Personal Banker Jobs in Evergreen Park, 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.
Entrepreneurial Financial Advisor
- Lombard, IL (19 miles from Evergreen Park, IL)
- moments ago
- Lombard, IL (19 miles from Evergreen Park, IL)
- moments ago
Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $8.5 billion in assets under...
Retail Personal Banker I - Clearing FC
- Chicago, IL (12 miles from Evergreen Park, IL)
- 5 hours ago
- Chicago, IL (12 miles from Evergreen Park, IL)
- 5 hours 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 - Champaign, IL
- Chicago, IL (12 miles from Evergreen Park, IL)
- 5 hours ago
- Chicago, IL (12 miles from Evergreen Park, IL)
- 5 hours 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...
Personal Banker - SAFE ACT - Bilingual Spanish/Polish/Arabic preferred - Orland Park Branch
- Orland Park, IL (10 miles from Evergreen Park, IL)
- 5 hours ago
- Orland Park, IL (10 miles from Evergreen Park, IL)
- 5 hours 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....
- Chicago, IL (12 miles from Evergreen Park, IL)
- 6 hours ago
- Chicago, IL (12 miles from Evergreen Park, IL)
- 6 hours ago
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your...
- Dolton, IL (8 miles from Evergreen Park, IL)
- 17 hours ago
- Dolton, IL (8 miles from Evergreen Park, IL)
- 17 hours ago
Banker job family....
- Chicago, IL (12 miles from Evergreen Park, IL)
- 17 hours ago
- Chicago, IL (12 miles from Evergreen Park, IL)
- 17 hours ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Chicago, IL (12 miles from Evergreen Park, IL)
- 1 day ago
- Chicago, IL (12 miles from Evergreen Park, IL)
- 1 day ago
About JSSI For more than 35 years, Jet Support Services, Inc. (JSSI) has been the leading independent provider of maintenance support, advisory services, software, and financial tools to the...
Personal Banker Associate I - Elmhurst North
- Elmhurst, IL (17 miles from Evergreen Park, IL)
- 2 days ago
- Elmhurst, IL (17 miles from Evergreen Park, IL)
- 2 days ago
Banker job family....
Financial Advisor - PNC Invesments
- Western Springs, IL (12 miles from Evergreen Park, IL)
- 2 days ago
- Western Springs, IL (12 miles from Evergreen Park, IL)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker - NEW BUILD - Mellody Farms - Vernon Hills, IL
- Naperville, IL (22 miles from Evergreen Park, IL)
- 2 days ago
- Naperville, IL (22 miles from Evergreen Park, IL)
- 2 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 Bilingual Chinese SAFE Act - CHICAGO
- Chicago, IL (12 miles from Evergreen Park, IL)
- 2 days ago
- Chicago, IL (12 miles from Evergreen Park, IL)
- 2 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....
- Chicago, IL (12 miles from Evergreen Park, IL)
- 2 days ago
- Chicago, IL (12 miles from Evergreen Park, IL)
- 2 days ago
We are currently seeking a Personal Banker for our Streeterville Branch....
- Wilmette, IL (24 miles from Evergreen Park, IL)
- 2 days ago
- Wilmette, IL (24 miles from Evergreen Park, IL)
- 2 days ago
As a Personal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial...
- Downers Grove, IL (18 miles from Evergreen Park, IL)
- 3 days ago
- Downers Grove, IL (18 miles from Evergreen Park, IL)
- 3 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...
Demographic Data for Evergreen Park, IL
Moving to Evergreen Park, IL? Find some basic demographic data about Evergreen Park, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Evergreen Park, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Evergreen Park, 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
- 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
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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