Personal Banker Jobs in Caseyville, 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.
Senior Financial Advisor - Edward Jones Connections
- Saint Louis, MO (9 miles from Caseyville, IL)
- 10 days ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 10 days ago
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations...
- Saint Louis, MO (9 miles from Caseyville, IL)
- 16 hours ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 16 hours ago
Floating Personal Banker Floating Personal Banker remote type In-office locations MO - St....
- Saint Louis, MO (9 miles from Caseyville, IL)
- 20 hours ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 20 hours ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker - 35415_62236-4804
- Columbia, IL (16 miles from Caseyville, IL)
- 9 days ago
- Columbia, IL (16 miles from Caseyville, IL)
- 9 days ago
Banker I or a Personal Banker II,depending on experience and education**For this position, federal regulations requ**...
Personal Banker - North County
- Florissant, MO (23 miles from Caseyville, IL)
- 9 days ago
- Florissant, MO (23 miles from Caseyville, IL)
- 9 days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce....
- Creve Coeur, MO (23 miles from Caseyville, IL)
- 13 days ago
- Creve Coeur, MO (23 miles from Caseyville, IL)
- 13 days ago
This job posting is anticipated to remain open for 30 days, from 16-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Team Sponsored Launch- San Francisco Peninsula Group
- Saint Louis, MO (9 miles from Caseyville, IL)
- 15 days ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 15 days ago
Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow...
Financial Advisor with Riverside Wealth Advisors
- Saint Louis, MO (9 miles from Caseyville, IL)
- 15 days ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 15 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 - Team Sponsored Launch- Afton Union Financial Group- Seattle, WA
- Saint Louis, MO (9 miles from Caseyville, IL)
- 16 days ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 16 days ago
Afton Union Financial Group, an established financial services practice for Thrivent located in Seattle, WA, is looking to grow and support a full-time Financial Professional. By joining our...
- Affton, MO (17 miles from Caseyville, IL)
- 19 days ago
- Affton, MO (17 miles from Caseyville, IL)
- 19 days ago
In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce....
Senior Personal Banker - Multiple Locations
- Saint Louis, MO (9 miles from Caseyville, IL)
- 19 days ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 19 days ago
Objectives of this Role Engage with customers and establish rapport that builds stronger relationship Assist team in achieving branch goals Provide excellent customer service Remain flexible to...
Personal Banker Associate I- Columbus Square
- Saint Louis, MO (9 miles from Caseyville, IL)
- 23 days ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 23 days ago
Banker job family....
Financial Advisor - Greater San Francisco Bay Area
- Saint Louis, MO (9 miles from Caseyville, IL)
- 30+ days ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 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...
- Kirkwood, MO (22 miles from Caseyville, IL)
- 30+ days ago
- Kirkwood, MO (22 miles from Caseyville, IL)
- 30+ days ago
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services....
HQ Associate Financial Advisor
- Saint Louis, MO (9 miles from Caseyville, IL)
- 30+ days ago
- Saint Louis, MO (9 miles from Caseyville, IL)
- 30+ days ago
This is a unique and challenging career opportunity to be a Financial Advisor to help US Home Office and their families create and achieve their financial goals. The ideal candidate is a dedicated...
Demographic Data for Caseyville, IL
Moving to Caseyville, IL? Find some basic demographic data about Caseyville, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Caseyville, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Caseyville, 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
- 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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