Personal Banker Jobs in Lake Villa, 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.
Personal Banker Associate I - Towne Lake DeNovo (Woodstock, GA)
- Woodstock, IL (21 miles from Lake Villa, IL)
- 23 hours ago
- Woodstock, IL (21 miles from Lake Villa, IL)
- 23 hours ago
Banker job family....
Financial Advisor - Certification Provided
- Gurnee, IL (6 miles from Lake Villa, IL)
- 1 day ago
- Gurnee, IL (6 miles from Lake Villa, 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...
- Mt Prospect, IL (24 miles from Lake Villa, IL)
- 4 days ago
- Mt Prospect, IL (24 miles from Lake Villa, IL)
- 4 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Mt. Prospect, IL. Location: 935 N Elmhurst Road Mt....
Roving Personal Banker Chicago, IL
- Glencoe, IL (23 miles from Lake Villa, IL)
- 5 days ago
- Glencoe, IL (23 miles from Lake Villa, 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....
Bilingual Senior Universal Banker (Personal Banker)
- Kenosha, WI (19 miles from Lake Villa, IL)
- 5 days ago
- Kenosha, WI (19 miles from Lake Villa, IL)
- 5 days ago
Essential Functions Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments....
Personal Banker Mass Affluent Portfolio
- Burlington, WI (19 miles from Lake Villa, IL)
- 5 days ago
- Burlington, WI (19 miles from Lake Villa, IL)
- 5 days ago
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an...
Retail Personal Banker II - Island Lake - Full Time
- Island Lake, IL (11 miles from Lake Villa, IL)
- 6 days ago
- Island Lake, IL (11 miles from Lake Villa, IL)
- 6 days ago
Banker job family....
Retail Personal Banker Associate I - South Barrington, IL - Full Time
- South Barrington, IL (17 miles from Lake Villa, IL)
- 6 days ago
- South Barrington, IL (17 miles from Lake Villa, IL)
- 6 days ago
Banker job family....
Financial Advisor - Career Change Opportunity
- Hoffman Estates, IL (17 miles from Lake Villa, IL)
- 6 days ago
- Hoffman Estates, IL (17 miles from Lake Villa, IL)
- 6 days 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...
Private Client Banker - Chicago NW Suburbs -Barrington, IL
- Barrington, IL (17 miles from Lake Villa, IL)
- 6 days ago
- Barrington, IL (17 miles from Lake Villa, IL)
- 6 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...
- Lake Forest, IL (14 miles from Lake Villa, IL)
- 6 days ago
- Lake Forest, IL (14 miles from Lake Villa, IL)
- 6 days ago
As a Personal Banker, youll proactively engage with clients and leverage CIBCs best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial...
Personal Banker II - Carpentersville
- Carpentersville, IL (22 miles from Lake Villa, IL)
- 6 days ago
- Carpentersville, IL (22 miles from Lake Villa, IL)
- 6 days ago
Banker job family....
Personal Banker PAY Starting AT DOE
- Union Grove, WI (20 miles from Lake Villa, IL)
- 7 days ago
- Union Grove, WI (20 miles from Lake Villa, IL)
- 7 days ago
JOB REQUIREMENTS: Personal Banker-PAY STARTING AT \$22/HR-\$24/HR DOE, MORE FOR BILINGUAL/SPANISH LinkedIn Twitter Email Message Share Job Location 1101 Main St, Union Grove, Wisconsin Tracking Code...
Financial Advisor Associate (R25_0000001791)
- Deerfield, IL (18 miles from Lake Villa, IL)
- 15 days ago
- Deerfield, IL (18 miles from Lake Villa, IL)
- 15 days ago
at Ameriprise Financial in Deerfield, Illinois, United States Job Description Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active...
Merrill Experienced Financial Advisor
- Northbrook, IL (22 miles from Lake Villa, IL)
- 16 days ago
- Northbrook, IL (22 miles from Lake Villa, 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....
Demographic Data for Lake Villa, IL
Moving to Lake Villa, IL? Find some basic demographic data about Lake Villa, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Villa, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Villa, 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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