Personal Banker Jobs in Joliet, 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.
- Darien, IL (18 miles from Joliet, IL)
- 6 hours ago
- Darien, IL (18 miles from Joliet, IL)
- 6 hours ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Wheaton, IL (22 miles from Joliet, IL)
- 1 day ago
- Wheaton, IL (22 miles from Joliet, IL)
- 1 day ago
Effectively leverages internal technology tools like Orion’s Wealth Management Platform, Salesforce CRM, and Pershing’s NetX360....
Financial Advisor - Certification Provided
- West Chicago, IL (24 miles from Joliet, IL)
- 1 day ago
- West Chicago, IL (24 miles from Joliet, IL)
- 1 day 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 - Crane Credit Union
- Plainfield, IL (2 miles from Joliet, IL)
- 3 days ago
- Plainfield, IL (2 miles from Joliet, IL)
- 3 days ago
Financial Advisor - Crane Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients....
Roving Personal Banker Chicago, IL
- Naperville, IL (16 miles from Joliet, IL)
- 5 days ago
- Naperville, IL (16 miles from Joliet, IL)
- 5 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....
Retail Personal Banker Associate II - Ogden At 83 (Westmont, IL) - Full Time
- Westmont, IL (22 miles from Joliet, IL)
- 5 days ago
- Westmont, IL (22 miles from Joliet, IL)
- 5 days ago
Banker job family....
HFA Financial Advisor Senior - Branch
- Hinsdale, IL (23 miles from Joliet, IL)
- 6 days ago
- Hinsdale, IL (23 miles from Joliet, IL)
- 6 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 Work- Lockport, IL (9 miles from Joliet, IL)
- 6 days ago
- Lockport, IL (9 miles from Joliet, IL)
- 6 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Lockport, IL. Bilingual Spanish Preferred....
Merrill Experienced Financial Advisor
- Lisle, IL (18 miles from Joliet, IL)
- 16 days ago
- Lisle, IL (18 miles from Joliet, IL)
- 16 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Financial Advisor (R25_0000000073)
- Downers Grove, IL (21 miles from Joliet, IL)
- 16 days ago
- Downers Grove, IL (21 miles from Joliet, IL)
- 16 days ago
at Ameriprise Financial in Downers Grove, Illinois, United States Job Description Key Responsibilities * Attend and engage in coaching and training led by the leadership team and established...
Retail Personal Banker II - Orland Square Mall
- Orland Park, IL (20 miles from Joliet, IL)
- 18 days ago
- Orland Park, IL (20 miles from Joliet, IL)
- 18 days 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....
- Crest Hill, IL (5 miles from Joliet, IL)
- 30+ days ago
- Crest Hill, IL (5 miles from Joliet, IL)
- 30+ days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Crest Hill, IL....
- Willowbrook, IL (20 miles from Joliet, IL)
- 45+ days ago
- Willowbrook, IL (20 miles from Joliet, IL)
- 45+ days ago
This job posting is anticipated to remain open for 30 days, from 25-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Client Representative / Personal Banker [Full-Time]
- Westmont, IL (22 miles from Joliet, IL)
- 45+ days ago
- Westmont, IL (22 miles from Joliet, IL)
- 45+ days ago
Client Representative / Personal Banker [Full-Time] Company: BankFinancial Location: Westmont, IL Date Posted: 4/22/25, 7:59 AM Job Descriptions: Summary: Builds Customer relationships and recognizes...
Client Relationship Manager (Onsite in Aurora, IL)
- Aurora, IL (17 miles from Joliet, IL)
- 45+ days ago
- Aurora, IL (17 miles from Joliet, IL)
- 45+ days ago
At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our...
Demographic Data for Joliet, IL
Moving to Joliet, IL? Find some basic demographic data about Joliet, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Joliet, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Joliet, 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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