Personal Banker Jobs in Jerseyville, 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.
Associate Financial Advisor Associate Financial Advisor
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 15 days ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 15 days ago
Associate Financial Advisor Edward Jones 3.8 ( ) Saint Charles, MO 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...
Financial Advisor Financial Advisor
- Carrollton, IL (16 miles from Jerseyville, IL)
- 15 days ago
- Carrollton, IL (16 miles from Jerseyville, IL)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Carrollton, 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...
Personal Banker Personal Banker
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 15 days ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 15 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Saint Charles, MO Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
- Ferguson, MO (24 miles from Jerseyville, IL)
- 16 days ago
- Ferguson, MO (24 miles from Jerseyville, IL)
- 16 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Financial Advisor - Brighton, IL
- Brighton, IL (10 miles from Jerseyville, IL)
- 30+ days ago
- Brighton, IL (10 miles from Jerseyville, IL)
- 30+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
- Bridgeton, MO (23 miles from Jerseyville, IL)
- 45+ days ago
- Bridgeton, MO (23 miles from Jerseyville, IL)
- 45+ days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Bridgeton, Missouri at our Bridgton Branch....
Personal Banker - North County
- Florissant, MO (19 miles from Jerseyville, IL)
- 45+ days ago
- Florissant, MO (19 miles from Jerseyville, IL)
- 45+ days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce....
Personal Banker - St Charles/Wentzville
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 60+ days ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 60+ days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce....
Financial Advisor - St. Charles County and surrounding cities
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 90+ days ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Jerseyville, IL
Moving to Jerseyville, IL? Find some basic demographic data about Jerseyville, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jerseyville, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jerseyville, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- 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
- Business Development
- Retail
- 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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