Personal Banker Jobs in Algonquin, 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 - Certification Provided
- Schaumburg, IL (14 miles from Algonquin, IL)
- 7 days ago
- Schaumburg, IL (14 miles from Algonquin, IL)
- 7 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 12-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Float Personal Banker Associate I - Midwest Chicago Region
- Itasca, IL (19 miles from Algonquin, IL)
- 2 days ago
- Itasca, IL (19 miles from Algonquin, IL)
- 2 days ago
Banker job family....
- Wheaton, IL (23 miles from Algonquin, IL)
- 3 days ago
- Wheaton, IL (23 miles from Algonquin, IL)
- 3 days ago
We are pleased to partner with a highly esteemed national bank that is welcoming a new Personal Banker to their team in Wheaton!...
- St Charles, IL (15 miles from Algonquin, IL)
- 5 days ago
- St Charles, IL (15 miles from Algonquin, IL)
- 5 days ago
As a Personal Banker within PNC's Retail organization, you will be based in St. Charles, IL....
Retail Personal Banker II - Rosemont
- Rosemont, IL (23 miles from Algonquin, IL)
- 6 days ago
- Rosemont, IL (23 miles from Algonquin, IL)
- 6 days 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....
- Riverwoods, IL (22 miles from Algonquin, IL)
- 7 days ago
- Riverwoods, IL (22 miles from Algonquin, IL)
- 7 days ago
Minimum three-years of client-facing wealth management or financial planning experience is required. Must be Willing to become Series 7 and 63/65 (or 66) and life insurance licensed....
- McHenry, IL (13 miles from Algonquin, IL)
- 9 days ago
- McHenry, IL (13 miles from Algonquin, IL)
- 9 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 (16 miles from Algonquin, IL)
- 11 days ago
- Round Lake, IL (16 miles from Algonquin, IL)
- 11 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 (13 miles from Algonquin, IL)
- 12 days ago
- Woodstock, IL (13 miles from Algonquin, IL)
- 12 days ago
Banker job family....
Financial Advisor - Consumers Credit Union
- Elgin, IL (10 miles from Algonquin, IL)
- 13 days ago
- Elgin, IL (10 miles from Algonquin, IL)
- 13 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 (16 miles from Algonquin, IL)
- 17 days ago
- Round Lake, IL (16 miles from Algonquin, IL)
- 17 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Northbrook, IL (24 miles from Algonquin, IL)
- 18 days ago
- Northbrook, IL (24 miles from Algonquin, IL)
- 18 days ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross...
- Lombard, IL (24 miles from Algonquin, IL)
- 20 days ago
- Lombard, IL (24 miles from Algonquin, IL)
- 20 days ago
A minimum of two years of retail banking experience. Experience in customer sales, relationship management, and cross-selling skills....
- Glen Ellyn, IL (24 miles from Algonquin, IL)
- 20 days ago
- Glen Ellyn, IL (24 miles from Algonquin, IL)
- 20 days ago
A minimum of two years of retail banking experience. Experience in customer sales, relationship management, and cross-selling skills....
- Carol Stream, IL (19 miles from Algonquin, IL)
- 20 days ago
- Carol Stream, IL (19 miles from Algonquin, IL)
- 20 days ago
A minimum of two years of retail banking experience. Experience in customer sales, relationship management, and cross-selling skills....
Demographic Data for Algonquin, IL
Moving to Algonquin, IL? Find some basic demographic data about Algonquin, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Algonquin, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Algonquin, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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