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Personal banker jobs in Appleton, WI - 49 jobs

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  • Private Client Banker - Fox River Mall - Appleton, WI

    JPMC

    Personal banker job in Appleton, WI

    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 having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $28k-53k yearly est. Auto-Apply 60d+ ago
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  • Personal Banker

    Neb Corp

    Personal banker job in Chilton, WI

    Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development. Position Summary As a Personal Banker, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & Attributes Needed The following skills and attributes are needed to succeed in your banking career: Excellent customer service Attention to detail Great communication Ability to multi-task Problem solving skills Ability to work independently as well as part of a team Qualifications Ideal candidates will possess the following qualifications: Bilingual in Spanish preferred. Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor throughout the day. Maintain composure and professionalism under pressure, including the ability to effectively deal with unexpected situations and potentially difficult engagements and to maintain a cohesive work environment with coworkers. Maintain the highest level of confidentiality and discretion of customer and bank information. Show high attention to detail, with the ability to problem solve basic issues. Operate a computer and other standard office equipment. A high school diploma or equivalent. Cash handling and customer service experience. May require travel to neighboring offices for staffing coverage upon request. Benefits Offered National Exchange Bank & Trust offers a competitive benefit package including, but not limited to: Health, Dental & Vision Insurance HSA, FSA, Short- & Long-Term Disability Life/Accident insurance 401(k) with Employer Match & Profit Sharing Paid Time Off Education Assistance Program Products & Service Discounts & more!
    $28k-36k yearly est. Auto-Apply 22d ago
  • Personal Banker

    Nebat

    Personal banker job in Chilton, WI

    Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development. Position Summary As a Personal Banker, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & Attributes Needed The following skills and attributes are needed to succeed in your banking career: Excellent customer service Attention to detail Great communication Ability to multi-task Problem solving skills Ability to work independently as well as part of a team Qualifications Ideal candidates will possess the following qualifications: Bilingual in Spanish preferred. Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor throughout the day. Maintain composure and professionalism under pressure, including the ability to effectively deal with unexpected situations and potentially difficult engagements and to maintain a cohesive work environment with coworkers. Maintain the highest level of confidentiality and discretion of customer and bank information. Show high attention to detail, with the ability to problem solve basic issues. Operate a computer and other standard office equipment. A high school diploma or equivalent. Cash handling and customer service experience. May require travel to neighboring offices for staffing coverage upon request. Benefits Offered National Exchange Bank & Trust offers a competitive benefit package including, but not limited to: Health, Dental & Vision Insurance HSA, FSA, Short- & Long-Term Disability Life/Accident insurance 401(k) with Employer Match & Profit Sharing Paid Time Off Education Assistance Program Products & Service Discounts & more!
    $28k-36k yearly est. Auto-Apply 22d ago
  • Personal Banker Neenah (Evergreen)

    W.F. Young 3.5company rating

    Personal banker job in Neenah, WI

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top 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) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 931 S GREEN BAY RD, NEENAH, WI, 54956 Posting End Date: 15 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $28k-33k yearly est. Auto-Apply 12d ago
  • Private Client Banker - Appleton Main Branch - Appleton, WI

    Jpmorgan Chase 4.8company rating

    Personal banker job in Appleton, WI

    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 having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $30k-36k yearly est. 26d ago
  • Financial Services Representative

    Hand To Shoulder Center of Wisconsin Ltd.

