Personal Banker Jobs in Bloomingdale, IL
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
- Hanover Park, IL (3 miles from Bloomingdale, IL)
- 11 days ago
- Hanover Park, IL (3 miles from Bloomingdale, IL)
- 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...
Retail - Client Relationship Manager - Chicago
- Chicago, IL (22 miles from Bloomingdale, IL)
- 1 day ago
- Chicago, IL (22 miles from Bloomingdale, IL)
- 1 day ago
Client Relationship Manager for Retail (CRM) Location: Deerfield/Northbrook, Illinois Office (3-4 days in office/not remote) Job Summary We are seeking a highly experienced Client Relationship...
Financial Advisor - TruStage Wealth Management Consulting Services located at Consumers Credit Union
- Elgin, IL (8 miles from Bloomingdale, IL)
- 2 days ago
- Elgin, IL (8 miles from Bloomingdale, IL)
- 2 days ago
This employment opportunity at TruStage Wealth Management Consulting Services located at Consumers Credit Union in Elgin, IL. would allow you to join the Investment Program at TruStage Wealth Management...
- Evanston, IL (21 miles from Bloomingdale, IL)
- 3 days ago
- Evanston, IL (21 miles from Bloomingdale, IL)
- 3 days ago
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions....
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- Chicago, IL (23 miles from Bloomingdale, IL)
- 3 days ago
- Chicago, IL (23 miles from Bloomingdale, IL)
- 3 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Chicago, IL....
Financial Advisor - Certification Provided
- Willowbrook, IL (16 miles from Bloomingdale, IL)
- 4 days ago
- Willowbrook, IL (16 miles from Bloomingdale, IL)
- 4 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Paid Training Provided
- West Chicago, IL (7 miles from Bloomingdale, IL)
- 4 days ago
- West Chicago, IL (7 miles from Bloomingdale, IL)
- 4 days ago
Financial Advisor - Paid Training Provided in West Chicago Job Ref: ... Employer: Network Company Name: Edward Jones Industry: Banking Job Type: Full Time State: Illinois City: West Chicago Zip...
Personal Banker - Lombard Branch
- Lombard, IL (6 miles from Bloomingdale, IL)
- 5 days ago
- Lombard, IL (6 miles from Bloomingdale, IL)
- 5 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Glenview, IL (16 miles from Bloomingdale, IL)
- 6 days ago
- Glenview, IL (16 miles from Bloomingdale, IL)
- 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....
- Rolling Meadows, IL (9 miles from Bloomingdale, IL)
- 7 days ago
- Rolling Meadows, IL (9 miles from Bloomingdale, IL)
- 7 days ago
How you'll make an impact The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants....
Custody Client Service Consultant - R138040
- Chicago, IL (22 miles from Bloomingdale, IL)
- 7 days ago
- Chicago, IL (22 miles from Bloomingdale, IL)
- 7 days ago
at Northern Trust Company in Chicago, Illinois, United States Job Description About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial...
Life Sciences Client Relationship Manager (Associa
- Chicago, IL (22 miles from Bloomingdale, IL)
- 8 days ago
- Chicago, IL (22 miles from Bloomingdale, IL)
- 8 days ago
at Cognizant Technology Solutions in Chicago, Illinois, United States Job Description Client Relationship Manager (Associate Director) - LifeSciences Location: Chicago, IL Overview Client...
- Lincolnwood, IL (17 miles from Bloomingdale, IL)
- 8 days ago
- Lincolnwood, IL (17 miles from Bloomingdale, IL)
- 8 days ago
As a(n) Personal Banker within PNC s Retail Branch Organization, you will be based in Skokie, IL....
- Chicago, IL (22 miles from Bloomingdale, IL)
- 9 days ago
- Chicago, IL (22 miles from Bloomingdale, IL)
- 9 days ago
Overview: The Personal Banker position provides personalized banking services by performing all customer service functions while maintaining friendly and positive relationships with customers and coworkers...
Private Client Banker - Stony Island Branch - Chicago, IL
- Chicago, IL (22 miles from Bloomingdale, IL)
- 9 days ago
- Chicago, IL (22 miles from Bloomingdale, IL)
- 9 days ago
JobID: 210622875 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-02T12:22:55+00:00 JobShift: Day Base Pay/Salary: Chicago,IL $22.50-$27.88 You have a passion for...
Demographic Data for Bloomingdale, IL
Moving to Bloomingdale, IL? Find some basic demographic data about Bloomingdale, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Bloomingdale, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Bloomingdale, IL 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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