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.
Private Client Banker- Woodbury Village Center - Woodbury, MN
- Woodbury, MN (23 miles from Forest Lake, MN)
- 15 hours ago
- Woodbury, MN (23 miles from Forest Lake, MN)
- 15 hours ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 22 hours ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 22 hours ago
Who is Blaze: Blaze is currently hiring for a Personal Banker at our St. Paul Branch. At Blaze we focus on people, not profits....
Financial Advisor - Certification Provided
- Lake Elmo, MN (19 miles from Forest Lake, MN)
- 4 days ago
- Lake Elmo, MN (19 miles from Forest Lake, MN)
- 4 days ago
Financial Advisor - Certification Provided at Edward Jones summary: A Financial Advisor partners with clients to develop personalized financial strategies aimed at achieving long-term goals such...
Financial Advisor - Northwoods Credit Union
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 4 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 4 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...
Sr. Client Service Consultant, PC
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 5 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 5 days ago
Sr. Client Service Consultant, PC page is loaded Sr. Client Service Consultant, PC locations Minneapolis time type Full time posted on Posted 2 Days Ago job requisition id R0000432 Job...
Financial Advisor - Certification Provided. Job in White Bear Lake Gr8Jobs
- Dellwood, MN (11 miles from Forest Lake, MN)
- 7 days ago
- Dellwood, MN (11 miles from Forest Lake, MN)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Oakdale, MN (18 miles from Forest Lake, MN)
- 12 days ago
- Oakdale, MN (18 miles from Forest Lake, MN)
- 12 days ago
As a Personal Banker you will discuss, explain, promote and sell products and services to current and/or potential customers and assist them in opening the products and services that best fit their...
As a Personal Banker, is responsible for developing and maintaining relationships with customers and prospects by providing financial advice and solutions based on their retail accounts, loans, and...
Client Relationship Manager (328A4225)
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 14 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 14 days ago
CLIENT RELATIONSHIP MANAGER (328A4225) Infinite Campus 45600.00 To 91200.00 (USD) Annually paid time off, long term disability, 401(k) United States, Minnesota, Minneapolis Jun 14, 2025 TARGET...
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 22 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 22 days ago
is currently hiring for a Personal Banker out of our Minneapolis South branch....
Sr. Client Service Consultant, Employee Benefits
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 27 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 27 days ago
Sr. Client Service Consultant, Employee Benefits page is loaded Sr. Client Service Consultant, Employee Benefits locations Minneapolis time type Full time posted on Posted 2 Days Ago job...
Personal Banker University Commons
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 28 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 28 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....
Personal Financial Representative-MN
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 28 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 28 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 WorkPersonal Banker Greater Twin Cities MN
- Woodbury, MN (23 miles from Forest Lake, MN)
- 29 days ago
- Woodbury, MN (23 miles from Forest Lake, MN)
- 29 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)
- 30+ days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 30+ days ago
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next...
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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