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.
Air Logistics Customer Relationship Manager
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 23 hours ago
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 23 hours ago
It's more than a job When you work in Freight Logistics and Operations at Kuehne+Nagel, you play a key role in optimising processes and ensuring that inventory and shipments move efficiently. But...
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 4 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 4 days ago
Allworth Financial ( www.allworthfinancial.com ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a...
Private Client Banker - Libertyville Cook - Libertyville, IL
- Libertyville, IL (5 miles from Lake Forest, IL)
- 4 days ago
- Libertyville, IL (5 miles from Lake Forest, IL)
- 4 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Associate I - Schaumburg West - Full Time
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 7 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 7 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Fifth Third Bank, National...
Retail Personal Banker Associate I - Round Lake Beach - Full Time
- Round Lake Beach, IL (14 miles from Lake Forest, IL)
- 13 days ago
- Round Lake Beach, IL (14 miles from Lake Forest, IL)
- 13 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...
Personal Banker SAFE Act - EVANSTON Branch
- Evanston, IL (15 miles from Lake Forest, IL)
- 13 days ago
- Evanston, IL (15 miles from Lake Forest, IL)
- 13 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Retail Personal Banker I - Lake Zurich West - Full Time
- Lake Zurich, IL (9 miles from Lake Forest, IL)
- 14 days ago
- Lake Zurich, IL (9 miles from Lake Forest, IL)
- 14 days ago
Banker job family....
- Great Lakes, IL (4 miles from Lake Forest, IL)
- 14 days ago
- Great Lakes, IL (4 miles from Lake Forest, IL)
- 14 days ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
Personal Banker Associate I - Vernon Hills
- Vernon Hills, IL (4 miles from Lake Forest, IL)
- 15 days ago
- Vernon Hills, IL (4 miles from Lake Forest, IL)
- 15 days ago
Banker job family....
Private Client Banker - Northeast Suburbs - Winnetka, IL
- Winnetka, IL (10 miles from Lake Forest, IL)
- 17 days ago
- Winnetka, IL (10 miles from Lake Forest, IL)
- 17 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Highland Park, IL (4 miles from Lake Forest, IL)
- 20 days ago
- Highland Park, IL (4 miles from Lake Forest, IL)
- 20 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Round Lake, IL (14 miles from Lake Forest, IL)
- 21 days ago
- Round Lake, IL (14 miles from Lake Forest, IL)
- 21 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Private Client Banker - Clavey and US 41 Branch - Highland Park, IL
- Highland Park, IL (4 miles from Lake Forest, IL)
- 22 days ago
- Highland Park, IL (4 miles from Lake Forest, IL)
- 22 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker - Safe Act - Niles Branch
- Niles, IL (14 miles from Lake Forest, IL)
- 23 days ago
- Niles, IL (14 miles from Lake Forest, IL)
- 23 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker - SAFE Act - BLOOMINGDALE
- Bloomingdale, IL (23 miles from Lake Forest, IL)
- 23 days ago
- Bloomingdale, IL (23 miles from Lake Forest, IL)
- 23 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
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
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Customer Relations
- High School Diploma
- 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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