Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

Citizens Bank - WI

Bank Representative

Business hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm

38-40 hours/week

Hours may change at any time based upon business needs

The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.

Essential duties and responsibilities:

  • Represents the Bank to customers in a courteous, professional manner
  • Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs
  • Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
  • Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks
  • Answers the phone and assists customers as needed
  • Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
  • Assists customers with account inquiries
  • Processes wire transfers
  • Processes changes of address
  • Processes stop payments
  • Unlocks and resets digital banking access
  • Processes CD deposits and batching
  • Processes account status changes
  • Enrolls Good Life Club members
  • Redeems savings bonds
  • Assists customer in balancing accounts
  • Orders customer checks
  • Creates new CIFs
  • Purchases and redeems foreign currency
  • Any and all other duties as assigned

These additional duties may be assigned based upon branch needs:

  • Safe Deposit Box access
  • Vault authority
  • Override authority
  • Safe Deposit Box rentals
  • Opening and maintaining IRA and HSA accounts
  • Notary services

Critical Competencies:

  • Accuracy
  • Customer Service Excellence
  • Relationship Selling
  • Teamwork

Requirements:

  • High School Diploma or GED required
  • 1-2 years of related experience in banking required
  • Vault experience preferred
  • Personal banking experience preferred
  • High level of professionalism
  • Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
  • Professional communication skills
  • High level of confidentiality
  • Excellent organizational skills
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.

*** Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities***

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Big Bend, WI vacancy
  •  ...High School Diploma or GED required ~1-2 years of related experience in banking required ~ Vault experience preferred ~ Personal banking experience preferred ~ High level of professionalism ~ Basic computer skills, using Word, Excel, Internet, e-mail,... 
    Suggested
    Work at office
    Monday to Friday

    Citizens Bank of Mukwon

    Big Bend, WI
    4 days ago
  •  ...Senior Universal Banker (Personal Banker) Are you passionate about helping people and making a difference in your community? Do you thrive in face-to-face interactions and love building relationships? Join Summit Credit Union as a Senior Universal Banker for our Muskego... 
    Suggested
    Work at office
    Local area

    Summit Credit Union

    Muskego, WI
    4 days ago
  •  ...UW Credit Union is growing and hiring a group of P ersonal Banker (internally known as Financial Specialists) to provide remarkable...  ...to help them achieve their financial goals and dreams. As a Personal Banker you'll experience the meaningful impact of your assistance... 
    Suggested
    H1b
    Work at office
    Flexible hours
    Day shift

    UW Credit Union

    Waukesha, WI
    7 days ago
  • $22 - $26 per hour

     ...Banking experience preferred, this Personal Banker can range from mid to senior level (II-III). LOCATION: Waukesha, WI HOURS: Monday through Friday 8 AM - 5 PM A LITTLE ABOUT PEOPLES Peoples State Bank's vision is to "be a catalyst for growth with our customers... 
    Suggested
    Monday to Friday
    Flexible hours
    Day shift

    Peoples State Bank

    Waukesha, WI
    4 days ago
  •  ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    New Berlin, WI
    4 days ago
  • $41.71k - $65k

     ...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... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO (Bank of Montreal)

    Muskego, WI
    5 days ago
  • Bank of Montreal is seeking a dedicated individual to provide exceptional service in retail banking. This role includes engaging with customers, assessing their financial needs, and recommending tailored solutions. Candidates should have a strong background in customer ...

    Bank of Montreal

    Muskego, WI
    5 days ago
  • The Hispanic Alliance for Career Enhancement is seeking a motivated individual for a full-time role focusing on customer engagement and financial solutions. The position requires 2-3 years of relevant experience and a post-secondary degree in a related field. Responsibilities...
    Full time

    Hispanic Alliance for Career Enhancement

    Muskego, WI
    1 day ago
  • $65k

    Ein innovatives Unternehmen sucht einen Personal Banker, der die Kundenbeziehungen in Waukesha, WI, pflegt. In dieser spannenden Rolle werden Sie die Möglichkeit haben, Kundenbankkonten zu verwalten, Probleme zu lösen und einen exzellenten Kundenservice zu bieten. Mit einem... 

    The Symicor Group

    Waukesha, WI
    1 day ago
  • $65k

    Personal Banker - To $65K - Waukesha, WI - Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our unique value proposition centers around providing top banking and accounting talent, with many of our recruiters... 
    Work at office

    The Symicor Group

    Waukesha, WI
    1 day ago
  • $17 - $28.96 per hour

     ...on all new hires. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional...  ...Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance,... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Waukesha, WI
    2 days ago
  •  ...opportunity to join our Consumer Banking team as a Relationship Banker! As Wisconsin’s largest family‑owned, privately held financial...  ...institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of... 

