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Personal Banker Jobs in West Allis, WI

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  • Financial Rep - Upcoming Grad - Starting at $16/hr

    Mutual of Omaha 4.7company rating

    Personal Banker Job In Sussex, WI

    Financial Representative Trainee (Sales)--Milwaukee, WI Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales) -- Richmond, VA Virginia | 503368 Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Summer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Nebraska | 503585
    $36k yearly 4d ago
  • Personal Banker Hampton

    Wells Fargo Bank 4.6company rating

    Personal Banker Job In Milwaukee, WI

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. 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(s): 7600 W Hampton Ave, MILWAUKEE, WI 53218 @RWF22 Posting End Date: *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US: 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. 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.
    $27k-32k yearly est. 60d+ ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Personal Banker Job In Milwaukee, WI

    Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company
    $41k-70k yearly est. 2d ago
  • Financial Services Specialist

    Otis Minnesota Services

    Personal Banker Job In New Berlin, WI

    The primary focus of this role is to assist in the management of the time, travel, and expense programs to maintain adherence to corporate risk and control policies. Additionally, this role will assist the broader finance organization in other support functions. These tasks may include expense coding and review, internal and external reporting requests, project accounting requests, or other accounting tasks. This role will collaborate & communicate with all members of the accounting/finance departments and operations management across the broader Company footprint and other owner-operating companies. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support and emulate the Company's Core Values Assist in the preparation and implementation of Travel/purchasing card policies/procedures Expense report platform user maintenance and user support Program compliance and control review Program reporting and analysis Lead in implementation of a standard tool, including communication and user training Assist accounts payable staff in additional expense coding/review Assist the controllership function in external reporting Assist with other finance and accounting support functions Collaborate with all members of the Accounting Department to implement process improvement initiatives to increase accuracy, efficiency, and timeliness of data/reporting. Support the process improvement group with company-wide initiatives that may include both accounting and operational processes Assist both the internal and external audit functions including maintaining proper documentation according to internal control framework Assist in preparing special reports and studies requested by management Perform other duties as assigned Physical Demands This is a largely sedentary role; however, while performing the duties of this job, the employee is frequently required to talk and hear, sit, use hands to finger, handle or feel objects, office equipment or controls and reach with hands and arms. The employee is occasionally required to stand, walk, and lift more than 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is required to work in an indoor environment. Required Education and Experience High school diploma Strong attention to detail and data accuracy Associate degree in accounting, finance, or related field, preferred 1+ years accounting work in public or corporate setting Additional Eligibility Qualifications Experience working with generally accepted accounting principles and accounting software. Professional work in a large company setting with exposure to GL coding and related accounting functions. Interactions with internal and external customers. Experience in communicating data and performance measures to the management team. Experience with company purchasing card programs and administration. ERP system experience - preferably PENTA Strong personal computer and business solutions software skills, specifically with Microsoft Office Software. Advanced Excel knowledge. Previous T&E system experience. System integration experience. Ability to perform computations with reasonable speed and accuracy. Solid organizational and communication skills with high attention to detail Strong analytical and problem-solving skills Strong willingness to learn. Otis Minnesota is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
    $23k-40k yearly est. 2d ago
  • Banker | Mt Zion

    Busey Bank 4.5company rating

    Personal Banker Job In Zion, IL

    As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers financial wellbeing. Come grow your career at Busey! Duties & Responsibilities Identify customers' and non-customers' financial needs and sell all appropriate products and services. Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Assist with Teller duties on an as needed basis. Education & Experience Knowledge of: Strong sales and customer service skills Strong interpersonal communication skills Bank compliance, security, and operational policies Possess knowledge of all bank products, features, benefits as well as basic math functions. Ability to: Accurately count money Explain products and services to current and potential customers Perform duties and make decisions under frequent time pressures Learn to operate basic office equipment and banking systems Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Cash handling experience (preferred) Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. #BBLP
    $66k-104k yearly est. 60d+ ago
  • Universal Banker I

    Waterstone Bank 4.1company rating

    Personal Banker Job In Brookfield, WI

    is $18.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations. Duties and responsibilities for Universal Banker position: Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs. Accurately open, maintain and close deposit accounts and services. Answer customer questions and resolve related account issues, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers. Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received. Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. Keep abreast of industry trends, standards and external factors that may affect the bank. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws Perform other duties as assigned. Qualifications for Universal Banker position: Experience Required: 1 - 2 years of sales experience Required: 2-4 years customer service experience Preferred: 2-4 years of sales and customer service experience in branch banking Education Required: High School Diploma or general education degree (GED) Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion date Benefits for Full-Time Position: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $18.5 hourly 15d ago
  • Universal Banker I

    Waterstone Financial, Inc. 4.0company rating

    Personal Banker Job In Brookfield, WI

    is $18.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations. Duties and responsibilities for Universal Banker position: * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. * Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. * Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs. * Accurately open, maintain and close deposit accounts and services. * Answer customer questions and resolve related account issues, including phone and in-person. * Perform service related activities such as on-boarding calls and appropriate follow-up with customers. * Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Keep abreast of industry trends, standards and external factors that may affect the bank. * Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws * Perform other duties as assigned. Qualifications for Universal Banker position: Experience * Required: 1 - 2 years of sales experience * Required: 2-4 years customer service experience * Preferred: 2-4 years of sales and customer service experience in branch banking Education * Required: High School Diploma or general education degree (GED) * Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion date Benefits for Full-Time Position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $18.5 hourly 20d ago
  • Universal Banker

    Pyxai

    Personal Banker Job In Oconomowoc, WI

    Do you have a passion for handling selling of bank products and services, building customer relationships to support business goals, and achieve sales targets? As a Universal Banker, your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice to help solve financial challenges. Requirements Accurately process banking transactions, Help acquire new banking relationships and open new accounts, Retain and deepen relationships by identifying needs and offering custom financial solutions, Provide account servicing and maintenance, Help educate customers on digital bank solutions that can make their lives safer, easier and better, and Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management) Qualifications: High school diploma or GED Basic keyboarding skills and the ability to navigate in a Windows environment Knowledge of bank products and services Minimum of 1+ year of retail banking experience All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If that sounds like you and you're excited by the idea of joining a world-class team that's passionate about growing together, we look forward to hearing from you. Apply Now! ------------------------------------------------------------------------------------------------- Pyxai Staffing Description Meet Pyxai Screening and Recruiting Company - 11-50 employees Pyxai (pronounced picks-eye) is an innovative technology company focused on bringing the transferable skills (soft skills) of job candidates to the forefront of the hiring process. Resumes do a great job at listing education and experience, but how does anyone knows how well a job candidate communicates, how great they problem solve, or even how flexible they are? At the top of the hiring funnel, these are unknowns and they shouldn't be. Research shows these skills truly hold the key to career success across all industries. Really think about it. If you're a genius at your job, but you can't communicate well with others, how would that impact you at your job? Here's a clue: misunderstandings or no communication at all creates conflict with others due to misalignments in expectations. Bottom line, poor soft skills lead to inefficiencies and conflicts at work (and in personal life too!). With this in mind, Pyxai specializes in qualifying hard skills and screening for the soft skills most applicable to the role. We do this via our proprietary Video Interviewing technology. We focus on Operation-related jobs from Entry-level roles to Director-level roles. Our hope is to build long-lasting partnerships by providing clients and candidates with powerful data, great service, and valuable information to empower their searches.
    $31k-39k yearly est. 60d+ ago
  • Patient Financial Services Rep I

    CHS Children's Hospital and Health System 4.2company rating

    Personal Banker Job In West Allis, WI

    At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Responsible for answering inbound daily telephone calls within Patient Accounts - Customer Service department, a cross-functional department supporting all areas of Revenue Cycle. As the front line of CHW's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Responsible for making outbound calls to negotiate payment plan terms, collect outstanding self- pay balances, screen for and process financial assistance applications, and resolves accounts in assigned work queues within billing system Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. High school education or equivalent. Associates Degree preferred. One year related experience in insurance, collections or call center customer service, preferably in a hospital setting. Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations Ability to communicate effectively, both verbally and through written correspondences to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility Must have knowledge of all revenue cycle operations and processes Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:
    $24k-35k yearly est. 60d+ ago
  • Universal Banker - Lake Geneva, Burlington, Waterford

    Community State Bank 4.3company rating

    Personal Banker Job In Burlington, WI

    Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Supervision of Others: N/A Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced.
    $29k-34k yearly est. 19d ago
  • Patient Financial Services Rep I

    CWI Landholdings 3.0company rating

    Personal Banker Job In West Allis, WI

    At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Responsible for answering inbound daily telephone calls within Patient Accounts - Customer Service department, a cross-functional department supporting all areas of Revenue Cycle. As the front line of CHW's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Responsible for making outbound calls to negotiate payment plan terms, collect outstanding self- pay balances, screen for and process financial assistance applications, and resolves accounts in assigned work queues within billing system Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. High school education or equivalent. Associates Degree preferred. One year related experience in insurance, collections or call center customer service, preferably in a hospital setting. Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations Ability to communicate effectively, both verbally and through written correspondences to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility Must have knowledge of all revenue cycle operations and processes Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:
    $24k-35k yearly est. 18h ago
  • Business Banker

    Citizens Bank 3.7company rating

    Personal Banker Job In Mukwonago, WI

    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 an experienced Business Banker to join our Waukesha team. HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs *Hours may vary based on business needs Description: Responsible for developing and maintaining long term customer relationships with commercial customers. Essential duties and responsibilities: Developing and maintaining long term customer relationships that generate loans, deposits and fee income Negotiating commercial loan terms that are consistent with internal credit standards Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs Working closely with the Commercial Credit Department to create credit presentations Presenting customer financial information to relevant committees Cross selling all relevant bank products and services to commercial customers Effectively managing loan portfolio Any other duties as assigned. Requirements: High School Diploma or GED required Bachelor's degree preferred 5+ years Commercial Lending experience Ability to cross sell banking and other financial services products Extensive knowledge of standard commercial lending practices Banking experience and knowledge of bank systems & practices preferred Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism Strong verbal and written communication 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 at *********************************************************************************************
    $28k-49k yearly est. 4d ago
  • Financial Representative Trainee - Starting at $16/hr

    Mutual of Omaha 4.7company rating

    Personal Banker Job In North Chicago, IL

    Financial Representative Trainee (Sales) -- Chicago. IL Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales)--Boston, MA Massachusetts | 503420 Financial Representative Trainee (Sales) - Des Moines, IA Iowa | 503425 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503415
    $36k yearly 4d ago
  • Personal Banker Mayfair

    Wells Fargo Bank 4.6company rating

    Personal Banker Job In Wauwatosa, WI

    Job DescriptionWhy Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today. 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 weekends and holidays as needed or scheduled 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(s): 2675 N Mayfair Rd Ste 100, WAUWATOSA, WI 53226 @RWF22 Posting End Date: *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US: 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. 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.
    $27k-32k yearly est. 60d+ ago
  • Banker | Mt. Zion

    Busey Bank 4.5company rating

    Personal Banker Job In Zion, IL

    As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers' financial wellbeing. Come grow with Busey! Duties & Responsibilities Mon-Fri 8am-5:30pm, Rotating Saturday 8am-12:30pm Identify customers' and non-customers' financial needs and sell all appropriate products and services. Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Assist with Teller duties on an as needed basis. Education & Experience Knowledge of: Strong sales and customer service skills Strong interpersonal communication skills Bank compliance, security, and operational policies Possess knowledge of all bank products, features, benefits. Ability to: Assess a customer's needs and understand what solutions are impactful Accurately count money Learn to operate basic office equipment and banking systems Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Cash handling experience (preferred) Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. #BBLP
    $66k-104k yearly est. 60d+ ago
  • Universal Banker I

    Waterstone Bank 4.1company rating

    Personal Banker Job In Oak Creek, WI

    is $18.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations. Duties and responsibilities for Universal Banker position: Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs. Accurately open, maintain and close deposit accounts and services. Answer customer questions and resolve related account issues, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers. Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received. Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. Keep abreast of industry trends, standards and external factors that may affect the bank. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws Perform other duties as assigned. Qualifications for Universal Banker position: Experience Required: 1 - 2 years of sales experience Required: 2-4 years customer service experience Preferred: 2-4 years of sales and customer service experience in branch banking Education Required: High School Diploma or general education degree (GED) Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion date Benefits for Full-Time Position: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $18.5 hourly 5d ago
  • Universal Banker I

    Waterstone Financial, Inc. 4.0company rating

    Personal Banker Job In Oak Creek, WI

    is $18.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations. Duties and responsibilities for Universal Banker position: * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. * Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. * Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs. * Accurately open, maintain and close deposit accounts and services. * Answer customer questions and resolve related account issues, including phone and in-person. * Perform service related activities such as on-boarding calls and appropriate follow-up with customers. * Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Keep abreast of industry trends, standards and external factors that may affect the bank. * Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws * Perform other duties as assigned. Qualifications for Universal Banker position: Experience * Required: 1 - 2 years of sales experience * Required: 2-4 years customer service experience * Preferred: 2-4 years of sales and customer service experience in branch banking Education * Required: High School Diploma or general education degree (GED) * Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion date Benefits for Full-Time Position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $18.5 hourly 10d ago
  • Business Banker

