Personal Banker Jobs in Oswego, 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.
- Woodridge, IL (15 miles from Oswego, IL)
- 2 days ago
- Woodridge, IL (15 miles from Oswego, IL)
- 2 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Woodridge, IL. Bilingual Polish speaking preferred....
- Naperville, IL (12 miles from Oswego, IL)
- 2 days ago
- Naperville, IL (12 miles from Oswego, IL)
- 2 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....
Banker job family....
Financial Advisor Financial Advisor
- Warrenville, IL (13 miles from Oswego, IL)
- 20 days ago
- Warrenville, IL (13 miles from Oswego, IL)
- 20 days ago
Financial Advisor Edward Jones 3.8 ( ) Warrenville, IL Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender...
Personal Banker - SAFE Act - BLOOMINGDALE
- Bloomingdale, IL (23 miles from Oswego, IL)
- 23 days ago
- Bloomingdale, IL (23 miles from Oswego, IL)
- 23 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....
Senior Branch Specialist (Personal Banker) - Float
- Carol Stream, IL (19 miles from Oswego, IL)
- 24 days ago
- Carol Stream, IL (19 miles from Oswego, IL)
- 24 days ago
About CCU Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4 billion in assets and serves more than 260,000 members, making it one of the largest credit unions in...
US Experienced Financial Advisor
- Aurora, IL (9 miles from Oswego, IL)
- 26 days ago
- Aurora, IL (9 miles from Oswego, IL)
- 26 days ago
at Edward Jones in Aurora, Illinois, United States Job Description We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something...
- Bartlett, IL (22 miles from Oswego, IL)
- 30+ days ago
- Bartlett, IL (22 miles from Oswego, IL)
- 30+ days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Addison, IL (24 miles from Oswego, IL)
- 30+ days ago
- Addison, IL (24 miles from Oswego, IL)
- 30+ days ago
Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations....
- Bartlett, IL (22 miles from Oswego, IL)
- 30+ days ago
- Bartlett, IL (22 miles from Oswego, IL)
- 30+ days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
- Warrenville, IL (13 miles from Oswego, IL)
- 30+ days ago
- Warrenville, IL (13 miles from Oswego, IL)
- 30+ days 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...
Financial Advisor - Glen Ellyn & Surrounding Areas
- Lombard, IL (21 miles from Oswego, IL)
- 30+ days ago
- Lombard, IL (21 miles from Oswego, IL)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- South Elgin, IL (22 miles from Oswego, IL)
- 30+ days ago
- South Elgin, IL (22 miles from Oswego, IL)
- 30+ days ago
As a Personal Banker within PNC's Retail organization, you will be based in Elgin, IL....
- Elgin, IL (24 miles from Oswego, IL)
- 30+ days ago
- Elgin, IL (24 miles from Oswego, IL)
- 30+ days ago
As a Personal Banker within PNC's Retail organization, you will be based in Elgin, IL....
HFA Financial Advisor Senior - Branch
- Naperville, IL (12 miles from Oswego, IL)
- 30+ days ago
- Naperville, IL (12 miles from Oswego, IL)
- 30+ days ago
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 Financial Advisor...
Remote WorkDemographic Data for Oswego, IL
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Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oswego, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oswego, 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
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- 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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