    Personal banker job in Appleton, WI

    Financial Services Representative ANSWERS TO: Billing Team Leader SUPERVISORY RESPONSIBILITY: None WORK HOURS: Full-time, Monday through Friday 8:00 a.m. - 5:00 p.m., 40 hours per week POSITION DESCRIPTION: Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing. In this role, you will: Facilitate patient payment coordination with clarity and professionalism. Oversee insurance billing processes to ensure accuracy and timely reimbursements. Address billing inquiries and support patients in navigating financial aspects of their care. Maintain compliance with billing regulations while optimizing efficiency. ESSENTIAL DUTIES AND RESPONSIBILITIES: (not limited to): Communicate with patients about their accounts via verbal and written correspondence. This role requires frequent telephone conversations. Prepare surgical estimates. Set up payment plans with patients. Process patient credit card payments. Work with attorney offices for resolution of patient accounts. Review monthly delinquency report. Refer delinquent accounts to collection. Review bankruptcy notices. Call insurance companies. SKILLS NEEDED: Work well in a team environment. Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes. Have excellent computer and telephone skills. Have basic knowledge of medical office practices, terminology, and abbreviations. Have excellent communication/customer service. Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients. Adhere to OSHA, HIPAA, and MEDICARE guidelines. REQUIRED EDUCATION: High school or Equivalent REQUIRED EXPERIENCE: 1 to 20+ years BENEFITS INCLUDE: Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.
    $26k-41k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Dexter Smith-State Farm Agent

    Personal banker job in Sheboygan Falls, WI

    Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. Educate clients about insurance products and recommend appropriate coverage options. Foster strong client relationships through regular follow-ups and proactive communication. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment. Series 6, 63, 65 or 7 license preferred.
    $26k-42k yearly est. 4d ago
  • Business Banker II

    Horicon Bank 3.6company rating

    Personal banker job in Fond du Lac, WI

    The Business Banker II performs all duties associated with the Business Banker position in underwriting and closing secured and unsecured business loans in accordance with established lending objectives, policies, and procedures. Establishes, maintains, and maximizes relationships with existing and potential customers. Profitably through loan growth, deposits, and fees. Ensures that credit quality guidelines are met/monitored. Principal Duties and Responsibilities: Accountability (30%) Develops new business. Dedicates at least one-two day(s) out of the office weekly for sales calls and a minimum of four hours per week coordinating and planning sales calls. Facilitates negotiation with customers according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loans to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files. Accountability (25%) Grows and maintains a portfolio of new and existing customers and maximizes relationships based on customer needs. Gathers and oversees compilation of all needed information for loan applications. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications. Corresponds with or interviews applicants or creditors to resolve questions and negotiate deals. Accountability (20%) Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate. Accountability (15%) Monitors and collects delinquent accounts in a timely manner within bank procedures/processes. Develops/negotiates revised loan repayment terms/schedules as necessary. Accountability (10%) Monitors and maintains current financial information and performs annual reviews on existing customers. Additional Duties and Responsibilities: Represents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image. Seeks networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.). Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as a vehicle for customers. Compliance with bank policies and procedures and federal and state laws/regulations. Other duties as assigned. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team. Measures of Performance: Maintains business loan portfolio of $31-40 MM and/or 1-99 Business Account Relationships. Actively develops business for the bank with new loan growth annually. Proactively develops commercial DDA business and cash management products. Contributes to fee/non-interest income. Maintains and monitors past due loans. Knowledge, Skills, and Abilities: Bachelor's degree in the field of business, including specific courses in accounting, finance, and economics plus additional bank related training. Minimum of three years' experience in business banking or related experience. Knowledge of lending regulations and policies. Problem-solving abilities. Business development/sales skills. Effectively communicates in a tactful and courteous manner. Develops good working relationships with colleagues. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. This role requires some unscheduled evening and weekend work. Occasional out-of-town and overnight business travel may be required.
    $36k-67k yearly est. 11d ago
  • Universal Banker (Teller) - Part-time

    Volex Plc 4.6company rating

    Personal banker job in Omro, WI

    We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. This person could be entry level up to an experienced Personal/Universal Banker. Responsibilities * Provide excellent customer service to all clients * Process transactions accurately and efficiently * Promote bank products and services to clients * Open and close accounts * Assist clients with account inquiries and problem resolution * Maintain a thorough knowledge of bank products and services * Meet sales goals and targets * Adhere to all bank policies and procedures * Perform other duties as assigned If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity. Requirements * Excellent customer relations demeanor; professional in appearance and communication * High School diploma or equivalent * Display a positive, team-oriented attitude * Experience in cash handling and customer service * Basic math and computer skills * Ability to work a variable work schedule * Ability to multi-task * Ability to stand for extended periods of time * Ability to view computer screen, paperwork and cash * Ability to perform fine manipulation when working with cash and other paperwork. * Ability to travel to other branch locations, as needed FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
    $30k-36k yearly est. 42d ago
  • Universal Banker

