Personal Banker Jobs in Peoria Heights, 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.
- Peoria, IL (1 mile from Peoria Heights, IL)
- 19 hours ago
- Peoria, IL (1 mile from Peoria Heights, IL)
- 19 hours ago
As a(n) Personal Banker within PNC's Peoria Metro Center, you will be based in Peoria, IL....
Financial Advisor Financial Advisor
- Pekin, IL (13 miles from Peoria Heights, IL)
- 8 days ago
- Pekin, IL (13 miles from Peoria Heights, IL)
- 8 days ago
Financial Advisor Edward Jones 3.8 ( ) Pekin, 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 diversity...
US Experienced Financial Advisor
- Peoria, IL (3 miles from Peoria Heights, IL)
- 14 days ago
- Peoria, IL (3 miles from Peoria Heights, IL)
- 14 days ago
at Edward Jones in Peoria, 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...
- Tremont, IL (17 miles from Peoria Heights, IL)
- 23 days ago
- Tremont, IL (17 miles from Peoria Heights, IL)
- 23 days ago
This job posting is anticipated to remain open for 30 days, from 23-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
- Peoria, IL (3 miles from Peoria Heights, IL)
- 30+ days ago
- Peoria, IL (3 miles from Peoria Heights, IL)
- 30+ days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Peoria, Illinois at the Peoria Downtown Branch. Spanish Bilingual Preferred....
Merrill Experienced Financial Advisor
- Peoria, IL (3 miles from Peoria Heights, IL)
- 60+ days ago
- Peoria, IL (3 miles from Peoria Heights, IL)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Peoria, IL (3 miles from Peoria Heights, IL)
- 90+ days ago
- Peoria, IL (3 miles from Peoria Heights, IL)
- 90+ 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...
- Pekin, IL (13 miles from Peoria Heights, IL)
- 90+ days ago
- Pekin, IL (13 miles from Peoria Heights, IL)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Demographic Data for Peoria Heights, IL
Moving to Peoria Heights, IL? Find some basic demographic data about Peoria Heights, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Peoria Heights, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Peoria Heights, 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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