Personal Banker Jobs in Edina, MN
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.
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....
Roving Personal Banker South Minneapolis, MN
- Golden Valley, MN (2 miles from Edina, MN)
- 21 hours ago
- Golden Valley, MN (2 miles from Edina, MN)
- 21 hours ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
HQ Transitional Financial Advisor
- Eden Prairie, MN (4 miles from Edina, MN)
- 22 hours ago
- Eden Prairie, MN (4 miles from Edina, MN)
- 22 hours ago
Branch Office Administrator Branch Office Administration Eden Prairie, MN Job# 101224BR Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes,...
Financial Advisor - Minneapolis and Northwest Metro
- Golden Valley, MN (2 miles from Edina, MN)
- 1 day ago
- Golden Valley, MN (2 miles from Edina, MN)
- 1 day 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 - Minneapolis/St Paul - North Metro
- Blaine, MN (17 miles from Edina, MN)
- 1 day ago
- Blaine, MN (17 miles from Edina, MN)
- 1 day 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 - Minneapolis/St. Paul - South Metro
- Saint Paul, MN (11 miles from Edina, MN)
- 1 day ago
- Saint Paul, MN (11 miles from Edina, MN)
- 1 day 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 - Minneapolis and Northwest Metro
- Minneapolis, MN (5 miles from Edina, MN)
- 2 days ago
- Minneapolis, MN (5 miles from Edina, MN)
- 2 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 (11 miles from Edina, MN)
- 2 days ago
- Saint Paul, MN (11 miles from Edina, MN)
- 2 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 Branch Intern
- Ham Lake, MN (23 miles from Edina, MN)
- 2 days ago
- Ham Lake, MN (23 miles from Edina, MN)
- 2 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 8 million clients and 19,000 financial advisors across...
Financial Advisor - Certification Provided
- White Bear Lake, MN (19 miles from Edina, MN)
- 2 days ago
- White Bear Lake, MN (19 miles from Edina, MN)
- 2 days ago
Financial Advisor - Certification Provided Edward Jones 3.8 (16) White Bear Lake, MN Why you should apply for a job to Edward Jones: 63% say women are treated fairly and equally to men 73% say the...
Financial Advisor - Paid Training Provided
- Champlin, MN (18 miles from Edina, MN)
- 3 days ago
- Champlin, MN (18 miles from Edina, MN)
- 3 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Personal Banker Highland Park St. Paul MN
- Saint Paul, MN (11 miles from Edina, MN)
- 3 days ago
- Saint Paul, MN (11 miles from Edina, MN)
- 3 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....
- Maplewood, MN (15 miles from Edina, MN)
- 3 days ago
- Maplewood, MN (15 miles from Edina, MN)
- 3 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 Riverdale, Coon Rapids MN
- Coon Rapids, MN (16 miles from Edina, MN)
- 3 days ago
- Coon Rapids, MN (16 miles from Edina, MN)
- 3 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....
Merrill Experienced Financial Advisor
- Wayzata, MN (11 miles from Edina, MN)
- 5 days ago
- Wayzata, MN (11 miles from Edina, MN)
- 5 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Demographic Data for Edina, MN
Moving to Edina, MN? Find some basic demographic data about Edina, MN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Edina, MN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Edina, MN 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- 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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