Personal Banker Jobs in Lincolnwood, 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.
Financial Advisor - Career Change Opportunity
- Niles, IL (3 miles from Lincolnwood, IL)
- 1 day ago
- Niles, IL (3 miles from Lincolnwood, IL)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Wilmette, IL (5 miles from Lincolnwood, IL)
- 45+ days ago
- Wilmette, IL (5 miles from Lincolnwood, IL)
- 45+ days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
Roving Personal Banker Chicago, IL
- Glencoe, IL (9 miles from Lincolnwood, IL)
- 1 hour ago
- Glencoe, IL (9 miles from Lincolnwood, IL)
- 1 hour 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 Polish or Ukrainian Personal Banker
- Chicago, IL (8 miles from Lincolnwood, IL)
- 2 hours ago
- Chicago, IL (8 miles from Lincolnwood, IL)
- 2 hours ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Retail Personal Banker I - South Chicago Heights
- Chicago, IL (8 miles from Lincolnwood, IL)
- 13 hours ago
- Chicago, IL (8 miles from Lincolnwood, IL)
- 13 hours 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 (8 miles from Lincolnwood, IL)
- 13 hours ago
- Chicago, IL (8 miles from Lincolnwood, IL)
- 13 hours 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 Associate II - Ogden At 83 (Westmont, IL) - Full Time
- Westmont, IL (17 miles from Lincolnwood, IL)
- 23 hours ago
- Westmont, IL (17 miles from Lincolnwood, IL)
- 23 hours ago
Banker job family....
Retail Personal Banker Associate I - South Barrington, IL - Full Time
- South Barrington, IL (23 miles from Lincolnwood, IL)
- 23 hours ago
- South Barrington, IL (23 miles from Lincolnwood, IL)
- 23 hours ago
Banker job family....
Retail Personal Banker I - Rosemont - Full Time
- Rosemont, IL (7 miles from Lincolnwood, IL)
- 23 hours ago
- Rosemont, IL (7 miles from Lincolnwood, IL)
- 23 hours 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...
HFA Financial Advisor Senior - Branch
- Hinsdale, IL (16 miles from Lincolnwood, IL)
- 1 day ago
- Hinsdale, IL (16 miles from Lincolnwood, IL)
- 1 day ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkPrivate Client Banker - Chicago NW Suburbs -Barrington, IL
- Barrington, IL (23 miles from Lincolnwood, IL)
- 1 day ago
- Barrington, IL (23 miles from Lincolnwood, IL)
- 1 day 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 (17 miles from Lincolnwood, IL)
- 1 day ago
- Lake Forest, IL (17 miles from Lincolnwood, IL)
- 1 day 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 Financial Representative-IL
- Chicago, IL (8 miles from Lincolnwood, IL)
- 1 day ago
- Chicago, IL (8 miles from Lincolnwood, IL)
- 1 day ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Niles, IL (3 miles from Lincolnwood, IL)
- 1 day ago
- Niles, IL (3 miles from Lincolnwood, IL)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker SAFE Act (Bilingual Mandarin or Cantonese preferred) - Bridgeport Branch
- Chicago, IL (8 miles from Lincolnwood, IL)
- 2 days ago
- Chicago, IL (8 miles from Lincolnwood, 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....
Demographic Data for Lincolnwood, IL
Moving to Lincolnwood, IL? Find some basic demographic data about Lincolnwood, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lincolnwood, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lincolnwood, 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
- Investigation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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