Personal Banker Jobs in Crestwood, 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.
Client Representative / Personal Banker [Full-Time]
- Westmont, IL (16 miles from Crestwood, IL)
- 3 hours ago
- Westmont, IL (16 miles from Crestwood, IL)
- 3 hours ago
Client Representative / Personal Banker [Full-Time] Company: BankFinancial Location: Westmont, IL Date Posted: 4/22/25, 7:59 AM Job Descriptions: Summary: Builds Customer relationships and recognizes...
- Chicago, IL (18 miles from Crestwood, IL)
- 18 hours ago
- Chicago, IL (18 miles from Crestwood, IL)
- 18 hours ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Personal Banker - SAFE ACT - Chicago North area
- Chicago, IL (18 miles from Crestwood, IL)
- 1 day ago
- Chicago, IL (18 miles from Crestwood, IL)
- 1 day 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....
Client Representative / Personal Banker [Full-Time] [Level TBD]
- Westmont, IL (16 miles from Crestwood, IL)
- 3 days ago
- Westmont, IL (16 miles from Crestwood, IL)
- 3 days ago
Summary: Builds Customer relationships and recognizes opportunities by making quality referrals to internal departments of the bank. Meets the Bank's business objectives of cross selling products...
- Countryside, IL (11 miles from Crestwood, IL)
- 6 days ago
- Countryside, IL (11 miles from Crestwood, IL)
- 6 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
Investment Executive (Financial Advisor) Orland Park, IL
- Orland Park, IL (5 miles from Crestwood, IL)
- 7 days ago
- Orland Park, IL (5 miles from Crestwood, IL)
- 7 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
Bilingual Spanish Personal Banker
- Bolingbrook, IL (18 miles from Crestwood, IL)
- 7 days ago
- Bolingbrook, IL (18 miles from Crestwood, IL)
- 7 days ago
As a bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Bolingbrook, IL. Bilingual Spanish Required....
Float Personal Banker Associate I - City North Chicago Region
- Chicago, IL (18 miles from Crestwood, IL)
- 7 days ago
- Chicago, IL (18 miles from Crestwood, IL)
- 7 days ago
Float Personal Banker Associate I - City North Chicago Region Total Base Pay Range 41,600.00 - 66,600.00 USD Annual LOCATION -- Chicago, Illinois 60625 Fifth Third Bank, National Association is proud...
- Wheaton, IL (24 miles from Crestwood, IL)
- 7 days ago
- Wheaton, IL (24 miles from Crestwood, IL)
- 7 days ago
We are pleased to partner with a highly esteemed national bank that is welcoming a new Personal Banker to their team in Wheaton!...
- Bolingbrook, IL (18 miles from Crestwood, IL)
- 7 days ago
- Bolingbrook, IL (18 miles from Crestwood, IL)
- 7 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Retail Personal Banker II - Rosemont
- Schiller Park, IL (21 miles from Crestwood, IL)
- 8 days ago
- Schiller Park, IL (21 miles from Crestwood, IL)
- 8 days 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....
Float Personal Banker Associate I - Midwest Chicago Region
- Chicago, IL (18 miles from Crestwood, IL)
- 8 days ago
- Chicago, IL (18 miles from Crestwood, IL)
- 8 days ago
Banker job family....
Float Personal Banker I - Downtown Area (North and Clybourn)
- Chicago, IL (18 miles from Crestwood, IL)
- 8 days ago
- Chicago, IL (18 miles from Crestwood, IL)
- 8 days ago
Banker job family....
- Merrillville, IN (24 miles from Crestwood, IL)
- 8 days ago
- Merrillville, IN (24 miles from Crestwood, IL)
- 8 days ago
A financial advisor is a Culture Advocate role at MidCoast Wealth Advisors that embodies the core values and works toward The Mission. The Mission: To hear well done from our team, clients, and...
- Chicago, IL (18 miles from Crestwood, IL)
- 9 days ago
- Chicago, IL (18 miles from Crestwood, IL)
- 9 days ago
Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $62 billion in assets....
Demographic Data for Crestwood, IL
Moving to Crestwood, IL? Find some basic demographic data about Crestwood, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Crestwood, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Crestwood, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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