Personal Banker Jobs in Hoffman Estates, 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 - Career Change Opportunity
- Hanover Park, IL (12 miles from Hoffman Estates, IL)
- 4 days ago
- Hanover Park, IL (12 miles from Hoffman Estates, IL)
- 4 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- Glenview, IL (17 miles from Hoffman Estates, IL)
- 2 hours ago
- Glenview, IL (17 miles from Hoffman Estates, IL)
- 2 hours 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....
- Rolling Meadows, IL (8 miles from Hoffman Estates, IL)
- 1 day ago
- Rolling Meadows, IL (8 miles from Hoffman Estates, IL)
- 1 day ago
How you'll make an impact The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants....
- Lincolnwood, IL (23 miles from Hoffman Estates, IL)
- 2 days ago
- Lincolnwood, IL (23 miles from Hoffman Estates, IL)
- 2 days ago
As a(n) Personal Banker within PNC s Retail Branch Organization, you will be based in Skokie, IL....
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Financial Advisor - Certification Provided
- Morton Grove, IL (20 miles from Hoffman Estates, IL)
- 3 days ago
- Morton Grove, IL (20 miles from Hoffman Estates, IL)
- 3 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Retail Personal Banker I - Bloomingdale, IL - Full Time
- Bloomingdale, IL (14 miles from Hoffman Estates, IL)
- 4 days ago
- Bloomingdale, IL (14 miles from Hoffman Estates, IL)
- 4 days 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...
- Skokie, IL (23 miles from Hoffman Estates, IL)
- 4 days ago
- Skokie, IL (23 miles from Hoffman Estates, IL)
- 4 days ago
As a(n) Personal Banker within PNC s Retail Branch Organization, you will be based in Skokie, IL....
- Hanover Park, IL (12 miles from Hoffman Estates, IL)
- 4 days ago
- Hanover Park, IL (12 miles from Hoffman Estates, IL)
- 4 days ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker SAFE Act - EVANSTON Branch (Bilingual Spanish Preferred)
- Evanston, IL (24 miles from Hoffman Estates, IL)
- 6 days ago
- Evanston, IL (24 miles from Hoffman Estates, IL)
- 6 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....
Patient Financial Advisor (Hybrid), Day Shift, Patient Customer Service
- Norridge, IL (21 miles from Hoffman Estates, IL)
- 10 days ago
- Norridge, IL (21 miles from Hoffman Estates, IL)
- 10 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...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Norridge, IL (21 miles from Hoffman Estates, IL)
- 10 days ago
- Norridge, IL (21 miles from Hoffman Estates, IL)
- 10 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...
Personal Banker I - Lincolnwood
- Lincolnwood, IL (23 miles from Hoffman Estates, IL)
- 11 days ago
- Lincolnwood, IL (23 miles from Hoffman Estates, IL)
- 11 days 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...
Retail Personal Banker II- Palatine Euclid
- Palatine, IL (7 miles from Hoffman Estates, IL)
- 11 days ago
- Palatine, IL (7 miles from Hoffman Estates, IL)
- 11 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 SAFE Act - Bilingual Mandarin Preferred - Vernon Hills Branch
- Vernon Hills, IL (11 miles from Hoffman Estates, IL)
- 11 days ago
- Vernon Hills, IL (11 miles from Hoffman Estates, IL)
- 11 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....
Personal Banker - SAFE ACT - Chicago North area
- Skokie, IL (23 miles from Hoffman Estates, IL)
- 11 days ago
- Skokie, IL (23 miles from Hoffman Estates, IL)
- 11 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....
Demographic Data for Hoffman Estates, IL
Moving to Hoffman Estates, IL? Find some basic demographic data about Hoffman Estates, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hoffman Estates, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hoffman Estates, 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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- 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
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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