    Citizens Bank 3.7company rating

    Personal Banker Job In Mukwonago, WI

    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 an experienced Business Banker to join our Waukesha team. HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs *Hours may vary based on business needs Description: Responsible for developing and maintaining long term customer relationships with commercial customers. Essential duties and responsibilities: Developing and maintaining long term customer relationships that generate loans, deposits and fee income Negotiating commercial loan terms that are consistent with internal credit standards Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs Working closely with the Commercial Credit Department to create credit presentations Presenting customer financial information to relevant committees Cross selling all relevant bank products and services to commercial customers Effectively managing loan portfolio Any other duties as assigned. Requirements: High School Diploma or GED required Bachelor's degree preferred 5+ years Commercial Lending experience Ability to cross sell banking and other financial services products Extensive knowledge of standard commercial lending practices Banking experience and knowledge of bank systems & practices preferred Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism Strong verbal and written communication 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 at *********************************************************************************************
    $28k-49k yearly est. 60d+ ago
  • Universal Banker

    Community State Bank 4.3company rating

    Personal Banker Job In Kenosha, WI

    Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker III is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This individual will also provide cross-selling opportunities to current and future customers. This position is the face of the bank with the overall purpose of providing quality and efficiency to customers. This position will have a thorough understanding of the customer's transaction requirements and be able to effectively communicate all available options to them. They will educate customers about Community State Bank's options and refer to the appropriate products and services matching the customer needs. Essential Duties and Responsibilities: Transactional/Customer Assistance Process customers' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, money orders, and other routine requests. Routinely provide customers with necessary information and troubleshoot customer issues. Familiar with customers' resources to be able to assist customers. Assist customers with access to safe deposit boxes, address changes, & travel notifications. Troubleshoot issues with debit cards, online banking, & account issues. Collecting information for outgoing wire transfers. Balance and maintenance ATM. Close accounts including IRA's & HSA's Take loan applications and can quote rates, terms, projected payments, as well as taking care of the loan closing. Branch Responsibilities Balance and maintenance ATM. Assist customers with access to safe deposit boxes. Opening and closing operations of branch office. Assist in cash needs for co-workers and branch. Provide assistance to Branch Manager as needed. Cross selling Recognize customer cues for appropriate products and services they currently may not be using. Comply and work toward the branch goals to achieve and/or exceed branch growth potential. Account Acquisition Open personal & business accounts for new and existing customers. Perform follow up with customers. Responsible for account maintenance. Process customer account changes. Assist with loan application process. Other Activities Ability to demonstrate compliance with all bank regulations for assigned job functions and apply to designated job responsibilities -knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulations changes. Follow all bank policies and procedures, compliance regulations, and complete all required, annual required, or job-specific training. Promote CSB as a relationship community building financial institution with focus on volunteerism and teamwork. Provide co-workers with positivity and provide support. Have a strong desire to train in a set of activities designed to impart knowledge and enhance job skills. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Education: High school diploma or equivalent GED. Some banking or sales experience is required. Responsibility and Decision-Making: Recognize any suspicious behavior and can make decisions on when to consult higher management on any transactions. When the Retail Manager is out of the office, more responsibility will be required. Must be able to provide solutions and options to our customers. Supervision of Others: N/A Physical Demands: Ability to lift boxes of coin and work in a fast-paced environment. Work Environment: Fast paced.
    $29k-34k yearly est. 34d ago
  • Financial Rep - Upcoming Grad - Starting at $16/hr

    Mutual of Omaha 4.7company rating

    Personal Banker Job In Rochester, WI

    Financial Representative Trainee (Sales)--Milwaukee, WI Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Summer 2025 Graduate Data Science Intern - Remote Remote | 503664 Summer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Nebraska | 503585 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503247
    $36k yearly 4d ago

Learn More About Personal Banker Jobs

How much does a Personal Banker earn in West Allis, WI?

The average personal banker in West Allis, 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 West Allis, WI

$32,000

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

The biggest employers of Personal Bankers in West Allis, WI are:
  1. Associated Bank
  2. Wells Fargo
  3. PNC Bank, National Association
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