Personal Banker Jobs in Montgomery, 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 II - Geneva
- Geneva, IL (10 miles from Montgomery, IL)
- 19 hours ago
- Geneva, IL (10 miles from Montgomery, IL)
- 19 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....
Personal Banker II - Bartlett East
- Bartlett, IL (19 miles from Montgomery, IL)
- 2 days ago
- Bartlett, IL (19 miles from Montgomery, 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....
- Dekalb, IL (23 miles from Montgomery, IL)
- 5 days ago
- Dekalb, IL (23 miles from Montgomery, IL)
- 5 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....
Personal Banker Associate II - Bartlett East - Full Time
- Bartlett, IL (19 miles from Montgomery, IL)
- 6 days ago
- Bartlett, IL (19 miles from Montgomery, IL)
- 6 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....
Retail Personal Banker Associate II - Randall Square - Full Time
- Geneva, IL (10 miles from Montgomery, IL)
- 6 days ago
- Geneva, IL (10 miles from Montgomery, IL)
- 6 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....
Mobile Banking Personal Banker
- Clarendon Hills, IL (21 miles from Montgomery, IL)
- 6 days ago
- Clarendon Hills, IL (21 miles from Montgomery, IL)
- 6 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Aurora, IL (6 miles from Montgomery, IL)
- 6 days ago
- Aurora, IL (6 miles from Montgomery, IL)
- 6 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Aurora, IL....
- Naperville, IL (12 miles from Montgomery, IL)
- 6 days ago
- Naperville, IL (12 miles from Montgomery, IL)
- 6 days ago
The Associate Personal Banker position is an entry-level role within the Retail Banking Department....
- Elgin, IL (21 miles from Montgomery, IL)
- 8 days ago
- Elgin, IL (21 miles from Montgomery, IL)
- 8 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...
- Dekalb, IL (23 miles from Montgomery, IL)
- 9 days ago
- Dekalb, IL (23 miles from Montgomery, IL)
- 9 days ago
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients wealth preservation and long-term goals....
Personal Banker Associate I - Woodridge - Bench Position
- Woodridge, IL (16 miles from Montgomery, IL)
- 11 days ago
- Woodridge, IL (16 miles from Montgomery, IL)
- 11 days ago
Banker job family....
Personal Banker Greater NW Chicago Metro Area
- Elmhurst, IL (24 miles from Montgomery, IL)
- 13 days ago
- Elmhurst, IL (24 miles from Montgomery, IL)
- 13 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....
Financial Advisor - Certification Provided
- West Chicago, IL (14 miles from Montgomery, IL)
- 13 days ago
- West Chicago, IL (14 miles from Montgomery, IL)
- 13 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...
Private Client Banker - South Naperville Branch - Naperville, IL
- Naperville, IL (12 miles from Montgomery, IL)
- 14 days ago
- Naperville, IL (12 miles from Montgomery, IL)
- 14 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...
Roving Personal Banker Greater Westchester, IL Area
- Elmhurst, IL (24 miles from Montgomery, IL)
- 14 days ago
- Elmhurst, IL (24 miles from Montgomery, IL)
- 14 days 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....
Demographic Data for Montgomery, IL
Moving to Montgomery, IL? Find some basic demographic data about Montgomery, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Montgomery, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Montgomery, 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
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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