Personal Banker Jobs in Lake Bluff, 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 Lake Bluff, IL)
- 7 days ago
- Schaumburg, IL (20 miles from Lake Bluff, 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...
Float Personal Banker Associate I - Midwest Chicago Region
- Itasca, IL (23 miles from Lake Bluff, IL)
- 2 days ago
- Itasca, IL (23 miles from Lake Bluff, IL)
- 2 days ago
Banker job family....
Retail Personal Banker II - Rosemont
- Schiller Park, IL (24 miles from Lake Bluff, IL)
- 3 days ago
- Schiller Park, IL (24 miles from Lake Bluff, IL)
- 3 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....
- Winnetka, IL (13 miles from Lake Bluff, IL)
- 5 days ago
- Winnetka, IL (13 miles from Lake Bluff, IL)
- 5 days ago
Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet. 3....
- Wilmette, IL (16 miles from Lake Bluff, IL)
- 6 days ago
- Wilmette, IL (16 miles from Lake Bluff, IL)
- 6 days ago
This job posting is anticipated to remain open for 30 days, from 14-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Patient Financial Advisor, (Hybrid) Day Shift, Pre-registration Eligibility and Finance Clearance
- Norridge, IL (22 miles from Lake Bluff, IL)
- 7 days ago
- Norridge, IL (22 miles from Lake Bluff, IL)
- 7 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 (14 miles from Lake Bluff, IL)
- 7 days ago
- Glenview, IL (14 miles from Lake Bluff, IL)
- 7 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Riverwoods, IL (7 miles from Lake Bluff, IL)
- 7 days ago
- Riverwoods, IL (7 miles from Lake Bluff, 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....
- Kenosha, WI (23 miles from Lake Bluff, IL)
- 7 days ago
- Kenosha, WI (23 miles from Lake Bluff, IL)
- 7 days ago
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers...
- McHenry, IL (21 miles from Lake Bluff, IL)
- 9 days ago
- McHenry, IL (21 miles from Lake Bluff, 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...
Financial Advisor - Trustone Financial Advisors
- Kenosha, WI (23 miles from Lake Bluff, IL)
- 11 days ago
- Kenosha, WI (23 miles from Lake Bluff, IL)
- 11 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 Trustone Financial...
Bilingual Spanish Personal Banker
- Round Lake, IL (12 miles from Lake Bluff, IL)
- 11 days ago
- Round Lake, IL (12 miles from Lake Bluff, IL)
- 11 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Wilmette, IL (16 miles from Lake Bluff, IL)
- 12 days ago
- Wilmette, IL (16 miles from Lake Bluff, IL)
- 12 days ago
As a Personal Banker, youll proactively engage with clients and leverage CIBCs best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial...
Bilingual Spaish Personal Banker
- Round Lake, IL (12 miles from Lake Bluff, IL)
- 17 days ago
- Round Lake, IL (12 miles from Lake Bluff, IL)
- 17 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
- Northbrook, IL (11 miles from Lake Bluff, IL)
- 18 days ago
- Northbrook, IL (11 miles from Lake Bluff, IL)
- 18 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 Lake Bluff, IL
Moving to Lake Bluff, IL? Find some basic demographic data about Lake Bluff, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Bluff, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Bluff, 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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