Personal Banker Jobs in River Falls, 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.
- Oakdale, MN (20 miles from River Falls, WI)
- 17 hours ago
- Oakdale, MN (20 miles from River Falls, WI)
- 17 hours 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...
Personal Banker Inver Grove Heights, MN
- Inver Grove Heights, MN (21 miles from River Falls, WI)
- 1 day ago
- Inver Grove Heights, MN (21 miles from River Falls, WI)
- 1 day 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 - Career Change Opportunity
- Woodbury, MN (17 miles from River Falls, WI)
- 1 day ago
- Woodbury, MN (17 miles from River Falls, WI)
- 1 day ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 01-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Saint Paul, MN (24 miles from River Falls, WI)
- 2 days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 2 days ago
Apr 25, 2025 Financial Services Officer Minnco Credit Union - Vadnais Heights, MN business_center Full-time Salary: $21.00 - $27.00 Hourly Application Deadline: May 22, 2025 Front Line Position...
- Saint Paul, MN (24 miles from River Falls, WI)
- 2 days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 2 days ago
The Financial Advisor II serves as a key financial resource, maintains system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF...
- Oakdale, MN (20 miles from River Falls, WI)
- 4 days ago
- Oakdale, MN (20 miles from River Falls, WI)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Saint Paul, MN (24 miles from River Falls, WI)
- 8 days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 8 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....
Contact Center Personal Banker
- Saint Paul, MN (24 miles from River Falls, WI)
- 15 days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 15 days ago
We are seeking a highly motivated and enthusiastic individual for the role of BPO SPE Voice. The ideal candidate will have 2 to 4 years of experience in customer voice work. This is a...
Remote Work- Saint Paul, MN (24 miles from River Falls, WI)
- 16 days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 16 days ago
Mortgage Customer Support (remote) This is a remote position open to any qualified applicant in the United States. Job Summary Interact over the phone or by chat with customers and internal team...
Traveling/Float Universal Banker - Full Time
- Saint Paul, MN (24 miles from River Falls, WI)
- 60+ days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 60+ days ago
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers...
Financial Advisor - Minneapolis/St. Paul - South Metro
- Saint Paul, MN (24 miles from River Falls, WI)
- 45+ days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 45+ 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 (24 miles from River Falls, WI)
- 45+ days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 45+ 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...
- Hudson, WI (10 miles from River Falls, WI)
- 60+ days ago
- Hudson, WI (10 miles from River Falls, WI)
- 60+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Financial Advisor - Summit Credit Union
- Cottage Grove, MN (16 miles from River Falls, WI)
- 90+ days ago
- Cottage Grove, MN (16 miles from River Falls, WI)
- 90+ 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 Summit Credit...
Demographic Data for River Falls, WI
Moving to River Falls, WI? Find some basic demographic data about River Falls, WI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in River Falls, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in River Falls, WI 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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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