Personal Banker Jobs in Richfield, WI
Private Client Banker - Pewaukee Branch - Pewaukee, WI
- Pewaukee, WI (13 miles from Richfield, WI)
- 17 hours ago
- Pewaukee, WI (13 miles from Richfield, WI)
- 17 hours 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...
Financial Advisor - Paid Training Provided
- New Berlin, WI (20 miles from Richfield, WI)
- 3 days ago
- New Berlin, WI (20 miles from Richfield, WI)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Brookfield, WI (15 miles from Richfield, WI)
- 8 days ago
- Brookfield, WI (15 miles from Richfield, WI)
- 8 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
- Wauwatosa, WI (18 miles from Richfield, WI)
- 8 days ago
- Wauwatosa, WI (18 miles from Richfield, WI)
- 8 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 - W. Sunset Dr. Office
- Waukesha, WI (16 miles from Richfield, WI)
- 8 days ago
- Waukesha, WI (16 miles from Richfield, WI)
- 8 days ago
If so, we want you to join our team as a Personal Banker at our W. Sunset Dr. Office!...
- Brookfield, WI (14 miles from Richfield, WI)
- 9 days ago
- Brookfield, WI (14 miles from Richfield, WI)
- 9 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....
Roving Personal Banker Sheboygan
- Mequon, WI (13 miles from Richfield, WI)
- 11 days ago
- Mequon, WI (13 miles from Richfield, WI)
- 11 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor - Financial Firm - Waukesha, WI
- Waukesha, WI (16 miles from Richfield, WI)
- 12 days ago
- Waukesha, WI (16 miles from Richfield, WI)
- 12 days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
Personal Banker PAY Starting AT DOE
- Brookfield, WI (15 miles from Richfield, WI)
- 13 days ago
- Brookfield, WI (15 miles from Richfield, WI)
- 13 days ago
JOB REQUIREMENTS: Personal Banker-PAY STARTING AT \$22/HR-\$24/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 15830 W Capitol Dr, Brookfield, Wisconsin Tracking...
Private Client Banker - Downtown Main Milwaukee - Milwaukee, WI
- New Berlin, WI (20 miles from Richfield, WI)
- 14 days ago
- New Berlin, WI (20 miles from Richfield, WI)
- 14 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...
Experienced Financial Advisor - Milwaukee, WI
- Milwaukee, WI (22 miles from Richfield, WI)
- 15 days ago
- Milwaukee, WI (22 miles from Richfield, WI)
- 15 days ago
North Star Resource Group is looking to find a candidate for a financial advising position in Milwaukee, WI. We are looking for an experienced financial advisor that is seeking more from their...
Merrill Market Client Relationship Manager
- Milwaukee, WI (22 miles from Richfield, WI)
- 15 days ago
- Milwaukee, WI (22 miles from Richfield, WI)
- 15 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Team Supervisor & Personal Banker - New Berlin Office
- New Berlin, WI (20 miles from Richfield, WI)
- 15 days ago
- New Berlin, WI (20 miles from Richfield, WI)
- 15 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 - Career Changers Encouraged to Apply!
- Milwaukee, WI (22 miles from Richfield, WI)
- 17 days ago
- Milwaukee, WI (22 miles from Richfield, WI)
- 17 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 - Lake Country and Surrounding Areas
- Delafield, WI (17 miles from Richfield, WI)
- 21 days ago
- Delafield, WI (17 miles from Richfield, WI)
- 21 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...
Demographic Data for Richfield, WI
Moving to Richfield, WI? Find some basic demographic data about Richfield, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Richfield, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Richfield, 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
- Asset Allocation
- Annuities
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retail Banking
- Consumer Lending
- BSA
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Client Relationships
- Lending
- Mortgage Processing
- Financial Planning
- Financial Services
- Fraud Investigation
- Compensation and Benefits
- Business Planning
- Notary Public
- Customer Satisfaction
- Cash Handling
- Media
- Referrals
- Networking
- General Office Duties
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Retail
- Implementation
- Customer Relations
- Written Communication
- High School Diploma
- Military Background
- Flexibility
- Reporting
- Employee Development
- Sales
- Coaching
- Regulations
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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