Personal Banker Jobs in New Munster, WI
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.
- Round Lake, IL (17 miles from New Munster, WI)
- 4 days ago
- Round Lake, IL (17 miles from New Munster, WI)
- 4 days ago
The Associate Personal Banker position is an entry-level role within the Retail Banking Department....
Retail Personal Banker Associate I - Round Lake Beach - Full Time
- Round Lake Beach, IL (17 miles from New Munster, WI)
- 8 days ago
- Round Lake Beach, IL (17 miles from New Munster, WI)
- 8 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...
Financial Advisor Financial Advisor
- Fox Lake, IL (13 miles from New Munster, WI)
- 15 days ago
- Fox Lake, IL (13 miles from New Munster, WI)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Fox Lake, IL Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Libertyville, IL (24 miles from New Munster, WI)
- 15 days ago
- Libertyville, IL (24 miles from New Munster, WI)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Round Lake, IL (17 miles from New Munster, WI)
- 16 days ago
- Round Lake, IL (17 miles from New Munster, WI)
- 16 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Senior Branch Specialist (Personal Banker) - Float
- Mundelein, IL (23 miles from New Munster, WI)
- 19 days ago
- Mundelein, IL (23 miles from New Munster, WI)
- 19 days ago
About CCU Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4 billion in assets and serves more than 260,000 members, making it one of the largest credit unions in...
Personal Banker Associate I - Georgia West Region
- Woodstock, IL (21 miles from New Munster, WI)
- 23 days ago
- Woodstock, IL (21 miles from New Munster, WI)
- 23 days ago
Banker job family....
- Spring Grove, IL (8 miles from New Munster, WI)
- 30+ days ago
- Spring Grove, IL (8 miles from New Munster, WI)
- 30+ days ago
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a...
Financial Advisor North Chicago and Surrounding Areas
- Waukegan, IL (24 miles from New Munster, WI)
- 30+ days ago
- Waukegan, IL (24 miles from New Munster, WI)
- 30+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Financial Advisor - McHenry, IL
- McHenry, IL (15 miles from New Munster, WI)
- 30+ days ago
- McHenry, IL (15 miles from New Munster, WI)
- 30+ 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...
Bilingual Spanish Personal Banker
- Round Lake, IL (17 miles from New Munster, WI)
- 30+ days ago
- Round Lake, IL (17 miles from New Munster, WI)
- 30+ days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Round Lake, IL (17 miles from New Munster, WI)
- 45+ days ago
- Round Lake, IL (17 miles from New Munster, WI)
- 45+ days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Kenosha, WI (20 miles from New Munster, WI)
- 60+ days ago
- Kenosha, WI (20 miles from New Munster, WI)
- 60+ days ago
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers...
Bilingual Senior Universal Banker (Personal Banker)
- Kenosha, WI (20 miles from New Munster, WI)
- 60+ days ago
- Kenosha, WI (20 miles from New Munster, WI)
- 60+ days ago
Extensive knowledge of all lending products. Calculates lending ratios accurately. Ensures all lending paperwork is accurately collected and processed. Provides deposit solutions for members....
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (20 miles from New Munster, WI)
- 90+ days ago
- Kenosha, WI (20 miles from New Munster, WI)
- 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 Trustone Financial...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Munster, WI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Munster, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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