Personal Banker Jobs in Harwood Heights, 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.
- Wilmette, IL (9 miles from Harwood Heights, IL)
- 45+ days ago
- Wilmette, IL (9 miles from Harwood Heights, IL)
- 45+ days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Financial Advisor - Certification Provided
- Mount Prospect, IL (8 miles from Harwood Heights, IL)
- 4 hours ago
- Mount Prospect, IL (8 miles from Harwood Heights, IL)
- 4 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...
Financial Advisor - Career Change Opportunity
- Evergreen Park, IL (18 miles from Harwood Heights, IL)
- 4 hours ago
- Evergreen Park, IL (18 miles from Harwood Heights, IL)
- 4 hours ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 27-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Retail Personal Banker I - Rosemont - Full Time
- Schiller Park, IL (3 miles from Harwood Heights, IL)
- 1 day ago
- Schiller Park, IL (3 miles from Harwood Heights, IL)
- 1 day 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...
Treasury Management, Client Service Consultant
- Chicago, IL (9 miles from Harwood Heights, IL)
- 1 day ago
- Chicago, IL (9 miles from Harwood Heights, IL)
- 1 day ago
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your...
- Chicago, IL (9 miles from Harwood Heights, IL)
- 1 day ago
- Chicago, IL (9 miles from Harwood Heights, IL)
- 1 day ago
Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $62 billion in assets....
- Mt Prospect, IL (8 miles from Harwood Heights, IL)
- 2 days ago
- Mt Prospect, IL (8 miles from Harwood Heights, IL)
- 2 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....
Roving Personal Banker Chicago, IL
- Naperville, IL (21 miles from Harwood Heights, IL)
- 3 days ago
- Naperville, IL (21 miles from Harwood Heights, IL)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Bilingual Polish or Ukrainian Personal Banker
- Chicago, IL (9 miles from Harwood Heights, IL)
- 3 days ago
- Chicago, IL (9 miles from Harwood Heights, IL)
- 3 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Retail Personal Banker I - South Chicago Heights
- Chicago, IL (9 miles from Harwood Heights, IL)
- 3 days ago
- Chicago, IL (9 miles from Harwood Heights, IL)
- 3 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...
- Chicago, IL (9 miles from Harwood Heights, IL)
- 3 days ago
- Chicago, IL (9 miles from Harwood Heights, IL)
- 3 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....
Retail Personal Banker Associate II - Ogden At 83 (Westmont, IL) - Full Time
- Westmont, IL (14 miles from Harwood Heights, IL)
- 4 days ago
- Westmont, IL (14 miles from Harwood Heights, IL)
- 4 days ago
Banker job family....
Retail Personal Banker Associate I - South Barrington, IL - Full Time
- South Barrington, IL (21 miles from Harwood Heights, IL)
- 4 days ago
- South Barrington, IL (21 miles from Harwood Heights, IL)
- 4 days ago
Banker job family....
HFA Financial Advisor Senior - Branch
- Hinsdale, IL (12 miles from Harwood Heights, IL)
- 4 days ago
- Hinsdale, IL (12 miles from Harwood Heights, IL)
- 4 days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkPrivate Client Banker - Chicago NW Suburbs -Barrington, IL
- Barrington, IL (21 miles from Harwood Heights, IL)
- 4 days ago
- Barrington, IL (21 miles from Harwood Heights, IL)
- 4 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...
Demographic Data for Harwood Heights, IL
Moving to Harwood Heights, IL? Find some basic demographic data about Harwood Heights, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Harwood Heights, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Harwood Heights, 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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