Personal Banker Jobs in West Dundee, 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.
- Elgin, IL (7 miles from West Dundee, IL)
- 7 hours ago
- Elgin, IL (7 miles from West Dundee, IL)
- 7 hours ago
As a Personal Banker within PNC's Retail organization, you will be based in Elgin, IL....
HFA Financial Advisor Senior - Branch
- Park Ridge, IL (24 miles from West Dundee, IL)
- 7 hours ago
- Park Ridge, IL (24 miles from West Dundee, IL)
- 7 hours ago
Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and...
Remote Work- Elgin, IL (5 miles from West Dundee, IL)
- 1 day ago
- Elgin, IL (5 miles from West Dundee, IL)
- 1 day ago
As a Personal Banker within PNC's Retail organization, you will be based in Elgin, IL....
Senior Branch Specialist (Personal Banker) - Float
- Streamwood, IL (8 miles from West Dundee, IL)
- 1 day ago
- Streamwood, IL (8 miles from West Dundee, IL)
- 1 day ago
Financial institution, Teller, Personal Banker experience is preferred....
- Elmhurst, IL (23 miles from West Dundee, IL)
- 5 days ago
- Elmhurst, IL (23 miles from West Dundee, IL)
- 5 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....
Bilingual Spanish Personal Banker
- Round Lake, IL (18 miles from West Dundee, IL)
- 6 days ago
- Round Lake, IL (18 miles from West Dundee, IL)
- 6 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
- Schaumburg, IL (12 miles from West Dundee, IL)
- 6 days ago
- Schaumburg, IL (12 miles from West Dundee, 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...
Financial Advisor - Career Change Opportunity
- West Chicago, IL (15 miles from West Dundee, IL)
- 8 days ago
- West Chicago, IL (15 miles from West Dundee, IL)
- 8 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...
Personal Banker Associate II - Northwest Region - Full Time
- Schiller Park, IL (24 miles from West Dundee, IL)
- 10 days ago
- Schiller Park, IL (24 miles from West Dundee, IL)
- 10 days ago
Banker job family....
Personal Banker Associate II - Northwest Region - Bench Hire - Full Time
- Schiller Park, IL (24 miles from West Dundee, IL)
- 12 days ago
- Schiller Park, IL (24 miles from West Dundee, IL)
- 12 days ago
Banker job family....
Personal Banker - (Full Time) - Wheaton
- Wheaton, IL (19 miles from West Dundee, IL)
- 13 days ago
- Wheaton, IL (19 miles from West Dundee, IL)
- 13 days ago
Our Personal Bankers are the forefront of our exceptional customer service....
- Palatine, IL (13 miles from West Dundee, IL)
- 13 days ago
- Palatine, IL (13 miles from West Dundee, 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 (18 miles from West Dundee, IL)
- 13 days ago
- Round Lake, IL (18 miles from West Dundee, IL)
- 13 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 - Geneva
- Geneva, IL (16 miles from West Dundee, IL)
- 14 days ago
- Geneva, IL (16 miles from West Dundee, IL)
- 14 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....
Financial Advisor - Schaumburg
- Schaumburg, IL (12 miles from West Dundee, IL)
- 17 days ago
- Schaumburg, IL (12 miles from West Dundee, IL)
- 17 days ago
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 promotion...
Demographic Data for West Dundee, IL
Moving to West Dundee, IL? Find some basic demographic data about West Dundee, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Dundee, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Dundee, 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
- 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
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