Personal Banker Jobs in Chicago, 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.
Retail Personal Banker II - Evergreen Park - Full Time
- Evergreen Park, IL (12 miles from Chicago, IL)
- 9 hours ago
- Evergreen Park, IL (12 miles from Chicago, IL)
- 9 hours ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Wilmette, IL (12 miles from Chicago, IL)
- 11 hours ago
- Wilmette, IL (12 miles from Chicago, IL)
- 11 hours ago
As a Personal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial...
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
Client Relationship Manager Chicago, IL / Michigan Market
- Chicago, IL
- 1 day ago
- Chicago, IL
- 1 day ago
Client Relationship Manager - SA08AE Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
Remote Work- Rolling Meadows, IL (22 miles from Chicago, IL)
- 1 day ago
- Rolling Meadows, IL (22 miles from Chicago, IL)
- 1 day ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Clarendon Hills, IL (17 miles from Chicago, IL)
- 2 days ago
- Clarendon Hills, IL (17 miles from Chicago, IL)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jul-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Retail Personal Banker l - Northeast Cincinnati (Hyde Park, Kenwood, Loveland, Milford, etc)
- Chicago, IL
- 2 days ago
- Chicago, IL
- 2 days ago
Banker job family....
HFA Financial Advisor Senior - Branch
- Park Ridge, IL (12 miles from Chicago, IL)
- 2 days ago
- Park Ridge, IL (12 miles from Chicago, IL)
- 2 days ago
Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and...
Remote Work- Lincolnwood, IL (8 miles from Chicago, IL)
- 3 days ago
- Lincolnwood, IL (8 miles from Chicago, IL)
- 3 days ago
As a Personal Banker, youll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions...
Personal Banker Associate I - Mid South Region - Bench Hire
- Chicago, IL
- 4 days ago
- Chicago, IL
- 4 days ago
Banker job family....
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 - Career Change Opportunity
- La Grange Park, IL (11 miles from Chicago, IL)
- 7 days ago
- La Grange Park, IL (11 miles from Chicago, IL)
- 7 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 10-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Elmhurst, IL (14 miles from Chicago, IL)
- 7 days ago
- Elmhurst, IL (14 miles from Chicago, IL)
- 7 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-Evanston Orrington Branch -Evanston, IL
- Evanston, IL (10 miles from Chicago, IL)
- 7 days ago
- Evanston, IL (10 miles from Chicago, IL)
- 7 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...
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Demographic Data for Chicago, IL
Moving to Chicago, IL? Find some basic demographic data about Chicago, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Chicago, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Chicago, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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