Personal Banker Jobs in Lombard, 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.
Retail Personal Banker I - Lake Zurich West - Full Time
- Lake Zurich, IL (22 miles from Lombard, IL)
- 12 hours ago
- Lake Zurich, IL (22 miles from Lombard, IL)
- 12 hours ago
Banker job family....
- Oswego, IL (21 miles from Lombard, IL)
- 12 hours ago
- Oswego, IL (21 miles from Lombard, IL)
- 12 hours ago
Banker job family....
Personal Banker Associate I - Elmhurst North
- Elmhurst, IL (4 miles from Lombard, IL)
- 12 hours ago
- Elmhurst, IL (4 miles from Lombard, IL)
- 12 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...
- Downers Grove, IL (4 miles from Lombard, IL)
- 12 hours ago
- Downers Grove, IL (4 miles from Lombard, IL)
- 12 hours ago
As a Personal Banker within PNC's Retail organization, you will be based in Downer's Grove, IL Job Description Acquires and deepens the branch customer base through a variety of proactive sales and...
- Chicago, IL (18 miles from Lombard, IL)
- 21 hours ago
- Chicago, IL (18 miles from Lombard, IL)
- 21 hours ago
Physical Requirements The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday....
2026 January - Financial Advisor Development Program - Chicago
- Chicago, IL (18 miles from Lombard, IL)
- 23 hours ago
- Chicago, IL (18 miles from Lombard, IL)
- 23 hours ago
Your role Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global...
HFA Dedicated Financial Advisor - Advice Center
- Chicago, IL (18 miles from Lombard, IL)
- 23 hours ago
- Chicago, IL (18 miles from Lombard, IL)
- 23 hours ago
Description Summary: The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the...
Remote WorkPersonal Banker Roscoe Village
- Chicago, IL (18 miles from Lombard, IL)
- 23 hours ago
- Chicago, IL (18 miles from Lombard, IL)
- 23 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 II - Glenview
- Glenview, IL (17 miles from Lombard, IL)
- 1 day ago
- Glenview, IL (17 miles from Lombard, IL)
- 1 day 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 Associate I - Vernon Hills
- Vernon Hills, IL (24 miles from Lombard, IL)
- 1 day ago
- Vernon Hills, IL (24 miles from Lombard, IL)
- 1 day ago
Banker job family....
Personal Banker Associate II - Oak Lawn - (Forward Hire Position)
- Oak Lawn, IL (17 miles from Lombard, IL)
- 1 day ago
- Oak Lawn, IL (17 miles from Lombard, IL)
- 1 day ago
Banker job family....
Personal Banker Associate I - Orland Park
- Orland Park, IL (20 miles from Lombard, IL)
- 1 day ago
- Orland Park, IL (20 miles from Lombard, IL)
- 1 day 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...
Personal Banker West Loop Fulton
- Chicago, IL (18 miles from Lombard, IL)
- 1 day ago
- Chicago, IL (18 miles from Lombard, IL)
- 1 day 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....
Financial Advisor Oak Lawn, IL Market 22, Region 356
- Oak Lawn, IL (17 miles from Lombard, IL)
- 1 day ago
- Oak Lawn, IL (17 miles from Lombard, IL)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Independent Financial Advisor- Hybrid or Remote, your choice
- Chicago, IL (18 miles from Lombard, IL)
- 2 days ago
- Chicago, IL (18 miles from Lombard, IL)
- 2 days ago
The grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding...
Demographic Data for Lombard, IL
Moving to Lombard, IL? Find some basic demographic data about Lombard, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lombard, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lombard, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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