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.
Patient Financial Advisor (Hybrid), Day Shift, Patient Customer Service
- Norridge, IL (16 miles from Lincolnshire, IL)
- 1 day ago
- Norridge, IL (16 miles from Lincolnshire, IL)
- 1 day ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Norridge, IL (16 miles from Lincolnshire, IL)
- 1 day ago
- Norridge, IL (16 miles from Lincolnshire, IL)
- 1 day ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
Personal Banker I - Lincolnwood
- Lincolnwood, IL (15 miles from Lincolnshire, IL)
- 2 days ago
- Lincolnwood, IL (15 miles from Lincolnshire, IL)
- 2 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 II- Palatine Euclid
- Palatine, IL (7 miles from Lincolnshire, IL)
- 2 days ago
- Palatine, IL (7 miles from Lincolnshire, IL)
- 2 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....
Personal Banker SAFE Act - Bilingual Mandarin Preferred - Vernon Hills Branch
- Vernon Hills, IL (3 miles from Lincolnshire, IL)
- 2 days ago
- Vernon Hills, IL (3 miles from Lincolnshire, IL)
- 2 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 - Chicago North area
- Skokie, IL (14 miles from Lincolnshire, IL)
- 2 days ago
- Skokie, IL (14 miles from Lincolnshire, IL)
- 2 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....
Bilingual Spanish Personal Banker
- Northfield, IL (10 miles from Lincolnshire, IL)
- 2 days ago
- Northfield, IL (10 miles from Lincolnshire, IL)
- 2 days ago
As a Bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Waukegan, IL. Bilingual Spanish Required....
Private Client Banker - North West Suburbs - Chicago, IL
- Antioch, IL (20 miles from Lincolnshire, IL)
- 3 days ago
- Antioch, IL (20 miles from Lincolnshire, IL)
- 3 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...
- Chicago, IL (23 miles from Lincolnshire, IL)
- 3 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 3 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Bilingual Spanish Personal Banker
- Schaumburg, IL (13 miles from Lincolnshire, IL)
- 4 days ago
- Schaumburg, IL (13 miles from Lincolnshire, IL)
- 4 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Schaumburg, IL. Bilingual Spanish Required....
Retail Personal Banker Associate II - Niles Oakton - Full Time
- Niles, IL (12 miles from Lincolnshire, IL)
- 4 days ago
- Niles, IL (12 miles from Lincolnshire, IL)
- 4 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....
Bilingual Spanish Personal Banker
- Waukegan, IL (12 miles from Lincolnshire, IL)
- 4 days ago
- Waukegan, IL (12 miles from Lincolnshire, IL)
- 4 days ago
As a Bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Waukegan, IL. Bilingual Spanish Required....
- Libertyville, IL (6 miles from Lincolnshire, IL)
- 4 days ago
- Libertyville, IL (6 miles from Lincolnshire, IL)
- 4 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Libertyville, IL....
Personal Banker Associate I - Niles Oakton - Full Time
- Niles, IL (12 miles from Lincolnshire, IL)
- 5 days ago
- Niles, IL (12 miles from Lincolnshire, IL)
- 5 days ago
Banker job family....
Retail Personal Banker I - Northbrook Willow
- Northbrook, IL (6 miles from Lincolnshire, IL)
- 6 days ago
- Northbrook, IL (6 miles from Lincolnshire, IL)
- 6 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...
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
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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