Personal Banker Jobs in Rolling Meadows, 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.
Senior Financial Advisor - Lasalle
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 13 hours ago
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 13 hours ago
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your...
Personal Banker SAFE Act (Bilingual Mandarin or Cantonese preferred) - Bridgeport Branch
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 14 hours ago
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 14 hours 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....
- Oak Park, IL (17 miles from Rolling Meadows, IL)
- 14 hours ago
- Oak Park, IL (17 miles from Rolling Meadows, IL)
- 14 hours ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Personal Banker Associate II - Northwest Region - Full Time
- Rosemont, IL (8 miles from Rolling Meadows, IL)
- 1 day ago
- Rosemont, IL (8 miles from Rolling Meadows, IL)
- 1 day ago
Banker job family....
Personal Banker Associate II - Northwest Region - Bench Hire - Full Time
- Schiller Park, IL (12 miles from Rolling Meadows, IL)
- 1 day ago
- Schiller Park, IL (12 miles from Rolling Meadows, IL)
- 1 day ago
Banker job family....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 1 day ago
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 1 day ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
- Naperville, IL (21 miles from Rolling Meadows, IL)
- 1 day ago
- Naperville, IL (21 miles from Rolling Meadows, IL)
- 1 day ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 2 days ago
- Chicago, IL (22 miles from Rolling Meadows, 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....
Financial Advisor - Career Change Opportunity
- Palatine, IL (2 miles from Rolling Meadows, IL)
- 2 days ago
- Palatine, IL (2 miles from Rolling Meadows, IL)
- 2 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - (Full Time) - Wheaton
- Wheaton, IL (16 miles from Rolling Meadows, IL)
- 2 days ago
- Wheaton, IL (16 miles from Rolling Meadows, IL)
- 2 days ago
Our Personal Bankers are the forefront of our exceptional customer service....
- Palatine, IL (2 miles from Rolling Meadows, IL)
- 3 days ago
- Palatine, IL (2 miles from Rolling Meadows, IL)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Retail Personal Banker II - Printers Row
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 3 days ago
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 3 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....
Private Client Banker - Central West Market - Chicago, IL
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 3 days ago
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 3 days ago
JobID: 210631724 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-06-30T19:23:43+00:00 JobShift: Base Pay/Salary: Chicago,IL $22.50-$30.29 You have a passion for taking...
Client Relationship Manager II (Remote)
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 3 days ago
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 3 days ago
Client Relationship Manager II (Remote) Company At Denim, they have made it their mission to advance the supply chain by accelerating the movement of money and data. Denim is a tech-forward...
Remote WorkClient Relationship Manager - Retail Industry Expertise
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 3 days ago
- Chicago, IL (22 miles from Rolling Meadows, IL)
- 3 days 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...
Demographic Data for Rolling Meadows, IL
Moving to Rolling Meadows, IL? Find some basic demographic data about Rolling Meadows, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Rolling Meadows, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Rolling Meadows, 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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