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Personal Banker Jobs in Racine, WI (NOW HIRING)

Bank of Montreal

Associate Banker

Milwaukee, WI · On-site

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...

Bank of Montreal

Associate Banker

Wauwatosa, WI · On-site

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...

Bank of Montreal

Associate Banker

Milwaukee, WI · On-site

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...

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Showing results 41-60

All JobsPersonal Banker JobsPersonal Banker Jobs in Racine, WI

Personal Banker information

See Racine, WI salary details

$12

$19

$26

How much do personal banker jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for personal banker in Racine, WI is $19.50, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $21.20 per hour, depending on experience, location, and employer.

What is a personal banker?

A personal banker is a financial planner and advisor for their customers, providing investment options and assistance in preparing long-term financial goals, estates, taxes and wills. Their responsibilities are calculating the risks and rewards of investments (like stocks and bonds), making recommendations, setting up educational and retirement funds, and offering or selling insurance. They service multiple customers, and may also offer tax preparation. A personal banker will meet with their clients to review financial records, update them on their investments, or change financial plans.

What are the key skills and qualifications needed to thrive as a personal banker, and why are they important?

To thrive as a Personal Banker, you need a solid understanding of financial products, sales techniques, and customer service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance procedures is essential. Strong interpersonal skills, attention to detail, and problem-solving abilities set top performers apart. These skills are crucial for building client trust, achieving sales goals, and ensuring accurate financial transactions within the bank.

What are some common challenges personal bankers face when supporting clients, and how can they effectively address them?

Personal Bankers often encounter challenges such as managing multiple client requests simultaneously, addressing complex financial needs, and staying current with banking regulations. Effective time management and strong communication skills are crucial for prioritizing tasks and ensuring each client receives personalized service. Building a deep understanding of financial products and proactively seeking training opportunities can help Personal Bankers confidently guide clients through financial decisions and regulatory changes.

What is the difference between Personal Banker vs Customer Service Representative?

AspectPersonal BankerCustomer Service Representative
CredentialsHigh school diploma; some roles may require FINRA or banking certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, financial advising settingsCall centers, retail stores, bank branches
Primary ResponsibilitiesFinancial advising, account management, loan and mortgage assistanceHandling customer inquiries, transactions, account support
Employer & Industry UsageBanking, financial servicesBanking, retail, customer service sectors

Personal Bankers focus on financial advising and managing client accounts, often requiring specialized knowledge and certifications. Customer Service Representatives primarily handle customer inquiries and transactions, with less emphasis on financial advising. While both roles work in banking environments, their responsibilities and skill requirements differ significantly.

More about Personal Banker jobs

What cities near Racine, WI are hiring for Personal Banker jobs?

Cities near Racine, WI with the most Personal Banker job openings:

Personal Banker jobs near you
Infographic showing various Personal Banker job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, 3% Contract, and 3% Nights. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $40,559 per year, or $19.5 per hour.

Senior Universal Banker (Personal Banker)

Summit Credit Union

Brookfield, WI • On-site

Full-time

Medical, Retirement, PTO

Re-posted 11 days ago

Summit Credit Union rating

7.7

Company rating: 7.7 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

Job description

At Summit Credit Union, we're all about people helping people-while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Brookfield branch, you'll be at the center of that mission. You won't just work in banking, you'll shape financial journeys, spark positive change, and grow your own career in an environment that celebrates innovation, inclusivity, and community. If you want a role where your impact is real, your voice is heard, and your growth is supported, Summit is where you'll want to be.
What You'll Do & The Impact You'll Make
As a Senior Universal Banker, you'll be the go-to financial guide for members. You will:
  • Lead financial conversations with members to help them navigate everyday banking, major life decisions, and long-term goals.
  • Build relationships that create lifelong members through trust, empathy, and outstanding service.
  • Provide expert support on accounts, loans, digital banking tools, and personalized financial solutions.
  • Mentor and support Universal Bankers, helping elevate the member experience and team performance.
  • Solve problems creatively, from helping a member improve their credit to guiding them through a big purchase or budget.
  • Drive branch success through sales, service excellence, and smart decision-making.

Your impact matters.
Every conversation could help someone buy their first home, improve their financial confidence, or finally breathe easier about money. Your work directly helps build stronger members and stronger communities.
What You'll Bring
  • 3+ years of sales or customer service experience (or related higher education).
  • High school diploma or equivalent required.
  • Ability to obtain and maintain an NMLS number.
  • Strong communication and interpersonal skills that reflect Summit's positive, member-focused culture.
  • Adaptability and sound judgment to handle unique daily challenges within established guidelines.
  • Active listening skills and a commitment to fully understanding and resolving member needs.
  • Ability to build relationships and communicate proactively with members and non-members.
  • High attention to detail, with consistent follow-up and follow-through.
  • Comfort using the Microsoft Office Suite and digital tools.
  • Basic math skills and readiness to learn more complex financial concepts.

Why You'll Love Working Here
We take care of our people-because when our employees thrive, our members do too.
Our perks include:
  • Excellent health insurance options to support you and your family
  • 401(k) with employer match to help you invest in your future
  • Generous paid time off so you can recharge and live your life
  • Paid holidays and wellness-focused benefits
  • Opportunities for professional growth and leadership development
  • A people-first culture that values inclusion, purpose, and impact
  • And more benefits designed to support you-at work and beyond

Our Commitment
At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.
Ready to Make an Impact?
If you're passionate about leading people, strengthening communities, and helping members achieve homeownership with confidence-we'd love to meet you.
Additional Information
  • Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.
  • Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.
  • Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.
  • EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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