Personal Banker Jobs in Hudson, WI
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 - New Brighton
- New Brighton, MN (24 miles from Hudson, WI)
- 2 days ago
- New Brighton, MN (24 miles from Hudson, WI)
- 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....
Private Client Banker - Hamline Ave & University - St. Paul, MN
- Saint Paul, MN (18 miles from Hudson, WI)
- 10 days ago
- Saint Paul, MN (18 miles from Hudson, WI)
- 10 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- Inver Grove Heights, MN (19 miles from Hudson, WI)
- 15 days ago
- Inver Grove Heights, MN (19 miles from Hudson, WI)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Inver Grove Heights, 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...
- Inver Grove Heights, MN (19 miles from Hudson, WI)
- 24 days ago
- Inver Grove Heights, MN (19 miles from Hudson, WI)
- 24 days ago
This job posting is anticipated to remain open for 30 days, from 30-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - Arden Hills - Arden Hills,MN
- Arden Hills, MN (24 miles from Hudson, WI)
- 26 days ago
- Arden Hills, MN (24 miles from Hudson, WI)
- 26 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 - South Metro
- Woodbury, MN (12 miles from Hudson, WI)
- 30+ days ago
- Woodbury, MN (12 miles from Hudson, WI)
- 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 (22 miles from Hudson, WI)
- 30+ days ago
- Shoreview, MN (22 miles from Hudson, WI)
- 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...
- Oakdale, MN (12 miles from Hudson, WI)
- 60+ days ago
- Oakdale, MN (12 miles from Hudson, WI)
- 60+ 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...
Financial Advisor - Minneapolis/St. Paul - North Metro
- Saint Paul, MN (18 miles from Hudson, WI)
- 90+ days ago
- Saint Paul, MN (18 miles from Hudson, WI)
- 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 - St. Paul and East Metro
- Saint Paul, MN (18 miles from Hudson, WI)
- 90+ days ago
- Saint Paul, MN (18 miles from Hudson, WI)
- 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 Hudson, WI
Moving to Hudson, WI? Find some basic demographic data about Hudson, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hudson, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hudson, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- 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
- 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
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 »