Personal Banker Jobs in Elk River, 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.
Financial Advisor - Career Change Opportunity
- Champlin, MN (14 miles from Elk River, MN)
- 7 days ago
- Champlin, MN (14 miles from Elk River, MN)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided Edward Jones Elk River, MN American Accounting Association May 4, 2025 3 days left Employer Edward Jones Location Elk River, Minnesota Salary Competitive...
- Champlin, MN (14 miles from Elk River, MN)
- 2 days ago
- Champlin, MN (14 miles from Elk River, MN)
- 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....
Financial Advisor Elk River, MN Market 32, Region 303
- Elk River, MN
- 7 days ago
- Elk River, MN
- 7 days ago
Financial Advisor - Elk River, MN - Market 32, Region 303 Edward Jones Elk River, MN Tapwage_US April 17, 2025 Job Title Financial Advisor - Elk River, MN - Market 32, Region 303 Recruiter Dorothy...
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Personal Banker Part time Maple Grove Area
- Maple Grove, MN (14 miles from Elk River, MN)
- 15 days ago
- Maple Grove, MN (14 miles from Elk River, MN)
- 15 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....
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....
This job posting is anticipated to remain open for 30 days, from 17-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Traveling/Float Universal Banker - Full Time
- Coon Rapids, MN (18 miles from Elk River, MN)
- 60+ days ago
- Coon Rapids, MN (18 miles from Elk River, MN)
- 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 - North Metro
- Blaine, MN (20 miles from Elk River, MN)
- 45+ days ago
- Blaine, MN (20 miles from Elk River, MN)
- 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...
If youre looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial...
Demographic Data for Elk River, MN
Moving to Elk River, MN? Find some basic demographic data about Elk River, MN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Elk River, MN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Elk River, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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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Here are some other career titles that require similar skills
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