Personal Banker Jobs in Lake Forest, 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 (12 miles from Lake Forest, IL)
- 8 days ago
- Palatine, IL (12 miles from Lake Forest, IL)
- 8 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...
- Elmhurst, IL (24 miles from Lake Forest, IL)
- 16 hours ago
- Elmhurst, IL (24 miles from Lake Forest, IL)
- 16 hours 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....
Private Client Banker-Evanston Orrington Branch -Evanston, IL
- Evanston, IL (15 miles from Lake Forest, IL)
- 17 hours ago
- Evanston, IL (15 miles from Lake Forest, IL)
- 17 hours 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...
Bilingual Spanish Personal Banker
- Round Lake, IL (14 miles from Lake Forest, IL)
- 1 day ago
- Round Lake, IL (14 miles from Lake Forest, IL)
- 1 day ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Financial Advisor - Certification Provided
- Niles, IL (14 miles from Lake Forest, IL)
- 2 days ago
- Niles, IL (14 miles from Lake Forest, IL)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Crystal Lake, IL (22 miles from Lake Forest, IL)
- 4 days ago
- Crystal Lake, IL (22 miles from Lake Forest, IL)
- 4 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Crystal Lake, IL. Bilingual Polish Preferred....
- Elgin, IL (24 miles from Lake Forest, IL)
- 4 days ago
- Elgin, IL (24 miles from Lake Forest, IL)
- 4 days 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. Join a financial services firm where your contributions...
Personal Banker Associate II - Northwest Region - Full Time
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 5 days ago
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 5 days ago
Banker job family....
- Niles, IL (14 miles from Lake Forest, IL)
- 5 days ago
- Niles, IL (14 miles from Lake Forest, IL)
- 5 days ago
Banker job family....
- Oak Park, IL (24 miles from Lake Forest, IL)
- 6 days ago
- Oak Park, IL (24 miles from Lake Forest, IL)
- 6 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Personal Banker Associate II - Northwest Region - Bench Hire - Full Time
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 7 days ago
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 7 days ago
Banker job family....
- Round Lake, IL (14 miles from Lake Forest, IL)
- 9 days ago
- Round Lake, IL (14 miles from Lake Forest, IL)
- 9 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Private Client Banker-Chicago Northeast Suburbs -Winnetka, IL
- Winnetka, IL (10 miles from Lake Forest, IL)
- 10 days ago
- Winnetka, IL (10 miles from Lake Forest, IL)
- 10 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...
Financial Advisor - Schaumburg
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 12 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 12 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 (17 miles from Lake Forest, IL)
- 14 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 14 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...
Demographic Data for Lake Forest, IL
Moving to Lake Forest, IL? Find some basic demographic data about Lake Forest, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Forest, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Forest, 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
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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