee, WI (16 miles from Waukesha, WI)
- 27 days ago
- Milwaukee, WI (16 miles from Waukesha, WI)
- 27 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 PersonJob Description Summary Job Description Job Summary Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a...
In PersonFinancial Advisor - Oconomowoc, Lake Country and Surrounding Areas
- Thrivent Financial for Lutherans
- Delafield, WI (8 miles from Waukesha, WI)
- 30+ days ago
- Delafield, WI (8 miles from Waukesha, 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...
In PersonFinancial Advisor - Oconomowoc, Lake Country and Surrounding Areas
- Thrivent Financial
- Oconomowoc, WI (16 miles from Waukesha, WI)
- 45+ days ago
- Oconomowoc, WI (16 miles from Waukesha, 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 PersonDemographic Data for Waukesha, WI
Moving to Waukesha, WI? Find some basic demographic data about Waukesha, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waukesha, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waukesha, 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
- Asset Allocation
- Commercial Banking
- Mutual Funds
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- BSA
- Annuities
- Wealth Management
- Cross Selling
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Customer Support
- Complaint Resolution
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Retail
- Risk Management
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Friendliness
- Business Development
- Written Communication
- Military Background
- Customer Relations
- Negotiation
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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