Personal Banker
Citizens Bank - WI
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Personal Banker Full Time MUKWONAGO, WI, US At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Personal Banker to join our Genesee Branch team. Hours/Schedule*: 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 Description: 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 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 Opening and maintaining IRA and HSA accounts Notary services Accuracy 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 Bi-lingual candidates are encouraged to apply. 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 at #J-18808-Ljbffr
$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...SuggestedWork at office$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...Suggested- ...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 Waukesha, WI at the Waukesha Branch. PNC is an in-office...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Banking organization, you will be based in Waukesha, WI at the Waukesha Branch. PNC is an in-office company...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$41.71k - $65k
...requirements 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...SuggestedPart timeLocal areaImmediate startDay shift- ...Johnson Financial Group is hiring a Relationship Banker to join our Consumer Banking team. This entry point into branch banking helps... ...work in a culture focused on community, diversity, and providing personal service. Training and development opportunities support growth...
$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... ...wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage,...Hourly pay$41.71k - $77.5k
...business development plan to maximize referrals / opportunities through proactive outreach to branch-managed small business clients, personal prospects from business banking, and other selected personal customers. Supports the growth in new business by developing...Contract workPart timeLocal areaDay shift- At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers...
- 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
- ...Job Description Job Description Our Personal Banker Floaters are customer focused and are responsible for delivering exceptional customer service, supporting customer needs, and driving sales and referral opportunities across multiple branch locations. This position...Work at officeMonday to Friday
$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$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial...Full timeInternshipLocal areaFlexible hours$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 timeContract workFor contractorsWork at office$30k - $60k
...programs such as flexible time off, company‑paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools...Work experience placementLive inWork at officeFlexible hours$36k - $75k
...independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in...TraineeshipHome office$1,000 per month
...lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry‑leading products to give our clients the ability to successfully navigate their financial lives....Full timeFor contractorsInternshipLocal area$30k - $60k
Alerus Financial is seeking a Financial Advisor in Pewaukee, Wisconsin. The role involves managing high-net-worth client portfolios and delivering tailored financial solutions. An ideal candidate holds a Bachelor's in finance, possesses 5 years of relevant experience, ...- Description 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 Summit Credit Union in Baraboo, WI would allow you to join the Investment ...Local area
- ...issues and appeals related to Satisfactory Academic Progress (SAP) policies. Respond to student inquiries via phone, email, and in‑person appointments. Participate in outreach events, orientations, and financial aid workshops on campus and in the community. Collaborate...Work at office
$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area$150k
Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...Full time$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 officeWork from homeHome officeFlexible hours$117.6k - $176.4k
Job Description SummaryThe Associate Finance Director supports financial management, controllership, and planning activities to ensure accurate financial results, strong internal controls, and effective decision support. This role blends day-to-day controllership ownership...Visa sponsorshipWork visaRelocation package- ...helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all...Full timeTemporary workPart timeWork experience placementWork at office
$61k - $119k
...your 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...Work at office- U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and coordinate with the Wealth Management Team. You will deliver strategies, construct tailored portfolios, and advise clients using open architecture platforms to meet their unique goals. The...
$18.5 per hour
...Starting salary for Universal Banker position is $18.50 an hour and up, depending on experience. Job Description for Universal Banker... ...questions and resolve related account issues, including phone and in-person. Perform service related activities such as on-boarding calls...Flexible hours
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