Personal Banker Jobs in Oakbrook Terrace, 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
- Hanover Park, IL (11 miles from Oakbrook Terrace, IL)
- 4 days ago
- Hanover Park, IL (11 miles from Oakbrook Terrace, IL)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Rolling Meadows, IL (13 miles from Oakbrook Terrace, IL)
- 10 hours ago
- Rolling Meadows, IL (13 miles from Oakbrook Terrace, IL)
- 10 hours ago
How you'll make an impact The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants....
Custody Client Service Consultant - R138040
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 18 hours ago
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 18 hours ago
at Northern Trust Company in Chicago, Illinois, United States Job Description About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial...
Life Sciences Client Relationship Manager (Associa
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 1 day ago
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 1 day ago
at Cognizant Technology Solutions in Chicago, Illinois, United States Job Description Client Relationship Manager (Associate Director) - LifeSciences Location: Chicago, IL Overview Client...
- Lincolnwood, IL (13 miles from Oakbrook Terrace, IL)
- 1 day ago
- Lincolnwood, IL (13 miles from Oakbrook Terrace, IL)
- 1 day ago
As a(n) Personal Banker within PNC s Retail Branch Organization, you will be based in Skokie, IL....
Financial Advisor - Certification Provided
- Morton Grove, IL (14 miles from Oakbrook Terrace, IL)
- 2 days ago
- Morton Grove, IL (14 miles from Oakbrook Terrace, IL)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 2 days ago
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 2 days ago
Overview: The Personal Banker position provides personalized banking services by performing all customer service functions while maintaining friendly and positive relationships with customers and coworkers...
Private Client Banker - Stony Island Branch - Chicago, IL
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 2 days ago
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 2 days ago
JobID: 210622875 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-02T12:22:55+00:00 JobShift: Day Base Pay/Salary: Chicago,IL $22.50-$27.88 You have a passion for...
Retail Personal Banker I - Bloomingdale, IL - Full Time
- Bloomingdale, IL (7 miles from Oakbrook Terrace, IL)
- 3 days ago
- Bloomingdale, IL (7 miles from Oakbrook Terrace, 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...
Personal Banker - SAFE ACT - Chicago Downtown area
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 3 days ago
- Chicago, IL (16 miles from Oakbrook Terrace, 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....
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 3 days ago
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 3 days ago
Client Relationship Manager Accounting & Finance $ 48.44 / Week location_on Chicago, Illinois work_outline Contract/Temporary favorite_border JOB ON CANDIDATE PORTAL COPY LINK link Adecco is...
- Skokie, IL (16 miles from Oakbrook Terrace, IL)
- 3 days ago
- Skokie, IL (16 miles from Oakbrook Terrace, IL)
- 3 days ago
As a(n) Personal Banker within PNC s Retail Branch Organization, you will be based in Skokie, IL....
Life Sciences Client Relationship Manager Associate Director in Chicago, IL
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 4 days ago
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 4 days ago
Client Relationship Manager (Associate Director) - LifeSciences Location: Chicago, IL Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting...
- Hanover Park, IL (11 miles from Oakbrook Terrace, IL)
- 4 days ago
- Hanover Park, IL (11 miles from Oakbrook Terrace, IL)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Custody Client Service Consultant
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 5 days ago
- Chicago, IL (16 miles from Oakbrook Terrace, IL)
- 5 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...
Demographic Data for Oakbrook Terrace, IL
Moving to Oakbrook Terrace, IL? Find some basic demographic data about Oakbrook Terrace, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oakbrook Terrace, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oakbrook Terrace, 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
- Account Opening
- 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
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »