Personal Banker Jobs in Forest Lake, 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.
- Blaine, MN (13 miles from Forest Lake, MN)
- 11 days ago
- Blaine, MN (13 miles from Forest Lake, MN)
- 11 days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Personal Banker South Minneapolis District MN
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 2 days ago
- Minneapolis, MN (22 miles from Forest Lake, 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....
Personal Banker - New Brighton
- New Brighton, MN (15 miles from Forest Lake, MN)
- 2 days ago
- New Brighton, MN (15 miles from Forest Lake, 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....
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 7 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 7 days ago
As a Branch Banker within PNC's Retail Banking organization, you will be based in Round Rock, TX at the University Commons branch. Bilingual Spanish preferred....
Financial Advisor Recruiting Experience Consultant
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 9 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 9 days ago
Job Description What is the opportunity? The Financial Advisor (FA) Recruiting Experience Consultant will execute on RBC Wealth Management US Financial Advisor recruiting and pre-hire experience....
Private Client Banker - Hamline Ave & University - St. Paul, MN
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 10 days ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 10 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Roving Personal Banker Central Suburban
- Anoka, MN (20 miles from Forest Lake, MN)
- 11 days ago
- Anoka, MN (20 miles from Forest Lake, MN)
- 11 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Financial Advisor Financial Advisor
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 16 days ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 16 days ago
Financial Advisor Edward Jones 3.8 ( ) Saint Paul, MN Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 16 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 16 days ago
Client Service Consultant, PC page is loaded Client Service Consultant, PC locations Minneapolis time type Full time posted on Posted 3 Days Ago job requisition id R0000047 Job Description: We are...
Personal Financial Representative-MN
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 25 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 25 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkPrivate Client Banker - Arden Hills - Arden Hills,MN
- Arden Hills, MN (15 miles from Forest Lake, MN)
- 26 days ago
- Arden Hills, MN (15 miles from Forest Lake, MN)
- 26 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker-Coon Rapids-Coon Rapids, MN
- Coon Rapids, MN (16 miles from Forest Lake, MN)
- 30+ days ago
- Coon Rapids, MN (16 miles from Forest Lake, MN)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - Minneapolis/St. Paul - North Metro
- Fridley, MN (18 miles from Forest Lake, MN)
- 30+ days ago
- Fridley, MN (18 miles from Forest Lake, MN)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - Minneapolis/St. Paul - South Metro
- Woodbury, MN (23 miles from Forest Lake, MN)
- 30+ days ago
- Woodbury, MN (23 miles from Forest Lake, MN)
- 30+ days ago
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the...
Financial Advisor - St. Paul and East Metro
- Shoreview, MN (13 miles from Forest Lake, MN)
- 30+ days ago
- Shoreview, MN (13 miles from Forest Lake, MN)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Forest Lake, MN
Moving to Forest Lake, MN? Find some basic demographic data about Forest Lake, MN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Forest Lake, MN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Forest Lake, MN offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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