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.
Financial Advisor - Career Change Opportunity
- Morton Grove, IL (22 miles from Waukegan, IL)
- 4 days ago
- Morton Grove, IL (22 miles from Waukegan, IL)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Financial Advisor - Certification Provided
- Morton Grove, IL (22 miles from Waukegan, IL)
- 1 day ago
- Morton Grove, IL (22 miles from Waukegan, IL)
- 1 day ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Skokie, IL (23 miles from Waukegan, IL)
- 2 days ago
- Skokie, IL (23 miles from Waukegan, IL)
- 2 days ago
As a(n) Personal Banker within PNC s Retail Branch Organization, you will be based in Skokie, IL....
Personal Banker SAFE Act - EVANSTON Branch (Bilingual Spanish Preferred)
- Evanston, IL (22 miles from Waukegan, IL)
- 3 days ago
- Evanston, IL (22 miles from Waukegan, IL)
- 3 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....
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- Morton Grove, IL (22 miles from Waukegan, IL)
- 5 days ago
- Morton Grove, IL (22 miles from Waukegan, IL)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 28-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Retail Personal Banker II- Palatine Euclid
- Palatine, IL (20 miles from Waukegan, IL)
- 8 days ago
- Palatine, IL (20 miles from Waukegan, 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....
Personal Banker SAFE Act - Bilingual Mandarin Preferred - Vernon Hills Branch
- Vernon Hills, IL (10 miles from Waukegan, IL)
- 8 days ago
- Vernon Hills, IL (10 miles from Waukegan, IL)
- 8 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 - SAFE ACT - Chicago North area
- Skokie, IL (23 miles from Waukegan, IL)
- 9 days ago
- Skokie, IL (23 miles from Waukegan, IL)
- 9 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....
Bilingual Spanish Personal Banker
- Northfield, IL (18 miles from Waukegan, IL)
- 9 days ago
- Northfield, IL (18 miles from Waukegan, IL)
- 9 days ago
As a Bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Waukegan, IL. Bilingual Spanish Required....
Private Client Banker - North West Suburbs - Chicago, IL
- Antioch, IL (13 miles from Waukegan, IL)
- 9 days ago
- Antioch, IL (13 miles from Waukegan, IL)
- 9 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...
Retail Personal Banker Associate II - Niles Oakton - Full Time
- Niles, IL (23 miles from Waukegan, IL)
- 10 days ago
- Niles, IL (23 miles from Waukegan, IL)
- 10 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....
As a Bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Waukegan, IL. Bilingual Spanish Required....
Personal Banker Associate I - Niles Oakton - Full Time
- Niles, IL (23 miles from Waukegan, IL)
- 11 days ago
- Niles, IL (23 miles from Waukegan, IL)
- 11 days ago
Banker job family....
Retail Personal Banker I - Northbrook Willow
- Northbrook, IL (16 miles from Waukegan, IL)
- 12 days ago
- Northbrook, IL (16 miles from Waukegan, IL)
- 12 days ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
- Niles, IL (23 miles from Waukegan, IL)
- 13 days ago
- Niles, IL (23 miles from Waukegan, IL)
- 13 days ago
Banker job family....
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
- 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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