Personal Banker Jobs in Harvard, 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.
Part Time Personal Banker Bilingual Preferred - Belvidere, IL
- Belvidere, IL (16 miles from Harvard, IL)
- 1 day ago
- Belvidere, IL (16 miles from Harvard, IL)
- 1 day ago
As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys....
- Loves Park, IL (21 miles from Harvard, IL)
- 12 days ago
- Loves Park, IL (21 miles from Harvard, IL)
- 12 days ago
This job posting is anticipated to remain open for 30 days, from 25-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
- Belvidere, IL (16 miles from Harvard, IL)
- 21 days ago
- Belvidere, IL (16 miles from Harvard, IL)
- 21 days ago
As a bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Belvidere, IL. Bilingual Spanish Required....
Personal Banker I - Towne Lake De Novo (Woodstock, GA)
- Woodstock, IL (8 miles from Harvard, IL)
- 30+ days ago
- Woodstock, IL (8 miles from Harvard, IL)
- 30+ days ago
Banker job family....
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Financial Advisor - Elkhorn, Lake Geneva, Delavan and Surrounding Areas
- Delavan, WI (17 miles from Harvard, IL)
- 45+ days ago
- Delavan, WI (17 miles from Harvard, IL)
- 45+ 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...
Demographic Data for Harvard, IL
Moving to Harvard, IL? Find some basic demographic data about Harvard, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Harvard, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Harvard, 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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