Personal Banker Jobs in Watertown, 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 - Plymouth Hwy 55
- Plymouth, MN (20 miles from Watertown, MN)
- 2 days ago
- Plymouth, MN (20 miles from Watertown, 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....
Financial Advisor - Minneapolis and Northwest Metro
- Golden Valley, MN (24 miles from Watertown, MN)
- 4 days ago
- Golden Valley, MN (24 miles from Watertown, MN)
- 4 days ago
Job 170 of 500 Number of Positions: 1 Job ID: 14524736 Job Location: How to Apply: To see employer contact information, log in or register. Job Title:Financial Advisor - Minneapolis and Northwest...
Personal Banker South Minneapolis District MN
- Golden Valley, MN (24 miles from Watertown, MN)
- 5 days ago
- Golden Valley, MN (24 miles from Watertown, MN)
- 5 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 Southwest Suburban District MN
- Eden Prairie, MN (21 miles from Watertown, MN)
- 6 days ago
- Eden Prairie, MN (21 miles from Watertown, MN)
- 6 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....
HFA Dedicated Financial Advisor - Advice Center
- Minnetonka, MN (19 miles from Watertown, MN)
- 14 days ago
- Minnetonka, MN (19 miles from Watertown, MN)
- 14 days ago
Description Summary: The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the...
Remote Work- Plymouth, MN (20 miles from Watertown, MN)
- 15 days ago
- Plymouth, MN (20 miles from Watertown, MN)
- 15 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Financial Advisor Financial Advisor
- Shakopee, MN (21 miles from Watertown, MN)
- 20 days ago
- Shakopee, MN (21 miles from Watertown, MN)
- 20 days ago
Financial Advisor Edward Jones 3.8 ( ) Shakopee, 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...
Financial Advisor - Minneapolis and Northwest Metro
- Plymouth, MN (20 miles from Watertown, MN)
- 30+ days ago
- Plymouth, MN (20 miles from Watertown, 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 & Southwest Metro
- Shakopee, MN (21 miles from Watertown, MN)
- 30+ days ago
- Shakopee, MN (21 miles from Watertown, 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...
- Shakopee, MN (21 miles from Watertown, MN)
- 90+ days ago
- Shakopee, MN (21 miles from Watertown, MN)
- 90+ days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
Merrill Experienced Financial Advisor
- Wayzata, MN (14 miles from Watertown, MN)
- 90+ days ago
- Wayzata, MN (14 miles from Watertown, MN)
- 90+ 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. Merrill...
Demographic Data for Watertown, MN
Moving to Watertown, MN? Find some basic demographic data about Watertown, MN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Watertown, MN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Watertown, 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
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Customer Relations
- High School Diploma
- 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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