Personal Banker Jobs in Yorkville, 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.
- Wheaton, IL (23 miles from Yorkville, IL)
- 5 days ago
- Wheaton, IL (23 miles from Yorkville, IL)
- 5 days ago
Effectively leverages internal technology tools like Orion’s Wealth Management Platform, Salesforce CRM, and Pershing’s NetX360....
Financial Advisor - Crane Credit Union
- Plainfield, IL (10 miles from Yorkville, IL)
- 7 days ago
- Plainfield, IL (10 miles from Yorkville, IL)
- 7 days ago
Financial Advisor - Crane Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients....
Roving Personal Banker Chicago, IL
- Naperville, IL (19 miles from Yorkville, IL)
- 9 days ago
- Naperville, IL (19 miles from Yorkville, IL)
- 9 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....
- Lockport, IL (19 miles from Yorkville, IL)
- 10 days ago
- Lockport, IL (19 miles from Yorkville, IL)
- 10 days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Lockport, IL. Bilingual Spanish Preferred....
- Bolingbrook, IL (19 miles from Yorkville, IL)
- 16 days ago
- Bolingbrook, IL (19 miles from Yorkville, IL)
- 16 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Merrill Experienced Financial Advisor
- Lisle, IL (22 miles from Yorkville, IL)
- 20 days ago
- Lisle, IL (22 miles from Yorkville, IL)
- 20 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
- Crest Hill, IL (16 miles from Yorkville, IL)
- 30+ days ago
- Crest Hill, IL (16 miles from Yorkville, IL)
- 30+ days ago
As a Personal Banker within PNC's Retail Branch organization, you will be based in Crest Hill, IL....
Client Relationship Manager (Onsite in Aurora, IL)
- Aurora, IL (15 miles from Yorkville, IL)
- 45+ days ago
- Aurora, IL (15 miles from Yorkville, IL)
- 45+ days ago
At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our...
Bilingual Spanish Personal Banker
- Bolingbrook, IL (19 miles from Yorkville, IL)
- 45+ days ago
- Bolingbrook, IL (19 miles from Yorkville, IL)
- 45+ days ago
As a bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Bolingbrook, IL. Bilingual Spanish Required....
Spanish Bilingual Speaking - Personal Banker Associate II - Aurora Downtown
- Aurora, IL (15 miles from Yorkville, IL)
- 60+ days ago
- Aurora, IL (15 miles from Yorkville, IL)
- 60+ days ago
Banker job family....
- Warrenville, IL (19 miles from Yorkville, IL)
- 60+ days ago
- Warrenville, IL (19 miles from Yorkville, IL)
- 60+ days ago
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 crossroads, a...
Financial Advisor - Morris, IL
- Morris, IL (16 miles from Yorkville, IL)
- 90+ days ago
- Morris, IL (16 miles from Yorkville, IL)
- 90+ days ago
Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance...
Demographic Data for Yorkville, IL
Moving to Yorkville, IL? Find some basic demographic data about Yorkville, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Yorkville, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Yorkville, 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
- Check Cashing
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- 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
- Investigation
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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