Personal Banker

JellTech Consulting

Job Description

We are seeking Personal Bankers to join our team!

Job Description

Successful bank named - Best Bank to Work For multiple times!

Personal Bankers proactively develop client relationships through the effective use of profiles and established bank sales processes. Responsible for coordinating bank resources to assist clients in achieving financial goals while providing products and services which produce a profit for the bank. Provides excellent service while managing relationships over time to maximize client retention.

Maximize customer sales opportunities by cross selling accounts and services as appropriate.
Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending solutions and asking for the business, etc.
Provides quality, personalized service to ensure customer satisfaction and retention.
Provides information on consumer loan products; quotes rates to callers and accurately takes consumer loan applications, closes loans accurately.
Must have availability to work some Saturday mornings.

EDUCATION and/or EXPERIENCE

High school diploma or equivalent and experience of at least two years in banking (or, two years in a related sales position). Undergraduate degree in a related field preferred. Proven effective sales ability and exceptional customer service skills required. Must have thorough knowledge of financial concepts. Knowledge of desktop automation tools.

LICENSES and REGISTRATIONS

This position requires registration through the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008. Applicants must (1) have an active NMLS ID that is in good standing, and can be transferred toBank's registry, or (2) must be willing to register prior to start date. Your employment is contingent upon successful registration and annual re-registration thereafter.

\nCompany Description

Your local Southeastern Wisconsin Staffing company striving to become the most trusted company to help you find people in the state.

Company Description

Your local Southeastern Wisconsin Staffing company striving to become the most trusted company to help you find people in the state.

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Personal Banker in Milwaukee, WI vacancy

