Personal Banker Jobs in Delafield, WI
Financial Advisor - Milwaukee, WI - Market 32, Region 272
- Edward Jones
- Milwaukee, WI (24 miles from Delafield, WI)
- 1 day ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 1 day ago
Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them...
In PersonFinancial Advisor - Muskego, WI and Surrounding Areas
- Thrivent Financial for Lutherans
- Muskego, WI (17 miles from Delafield, WI)
- 1 day ago
- Muskego, WI (17 miles from Delafield, WI)
- 1 day 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- Advia Credit Union
- Brookfield, WI (14 miles from Delafield, WI)
- 3 days ago
- Brookfield, WI (14 miles from Delafield, WI)
- 3 days ago
Why you should work for us : Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program....
In Person- Edward Jones
- Milwaukee, WI (24 miles from Delafield, WI)
- 4 days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Accenture
- Milwaukee, WI (24 miles from Delafield, WI)
- 4 days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 4 days ago
Job Description Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all...
In Person- PNC
- Milwaukee, WI (24 miles from Delafield, WI)
- 4 days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 4 days ago
As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the East North Branch....
In PersonSenior Universal Banker (Personal Banker)
- Summit Credit Union
- Hartford, WI (19 miles from Delafield, WI)
- 9 days ago
- Hartford, WI (19 miles from Delafield, WI)
- 9 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 Person- Peoples State Bank
- West Allis, WI (18 miles from Delafield, WI)
- 11 days ago
- West Allis, WI (18 miles from Delafield, WI)
- 11 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 PersonSenior Client Relationship Manager
- MAHLER PRIVATE STAFFING
- Milwaukee, WI (24 miles from Delafield, WI)
- 11 days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 11 days 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 Time- Drake & Associates
- Waukesha, WI (8 miles from Delafield, WI)
- 14 days ago
- Waukesha, WI (8 miles from Delafield, WI)
- 14 days ago
Drake & 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 Person- Sun Life Financial
- Milwaukee, WI (24 miles from Delafield, WI)
- 18 days ago
- Milwaukee, WI (24 miles from Delafield, WI)
- 18 days ago
Sun 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...
HybridFinancial Advisor in Waukesha,WI,US
- W3global
- Waukesha, WI (8 miles from Delafield, WI)
- 27 days ago
- Waukesha, WI (8 miles from Delafield, WI)
- 27 days ago
Position 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 Person- JPMorgan Chase
- Pewaukee, WI (6 miles from Delafield, WI)
- 30+ days ago
- Pewaukee, WI (6 miles from Delafield, WI)
- 30+ days ago
Private Client Banker - Pewaukee Branch - Pewaukee, WI JPMorgan Chase 3.3 ( ) Pewaukee, WI on company site Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are...
In PersonPrivate Client Banker - Pewaukee Branch - Pewaukee, WI
- JP Morgan
- Pewaukee, WI (6 miles from Delafield, WI)
- 30+ days ago
- Pewaukee, WI (6 miles from Delafield, WI)
- 30+ 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 PersonUS Experienced Financial Advisor
- Edward Jones
- Waukesha, WI (8 miles from Delafield, WI)
- 30+ days ago
- Waukesha, WI (8 miles from Delafield, WI)
- 30+ days ago
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model....
In PersonDemographic Data for Delafield, WI
Moving to Delafield, WI? Find some basic demographic data about Delafield, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Delafield, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Delafield, 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
- Private Banking
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Asset Allocation
- Mutual Funds
- Consumer Lending
- Retail Banking
- Account Maintenance
- Wealth Management
- Investment Banking
- Securities and Exchange Commission
- Cross Selling
- Capital Markets
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Prospecting
- Financial Services
- Compensation and Benefits
- Client Services
- Business Planning
- Acquisitions
- Customer Satisfaction
- Notary Public
- Strategy Development
- Referrals
- Risk Management
- Networking
- Relationship Management
- Retail
- High School Diploma
- Written Communication
- Customer Relations
- Military Background
- Reporting
- Coaching
- Employee Development
- Policy Development
- Flexibility
- Regulations
- Sales
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills