Personal Banker Jobs in Prospect 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.
Client Relationship Manager - Retail Industry Expertise
- Chicago, IL (19 miles from Prospect Heights, IL)
- moments ago
- Chicago, IL (19 miles from Prospect Heights, IL)
- moments ago
About the Role We are seeking a seasoned Client Relationship Manager (CRM) to join our retail team. In this role, you support the Client Partner and act as a business owner for an assigned...
Personal Banker II Associate - Milwaukee - Full Time
- Chicago, IL (19 miles from Prospect Heights, IL)
- 19 hours ago
- Chicago, IL (19 miles from Prospect Heights, IL)
- 19 hours ago
Banker job family....
- Chicago, IL (21 miles from Prospect Heights, IL)
- 1 day ago
- Chicago, IL (21 miles from Prospect Heights, IL)
- 1 day ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Chicago, IL at our Univ of IL Chicago location....
Personal Banker Associate I - Schaumburg West - Full Time
- Schaumburg, IL (9 miles from Prospect Heights, IL)
- 2 days ago
- Schaumburg, IL (9 miles from Prospect Heights, IL)
- 2 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Fifth Third Bank, National...
- Chicago, IL (19 miles from Prospect Heights, IL)
- 3 days ago
- Chicago, IL (19 miles from Prospect Heights, IL)
- 3 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Chicago, IL. Bilingual Spanish Preferred....
- Round Lake, IL (19 miles from Prospect Heights, IL)
- 4 days ago
- Round Lake, IL (19 miles from Prospect Heights, IL)
- 4 days ago
The Associate Personal Banker position is an entry-level role within the Retail Banking Department....
- Glenview, IL (5 miles from Prospect Heights, IL)
- 4 days ago
- Glenview, IL (5 miles from Prospect Heights, IL)
- 4 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....
Retail Personal Banker I - South Chicago Heights
- Chicago, IL (19 miles from Prospect Heights, IL)
- 8 days ago
- Chicago, IL (19 miles from Prospect Heights, IL)
- 8 days ago
Banker job family....
Retail Personal Banker Associate I - Round Lake Beach - Full Time
- Round Lake Beach, IL (19 miles from Prospect Heights, IL)
- 8 days ago
- Round Lake Beach, IL (19 miles from Prospect Heights, IL)
- 8 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 - EVANSTON Branch
- Evanston, IL (11 miles from Prospect Heights, IL)
- 8 days ago
- Evanston, IL (11 miles from Prospect Heights, IL)
- 8 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....
Retail Personal Banker I - Lake Zurich West - Full Time
- Lake Zurich, IL (9 miles from Prospect Heights, IL)
- 9 days ago
- Lake Zurich, IL (9 miles from Prospect Heights, IL)
- 9 days ago
Banker job family....
Personal Banker Associate I - Elmhurst North
- Elmhurst, IL (14 miles from Prospect Heights, IL)
- 9 days ago
- Elmhurst, IL (14 miles from Prospect Heights, IL)
- 9 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...
- Chicago, IL (19 miles from Prospect Heights, IL)
- 9 days ago
- Chicago, IL (19 miles from Prospect Heights, IL)
- 9 days 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 (19 miles from Prospect Heights, IL)
- 9 days ago
- Chicago, IL (19 miles from Prospect Heights, IL)
- 9 days 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 (19 miles from Prospect Heights, IL)
- 9 days ago
- Chicago, IL (19 miles from Prospect Heights, IL)
- 9 days 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 WorkDemographic Data for Prospect Heights, IL
Moving to Prospect Heights, IL? Find some basic demographic data about Prospect Heights, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Prospect Heights, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Prospect 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- 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
- Business Development
- Retail
- 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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