Personal Banker Jobs in Wisconsin
Personal Banker jobs in Wisconsin are concentrated in retail banking, credit unions, and community development lending, with demand running from entry-level teller-to-banker transitions through senior relationship roles. Milwaukee, Madison, and Green Bay account for the heaviest hiring, where institutions like BMO, Associated Bank, and Summit Credit Union maintain significant branch networks and back-office operations. The most sought-after specializations include small business banking, mortgage origination, and wealth referral. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 27+ Personal Banker jobs
Purpose of Position: A Personal Banker is responsible for delivering a premier client experience that is second to none by helping out our clients with just about all of their consumer/retail banking needs! The Personal Banker will provide new and existing clients with resources and solutions to serve all their financial needs and will work to grow relationships that are mutually beneficial for the client and bank. The primary responsibility for this position will be to develop and nurture client relationships. This position is based out of our Monona Bridge Road office.
ESSENTIAL RESPONSIBILITIES:
- Bankers are expected to achieve full banking relationships with clients. Therefore, being very familiar with ALL that Lake Ridge Bank has to offer is paramount to success in addition to maintaining expertise of all deposit and consumer loan products and services.
- Resolve client needs/problems/issues and provide high quality personalized service.
- Actively sell deposit and consumer loan products and services by utilizing effective sales skills including listening, being persuasive and building confidence and trust with clients and potential clients.
- Open deposit accounts for clients including but not limited to checking, savings, CDs as well as properly completing all account paperwork.
- Process transactions such as cashing checks, account withdrawals, deposits, loan payments, etc. while properly balancing and maintaining a cash drawer.
- Follow through with onboarding new clients/new accounts.
- Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
- Meet established benchmarks for individual, office, and department.
- Actively participate in sales, office and staff meetings.
- Maintain confidentiality of client information at all times.
- Participates in community involvement/bank activities.
- Performs all other duties as assigned.
OTHER RESPONSIBILITIES:
- Complete all annual bank security and compliance training.
- Adhere to Bank Security guidelines as required for this position.
- Always maintain confidentiality of client information
- Stay current on all compliance regulations.
- Associates Degree in a related field and/or 2 years equivalent work experience in a client services/sales environment
- Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients.
- Demonstrated problem solving skills with the ability to make good decisions
- Flexibility with the ability to adapt to an ever-changing work environment
- Willingness and ability to participate in community functions where the office is involved
- Ability to represent the organization in a professional, positive manner
- Proven sales ability
Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.
Purpose of Position: A Personal Banker is responsible for delivering a premier client experience that is second to none by helping out our clients with just about all of their consumer/retail banking needs! The Personal Banker will provide new and existing clients with resources and solutions to serve all their financial needs and will work to grow relationships that are mutually beneficial for the client and bank. The primary responsibility for this position will be to develop and nurture client relationships. This position is based out of our Monona Bridge Road office.
ESSENTIAL RESPONSIBILITIES:
- Bankers are expected to achieve full banking relationships with clients. Therefore, being very familiar with ALL that Lake Ridge Bank has to offer is paramount to success in addition to maintaining expertise of all deposit and consumer loan products and services.
- Resolve client needs/problems/issues and provide high quality personalized service.
- Actively sell deposit and consumer loan products and services by utilizing effective sales skills including listening, being persuasive and building confidence and trust with clients and potential clients.
- Open deposit accounts for clients including but not limited to checking, savings, CDs as well as properly completing all account paperwork.
- Process transactions such as cashing checks, account withdrawals, deposits, loan payments, etc. while properly balancing and maintaining a cash drawer.
- Follow through with onboarding new clients/new accounts.
- Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
- Meet established benchmarks for individual, office, and department.
- Actively participate in sales, office and staff meetings.
- Maintain confidentiality of client information at all times.
- Participates in community involvement/bank activities.
- Performs all other duties as assigned.
OTHER RESPONSIBILITIES:
- Complete all annual bank security and compliance training.
- Adhere to Bank Security guidelines as required for this position.
- Always maintain confidentiality of client information
- Stay current on all compliance regulations.
- Associates Degree in a related field and/or 2 years equivalent work experience in a client services/sales environment
- Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients.
- Demonstrated problem solving skills with the ability to make good decisions
- Flexibility with the ability to adapt to an ever-changing work environment
- Willingness and ability to participate in community functions where the office is involved
- Ability to represent the organization in a professional, positive manner
- Proven sales ability
Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.
See All 27 Personal Banker Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Personal Banker JobsPersonal Banker Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Personal Banker Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
What Wisconsin Employers Look For
The qualifications that appear most often in personal banker jobs across Wisconsin.
- FINRA Series 6 or Series 7 license preferred or required by most Wisconsin bank employers
- Associate or bachelor's degree in finance, business, or a related field
- One or more years of experience in retail banking or customer-facing financial services
- Demonstrated ability to meet sales goals and cross-sell deposit, loan, and investment products
- Proficiency with banking platforms such as Fiserv, Jack Henry, or similar core systems
- Strong knowledge of federal and Wisconsin consumer lending regulations and compliance requirements
Personal Banker Jobs in Wisconsin: Frequently Asked Questions
How do you become a personal banker in Wisconsin?
Most Wisconsin personal banker roles require at minimum a high school diploma, though an associate or bachelor's degree in finance or business gives candidates a clear advantage. There is no state-issued personal banker license in Wisconsin, but employers typically require or sponsor FINRA securities registrations such as the Series 6 or Series 7 before you begin selling investment products. Candidates without those licenses often start in teller or customer service roles while completing the required exams.
Which companies hire personal bankers in Wisconsin?
Employers hiring personal bankers in Wisconsin right now include Wells Fargo, UW Credit Union, and North Shore Bank, based on current listings on Migrate Mate as of November 2026. Wisconsin's mix of large regional banks, national institutions, and member-owned credit unions means openings appear across a wide range of employer types and branch sizes.
Which Wisconsin cities have the most personal banker jobs?
Green Bay, Sheboygan, and Hobart post the most personal banker openings in Wisconsin. Milwaukee dominates volume as the state's largest metro and financial services hub, Madison's concentration of corporate headquarters and university-affiliated credit unions drives consistent demand, and Green Bay's growing regional economy supports a steady pipeline of branch-level openings at both national and community institutions.
Are there remote personal banker jobs in Wisconsin?
Yes, but they're rare. Personal banking is fundamentally a client-facing, branch-based role, so most positions require on-site presence. About 0% of personal banker openings tied to Wisconsin are remote or hybrid as of November 2026, and those roles tend to be in phone-based or digital banking units rather than traditional branch positions. Candidates specifically seeking remote work should look for titles like virtual banker or digital relationship specialist.
How can I get hired as a personal banker in Wisconsin with little or no experience?
The most realistic entry path is starting as a bank teller or member service representative at a Wisconsin credit union or community bank, then moving into a personal banker role once you've demonstrated sales aptitude and product knowledge. Institutions like Summit Credit Union, Educators Credit Union, and Associated Bank regularly hire without prior banking experience for these feeder roles. Earning a FINRA Series 6 registration on your own before applying signals commitment and can accelerate the transition.
Where can I find and apply to personal banker jobs in Wisconsin?
You can find and apply to personal banker jobs in Wisconsin on Migrate Mate, which lists current openings across the state. Search the available roles, identify the ones that match your experience and location, and apply directly to the employers posting them.
See All 27 Personal Banker Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Personal Banker Jobs