    Johnson Financial Group LLC

    Waukesha, WI
    23 hours ago
  •  ...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... 
    Local area

    Thrivent Financial

    Muskego, WI
    2 days ago
  • $41.71k - $65k

    Date limite pour présenter sa candidature :06/03/2026Adresse :1580 E. Moreland BoulevardGroupe de famille d'emploi :Ventes et service, Services bancaires aux particuliersOffrir un service exceptionnel aux clients actuels et potentiels de BMO. Déterminer les besoins des ...
    Temporary work
    Day shift

    Bank of Montreal

    Waukesha, WI
    5 days ago
  •  ...institution in Franklin, Wisconsin, is looking for a Relationship Banker to provide tailored banking solutions and deepen client...  ...clients, advising on deposit and loan products, and achieving personal financial goals. With over 3 years in financial services and strong... 

    Johnson Financial Group

    Franklin, WI
    3 days ago
  • Relationship Banker - Central Market - New Berlin, WI Relationship Banker - Central Market - New Berlin, WI 1 week ago Be among the first...  ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand... 
    Full time
    Immediate start
    Afternoon shift

    JPMorganChase

    New Berlin, WI
    1 day ago
  • $41.71k - $65k

    Hispanic Alliance for Career Enhancement is seeking a qualified candidate to engage with customers in New Berlin, Wisconsin, helping them identify financial solutions and improve their banking experience. The ideal candidate should have 2-3 years in a consultative sales...

    Hispanic Alliance for Career Enhancement

    New Berlin, WI
    1 day ago
  • Johnson Financial Group is seeking a Relationship Banker to join their Consumer Banking team in Waukesha, Wisconsin. The ideal candidate will have over 3 years of financial services experience, with a strong focus on client service and proactive relationship management... 

    Johnson Financial Group

    Waukesha, WI
    5 days ago
  • $65k

    Personal Banker – To $65K – Waukesha, WI – Job # 3530 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

    Waukesha, WI
    1 day ago
  • A leading financial services company seeks a Relationship Banker in New Berlin, WI. This role requires at least 1 year of sales experience in retail banking, excellent communication skills, and a passion for creating memorable client experiences. You'll manage client relationships... 
    Full time

    JPMorganChase

    New Berlin, WI
    4 days ago
  • Join a forward-thinking financial services firm where you can make a real impact in people's lives. As a financial advisor, you'll guide clients on their journey to financial clarity, helping them achieve their goals through purpose-based advice and a strong commitment ...
    Flexible hours

    Thrivent

    Muskego, WI
    1 day ago
  • $21 - $28 per hour

     ...Relationship Banker Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing...  ...team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing... 
    Hourly pay
    Local area
    Night shift
    Early shift

    Tri City National Bank

    Waukesha, WI
    5 days ago
  • $41.71k - $65k

    BMO U.S. is looking for a dedicated individual to deliver exceptional service to customers in Waukesha, Wisconsin. The role involves engaging customers to identify their financial needs and providing tailored solutions. Candidates should have a customer service background...

    BMO U.S.

    Waukesha, WI
    1 day ago
  • $41.71k - $65k

    BMO U.S. is seeking a dedicated finance professional in New Berlin, Wisconsin, to deliver exceptional service to customers and prospects. This role involves providing tailored financial solutions, engaging clients, and ensuring compliance with regulatory requirements. The...

    BMO U.S.

    New Berlin, WI
    1 day ago
  •  ...net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies Design, manage, and monitor client... 
    Flexible hours

    disABLEDperson Inc

    Waukesha, WI
    2 days ago
  • $50k

     ...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Waukesha, WI
    4 days ago
  • $17.74 - $31.63 per hour

    Financial Counselor Explore opportunities with Optum, in strategic partnership with ProHealth Care. ProHealth Care is proud to be a leader in health care services, serving Waukesha County and the surrounding areas for more than a century. Explore opportunities across...
    Hourly pay
    Daily paid
    Minimum wage
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Relocation package
    Monday to Friday

    Reliant Medical Group

    Mukwonago, WI
    4 days ago
  • $45k - $100k

     ...that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    New Berlin, WI
    2 days ago
  •  ...net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies Design, manage, and monitor client... 
    Work from home
    Flexible hours

    World Insurance Associates LLC

    Waukesha, WI
    3 days ago
  • About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals...
    Work from home
    Flexible hours

    World Insurance Associates LLC

    New Berlin, WI
    4 days ago

Do you want to receive more vacancies?

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