    First Horizon Corp 3.9company rating

    Personal banker job in King, WI

    Schedule: Monday through Friday 8:30AM to 5:15PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. Essential Duties and Responsibilities Sales and service * Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. * Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. * Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. * Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience * Research and resolve problems and respond to client inquiries on account status. * Deliver excellent client experiences consistently and promptly resolve client issues effectively. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency * Assist banking center associates with all aspects of daily operations as needed, including audit controls. * Assist banking center management with "on the job training" of new associates. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. * High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $33k-38k yearly est. 6d ago
  • Universal Banker II/III (Personal Banker)

    Fox Valley Savings Bank 4.1company rating

    Personal banker job in Waupun, WI

    Full-time Description We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients. This person will be based in our Waupun office, but may also be scheduled to work in our Fond du Lac and Oshkosh locations. Essential Functions: Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures. Initiates customer greeting, addressing customer by name with a smile and direct eye contact. Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one's work at the completion of each work day. Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers. Inputs data to update customer account information and make changes as appropriate. Completes the paperwork and inputs data to establish the account relationship on the Bank's computer system; provides appropriate disclosures. Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship. Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established. Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services. Maintains a current knowledge of the Bank's deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate. Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed. Maintains a high level of accuracy and competency in processing transactions and entering data on the computer. Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors. Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements. Ensures that confidentiality is maintained at all times. Performs assigned clerical responsibilities in a timely manner. Understands the banks security policies and procedures, assists in opening and closing procedures. Conducts oneself in accord with the Bank's Core Values. The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance. Requirements Excellent customer relations demeanor; professional in appearance and communication High School diploma or equivalent Previous banking experience Display a positive, team-oriented attitude Experience in cash handling and customer service Basic math and computer skills Ability to work a variable work schedule Maintain confidentiality of information Ability to multi-task Ability to sit/stand for extended periods of time Ability to view computer screen, paperwork and cash Ability to perform fine manipulation when working with cash and other paperwork. Ability to travel to other branch locations, as needed FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.
    $29k-33k yearly est. 60d+ ago
  • Personal Banker

    Neb Corp

    Personal banker job in Chilton, WI

    Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development. Position Summary As a Personal Banker, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & Attributes Needed The following skills and attributes are needed to succeed in your banking career: Excellent customer service Attention to detail Great communication Ability to multi-task Problem solving skills Ability to work independently as well as part of a team Qualifications Ideal candidates will possess the following qualifications: Bilingual in Spanish preferred. Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor throughout the day. Maintain composure and professionalism under pressure, including the ability to effectively deal with unexpected situations and potentially difficult engagements and to maintain a cohesive work environment with coworkers. Maintain the highest level of confidentiality and discretion of customer and bank information. Show high attention to detail, with the ability to problem solve basic issues. Operate a computer and other standard office equipment. A high school diploma or equivalent. Cash handling and customer service experience. May require travel to neighboring offices for staffing coverage upon request. Benefits Offered National Exchange Bank & Trust offers a competitive benefit package including, but not limited to: Health, Dental & Vision Insurance HSA, FSA, Short- & Long-Term Disability Life/Accident insurance 401(k) with Employer Match & Profit Sharing Paid Time Off Education Assistance Program Products & Service Discounts & more!
    $28k-36k yearly est. Auto-Apply 19d ago
  • Private Client Banker - Appleton Main Branch - Appleton, WI

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Appleton, WI

    JobID: 210697163 JobSchedule: Full time JobShift: : 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 having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $30k-36k yearly est. Auto-Apply 28d ago
  • Business Banker II

