Personal Banker Jobs in Elgin, 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 (7 miles from Elgin, IL)
- 6 days ago
- Schaumburg, IL (7 miles from Elgin, IL)
- 6 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...
Bilingual Spanish Personal Banker
- Bolingbrook, IL (23 miles from Elgin, IL)
- 1 day ago
- Bolingbrook, IL (23 miles from Elgin, IL)
- 1 day ago
As a bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Bolingbrook, IL. Bilingual Spanish Required....
Float Personal Banker Associate I - Midwest Chicago Region
- Itasca, IL (11 miles from Elgin, IL)
- 1 day ago
- Itasca, IL (11 miles from Elgin, IL)
- 1 day ago
Banker job family....
- Wheaton, IL (12 miles from Elgin, IL)
- 2 days ago
- Wheaton, IL (12 miles from Elgin, IL)
- 2 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!...
- Bolingbrook, IL (23 miles from Elgin, IL)
- 2 days ago
- Bolingbrook, IL (23 miles from Elgin, IL)
- 2 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Retail Personal Banker II - Rosemont
- Schiller Park, IL (18 miles from Elgin, IL)
- 2 days ago
- Schiller Park, IL (18 miles from Elgin, IL)
- 2 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....
- St Charles, IL (6 miles from Elgin, IL)
- 4 days ago
- St Charles, IL (6 miles from Elgin, IL)
- 4 days ago
As a Personal Banker within PNC's Retail organization, you will be based in St. Charles, IL....
Patient Financial Advisor, (Hybrid) Day Shift, Pre-registration Eligibility and Finance Clearance
- Norridge, IL (21 miles from Elgin, IL)
- 6 days ago
- Norridge, IL (21 miles from Elgin, IL)
- 6 days ago
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial...
- Glenview, IL (21 miles from Elgin, IL)
- 6 days ago
- Glenview, IL (21 miles from Elgin, IL)
- 6 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Riverwoods, IL (21 miles from Elgin, IL)
- 6 days ago
- Riverwoods, IL (21 miles from Elgin, IL)
- 6 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....
Personal Banker Associate I - Oak Park - Full Time
- Oak Park, IL (24 miles from Elgin, IL)
- 6 days ago
- Oak Park, IL (24 miles from Elgin, IL)
- 6 days ago
Banker job family....
- McHenry, IL (23 miles from Elgin, IL)
- 8 days ago
- McHenry, IL (23 miles from Elgin, IL)
- 8 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...
Personal Banker - NEW BUILD - Mellody Farms - Vernon Hills, IL
- Naperville, IL (17 miles from Elgin, IL)
- 9 days ago
- Naperville, IL (17 miles from Elgin, IL)
- 9 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....
Bilingual Spanish Personal Banker
- Round Lake, IL (23 miles from Elgin, IL)
- 10 days ago
- Round Lake, IL (23 miles from Elgin, IL)
- 10 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 (24 miles from Elgin, IL)
- 11 days ago
- Woodstock, IL (24 miles from Elgin, IL)
- 11 days ago
Banker job family....
Demographic Data for Elgin, IL
Moving to Elgin, IL? Find some basic demographic data about Elgin, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Elgin, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Elgin, 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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