Personal Banker Jobs in Lincolnshire, 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.
Healthcare Provider Client Relationship Manager (Associate Director)
- Chicago, IL (23 miles from Lincolnshire, IL)
- 12 hours ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 12 hours ago
Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned...
Wealth Management Client Associate / Financial Advisor
- Northbrook, IL (6 miles from Lincolnshire, IL)
- 1 day ago
- Northbrook, IL (6 miles from Lincolnshire, IL)
- 1 day ago
Wealth Management Client Associate / Financial Advisor LOCATION Northbrook, IL Hybrid TYPE Direct Hire SALARY $65,000 - $105,000 / yr ID CA......
Retail Personal Banker II - Lake Forest - Full Time
- Lake Forest, IL (4 miles from Lincolnshire, IL)
- 1 day ago
- Lake Forest, IL (4 miles from Lincolnshire, IL)
- 1 day ago
Banker job family....
Personal Banker Associate I - Oak Park - Full Time
- Oak Park, IL (21 miles from Lincolnshire, IL)
- 3 days ago
- Oak Park, IL (21 miles from Lincolnshire, IL)
- 3 days ago
Banker job family....
Personal Banker - SAFE ACT - Chicago Northwest Suburbs
- Bloomingdale, IL (18 miles from Lincolnshire, IL)
- 3 days ago
- Bloomingdale, IL (18 miles from Lincolnshire, IL)
- 3 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 Associate - 222 South Riverside Plaza
- Chicago, IL (23 miles from Lincolnshire, IL)
- 3 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 3 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...
Retail Personal Banker I - Rosemont - Full Time
- Schiller Park, IL (17 miles from Lincolnshire, IL)
- 5 days ago
- Schiller Park, IL (17 miles from Lincolnshire, IL)
- 5 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...
Treasury Management, Client Service Consultant
- Chicago, IL (23 miles from Lincolnshire, IL)
- 5 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 5 days ago
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your...
Financial Advisor - Certification Provided
- Hanover Park, IL (18 miles from Lincolnshire, IL)
- 5 days ago
- Hanover Park, IL (18 miles from Lincolnshire, IL)
- 5 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...
- Chicago, IL (23 miles from Lincolnshire, IL)
- 6 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 6 days ago
Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $62 billion in assets....
- Mt Prospect, IL (8 miles from Lincolnshire, IL)
- 7 days ago
- Mt Prospect, IL (8 miles from Lincolnshire, IL)
- 7 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....
Bilingual Polish or Ukrainian Personal Banker
- Chicago, IL (23 miles from Lincolnshire, IL)
- 8 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 8 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Retail Personal Banker I - South Chicago Heights
- Chicago, IL (23 miles from Lincolnshire, IL)
- 8 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 8 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...
- Chicago, IL (23 miles from Lincolnshire, IL)
- 8 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 8 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....
Retail Personal Banker II - Island Lake - Full Time
- Island Lake, IL (15 miles from Lincolnshire, IL)
- 8 days ago
- Island Lake, IL (15 miles from Lincolnshire, IL)
- 8 days ago
Banker job family....
Demographic Data for Lincolnshire, IL
Moving to Lincolnshire, IL? Find some basic demographic data about Lincolnshire, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lincolnshire, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lincolnshire, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Check Cashing
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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