Personal Banker Jobs in Deerfield, 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 (8 miles from Deerfield, IL)
- 14 hours ago
- Lake Zurich, IL (8 miles from Deerfield, IL)
- 14 hours ago
Banker job family....
Personal Banker Associate I - Elmhurst North
- Elmhurst, IL (20 miles from Deerfield, IL)
- 14 hours ago
- Elmhurst, IL (20 miles from Deerfield, IL)
- 14 hours 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...
- Chicago, IL (21 miles from Deerfield, IL)
- 23 hours ago
- Chicago, IL (21 miles from Deerfield, IL)
- 23 hours ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
2026 January - Financial Advisor Development Program - Chicago
- Chicago, IL (21 miles from Deerfield, IL)
- 1 day ago
- Chicago, IL (21 miles from Deerfield, IL)
- 1 day ago
Your role Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global...
HFA Dedicated Financial Advisor - Advice Center
- Chicago, IL (21 miles from Deerfield, IL)
- 1 day ago
- Chicago, IL (21 miles from Deerfield, IL)
- 1 day ago
Description Summary: The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the...
Remote WorkPersonal Banker Roscoe Village
- Chicago, IL (21 miles from Deerfield, IL)
- 1 day ago
- Chicago, IL (21 miles from Deerfield, IL)
- 1 day 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....
- Great Lakes, IL (9 miles from Deerfield, IL)
- 1 day ago
- Great Lakes, IL (9 miles from Deerfield, 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....
Retail Personal Banker II - Glenview
- Glenview, IL (7 miles from Deerfield, IL)
- 1 day ago
- Glenview, IL (7 miles from Deerfield, IL)
- 1 day 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....
Personal Banker Associate I - Vernon Hills
- Vernon Hills, IL (5 miles from Deerfield, IL)
- 1 day ago
- Vernon Hills, IL (5 miles from Deerfield, IL)
- 1 day ago
Banker job family....
Personal Banker West Loop Fulton
- Chicago, IL (21 miles from Deerfield, IL)
- 1 day ago
- Chicago, IL (21 miles from Deerfield, IL)
- 1 day 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....
Independent Financial Advisor- Hybrid or Remote, your choice
- Chicago, IL (21 miles from Deerfield, IL)
- 2 days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 2 days ago
The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding...
- Chicago, IL (21 miles from Deerfield, IL)
- 2 days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 2 days ago
The Client Relationship Manager is responsible for driving profitable business results and operational excellence by creating and developing strong, sustainable business relationships with their...
Financial Advisor (Hybrid) - Chicago, IL
- Chicago, IL (21 miles from Deerfield, IL)
- 3 days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 3 days ago
Financial Advisor (Hybrid) Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with...
Private Client Banker - Northeast Suburbs - Winnetka, IL
- Winnetka, IL (7 miles from Deerfield, IL)
- 3 days ago
- Winnetka, IL (7 miles from Deerfield, IL)
- 3 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker SAFE Act - Downtown Chicago - Magmile branch
- Chicago, IL (21 miles from Deerfield, IL)
- 5 days ago
- Chicago, IL (21 miles from Deerfield, IL)
- 5 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....
Demographic Data for Deerfield, IL
Moving to Deerfield, IL? Find some basic demographic data about Deerfield, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Deerfield, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Deerfield, 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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