Personal Banker Jobs in Crystal Lake, 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 I - Lake Zurich West - Full Time
- Lake Zurich, IL (14 miles from Crystal Lake, IL)
- 19 hours ago
- Lake Zurich, IL (14 miles from Crystal Lake, IL)
- 19 hours ago
Banker job family....
- Great Lakes, IL (23 miles from Crystal Lake, IL)
- 1 day ago
- Great Lakes, IL (23 miles from Crystal Lake, IL)
- 1 day ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Personal Banker Associate I - Vernon Hills
- Vernon Hills, IL (17 miles from Crystal Lake, IL)
- 1 day ago
- Vernon Hills, IL (17 miles from Crystal Lake, IL)
- 1 day ago
Banker job family....
Financial Advisor Financial Advisor
- Fox Lake, IL (10 miles from Crystal Lake, IL)
- 7 days ago
- Fox Lake, IL (10 miles from Crystal Lake, IL)
- 7 days ago
Financial Advisor Edward Jones 3.8 ( ) Fox Lake, IL Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Libertyville, IL (17 miles from Crystal Lake, IL)
- 7 days ago
- Libertyville, IL (17 miles from Crystal Lake, IL)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Round Lake, IL (10 miles from Crystal Lake, IL)
- 7 days ago
- Round Lake, IL (10 miles from Crystal Lake, IL)
- 7 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Personal Banker Associate I - Elgin - (Bilingual Spanish Preferred)
- Elgin, IL (18 miles from Crystal Lake, IL)
- 8 days ago
- Elgin, IL (18 miles from Crystal Lake, IL)
- 8 days ago
Banker job family....
- Lake Forest, IL (22 miles from Crystal Lake, IL)
- 9 days ago
- Lake Forest, IL (22 miles from Crystal Lake, IL)
- 9 days 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...
Senior Branch Specialist (Personal Banker) - Float
- Kildeer, IL (11 miles from Crystal Lake, IL)
- 11 days ago
- Kildeer, IL (11 miles from Crystal Lake, IL)
- 11 days ago
About CCU Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4 billion in assets and serves more than 260,000 members, making it one of the largest credit unions in...
Personal Banker Associate I - Algonquin - Full Time
- Algonquin, IL (8 miles from Crystal Lake, IL)
- 13 days ago
- Algonquin, IL (8 miles from Crystal Lake, IL)
- 13 days ago
Banker job family....
Personal Banker Associate I - Georgia West Region
- Woodstock, IL (8 miles from Crystal Lake, IL)
- 15 days ago
- Woodstock, IL (8 miles from Crystal Lake, IL)
- 15 days ago
Banker job family....
- Bartlett, IL (21 miles from Crystal Lake, IL)
- 19 days ago
- Bartlett, IL (21 miles from Crystal Lake, IL)
- 19 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Retail Personal Banker I - Kildeer - Full Time
- Long Grove, IL (14 miles from Crystal Lake, IL)
- 19 days ago
- Long Grove, IL (14 miles from Crystal Lake, IL)
- 19 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- Bartlett, IL (21 miles from Crystal Lake, IL)
- 20 days ago
- Bartlett, IL (21 miles from Crystal Lake, IL)
- 20 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Spring Grove, IL (12 miles from Crystal Lake, IL)
- 22 days ago
- Spring Grove, IL (12 miles from Crystal Lake, IL)
- 22 days ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Demographic Data for Crystal Lake, IL
Moving to Crystal Lake, IL? Find some basic demographic data about Crystal Lake, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Crystal Lake, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Crystal Lake, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- 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
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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