Personal Banker Jobs in White Bear 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.
- Minnetonka, MN (23 miles from White Bear Lake, MN)
- 1 day ago
- Minnetonka, MN (23 miles from White Bear Lake, MN)
- 1 day 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...
Roving Personal Banker Northeast Suburban
- Fridley, MN (12 miles from White Bear Lake, MN)
- 19 hours ago
- Fridley, MN (12 miles from White Bear Lake, MN)
- 19 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....
Financial Advisor - Minneapolis/St. Paul - South & Southwest Metro
- Eden Prairie, MN (23 miles from White Bear Lake, MN)
- 21 hours ago
- Eden Prairie, MN (23 miles from White Bear Lake, MN)
- 21 hours 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...
- Hudson, WI (16 miles from White Bear Lake, MN)
- 1 day ago
- Hudson, WI (16 miles from White Bear Lake, MN)
- 1 day 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....
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Financial Advisor - Northwoods Credit Union
- Minneapolis, MN (15 miles from White Bear Lake, MN)
- 1 day ago
- Minneapolis, MN (15 miles from White Bear Lake, MN)
- 1 day 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...
HQ Transitional Financial Advisor
- Eden Prairie, MN (23 miles from White Bear Lake, MN)
- 2 days ago
- Eden Prairie, MN (23 miles from White Bear Lake, MN)
- 2 days 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 (19 miles from White Bear Lake, MN)
- 2 days ago
- Golden Valley, MN (19 miles from White Bear Lake, 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 - Minneapolis/St Paul - North Metro
- Blaine, MN (13 miles from White Bear Lake, MN)
- 2 days ago
- Blaine, MN (13 miles from White Bear Lake, 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 - Minneapolis/St. Paul - South Metro
- Saint Paul, MN (10 miles from White Bear Lake, MN)
- 2 days ago
- Saint Paul, MN (10 miles from White Bear Lake, 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 - Minneapolis and Northwest Metro
- Minneapolis, MN (15 miles from White Bear Lake, MN)
- 4 days ago
- Minneapolis, MN (15 miles from White Bear Lake, MN)
- 4 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 (10 miles from White Bear Lake, MN)
- 4 days ago
- Saint Paul, MN (10 miles from White Bear Lake, MN)
- 4 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 - Certification Provided
- White Bear Lake, MN
- 4 days ago
- White Bear Lake, MN
- 4 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...
Personal Banker Highland Park St. Paul MN
- Saint Paul, MN (10 miles from White Bear Lake, MN)
- 5 days ago
- Saint Paul, MN (10 miles from White Bear 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....
- Maplewood, MN (5 miles from White Bear Lake, MN)
- 5 days ago
- Maplewood, MN (5 miles from White Bear 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....
Personal Banker Riverdale, Coon Rapids MN
- Coon Rapids, MN (16 miles from White Bear Lake, MN)
- 5 days ago
- Coon Rapids, MN (16 miles from White Bear 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....
Demographic Data for White Bear Lake, MN
Moving to White Bear Lake, MN? Find some basic demographic data about White Bear Lake, MN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in White Bear Lake, MN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in White Bear 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
- 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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