Personal Banker Jobs in Crystal Lake, 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 (20 miles from Crystal Lake, IL)
- 7 days ago
- Schaumburg, IL (20 miles from Crystal Lake, 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...
- St Charles, IL (23 miles from Crystal Lake, IL)
- 5 days ago
- St Charles, IL (23 miles from Crystal Lake, IL)
- 5 days ago
As a Personal Banker within PNC's Retail organization, you will be based in St. Charles, IL....
- Riverwoods, IL (22 miles from Crystal Lake, IL)
- 7 days ago
- Riverwoods, IL (22 miles from Crystal Lake, 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 (5 miles from Crystal Lake, IL)
- 9 days ago
- McHenry, IL (5 miles from Crystal Lake, 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 (10 miles from Crystal Lake, IL)
- 11 days ago
- Round Lake, IL (10 miles from Crystal Lake, 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 (8 miles from Crystal Lake, IL)
- 12 days ago
- Woodstock, IL (8 miles from Crystal Lake, IL)
- 12 days ago
Banker job family....
Financial Advisor - Consumers Credit Union
- Elgin, IL (18 miles from Crystal Lake, IL)
- 13 days ago
- Elgin, IL (18 miles from Crystal Lake, 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 (10 miles from Crystal Lake, IL)
- 17 days ago
- Round Lake, IL (10 miles from Crystal Lake, IL)
- 17 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Libertyville, IL (17 miles from Crystal Lake, IL)
- 23 days ago
- Libertyville, IL (17 miles from Crystal Lake, IL)
- 23 days ago
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help...
- Lake Zurich, IL (14 miles from Crystal Lake, IL)
- 23 days ago
- Lake Zurich, IL (14 miles from Crystal Lake, IL)
- 23 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Retail Personal Banker II - Schaumburg East - Full Time
- Schaumburg, IL (20 miles from Crystal Lake, IL)
- 25 days ago
- Schaumburg, IL (20 miles from Crystal Lake, IL)
- 25 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....
Personal Banker - NEW BUILD - Mellody Farms - Vernon Hills, IL
- Vernon Hills, IL (17 miles from Crystal Lake, IL)
- 30+ days ago
- Vernon Hills, IL (17 miles from Crystal Lake, IL)
- 30+ days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker -SAFE Act - ARLINGTON HEIGHTS
- Arlington Heights, IL (20 miles from Crystal Lake, IL)
- 45+ days ago
- Arlington Heights, IL (20 miles from Crystal Lake, IL)
- 45+ 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....
Senior Branch Specialist (Personal Banker)
- Kildeer, IL (11 miles from Crystal Lake, IL)
- 26 days ago
- Kildeer, IL (11 miles from Crystal Lake, IL)
- 26 days ago
Financial institution, Teller, Personal Banker experience is preferred....
Financial Advisor North Chicago and Surrounding Areas
- North Chicago, IL (23 miles from Crystal Lake, IL)
- 28 days ago
- North Chicago, IL (23 miles from Crystal Lake, IL)
- 28 days ago
Financial Advisor North Chicago and Surrounding Areas Company: Thrivent Financial Location: North Chicagoland Suburbs, IL Date Posted: 3/5/25, 10:30 PM As a Thrivent Financial advisor, you will:...
Demographic Data for Crystal Lake, IL
Moving to Crystal Lake, IL? Find some basic demographic data about Crystal Lake, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Crystal Lake, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Crystal Lake, 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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