Personal Banker Jobs in Caledonia, WI
- Wauwatosa, WI (16 miles from Caledonia, WI)
- 14 hours ago
- Wauwatosa, WI (16 miles from Caledonia, WI)
- 14 hours ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Senior Universal Banker (Personal Banker)
- Muskego, WI (10 miles from Caledonia, WI)
- 17 hours ago
- Muskego, WI (10 miles from Caledonia, WI)
- 17 hours ago
Summit Credit Union, recognized as a top workplace, is seeking a Senior Universal Banker to join our dynamic team at our Muskego branch. This role involves providing exceptional customer service,...
Merrill Experienced Financial Advisor
- Milwaukee, WI (15 miles from Caledonia, WI)
- 3 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 3 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor - Career Changers Encouraged to Apply!
- Milwaukee, WI (15 miles from Caledonia, WI)
- 4 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 4 days ago
Financial Advisor - Northwestern Mutual Entrepreneurship while making an impact. This is a career shift that could change everything. Things have changed in the past year, you've changed. You know...
Financial Advisor - Certification Provided
- Milwaukee, WI (15 miles from Caledonia, WI)
- 5 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 5 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Brookfield, WI (18 miles from Caledonia, WI)
- 5 days ago
- Brookfield, WI (18 miles from Caledonia, WI)
- 5 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Personal Banker - Mass Affluent
- Brookfield, WI (18 miles from Caledonia, WI)
- 23 days ago
- Brookfield, WI (18 miles from Caledonia, WI)
- 23 days ago
Personal Banker - Mass Affluent Personal Banker - Mass Affluent remote type On-Site locations Brookfield 17595 Bluemound time type Full time posted on Posted 2 Days Ago job requisition id JR103104 At...
- New Berlin, WI (13 miles from Caledonia, WI)
- 26 days ago
- New Berlin, WI (13 miles from Caledonia, WI)
- 26 days ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Kenosha, WI (14 miles from Caledonia, WI)
- 45+ days ago
- Kenosha, WI (14 miles from Caledonia, WI)
- 45+ days ago
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers...
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (14 miles from Caledonia, WI)
- 45+ days ago
- Kenosha, WI (14 miles from Caledonia, WI)
- 45+ 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 Trustone Financial...
Private Client Banker - Pewaukee Branch - Pewaukee, WI
- Pewaukee, WI (24 miles from Caledonia, WI)
- 45+ days ago
- Pewaukee, WI (24 miles from Caledonia, WI)
- 45+ 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...
Team Supervisor & Personal Banker - New Berlin Office
- New Berlin, WI (13 miles from Caledonia, WI)
- 60+ days ago
- New Berlin, WI (13 miles from Caledonia, WI)
- 60+ days ago
We're looking for a passionate and driven Team Supervisor & Personal Banker to help lead our New Berlin Office, ensuring exceptional customer service, team development, and business growth....
Financial Advisor - Muskego, WI and Surrounding Areas
- Muskego, WI (10 miles from Caledonia, WI)
- 60+ days ago
- Muskego, WI (10 miles from Caledonia, WI)
- 60+ 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...
- Milwaukee, WI (15 miles from Caledonia, WI)
- 60+ days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 60+ days ago
TruStage Wealth Management Solutions works directly with credit unions to support financial professionals....
HFA Financial Advisor Senior - Branch
- Elm Grove, WI (17 miles from Caledonia, WI)
- 90+ days ago
- Elm Grove, WI (17 miles from Caledonia, WI)
- 90+ days ago
Description Summary: 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...
Remote WorkDemographic Data for Caledonia, WI
Moving to Caledonia, WI? Find some basic demographic data about Caledonia, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Caledonia, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Caledonia, 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
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Client Services
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Interpersonal Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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