Personal Banker Jobs in Westchester, 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.
- Wilmette, IL (17 miles from Westchester, IL)
- 45+ days ago
- Wilmette, IL (17 miles from Westchester, IL)
- 45+ days ago
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients -...
- Chicago, IL (12 miles from Westchester, IL)
- 6 hours ago
- Chicago, IL (12 miles from Westchester, IL)
- 6 hours ago
Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $62 billion in assets....
- Mt Prospect, IL (14 miles from Westchester, IL)
- 1 day ago
- Mt Prospect, IL (14 miles from Westchester, IL)
- 1 day ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Mt. Prospect, IL. Location: 935 N Elmhurst Road Mt....
Bilingual Polish or Ukrainian Personal Banker
- Chicago, IL (12 miles from Westchester, IL)
- 1 day ago
- Chicago, IL (12 miles from Westchester, IL)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Retail Personal Banker I - South Chicago Heights
- Chicago, IL (12 miles from Westchester, IL)
- 2 days ago
- Chicago, IL (12 miles from Westchester, IL)
- 2 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...
- Chicago, IL (12 miles from Westchester, IL)
- 2 days ago
- Chicago, IL (12 miles from Westchester, 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- Bilingual English/Spanish- River Oaks Branch
- Calumet City, IL (23 miles from Westchester, IL)
- 2 days ago
- Calumet City, IL (23 miles from Westchester, IL)
- 2 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 Associate II - Ogden At 83 (Westmont, IL) - Full Time
- Westmont, IL (5 miles from Westchester, IL)
- 2 days ago
- Westmont, IL (5 miles from Westchester, IL)
- 2 days ago
Banker job family....
Retail Personal Banker I - Rosemont - Full Time
- Rosemont, IL (10 miles from Westchester, IL)
- 2 days ago
- Rosemont, IL (10 miles from Westchester, IL)
- 2 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...
Roving Personal Banker Chicago, IL
- Chicago, IL (12 miles from Westchester, IL)
- 2 days ago
- Chicago, IL (12 miles from Westchester, IL)
- 2 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....
HFA Financial Advisor Senior - Branch
- Hinsdale, IL (4 miles from Westchester, IL)
- 2 days ago
- Hinsdale, IL (4 miles from Westchester, IL)
- 2 days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote WorkPersonal Financial Representative-IL
- Chicago, IL (12 miles from Westchester, IL)
- 3 days ago
- Chicago, IL (12 miles from Westchester, IL)
- 3 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Niles, IL (12 miles from Westchester, IL)
- 3 days ago
- Niles, IL (12 miles from Westchester, IL)
- 3 days ago
This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Personal Banker SAFE Act (Bilingual Mandarin or Cantonese preferred) - Bridgeport Branch
- Chicago, IL (12 miles from Westchester, IL)
- 3 days ago
- Chicago, IL (12 miles from Westchester, 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....
Personal Banker SAFE Act - (Bilingual Spanish or Hindu preferred) NILES Branch
- Niles, IL (12 miles from Westchester, IL)
- 5 days ago
- Niles, IL (12 miles from Westchester, IL)
- 5 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....
Demographic Data for Westchester, IL
Moving to Westchester, IL? Find some basic demographic data about Westchester, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Westchester, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Westchester, 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
- Commercial Banking
- Account Maintenance
- Cross Selling
- Treasury
- 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
- Listening
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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