Personal Banker Jobs in Woodstock, 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 - Paid Training Provided
- Fox Lake, IL (15 miles from Woodstock, IL)
- 1 day ago
- Fox Lake, IL (15 miles from Woodstock, IL)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Private Client Banker - North West Suburbs - Chicago, IL
- Antioch, IL (22 miles from Woodstock, IL)
- 1 day ago
- Antioch, IL (22 miles from Woodstock, IL)
- 1 day 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
- Belvidere, IL (19 miles from Woodstock, IL)
- 7 days ago
- Belvidere, IL (19 miles from Woodstock, IL)
- 7 days ago
As a bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Belvidere, IL. Bilingual Spanish Required....
- McHenry, IL (10 miles from Woodstock, IL)
- 14 days ago
- McHenry, IL (10 miles from Woodstock, IL)
- 14 days ago
This job posting is anticipated to remain open for 30 days, from 11-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Bilingual Spanish Personal Banker
- Round Lake, IL (18 miles from Woodstock, IL)
- 17 days ago
- Round Lake, IL (18 miles from Woodstock, IL)
- 17 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Personal Banker I - Towne Lake De Novo (Woodstock, GA)
- Woodstock, IL
- 18 days ago
- Woodstock, IL
- 18 days ago
Banker job family....
Financial Advisor - Consumers Credit Union
- Elgin, IL (24 miles from Woodstock, IL)
- 18 days ago
- Elgin, IL (24 miles from Woodstock, IL)
- 18 days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Consumers Credit...
Bilingual Spaish Personal Banker
- Round Lake, IL (18 miles from Woodstock, IL)
- 22 days ago
- Round Lake, IL (18 miles from Woodstock, IL)
- 22 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Lake Zurich, IL (22 miles from Woodstock, IL)
- 29 days ago
- Lake Zurich, IL (22 miles from Woodstock, IL)
- 29 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Senior Branch Specialist (Personal Banker)
- Kildeer, IL (19 miles from Woodstock, IL)
- 30+ days ago
- Kildeer, IL (19 miles from Woodstock, IL)
- 30+ days ago
Financial institution, Teller, Personal Banker experience is preferred....
Personal Banker Associate II - Wauconda
- Wauconda, IL (17 miles from Woodstock, IL)
- 30+ days ago
- Wauconda, IL (17 miles from Woodstock, IL)
- 30+ days ago
Banker job family....
Financial Advisor - Sycamore, IL
- Sycamore, IL (24 miles from Woodstock, IL)
- 90+ days ago
- Sycamore, IL (24 miles from Woodstock, IL)
- 90+ days ago
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and...
Financial Advisor - Wintrust Bank
- Elgin, IL (24 miles from Woodstock, IL)
- 90+ days ago
- Elgin, IL (24 miles from Woodstock, IL)
- 90+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Wintrust Bank in...
Demographic Data for Woodstock, IL
Moving to Woodstock, IL? Find some basic demographic data about Woodstock, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Woodstock, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Woodstock, 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
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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