Personal Banker Jobs in Waukegan, 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-Evanston Orrington Branch -Evanston, IL
- Evanston, IL (22 miles from Waukegan, IL)
- 4 days ago
- Evanston, IL (22 miles from Waukegan, IL)
- 4 days 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...
Bilingual Spanish Personal Banker
- Round Lake, IL (13 miles from Waukegan, IL)
- 5 days ago
- Round Lake, IL (13 miles from Waukegan, IL)
- 5 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Financial Advisor - Certification Provided
- Niles, IL (23 miles from Waukegan, IL)
- 6 days ago
- Niles, IL (23 miles from Waukegan, IL)
- 6 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 23-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Crystal Lake, IL (24 miles from Waukegan, IL)
- 8 days ago
- Crystal Lake, IL (24 miles from Waukegan, IL)
- 8 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Crystal Lake, IL. Bilingual Polish Preferred....
/23771/track.gif&z=8&s=BNK&ih_t=7%2F16%2F2025+1%3A55%3A44+AM&utm_medium=internal%20referrer&utm_campaign=southeast-healthcare---ceda-profile&utm_content=southeast-healthcare&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Niles, IL (23 miles from Waukegan, IL)
- 9 days ago
- Niles, IL (23 miles from Waukegan, IL)
- 9 days ago
Banker job family....
- Palatine, IL (20 miles from Waukegan, IL)
- 13 days ago
- Palatine, IL (20 miles from Waukegan, IL)
- 13 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...
- Round Lake, IL (13 miles from Waukegan, IL)
- 13 days ago
- Round Lake, IL (13 miles from Waukegan, IL)
- 13 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Arlington Heights, IL (18 miles from Waukegan, IL)
- 13 days ago
- Arlington Heights, IL (18 miles from Waukegan, IL)
- 13 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Private Client Banker-Chicago Northeast Suburbs -Winnetka, IL
- Winnetka, IL (18 miles from Waukegan, IL)
- 14 days ago
- Winnetka, IL (18 miles from Waukegan, IL)
- 14 days 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...
Personal Banker SAFE Act - GLENVIEW
- Glenview, IL (19 miles from Waukegan, IL)
- 25 days ago
- Glenview, IL (19 miles from Waukegan, IL)
- 25 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 Associate I - Niles Oakton - Full Time
- Niles, IL (23 miles from Waukegan, IL)
- 26 days ago
- Niles, IL (23 miles from Waukegan, IL)
- 26 days ago
Banker job family....
Financial Advisor Business Leader / Wealth Management Team Lead
- Northbrook, IL (16 miles from Waukegan, IL)
- 27 days ago
- Northbrook, IL (16 miles from Waukegan, IL)
- 27 days ago
Thorough knowledge and understanding of the full suite of Wealth Management products and services....
Wealth Management Client Associate / Financial Advisor
- Northbrook, IL (16 miles from Waukegan, IL)
- 30+ days ago
- Northbrook, IL (16 miles from Waukegan, IL)
- 30+ 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 (8 miles from Waukegan, IL)
- 30+ days ago
- Lake Forest, IL (8 miles from Waukegan, IL)
- 30+ days ago
Banker job family....
- Kenosha, WI (18 miles from Waukegan, IL)
- 30+ days ago
- Kenosha, WI (18 miles from Waukegan, IL)
- 30+ days ago
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers...
Demographic Data for Waukegan, IL
Moving to Waukegan, IL? Find some basic demographic data about Waukegan, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Waukegan, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Waukegan, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- 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 »