Personal Banker
...version of yourself. • Building strong relationships with each person you interact with. • Meeting Conditions of Satisfaction... ...Refer all mortgage and commercial inquiries to the appropriate bankers. # Prepare management reports as required. # Answer...
Suggested
Full time
First Federal Bank
Brookfield, WI
1 day ago
Personal Banker
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the East North Branch. R234548 Job Profile...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Milwaukee, WI
1 day ago
Relationship Banker
$17 - $29.75 per hour
...Relationship Banker Job Locations US-WI-Milwaukee Category/Function Retail Banking Center Position Type... ...Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on...
Suggested
Full time
Old National Bank
Milwaukee, WI
4 days ago
Retail Relationship Banker
$41.5k - $65.5k
...for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and...
Suggested
Contract work
Part time
Local area
Immediate start
Day shift
Bank of Montreal
Cudahy, WI
4 days ago
Relationship Banker
$17 - $28.96 per hour
...check on all new hires. Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide... ...Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage...
Suggested
Hourly pay
Immediate start
Associated Banc-Corp
Whitefish Bay, WI
5 days ago
Relationship Banker
...Relationship Banker Milwaukee, Wisconsin;Greendale, Wisconsin; Milwaukee, Wisconsin To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Milwaukee, WI
5 days ago
Banking: Relationship Banker
...check on all new hires. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide... ...wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage,...
ASSOCIATED BANK NA
Milwaukee, WI
2 days ago
Relationship Banker
About the Company At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Milwaukee, WI
4 days ago
Personal Banker - To $65K - Milwaukee, WI - Job # 3581
$65k
Personal Banker – To $65K – Milwaukee, WI – Job # 3581 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...
Work at office
Symicor Group
Milwaukee, WI
more than 2 months ago
Senior Personal Banker Phoenix Northwest
...culture where all of our employees feel respected valued and have an opportunity to contribute to the companys success. As a Senior Personal Banker within PNCs Retail Banking organization this position may be located in any of our branches with banker openings throughout the...
Full time
Temporary work
Part time
Work experience placement
Bank staff
Work at office
PNC Bank
Glendale, WI
10 days ago
Digital-Asset Quantitative Trader — Milwaukee
$185k - $280k
The Milwaukee, WI opening for a Digital-Asset Quantitative Trader is fully remote and restricted to applicants in that area. Its mandate is to build a controlled institutional process for liquid digital-asset markets while providing Central Time coverage that connects ...
Remote work
Work from home
Home office
Flexible hours
Shift work
Night shift
Weekend work
Day shift
Anemoi Predictive Technology LLC.
Milwaukee, WI
3 days ago
Quantitative Trader — Multi-Asset — Milwaukee
$190k - $285k
From Milwaukee, WI, the fully remote Quantitative Trader — Multi-Asset will trade and evaluate systematic strategies across liquid equities, exchange-traded funds, futures, and foreign exchange. This opening is limited to applicants based in the Milwaukee, WI area and ...
Remote work
Work from home
Home office
Flexible hours
Day shift
Anemoi Predictive Technology LLC.
Milwaukee, WI
11 hours ago
U.S. Private Bank Private Banker Vice President or Executive Director
...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...
Temporary work
Work experience placement
Local area
Chase
Milwaukee, WI
3 days ago
Personal Banker - To $23/hr - Milwaukee, WI - Job # 3685B
$23 per hour
...Personal Banker – To $23/hr – Milwaukee, WI – Job # 3685B Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and...
Hourly pay
Local area
Symicor Group
Milwaukee, WI
more than 2 months ago
Financial Advisor - Training Provided
...Develop a career with NM that not only provides outstanding self-determined income potential but will more importantly, provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes relationships and integrity....
Full time
Work at office
Flexible hours
Northwestern Mutual
Milwaukee, WI
1 day ago
Financial Advisor
$115k - $125k
Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan ⏰ 33-Hour Summer Work Week ✅ No Commissions | No Sales Quotas | No Cold Calling Build Financial Futures. Not Sales Pipelines. ...
Full time
Summer work
Work at office
Work from home
Flexible hours
Liberty Financial Group, Inc.
Elm Grove, WI
1 day ago
Financial Planner
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their...
Full time
Work at office
Northwestern Mutual
Milwaukee, WI
2 days ago
Financial Advisor
...a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term...
Full time
Local area
Thrivent
Milwaukee, WI
1 day ago
EXPERIENCED FINANCIAL ADVISOR
...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities...
Full time
Tri-State Wealth Advisors of Prudential Advisors
Milwaukee, WI
4 days ago
Financial Advisor - Career Changers Encouraged to Apply!
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Brookfield, WI
4 days ago
Financial Advisor - Milwaukee - Hybrid (Career Changers Encouraged to Apply)
$73.5k - $120k
...values to create and maintain their financial plans, enabling lives of service and faith. Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Have access to a large existing client...
Full time
Work at office
Local area
Remote work
3 days per week
Thrivent
Milwaukee, WI
4 days ago
Financial Consultant- Milwaukee, WI
...this position.The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and...
Full time
Fidelity Investments
Brookfield, WI
3 days ago
Workday Certified Financials/Studio Integration Consultant
$70.35k - $196k
...Accenture?It’s not just what you know or where you’ve been that propels success at Accenture: It’s who you are, fundamentally, as a person. We prize diversity in backgrounds and perspectives. Whatever your unique qualities, a few key traits should apply: You’re...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Milwaukee, WI
6 days ago
Finance Reinvention - Financial Services Consultant, EPM
...diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.Inclusion and diversity are fundamental to our...
Full time
Live in
Work at office
Local area
Accenture
Milwaukee, WI
4 days ago
Workday Financials (Record to Report) Consultant
...Accenture?It’s not just what you know or where you’ve been that propels success at Accenture: It’s who you are, fundamentally, as a person. You take ownership — of your workstream, your client relationships, and the quality of what you deliver. You communicate with...
Full time
Contract work
Work experience placement
Live in
Work at office
Local area
Accenture
Milwaukee, WI
4 days ago
Relationship Banker II - Digital-First Client Advisor
U.S. Bank is seeking a Relationship Banker to engage customers via in-person, by appointment, and virtual channels, delivering trusted financial guidance and promoting digital-first banking. You will build strong client relationships, identify needs, and connect customers...
U.S. Bank
Milwaukee, WI
2 days ago
Banking: Relationship Banker
...check on all new hires. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide... ...wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage,...
ASSOCIATED BANK NA
Menomonee Falls, WI
2 days ago
Associate Wealth Advisor
...anticipate variables that may affect a client’s financial trajectory. Acting as financial engineers, the team designs integrated, personalized plans that address complex financial needs. These plans are continuously reviewed and fine-tuned to help clients achieve...
Full time
Internship
Work at office
Prescient Financial Solutions
Brookfield, WI
2 days ago
Financial Advisor - Milwaukee - Hybrid (Career Changers Encouraged to Apply)
$73.5k - $120k
...values to create and maintain their financial plans, enabling lives of service and faith. Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Have access to a large existing client...
Full time
Work at office
Local area
Remote work
Work from home
3 days per week
Thrivent
Milwaukee, WI
2 days ago
Financial Representative Seeking Growth
$97k - $192k
Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Wisconsin Region of Modern Woodmen is actively seeking a Financial Representative...
Work at office
Local area
Work from home
Flexible hours
Wisconsin Region - Modern Woodmen of America
Milwaukee, WI
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!