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.
Financial Advisor - Career Change Opportunity
- Saint Paul, MN (24 miles from River Falls, WI)
- 1 day ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker- Cobblestone - Apple Valley, MN
- Saint Paul, MN (24 miles from River Falls, WI)
- 6 days ago
- Saint Paul, MN (24 miles from River Falls, WI)
- 6 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Private Client Banker- Woodbury Village Center - Woodbury, MN
- Woodbury, MN (17 miles from River Falls, WI)
- 8 days ago
- Woodbury, MN (17 miles from River Falls, WI)
- 8 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Hudson, WI (10 miles from River Falls, WI)
- 8 days ago
- Hudson, WI (10 miles from River Falls, WI)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
- Oakdale, MN (20 miles from River Falls, WI)
- 19 days ago
- Oakdale, MN (20 miles from River Falls, WI)
- 19 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...
- South Saint Paul, MN (21 miles from River Falls, WI)
- 24 days ago
- South Saint Paul, MN (21 miles from River Falls, WI)
- 24 days ago
Float Personal Banker to work out of our Milaca, St....
Personal Banker Greater Twin Cities MN
- Woodbury, MN (17 miles from River Falls, WI)
- 30+ days ago
- Woodbury, MN (17 miles from River Falls, WI)
- 30+ 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 - Mass Affluent Portfolio
- West Saint Paul, MN (24 miles from River Falls, WI)
- 45+ days ago
- West Saint Paul, MN (24 miles from River Falls, WI)
- 45+ days ago
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your...
Financial Advisor - Minneapolis/St. Paul - South Metro
- Saint Paul, MN (24 miles from River Falls, WI)
- 90+ days ago
- Saint Paul, MN (24 miles from River Falls, 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 (24 miles from River Falls, WI)
- 90+ days ago
- Saint Paul, MN (24 miles from River Falls, 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 - 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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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