Personal Banker Jobs in Wisconsin
This job posting is anticipated to remain open for 30 days, from 09-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In PersonSenior Client Relationship Manager
- MAHLER PRIVATE STAFFING
- Milwaukee, WI
- 15 hours ago
- Milwaukee, WI
- 15 hours ago
Join a best-in-class boutique nationwide search firm, located in downtown Milwaukee, where precision meets purpose and every client interaction is handled with exceptional care. We are seeking a...
Hybrid Full TimeAssociate Financial Advisor Eau Claire, WI, USA
- Baird
- Eau Claire, WI
- 15 hours ago
- Eau Claire, WI
- 15 hours ago
Associate Financial AdvisorAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1...
In PersonPosition Summary As a Personal Banker, you will have the opportunity to create a difference in the lives of our customers every single day....
In PersonPrivate Client Banker - Oak Creek Branch - Oak Creek, WI
- JP Morgan
- Oak Creek, WI
- 2 days ago
- Oak Creek, WI
- 2 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...
In PersonApplication Deadline: 01/30/2026 Address: VIRTUAL(U)13 - HomeRes - IL Job Family Group: Wealth Sales & Service This is a 100% remote opportunity! Work Schedule: Monday - Friday, Operating hours...
RemoteUniversal Banker (Personal Banker)
- Summit Credit Union
- Madison, WI
- 2 days ago
- Madison, WI
- 2 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...
In PersonDrake & Associates is a well-established and growing financial planning firm based in Waukesha, WI. Our team is grounded in collaboration, client care, and an entrepreneurial mindset. We take...
In PersonUniversal Banker II/III (Personal Banker)
- FVSBank
- Fond du Lac, WI
- 4 days ago
- Fond du Lac, WI
- 4 days ago
Job Type Full-time Description We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for...
In PersonSun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry...
HybridApplication Deadline: 02/26/2026 Address: 216 Price Place Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to...
In Person Part TimePersonal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
In PersonAs a Personal Banker within PNC's organization, you will be based in Whitefish Bay, WI at the Whitefish Bay Branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for...
In PersonPrivate Client Banker - Appleton Main Branch - Appleton, WI
- JP Morgan
- Appleton, WI
- 11 days ago
- Appleton, WI
- 11 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...
In PersonPosition overview: The Lead Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition...
In PersonDemographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wisconsin
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wisconsin 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
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Annuities
- Retail Banking
- Account Maintenance
- Wealth Management
- Investment Banking
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Prospecting
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Acquisitions
- Notary Public
- Referrals
- Risk Management
- Networking
- Retail
- Relationship Management
- High School Diploma
- Written Communication
- Customer Relations
- Business Development
- Military Background
- Reporting
- Policy Development
- Coaching
- Employee Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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