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.
Financial Advisor - Career Change Opportunity
- Palatine, IL (23 miles from Chicago, IL)
- 4 days ago
- Palatine, IL (23 miles from Chicago, IL)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker II - Cicero and surrounding areas
- Cicero, IL (6 miles from Chicago, IL)
- 8 hours ago
- Cicero, IL (6 miles from Chicago, IL)
- 8 hours ago
Banker job family....
Personal Banker II - LaGrange Park and surrounding areas
- La Grange Park, IL (11 miles from Chicago, IL)
- 8 hours ago
- La Grange Park, IL (11 miles from Chicago, IL)
- 8 hours ago
Banker job family....
As a Personal Banker within PNC's Retail Branch organization, you will be based in Chicago, IL at the Little Village branch. Bilingual Spanish required.....
Personal Banker Associate II - Northwest Region - Full Time
- Schiller Park, IL (11 miles from Chicago, IL)
- 1 day ago
- Schiller Park, IL (11 miles from Chicago, IL)
- 1 day ago
Banker job family....
- Niles, IL (11 miles from Chicago, IL)
- 1 day ago
- Niles, IL (11 miles from Chicago, IL)
- 1 day ago
Banker job family....
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your...
Personal Banker SAFE Act (Bilingual Mandarin or Cantonese preferred) - Bridgeport Branch
- Chicago, IL
- 2 days ago
- Chicago, IL
- 2 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....
- Oak Park, IL (7 miles from Chicago, IL)
- 2 days ago
- Oak Park, IL (7 miles from Chicago, IL)
- 2 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Personal Banker Associate II - Northwest Region - Bench Hire - Full Time
- Schiller Park, IL (11 miles from Chicago, IL)
- 3 days ago
- Schiller Park, IL (11 miles from Chicago, IL)
- 3 days ago
Banker job family....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Chicago, IL
- 3 days ago
- Chicago, IL
- 3 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
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 - (Full Time) - Wheaton
- Wheaton, IL (24 miles from Chicago, IL)
- 4 days ago
- Wheaton, IL (24 miles from Chicago, IL)
- 4 days ago
Our Personal Bankers are the forefront of our exceptional customer service....
- Palatine, IL (23 miles from Chicago, IL)
- 5 days ago
- Palatine, IL (23 miles from Chicago, IL)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
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....
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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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