Personal Banker Jobs in Lake Zurich, 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 II - Northwest Region - Bench Hire - Full Time
- Rosemont, IL (16 miles from Lake Zurich, IL)
- 7 hours ago
- Rosemont, IL (16 miles from Lake Zurich, IL)
- 7 hours ago
Banker job family....
Personal Banker II - Bartlett East
- Bartlett, IL (18 miles from Lake Zurich, IL)
- 15 hours ago
- Bartlett, IL (18 miles from Lake Zurich, IL)
- 15 hours 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....
Financial Advisor - Schaumburg
- Schaumburg, IL (12 miles from Lake Zurich, IL)
- 1 day ago
- Schaumburg, IL (12 miles from Lake Zurich, IL)
- 1 day ago
Overview 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...
- Schaumburg, IL (12 miles from Lake Zurich, IL)
- 3 days ago
- Schaumburg, IL (12 miles from Lake Zurich, IL)
- 3 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...
Financial Advisor - LGE Community Credit Union
- Woodstock, IL (22 miles from Lake Zurich, IL)
- 4 days ago
- Woodstock, IL (22 miles from Lake Zurich, IL)
- 4 days ago
Financial Advisor - LGE Community Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit...
- Libertyville, IL (6 miles from Lake Zurich, IL)
- 4 days ago
- Libertyville, IL (6 miles from Lake Zurich, IL)
- 4 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Libertyville, IL....
Personal Banker Associate II - Bartlett East - Full Time
- Bartlett, IL (18 miles from Lake Zurich, IL)
- 5 days ago
- Bartlett, IL (18 miles from Lake Zurich, IL)
- 5 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....
- Carpentersville, IL (14 miles from Lake Zurich, IL)
- 5 days ago
- Carpentersville, IL (14 miles from Lake Zurich, IL)
- 5 days ago
The Associate Personal Banker position is an entry-level role within the Retail Banking Department....
- Deerfield, IL (8 miles from Lake Zurich, IL)
- 6 days ago
- Deerfield, IL (8 miles from Lake Zurich, IL)
- 6 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Deerfield, IL....
- Elgin, IL (16 miles from Lake Zurich, IL)
- 7 days ago
- Elgin, IL (16 miles from Lake Zurich, IL)
- 7 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...
Financial Advisor - Certification Provided
- Morton Grove, IL (17 miles from Lake Zurich, IL)
- 8 days ago
- Morton Grove, IL (17 miles from Lake Zurich, IL)
- 8 days ago
Financial Advisor - Certification Provided at Edward Jones summary: A Financial Advisor partners with clients to develop personalized financial strategies to achieve long-term goals such as...
Financial Advisor - Career Change Opportunity
- Hoffman Estates, IL (6 miles from Lake Zurich, IL)
- 8 days ago
- Hoffman Estates, IL (6 miles from Lake Zurich, IL)
- 8 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...
Personal Banker SAFE Act - GLENVIEW
- Glenview, IL (14 miles from Lake Zurich, IL)
- 10 days ago
- Glenview, IL (14 miles from Lake Zurich, IL)
- 10 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 - Elk Grove Village
- Elk Grove Village, IL (13 miles from Lake Zurich, IL)
- 10 days ago
- Elk Grove Village, IL (13 miles from Lake Zurich, IL)
- 10 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 Greater Chicago, IL Metro Area
- Evanston, IL (20 miles from Lake Zurich, IL)
- 11 days ago
- Evanston, IL (20 miles from Lake Zurich, IL)
- 11 days 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....
Demographic Data for Lake Zurich, IL
Moving to Lake Zurich, IL? Find some basic demographic data about Lake Zurich, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Zurich, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Zurich, 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
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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