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.
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 1 day ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 07-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 6 days ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 6 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 -...
- Bridgeton, MO (23 miles from Jerseyville, IL)
- 7 days ago
- Bridgeton, MO (23 miles from Jerseyville, IL)
- 7 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Bridgeton, Missouri at our Bridgton Branch....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 7 days ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 7 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Personal Banker - North County
- Florissant, MO (19 miles from Jerseyville, IL)
- 13 days ago
- Florissant, MO (19 miles from Jerseyville, IL)
- 13 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....
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 19 days ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 19 days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Personal Banker - St Charles/Wentzville
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 24 days ago
- Saint Charles, MO (17 miles from Jerseyville, IL)
- 24 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
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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