Personal Banker Jobs in Wauconda, 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.
Personal Banker SAFE Act - GLENVIEW
- Glenview, IL (20 miles from Wauconda, IL)
- 1 day ago
- Glenview, IL (20 miles from Wauconda, IL)
- 1 day 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 (19 miles from Wauconda, IL)
- 1 day ago
- Elk Grove Village, IL (19 miles from Wauconda, IL)
- 1 day 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....
- Vernon Hills, IL (9 miles from Wauconda, IL)
- 1 day ago
- Vernon Hills, IL (9 miles from Wauconda, IL)
- 1 day ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Vernon Hills, IL. Location: 1250 S....
Personal Banker Greater Chicago, IL Metro Area
- Glenview, IL (20 miles from Wauconda, IL)
- 2 days ago
- Glenview, IL (20 miles from Wauconda, 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....
Personal Banker Associate I - Niles Oakton - Full Time
- Niles, IL (23 miles from Wauconda, IL)
- 2 days ago
- Niles, IL (23 miles from Wauconda, IL)
- 2 days ago
Banker job family....
Personal Banker Greater NW Chicago Metro Area
- Palatine, IL (12 miles from Wauconda, IL)
- 2 days ago
- Palatine, IL (12 miles from Wauconda, 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....
- Glenview, IL (20 miles from Wauconda, IL)
- 3 days ago
- Glenview, IL (20 miles from Wauconda, IL)
- 3 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 (18 miles from Wauconda, IL)
- 3 days ago
- Northbrook, IL (18 miles from Wauconda, IL)
- 3 days ago
Thorough knowledge and understanding of the full suite of Wealth Management products and services....
Roving Personal Banker Greater Westchester, IL Area
- Schaumburg, IL (16 miles from Wauconda, IL)
- 3 days ago
- Schaumburg, IL (16 miles from Wauconda, IL)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Retail Personal Banker Associate II - Rolling Meadows - Full Time
- Rolling Meadows, IL (14 miles from Wauconda, IL)
- 4 days ago
- Rolling Meadows, IL (14 miles from Wauconda, IL)
- 4 days ago
Banker job family....
- Bartlett, IL (20 miles from Wauconda, IL)
- 4 days ago
- Bartlett, IL (20 miles from Wauconda, 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...
Wealth Management Client Associate / Financial Advisor
- Northbrook, IL (18 miles from Wauconda, IL)
- 9 days ago
- Northbrook, IL (18 miles from Wauconda, IL)
- 9 days ago
Wealth Management Client Associate / Financial Advisor LOCATION Northbrook, IL Hybrid TYPE Direct Hire SALARY $65,000 - $105,000 / yr ID CA......
Retail Personal Banker II - Lake Forest - Full Time
- Lake Forest, IL (13 miles from Wauconda, IL)
- 9 days ago
- Lake Forest, IL (13 miles from Wauconda, IL)
- 9 days ago
Banker job family....
Personal Banker - SAFE ACT - Chicago Northwest Suburbs
- Bloomingdale, IL (22 miles from Wauconda, IL)
- 10 days ago
- Bloomingdale, IL (22 miles from Wauconda, IL)
- 10 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 II - Island Lake - Full Time
- Island Lake, IL (3 miles from Wauconda, IL)
- 16 days ago
- Island Lake, IL (3 miles from Wauconda, IL)
- 16 days ago
Banker job family....
Demographic Data for Wauconda, IL
Moving to Wauconda, IL? Find some basic demographic data about Wauconda, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wauconda, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wauconda, 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
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Investigation
- Telephone Skills
- Coaching
- Employee Development
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »