Personal Banker Jobs in Schererville, IN
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 - Career Change Opportunity
- Lowell, IN (16 miles from Schererville, IN)
- 2 hours ago
- Lowell, IN (16 miles from Schererville, IN)
- 2 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 14-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Lowell, IN (16 miles from Schererville, IN)
- 13 hours ago
- Lowell, IN (16 miles from Schererville, IN)
- 13 hours ago
This job posting is anticipated to remain open for 30 days, from 14-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Private Client Banker - NW Indiana Market - Valparaiso, IN
- Valparaiso, IN (23 miles from Schererville, IN)
- 23 hours ago
- Valparaiso, IN (23 miles from Schererville, IN)
- 23 hours ago
JobID: 210616801 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-12T21:07:23+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Financial Advisor - Certification Provided
- Evergreen Park, IL (20 miles from Schererville, IN)
- 14 days ago
- Evergreen Park, IL (20 miles from Schererville, IN)
- 14 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker SAFE Act - Calumet City Branch
- Calumet City, IL (10 miles from Schererville, IN)
- 14 days ago
- Calumet City, IL (10 miles from Schererville, IN)
- 14 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....
Financial Advisor - 1st Source Bank
- Valparaiso, IN (23 miles from Schererville, IN)
- 15 days ago
- Valparaiso, IN (23 miles from Schererville, IN)
- 15 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 1st Source Bank in...
Investment Executive (Financial Advisor) Orland Park, IL
- Orland Park, IL (22 miles from Schererville, IN)
- 26 days ago
- Orland Park, IL (22 miles from Schererville, IN)
- 26 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
- Merrillville, IN (6 miles from Schererville, IN)
- 28 days ago
- Merrillville, IN (6 miles from Schererville, IN)
- 28 days ago
A financial advisor is a Culture Advocate role at MidCoast Wealth Advisors that embodies the core values and works toward The Mission. The Mission: To hear well done from our team, clients, and...
HFA Financial Advisor Senior -Branch
- Palos Heights, IL (21 miles from Schererville, IN)
- 28 days ago
- Palos Heights, IL (21 miles from Schererville, IN)
- 28 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 Banker Associate I - Orland West - Arabic Speaking
- Orland Park, IL (22 miles from Schererville, IN)
- 30+ days ago
- Orland Park, IL (22 miles from Schererville, IN)
- 30+ days ago
Banker job family....
Financial Advisor - Evergreen Park, IL - Market 22, Region 356
- Evergreen Park, IL (20 miles from Schererville, IN)
- 45+ days ago
- Evergreen Park, IL (20 miles from Schererville, IN)
- 45+ days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Financial Advisor - Lockport, Merrillville & Surrounding Areas
- Merrillville, IN (6 miles from Schererville, IN)
- 60+ days ago
- Merrillville, IN (6 miles from Schererville, IN)
- 60+ days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
Financial Advisor - Orland Park, Frankfort, Illinois and Surrounding Area
- Orland Park, IL (22 miles from Schererville, IN)
- 60+ days ago
- Orland Park, IL (22 miles from Schererville, IN)
- 60+ days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
- Hammond, IN (11 miles from Schererville, IN)
- 60+ days ago
- Hammond, IN (11 miles from Schererville, IN)
- 60+ days ago
Banker job family....
Demographic Data for Schererville, IN
Moving to Schererville, IN? Find some basic demographic data about Schererville, IN below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Schererville, IN
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Schererville, IN 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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