Personal Banker Jobs in Excelsior, MN
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Personal Banker South Minneapolis MN
- Wayzata, MN (6 miles from Excelsior, MN)
- moments ago
- Wayzata, MN (6 miles from Excelsior, MN)
- moments ago
Personal Banker South Minneapolis MN 3.6 3.6 out of 5 stars 900 WAYZATA BLVD E, Wayzata, MN 55391 Why Wells Fargo: Are you looking for more? Find it here....
Strategic Client Relationship Manager - Remote
- Saint Louis Park, MN (14 miles from Excelsior, MN)
- 19 hours ago
- Saint Louis Park, MN (14 miles from Excelsior, MN)
- 19 hours ago
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by...
Personal Banker Part time Maple Grove Area
- Maple Grove, MN (16 miles from Excelsior, MN)
- 1 day ago
- Maple Grove, MN (16 miles from Excelsior, MN)
- 1 day ago
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....
- Watertown, MN (11 miles from Excelsior, MN)
- 1 day ago
- Watertown, MN (11 miles from Excelsior, MN)
- 1 day ago
Foster positive relationships with colleagues of the assigned banking offices and/or departments and within Wealth Management. May train, mentor and coach non-licensed bank associates....
- Bloomington, MN (17 miles from Excelsior, MN)
- 2 days ago
- Bloomington, MN (17 miles from Excelsior, MN)
- 2 days ago
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....
- Eagan, MN (23 miles from Excelsior, MN)
- 3 days ago
- Eagan, MN (23 miles from Excelsior, MN)
- 3 days ago
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....
- Minneapolis, MN (18 miles from Excelsior, MN)
- 4 days ago
- Minneapolis, MN (18 miles from Excelsior, MN)
- 4 days ago
Client Service Consultant, PC page is loaded Client Service Consultant, PC locations Minneapolis time type Full time posted on Posted 2 Days Ago job requisition id R0000308 Job Description: We are...
- Bloomington, MN (17 miles from Excelsior, MN)
- 9 days ago
- Bloomington, MN (17 miles from Excelsior, MN)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 15-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
- Minneapolis, MN (18 miles from Excelsior, MN)
- 10 days ago
- Minneapolis, MN (18 miles from Excelsior, MN)
- 10 days ago
Who is Blaze: Blaze is currently hiring for a Personal Banker at our Minneapolis North Branch (3117 University Avenue SE, Minneapolis, MN 55414) At Blaze we focus on people, not profits....
- Lakeville, MN (24 miles from Excelsior, MN)
- 21 days ago
- Lakeville, MN (24 miles from Excelsior, MN)
- 21 days ago
This job posting is anticipated to remain open for 30 days, from 03-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor - Northwoods Credit Union
- Minneapolis, MN (18 miles from Excelsior, MN)
- 30+ days ago
- Minneapolis, MN (18 miles from Excelsior, MN)
- 30+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Northwoods Credit...
Merrill Experienced Financial Advisor
- Wayzata, MN (6 miles from Excelsior, MN)
- 45+ days ago
- Wayzata, MN (6 miles from Excelsior, MN)
- 45+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Traveling/Float Universal Banker - Full Time
- Shakopee, MN (11 miles from Excelsior, MN)
- 60+ days ago
- Shakopee, MN (11 miles from Excelsior, MN)
- 60+ days ago
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers...
Healthcare - Client Relationship Manager Minn MN, NJ or Chicago IL
- Minneapolis, MN (18 miles from Excelsior, MN)
- 60+ days ago
- Minneapolis, MN (18 miles from Excelsior, MN)
- 60+ days ago
Healthcare - Client Relationship Manager (CRM/Provider) Locations: Local to Minneapolis, MN in office 3 days a week and will also consider applicants who live in New Jersey and Chicago, IL willing...
Financial Advisor - Southern Minnesota
- Minneapolis, MN (18 miles from Excelsior, MN)
- 30+ days ago
- Minneapolis, MN (18 miles from Excelsior, MN)
- 30+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Demographic Data for Excelsior, MN
Moving to Excelsior, MN? Find some basic demographic data about Excelsior, MN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Excelsior, MN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Excelsior, MN offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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