    Horicon Bank 3.6company rating

    Personal banker job in Fond du Lac, WI

    Job Description The Business Banker II performs all duties associated with the Business Banker position in underwriting and closing secured and unsecured business loans in accordance with established lending objectives, policies, and procedures. Establishes, maintains, and maximizes relationships with existing and potential customers. Profitably through loan growth, deposits, and fees. Ensures that credit quality guidelines are met/monitored. Principal Duties and Responsibilities: Accountability (30%) Develops new business. Dedicates at least one-two day(s) out of the office weekly for sales calls and a minimum of four hours per week coordinating and planning sales calls. Facilitates negotiation with customers according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loans to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files. Accountability (25%) Grows and maintains a portfolio of new and existing customers and maximizes relationships based on customer needs. Gathers and oversees compilation of all needed information for loan applications. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications. Corresponds with or interviews applicants or creditors to resolve questions and negotiate deals. Accountability (20%) Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate. Accountability (15%) Monitors and collects delinquent accounts in a timely manner within bank procedures/processes. Develops/negotiates revised loan repayment terms/schedules as necessary. Accountability (10%) Monitors and maintains current financial information and performs annual reviews on existing customers. Additional Duties and Responsibilities: Represents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image. Seeks networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.). Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as a vehicle for customers. Compliance with bank policies and procedures and federal and state laws/regulations. Other duties as assigned. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team. Measures of Performance: Maintains business loan portfolio of $31-40 MM and/or 1-99 Business Account Relationships. Actively develops business for the bank with new loan growth annually. Proactively develops commercial DDA business and cash management products. Contributes to fee/non-interest income. Maintains and monitors past due loans. Knowledge, Skills, and Abilities: Bachelor's degree in the field of business, including specific courses in accounting, finance, and economics plus additional bank related training. Minimum of three years' experience in business banking or related experience. Knowledge of lending regulations and policies. Problem-solving abilities. Business development/sales skills. Effectively communicates in a tactful and courteous manner. Develops good working relationships with colleagues. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. This role requires some unscheduled evening and weekend work. Occasional out-of-town and overnight business travel may be required.
    $36k-67k yearly est. 10d ago
  • Roving Personal Banker Northern Wisconsin

    W.F. Young 3.5company rating

    Personal banker job in Sheboygan, WI

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! 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. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): 1251 WILSON AVE SHEBOYGAN, WI 53081 2800 CALUMET DR SHEBOYGAN, WI 53083 3600 Calumet Ave MANITOWOC, WI 54220 Pay Range: This job profile is eligible for a 10% pay differential. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $21.00 - $28.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 26 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $28k-32k yearly est. Auto-Apply 7d ago
  • Universal Banker II/III (Personal Banker)

    Volex Plc 4.6company rating

    Personal banker job in Omro, WI

    We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients. This person will be based in our Waupun office, but may also be scheduled to work in our Fond du Lac and Oshkosh locations. Essential Functions * Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures. * Initiates customer greeting, addressing customer by name with a smile and direct eye contact. * Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one's work at the completion of each work day. * Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers. * Inputs data to update customer account information and make changes as appropriate. * Completes the paperwork and inputs data to establish the account relationship on the Bank's computer system; provides appropriate disclosures. * Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship. * Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established. * Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services. * Maintains a current knowledge of the Bank's deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate. * Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed. * Maintains a high level of accuracy and competency in processing transactions and entering data on the computer. * Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors. * Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements. * Ensures that confidentiality is maintained at all times. * Performs assigned clerical responsibilities in a timely manner. * Understands the banks security policies and procedures, assists in opening and closing procedures. * Conducts oneself in accord with the Bank's Core Values. The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance. Requirements * Excellent customer relations demeanor; professional in appearance and communication * High School diploma or equivalent * Previous banking experience * Display a positive, team-oriented attitude * Experience in cash handling and customer service * Basic math and computer skills * Ability to work a variable work schedule * Maintain confidentiality of information * Ability to multi-task * Ability to sit/stand for extended periods of time * Ability to view computer screen, paperwork and cash * Ability to perform fine manipulation when working with cash and other paperwork. * Ability to travel to other branch locations, as needed FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.
    $30k-36k yearly est. 42d ago
  • Universal Banker (Teller) - Part-time

