Personal Banker Jobs in Fox 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
- Palatine, IL (20 miles from Fox Lake, IL)
- 2 days ago
- Palatine, IL (20 miles from Fox Lake, IL)
- 2 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...
- Palatine, IL (20 miles from Fox Lake, IL)
- 3 days ago
- Palatine, IL (20 miles from Fox Lake, IL)
- 3 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...
- Round Lake, IL (4 miles from Fox Lake, IL)
- 3 days ago
- Round Lake, IL (4 miles from Fox Lake, IL)
- 3 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Arlington Heights, IL (21 miles from Fox Lake, IL)
- 3 days ago
- Arlington Heights, IL (21 miles from Fox Lake, IL)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Schaumburg
- Schaumburg, IL (24 miles from Fox Lake, IL)
- 6 days ago
- Schaumburg, IL (24 miles from Fox Lake, IL)
- 6 days ago
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion...
- Schaumburg, IL (24 miles from Fox Lake, IL)
- 8 days ago
- Schaumburg, IL (24 miles from Fox Lake, IL)
- 8 days ago
Personal Banker Location: Western Suburbs, IL | Schedule: Full-Time | Compensation: $23–$25/hr + Annual Bonus A well-established community bank is looking to add a Personal Banker to their frontline...
Financial Advisor - LGE Community Credit Union
- Woodstock, IL (15 miles from Fox Lake, IL)
- 9 days ago
- Woodstock, IL (15 miles from Fox Lake, IL)
- 9 days ago
Financial Advisor - LGE Community Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit...
- Carpentersville, IL (19 miles from Fox Lake, IL)
- 10 days ago
- Carpentersville, IL (19 miles from Fox Lake, IL)
- 10 days ago
The Associate Personal Banker position is an entry-level role within the Retail Banking Department....
- Deerfield, IL (20 miles from Fox Lake, IL)
- 11 days ago
- Deerfield, IL (20 miles from Fox Lake, IL)
- 11 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Deerfield, IL....
Financial Advisor - Certification Provided
- Bull Valley, IL (5 miles from Fox Lake, IL)
- 15 days ago
- Bull Valley, IL (5 miles from Fox Lake, IL)
- 15 days ago
Financial Advisor - Certification Provided at Edward Jones summary: A Financial Advisor partners with clients to develop personalized financial strategies to achieve long-term goals such as...
Personal Banker Greater NW Chicago Metro Area
- Palatine, IL (20 miles from Fox Lake, IL)
- 16 days ago
- Palatine, IL (20 miles from Fox Lake, IL)
- 16 days 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....
Financial Advisor Business Leader / Wealth Management Team Lead
- Northbrook, IL (24 miles from Fox Lake, IL)
- 17 days ago
- Northbrook, IL (24 miles from Fox Lake, IL)
- 17 days ago
Thorough knowledge and understanding of the full suite of Wealth Management products and services....
Wealth Management Client Associate / Financial Advisor
- Northbrook, IL (24 miles from Fox Lake, IL)
- 23 days ago
- Northbrook, IL (24 miles from Fox Lake, IL)
- 23 days ago
Wealth Management Client Associate / Financial Advisor LOCATION Northbrook, IL Hybrid TYPE Direct Hire SALARY $65,000 - $105,000 / yr ID CA......
Retail Personal Banker II - Lake Forest - Full Time
- Lake Forest, IL (18 miles from Fox Lake, IL)
- 23 days ago
- Lake Forest, IL (18 miles from Fox Lake, IL)
- 23 days ago
Banker job family....
- Kenosha, WI (23 miles from Fox Lake, IL)
- 23 days ago
- Kenosha, WI (23 miles from Fox Lake, IL)
- 23 days ago
Financial Advisor Full Time Kenosha, WI, US Yesterday Requisition ID: 2494 Salary Range: $45,000.00 To $60,000.00 Annually WHO WE ARE: TruStone Financial is a full-service, member-owned credit...
Demographic Data for Fox Lake, IL
Moving to Fox Lake, IL? Find some basic demographic data about Fox Lake, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Fox Lake, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Fox 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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