Personal Banker Jobs in Casselton, ND
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.
- Fargo, ND (15 miles from Casselton, ND)
- 7 days ago
- Fargo, ND (15 miles from Casselton, ND)
- 7 days ago
Legacy Wealth Management 3409 45th St S, Ste. 104 Fargo, ND...
Media-Focused Licensed Financial Advisor
- Fargo, ND (15 miles from Casselton, ND)
- 11 days ago
- Fargo, ND (15 miles from Casselton, ND)
- 11 days ago
A collaborative, team-first environment with a modern approach to wealth management!...
Financial Advisor American Federal Bank
- Fargo, ND (15 miles from Casselton, ND)
- 14 days ago
- Fargo, ND (15 miles from Casselton, ND)
- 14 days ago
Bank Financial Advisor American Federal Bank 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...
- Fargo, ND (15 miles from Casselton, ND)
- 30+ days ago
- Fargo, ND (15 miles from Casselton, ND)
- 30+ days ago
POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members,...
/19300/f07371e6-c1d3-4ee2-beed-850b296ffa0e.png&z=8&s=BNK&ih_t=6%2F13%2F2025+10%3A48%3A36+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-resume-review&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Financial Advisor - Fargo/Moorhead and Surrounding Areas
- Fargo, ND (15 miles from Casselton, ND)
- 90+ days ago
- Fargo, ND (15 miles from Casselton, ND)
- 90+ 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 Casselton, ND
Moving to Casselton, ND? Find some basic demographic data about Casselton, ND below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Casselton, ND
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Casselton, ND 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
- Certified Financial Planner
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »