Personal Banker Jobs in Round Lake, 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.
Private Client Banker-Chicago Northeast Suburbs -Winnetka, IL
- Winnetka, IL (24 miles from Round Lake, IL)
- 20 hours ago
- Winnetka, IL (24 miles from Round Lake, IL)
- 20 hours ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor - Schaumburg
- Schaumburg, IL (21 miles from Round Lake, IL)
- 3 days ago
- Schaumburg, IL (21 miles from Round Lake, IL)
- 3 days ago
Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the...
- Schaumburg, IL (21 miles from Round Lake, IL)
- 4 days ago
- Schaumburg, IL (21 miles from Round Lake, IL)
- 4 days ago
Personal Banker Location: Western Suburbs, IL | Schedule: Full-Time | Compensation: $23–$25/hr + Annual Bonus A well-established community bank is looking to add a Personal Banker to their frontline...
Financial Advisor - LGE Community Credit Union
- Woodstock, IL (18 miles from Round Lake, IL)
- 5 days ago
- Woodstock, IL (18 miles from Round Lake, IL)
- 5 days ago
Financial Advisor - LGE Community Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit...
- Libertyville, IL (9 miles from Round Lake, IL)
- 6 days ago
- Libertyville, IL (9 miles from Round Lake, IL)
- 6 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Libertyville, IL....
- Carpentersville, IL (17 miles from Round Lake, IL)
- 6 days ago
- Carpentersville, IL (17 miles from Round Lake, IL)
- 6 days ago
The Associate Personal Banker position is an entry-level role within the Retail Banking Department....
- Deerfield, IL (16 miles from Round Lake, IL)
- 7 days ago
- Deerfield, IL (16 miles from Round Lake, IL)
- 7 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Deerfield, IL....
- Elgin, IL (23 miles from Round Lake, IL)
- 8 days ago
- Elgin, IL (23 miles from Round Lake, IL)
- 8 days ago
Personal Banker Location: Western Suburbs, IL | Schedule: Full-Time | Compensation: $23–$25/hr + Annual Bonus A well-established community bank is looking to add a Personal Banker to their frontline...
Financial Advisor - Certification Provided
- Fox Lake, IL (4 miles from Round Lake, IL)
- 9 days ago
- Fox Lake, IL (4 miles from Round Lake, IL)
- 9 days ago
Financial Advisor - Certification Provided at Edward Jones summary: A Financial Advisor partners with clients to develop personalized financial strategies to achieve long-term goals such as...
Personal Banker SAFE Act - GLENVIEW
- Glenview, IL (23 miles from Round Lake, IL)
- 11 days ago
- Glenview, IL (23 miles from Round Lake, IL)
- 11 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....
Personal Banker - Elk Grove Village
- Elk Grove Village, IL (23 miles from Round Lake, IL)
- 11 days ago
- Elk Grove Village, IL (23 miles from Round Lake, IL)
- 11 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....
Personal Banker Greater Chicago, IL Metro Area
- Glenview, IL (23 miles from Round Lake, IL)
- 13 days ago
- Glenview, IL (23 miles from Round Lake, IL)
- 13 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....
Personal Banker Greater NW Chicago Metro Area
- Palatine, IL (16 miles from Round Lake, IL)
- 13 days ago
- Palatine, IL (16 miles from Round Lake, IL)
- 13 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....
- Glenview, IL (23 miles from Round Lake, IL)
- 13 days ago
- Glenview, IL (23 miles from Round Lake, IL)
- 13 days ago
As a Personal Banker within PNC's retail branch organization, you will be based in Louisville, KY at the Glenview Point branch Job Description Acquires and deepens the branch customer base through a...
Financial Advisor Business Leader / Wealth Management Team Lead
- Northbrook, IL (20 miles from Round Lake, IL)
- 13 days ago
- Northbrook, IL (20 miles from Round Lake, IL)
- 13 days ago
Thorough knowledge and understanding of the full suite of Wealth Management products and services....
Demographic Data for Round Lake, IL
Moving to Round Lake, IL? Find some basic demographic data about Round Lake, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Round Lake, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Round Lake, 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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