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.
Financial Advisor - Career Change Opportunity
- Schaumburg, IL (20 miles from Crystal Lake, IL)
- 14 hours ago
- Schaumburg, IL (20 miles from Crystal Lake, IL)
- 14 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker Associate I - Towne Lake DeNovo (Woodstock, GA)
- Woodstock, IL (8 miles from Crystal Lake, IL)
- 1 day ago
- Woodstock, IL (8 miles from Crystal Lake, IL)
- 1 day ago
Banker job family....
Financial Advisor - Certification Provided
- Mount Prospect, IL (24 miles from Crystal Lake, IL)
- 2 days ago
- Mount Prospect, IL (24 miles from Crystal Lake, IL)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 28-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Mt Prospect, IL (24 miles from Crystal Lake, IL)
- 4 days ago
- Mt Prospect, IL (24 miles from Crystal Lake, IL)
- 4 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Mt. Prospect, IL. Location: 935 N Elmhurst Road Mt....
Personal Banker Mass Affluent Portfolio
- Burlington, WI (24 miles from Crystal Lake, IL)
- 6 days ago
- Burlington, WI (24 miles from Crystal Lake, IL)
- 6 days ago
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an...
Retail Personal Banker II - Island Lake - Full Time
- Island Lake, IL (5 miles from Crystal Lake, IL)
- 6 days ago
- Island Lake, IL (5 miles from Crystal Lake, IL)
- 6 days ago
Banker job family....
Retail Personal Banker Associate I - South Barrington, IL - Full Time
- South Barrington, IL (11 miles from Crystal Lake, IL)
- 6 days ago
- South Barrington, IL (11 miles from Crystal Lake, IL)
- 6 days ago
Banker job family....
Private Client Banker - Chicago NW Suburbs -Barrington, IL
- Barrington, IL (11 miles from Crystal Lake, IL)
- 6 days ago
- Barrington, IL (11 miles from Crystal Lake, IL)
- 6 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...
- Lake Forest, IL (22 miles from Crystal Lake, IL)
- 6 days ago
- Lake Forest, IL (22 miles from Crystal Lake, IL)
- 6 days ago
As a Personal Banker, youll proactively engage with clients and leverage CIBCs best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial...
Personal Banker II - Carpentersville
- Carpentersville, IL (10 miles from Crystal Lake, IL)
- 6 days ago
- Carpentersville, IL (10 miles from Crystal Lake, IL)
- 6 days ago
Banker job family....
Financial Advisor Associate (R25_0000001791)
- Deerfield, IL (22 miles from Crystal Lake, IL)
- 15 days ago
- Deerfield, IL (22 miles from Crystal Lake, IL)
- 15 days ago
at Ameriprise Financial in Deerfield, Illinois, United States Job Description Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active...
- Lake Zurich, IL (14 miles from Crystal Lake, IL)
- 21 days ago
- Lake Zurich, IL (14 miles from Crystal Lake, IL)
- 21 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Hoffman Estates, IL (11 miles from Crystal Lake, IL)
- 28 days ago
- Hoffman Estates, IL (11 miles from Crystal Lake, IL)
- 28 days ago
This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor - TruStage Wealth Management Consulting Services located at Consumers Credit Union
- Elgin, IL (18 miles from Crystal Lake, IL)
- 30+ days ago
- Elgin, IL (18 miles from Crystal Lake, IL)
- 30+ 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...
- Rolling Meadows, IL (19 miles from Crystal Lake, IL)
- 30+ days ago
- Rolling Meadows, IL (19 miles from Crystal Lake, IL)
- 30+ 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....
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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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