Personal Banker Jobs in Forest Lake, 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.
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 1 hour ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 1 hour 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....
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 8 hours ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 8 hours ago
Client Service Consultant, PC page is loaded Client Service Consultant, PC locations Minneapolis time type Full time posted on Posted 2 Days Ago job requisition id R0000308 Job Description: We are...
Personal Banker West St. Paul MN
- West Saint Paul, MN (23 miles from Forest Lake, MN)
- 4 days ago
- West Saint Paul, MN (23 miles from Forest Lake, MN)
- 4 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 Highland Park St. Paul MN
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 5 days ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 5 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....
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 6 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 6 days ago
Who is Blaze: Blaze is currently hiring for a Personal Banker at our Minneapolis North Branch (3117 University Avenue SE, Minneapolis, MN 55414) At Blaze we focus on people, not profits....
Contact Center Personal Banker
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 6 days ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 6 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 (21 miles from Forest Lake, MN)
- 7 days ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 7 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...
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 17 days ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 17 days ago
This job posting is anticipated to remain open for 30 days, from 03-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Northwoods Credit Union
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 27 days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 27 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 Northwoods Credit...
Traveling/Float Universal Banker - Full Time
- Fridley, MN (18 miles from Forest Lake, MN)
- 45+ days ago
- Fridley, MN (18 miles from Forest Lake, MN)
- 45+ 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...
Healthcare - Client Relationship Manager (Minn MN, NJ or Chicago IL
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 60+ days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 60+ days ago
Healthcare - Client Relationship Manager (CRM/Provider) Locations: Local to Minneapolis, MN in office 3 days a week and will also consider applicants who live in New Jersey and Chicago, IL willing...
Financial Advisor - Southern Minnesota
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 30+ days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 30+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor - Minneapolis/St Paul - North Metro
- Blaine, MN (13 miles from Forest Lake, MN)
- 30+ days ago
- Blaine, MN (13 miles from Forest Lake, MN)
- 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...
Financial Advisor - Minneapolis/St. Paul - South Metro
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 30+ days ago
- Saint Paul, MN (21 miles from Forest Lake, MN)
- 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...
Financial Advisor - Minneapolis and Northwest Metro
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 30+ days ago
- Minneapolis, MN (22 miles from Forest Lake, MN)
- 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...
Demographic Data for Forest Lake, MN
Moving to Forest Lake, MN? Find some basic demographic data about Forest Lake, MN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Forest Lake, MN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Forest Lake, 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
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- 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 »