Personal Banker Jobs in Illinois
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.
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services....
As a Personal Banker within PNC's Retail organization, you will be based in Schaumburg, IL. Bilingual Spanish Required....
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
Retail Personal Banker Associate II - Niles Oakton - Full Time
- Niles, IL
- 21 hours ago
- Niles, IL
- 21 hours 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....
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....
As a Bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Waukegan, IL. Bilingual Spanish Required....
As a Personal Banker within PNC's Retail Branch organization, you will be based in Libertyville, IL....
Banker job family....
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...
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...
This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
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...
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...
Client Representative / Personal Banker [Full-Time] [Level TBD]
- Westmont, IL
- 2 days ago
- Westmont, IL
- 2 days ago
Summary: Builds Customer relationships and recognizes opportunities by making quality referrals to internal departments of the bank. Meets the Bank's business objectives of cross selling products...
Demographic Data for Illinois
Moving to Illinois? Find some basic demographic data about Illinois below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Illinois
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Illinois 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Interpersonal Skills
- 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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