    Fox Valley Savings Bank 4.1company rating

    Personal banker job in Waupun, WI

    We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. This person could be entry level up to an experienced Personal/Universal Banker. Responsibilities: - Provide excellent customer service to all clients - Process transactions accurately and efficiently - Promote bank products and services to clients - Open and close accounts - Assist clients with account inquiries and problem resolution - Maintain a thorough knowledge of bank products and services - Meet sales goals and targets - Adhere to all bank policies and procedures - Perform other duties as assigned If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity. Requirements Excellent customer relations demeanor; professional in appearance and communication High School diploma or equivalent Display a positive, team-oriented attitude Experience in cash handling and customer service Basic math and computer skills Ability to work a variable work schedule Ability to multi-task Ability to stand for extended periods of time Ability to view computer screen, paperwork and cash Ability to perform fine manipulation when working with cash and other paperwork. Ability to travel to other branch locations, as needed FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
    $29k-33k yearly est. 60d+ ago
  • Part Time (30 Hours) Associate Banker, Oshkosh West Branch, Oshkosh, WI

    JPMC

    Personal banker job in Oshkosh, WI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $29k-36k yearly est. Auto-Apply 60d+ ago
  • Universal Banker (Teller) - Part-time

    Fox Valley Savings Bank 4.1company rating

    Personal banker job in Fond du Lac, WI

    We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. This person could be entry level up to an experienced Personal/Universal Banker. Responsibilities: - Provide excellent customer service to all clients - Process transactions accurately and efficiently - Promote bank products and services to clients - Open and close accounts - Assist clients with account inquiries and problem resolution - Maintain a thorough knowledge of bank products and services - Meet sales goals and targets - Adhere to all bank policies and procedures - Perform other duties as assigned If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity. Requirements Excellent customer relations demeanor; professional in appearance and communication High School diploma or equivalent Display a positive, team-oriented attitude Experience in cash handling and customer service Basic math and computer skills Ability to work a variable work schedule Ability to multi-task Ability to stand for extended periods of time Ability to view computer screen, paperwork and cash Ability to perform fine manipulation when working with cash and other paperwork. Ability to travel to other branch locations, as needed FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
    $29k-33k yearly est. 60d+ ago
  • Universal Banker (Teller) - Part-time

    Volex Plc 4.6company rating

    Personal banker job in Fond du Lac, WI

    We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. This person could be entry level up to an experienced Personal/Universal Banker. Responsibilities * Provide excellent customer service to all clients * Process transactions accurately and efficiently * Promote bank products and services to clients * Open and close accounts * Assist clients with account inquiries and problem resolution * Maintain a thorough knowledge of bank products and services * Meet sales goals and targets * Adhere to all bank policies and procedures * Perform other duties as assigned If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity. Requirements * Excellent customer relations demeanor; professional in appearance and communication * High School diploma or equivalent * Display a positive, team-oriented attitude * Experience in cash handling and customer service * Basic math and computer skills * Ability to work a variable work schedule * Ability to multi-task * Ability to stand for extended periods of time * Ability to view computer screen, paperwork and cash * Ability to perform fine manipulation when working with cash and other paperwork. * Ability to travel to other branch locations, as needed FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.
    $30k-36k yearly est. 42d ago

Learn more about personal banker jobs

How much does a personal banker earn in Appleton, WI?

The average personal banker in Appleton, WI earns between $25,000 and $41,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Appleton, WI

$32,000

What are the biggest employers of Personal Bankers in Appleton, WI?

The biggest employers of Personal Bankers in Appleton, WI are:
  1. Wells Fargo
  2. W.F. Young
  3. Nicolet National Bank
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