Personal Banker Jobs in Lakeville, 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
- Shakopee, MN (13 miles from Lakeville, MN)
- 11 days ago
- Shakopee, MN (13 miles from Lakeville, MN)
- 11 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...
Member Engagement Specialist - Personal Banker
- Saint Paul, MN (24 miles from Lakeville, MN)
- 1 day ago
- Saint Paul, MN (24 miles from Lakeville, MN)
- 1 day ago
Monday through Friday with occasional Saturday mornings Responsibilities CCCU is looking for a Member Engagement Specialist (MES), the credit union's version of a personal banker....
Personal Banker Eagan, Apple Valley Branches MN
- Eagan, MN (18 miles from Lakeville, MN)
- 4 days ago
- Eagan, MN (18 miles from Lakeville, 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....
Private Client Banker - Apple Valley - Apple Valley, MN
- Apple Valley, MN (9 miles from Lakeville, MN)
- 5 days ago
- Apple Valley, MN (9 miles from Lakeville, MN)
- 5 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...
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Roving Personal Banker - North Minneapolis
- Minneapolis, MN (24 miles from Lakeville, MN)
- 5 days ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- 5 days 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....
Personal Banker Minneapolis Western Suburbs
- Minneapolis, MN (24 miles from Lakeville, MN)
- 5 days ago
- Minneapolis, MN (24 miles from Lakeville, 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....
Private Client Banker - Greater St. Paul Area
- Saint Paul, MN (24 miles from Lakeville, MN)
- 6 days ago
- Saint Paul, MN (24 miles from Lakeville, MN)
- 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...
- Inver Grove Heights, MN (18 miles from Lakeville, MN)
- 6 days ago
- Inver Grove Heights, MN (18 miles from Lakeville, MN)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 05-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker New Prague, MN
- New Prague, MN (15 miles from Lakeville, MN)
- 6 days ago
- New Prague, MN (15 miles from Lakeville, MN)
- 6 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 St Paul, MN (20 miles from Lakeville, MN)
- 12 days ago
- West St Paul, MN (20 miles from Lakeville, MN)
- 12 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...
- Saint Paul, MN (24 miles from Lakeville, MN)
- 16 days ago
- Saint Paul, MN (24 miles from Lakeville, MN)
- 16 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 Lakeville, MN)
- 16 days ago
- Saint Paul, MN (24 miles from Lakeville, MN)
- 16 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...
- Minneapolis, MN (24 miles from Lakeville, MN)
- 22 days ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- 22 days 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...
- Minneapolis, MN (24 miles from Lakeville, MN)
- 28 days ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- 28 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....
Financial Advisor - Northwoods Credit Union
- Minneapolis, MN (24 miles from Lakeville, MN)
- 45+ days ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- 45+ 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...
Demographic Data for Lakeville, MN
Moving to Lakeville, MN? Find some basic demographic data about Lakeville, MN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lakeville, MN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lakeville, 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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