Personal Banker Jobs in Wisconsin
Application Deadline: 12/01/2025 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 TimeClient Relationship Manager II - Wealth/Banking
- Fidelity National Information Services
- Brown Deer, WI
- 19 hours ago
- Brown Deer, WI
- 19 hours ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 5 - 10% Job Description As the...
HybridPersonal Banker Eau Claire, WI (Westgate)
- Wells Fargo
- Eau Claire, WI
- 2 days ago
- Eau Claire, WI
- 2 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
- New Berlin, WI
- 2 days ago
- New Berlin, WI
- 2 days ago
Financial Advisor Edward Jones 3.8 ( ) New Berlin, WI on company site 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...
In PersonAbout 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 PersonEntry Level - Financial Advisor - WI, Green Bay (2636)
- AXA Equitable Holdings,Inc,
- Green Bay, WI
- 2 days ago
- Green Bay, WI
- 2 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 PersonPrivate Client Banker - Wisconsin West Market - Fitchburg, WI
- JP Morgan
- Fitchburg, WI
- 3 days ago
- Fitchburg, WI
- 3 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 PersonAbout 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 PersonAbout 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 PersonAssociate Financial Advisor Associate Financial Advisor
- Edward Jones
- De Pere, WI
- 6 days ago
- De Pere, WI
- 6 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) De Pere, 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...
In PersonThis job posting is anticipated to remain open for 30 days, from 24-Oct-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
In PersonThis 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 PersonAbout 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 - Johnson Financial Group
- LPL Financial Services
- Kohler, WI
- 11 days ago
- Kohler, WI
- 11 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 PersonFinancial Advisor - Johnson Financial Group
- Lplfinancial
- Mequon, WI
- 11 days ago
- Mequon, WI
- 11 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 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
- 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
- Client Relationships
- Investment Management
- Financial Planning
- Fraud Investigation
- Financial Services
- Mortgage Processing
- Complaint Resolution
- Customer Support
- Customer Satisfaction
- Cash Handling
- Notary Public
- Referrals
- Risk Management
- Retail
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Friendliness
- Written Communication
- Business Development
- Military Background
- Customer Relations
- Negotiation
- Telephone Skills
- Coaching
- Investigation
- Reporting
- Flexibility
- Policy Development
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills