Personal Banker Jobs in Lincolnshire, 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 (13 miles from Lincolnshire, IL)
- 8 days ago
- Schaumburg, IL (13 miles from Lincolnshire, IL)
- 8 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...
- Niles, IL (12 miles from Lincolnshire, IL)
- 11 hours ago
- Niles, IL (12 miles from Lincolnshire, IL)
- 11 hours ago
Banker job family....
Float Personal Banker Associate I - Midwest Chicago Region
- Itasca, IL (15 miles from Lincolnshire, IL)
- 3 days ago
- Itasca, IL (15 miles from Lincolnshire, IL)
- 3 days ago
Banker job family....
Float Personal Banker Associate I - City North Chicago Region
- Chicago, IL (23 miles from Lincolnshire, IL)
- 4 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 4 days ago
Float Personal Banker Associate I - City North Chicago Region Total Base Pay Range 41,600.00 - 66,600.00 USD Annual LOCATION -- Chicago, Illinois 60625 Fifth Third Bank, National Association is proud...
Retail Personal Banker II - Rosemont
- Schiller Park, IL (17 miles from Lincolnshire, IL)
- 4 days ago
- Schiller Park, IL (17 miles from Lincolnshire, IL)
- 4 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....
Float Personal Banker I - Downtown Area (North and Clybourn)
- Chicago, IL (23 miles from Lincolnshire, IL)
- 4 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 4 days ago
Banker job family....
- Chicago, IL (23 miles from Lincolnshire, IL)
- 5 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 5 days ago
Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $62 billion in assets....
- Winnetka, IL (10 miles from Lincolnshire, IL)
- 6 days ago
- Winnetka, IL (10 miles from Lincolnshire, IL)
- 6 days ago
Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet. 3....
Personal Banker -SAFE Act - W.Madison St branch
- Chicago, IL (23 miles from Lincolnshire, IL)
- 6 days ago
- Chicago, IL (23 miles from Lincolnshire, 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....
- Wilmette, IL (12 miles from Lincolnshire, IL)
- 7 days ago
- Wilmette, IL (12 miles from Lincolnshire, IL)
- 7 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 (16 miles from Lincolnshire, IL)
- 8 days ago
- Norridge, IL (16 miles from Lincolnshire, IL)
- 8 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 (9 miles from Lincolnshire, IL)
- 8 days ago
- Glenview, IL (9 miles from Lincolnshire, IL)
- 8 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Riverwoods, IL (2 miles from Lincolnshire, IL)
- 8 days ago
- Riverwoods, IL (2 miles from Lincolnshire, IL)
- 8 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 (21 miles from Lincolnshire, IL)
- 8 days ago
- Oak Park, IL (21 miles from Lincolnshire, IL)
- 8 days ago
Banker job family....
Private Client Banker - Central West Market - Chicago, IL
- Chicago, IL (23 miles from Lincolnshire, IL)
- 8 days ago
- Chicago, IL (23 miles from Lincolnshire, IL)
- 8 days ago
JobID: 210616437 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-04-11T15:44:18+00:00 JobShift: Base Pay/Salary: Chicago,IL $22.50-$27.88 You have a passion for taking...
Demographic Data for Lincolnshire, IL
Moving to Lincolnshire, IL? Find some basic demographic data about Lincolnshire, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lincolnshire, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lincolnshire, 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
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- 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
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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