Personal Banker Jobs in South Elgin, 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.
Retail Personal Banker II- Palatine Euclid
- Palatine, IL (16 miles from South Elgin, IL)
- 10 hours ago
- Palatine, IL (16 miles from South Elgin, IL)
- 10 hours 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....
Personal Banker SAFE Act - Bilingual Mandarin Preferred - Vernon Hills Branch
- Vernon Hills, IL (24 miles from South Elgin, IL)
- 10 hours ago
- Vernon Hills, IL (24 miles from South Elgin, IL)
- 10 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....
Client Representative / Personal Banker [Full-Time]
- Westmont, IL (22 miles from South Elgin, IL)
- 19 hours ago
- Westmont, IL (22 miles from South Elgin, IL)
- 19 hours ago
Client Representative / Personal Banker [Full-Time] Company: BankFinancial Location: Westmont, IL Date Posted: 4/22/25, 7:59 AM Job Descriptions: Summary: Builds Customer relationships and recognizes...
Bilingual Spanish Personal Banker
- Schaumburg, IL (12 miles from South Elgin, IL)
- 1 day ago
- Schaumburg, IL (12 miles from South Elgin, IL)
- 1 day ago
As a Personal Banker within PNC's Retail organization, you will be based in Schaumburg, IL. Bilingual Spanish Required....
Financial Advisor - Certification Provided
- West Chicago, IL (8 miles from South Elgin, IL)
- 3 days ago
- West Chicago, IL (8 miles from South Elgin, IL)
- 3 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Client Relationship Manager (Onsite in Aurora, IL)
- Aurora, IL (14 miles from South Elgin, IL)
- 3 days ago
- Aurora, IL (14 miles from South Elgin, IL)
- 3 days ago
At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our...
Bilingual Spanish Personal Banker
- Schaumburg, IL (11 miles from South Elgin, IL)
- 3 days ago
- Schaumburg, IL (11 miles from South Elgin, IL)
- 3 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Schaumburg, IL. Bilingual Spanish Required....
Client Representative / Personal Banker [Full-Time] [Level TBD]
- Westmont, IL (22 miles from South Elgin, IL)
- 4 days ago
- Westmont, IL (22 miles from South Elgin, IL)
- 4 days ago
Summary: Builds Customer relationships and recognizes opportunities by making quality referrals to internal departments of the bank. Meets the Bank's business objectives of cross selling products...
Float Personal Banker Associate I - Midwest Chicago Region
- Itasca, IL (15 miles from South Elgin, IL)
- 8 days ago
- Itasca, IL (15 miles from South Elgin, IL)
- 8 days ago
Banker job family....
- Wheaton, IL (13 miles from South Elgin, IL)
- 8 days ago
- Wheaton, IL (13 miles from South Elgin, IL)
- 8 days ago
We are pleased to partner with a highly esteemed national bank that is welcoming a new Personal Banker to their team in Wheaton!...
- Bolingbrook, IL (23 miles from South Elgin, IL)
- 8 days ago
- Bolingbrook, IL (23 miles from South Elgin, IL)
- 8 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Retail Personal Banker II - Rosemont
- Schiller Park, IL (22 miles from South Elgin, IL)
- 8 days ago
- Schiller Park, IL (22 miles from South Elgin, IL)
- 8 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....
- St Charles, IL (4 miles from South Elgin, IL)
- 10 days ago
- St Charles, IL (4 miles from South Elgin, IL)
- 10 days ago
As a Personal Banker within PNC's Retail organization, you will be based in St. Charles, IL....
Personal Banker I - Towne Lake De Novo (Woodstock, GA)
- Woodstock, IL (24 miles from South Elgin, IL)
- 17 days ago
- Woodstock, IL (24 miles from South Elgin, IL)
- 17 days ago
Banker job family....
Financial Advisor - Consumers Credit Union
- Elgin, IL (4 miles from South Elgin, IL)
- 18 days ago
- Elgin, IL (4 miles from South Elgin, IL)
- 18 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Consumers Credit...
Demographic Data for South Elgin, IL
Moving to South Elgin, IL? Find some basic demographic data about South Elgin, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in South Elgin, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in South Elgin, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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