Personal Banker Jobs in North Dakota
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.
Legacy Wealth Management 3409 45th St S, Ste. 104 Fargo, ND...
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 WorkWe are seeking a motivated and customer-focused Personal Banker to join our team....
A collaborative, team-first environment with a modern approach to wealth management!...
Personal Banker (Stanley, ND) BNC National Bank is looking for an upbeat, driven, and reliable individual to fill our Personal Banker role at our Stanley, ND branch!...
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...
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
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,...
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...
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 - Dickinson/Williston/Montana & Surrounding Areas
- Dickinson, ND
- 90+ days ago
- Dickinson, 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...
Financial Advisor - Fargo/Moorhead and Surrounding Areas
- Fargo, ND
- 90+ days ago
- Fargo, 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...
They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized...
Demographic Data for North Dakota
Moving to North Dakota? Find some basic demographic data about North Dakota below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Dakota
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Dakota 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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