Personal Banker Jobs in Mundelein, 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
- Schaumburg, IL (15 miles from Mundelein, IL)
- 17 days ago
- Schaumburg, IL (15 miles from Mundelein, IL)
- 17 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Financial Advisor Branch Intern
- Lake Forest, IL (9 miles from Mundelein, IL)
- 9 hours ago
- Lake Forest, IL (9 miles from Mundelein, IL)
- 9 hours ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across...
- Wilmette, IL (20 miles from Mundelein, IL)
- 1 day ago
- Wilmette, IL (20 miles from Mundelein, IL)
- 1 day 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...
Private Client Banker - Arlington Rand Branch - Arlington Heights IL
- Arlington Heights, IL (10 miles from Mundelein, IL)
- 2 days ago
- Arlington Heights, IL (10 miles from Mundelein, IL)
- 2 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Branch Specialist (Teller/ Personal Banker - Bi-lingual English/Spanish required)
- Waukegan, IL (12 miles from Mundelein, IL)
- 3 days ago
- Waukegan, IL (12 miles from Mundelein, IL)
- 3 days ago
This position is a combination of being a Concierge, Teller, and Personal Banker....
Personal Banker - NEW BUILD - Mellody Farms - Vernon Hills, IL
- Vernon Hills, IL (4 miles from Mundelein, IL)
- 3 days ago
- Vernon Hills, IL (4 miles from Mundelein, IL)
- 3 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....
Financial Advisor - Paid Training Provided
- Schaumburg, IL (15 miles from Mundelein, IL)
- 5 days ago
- Schaumburg, IL (15 miles from Mundelein, IL)
- 5 days ago
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
Private Client Banker- Northbrook Dundee Branch - Northbrook, IL
- Northbrook, IL (14 miles from Mundelein, IL)
- 8 days ago
- Northbrook, IL (14 miles from Mundelein, IL)
- 8 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker - Roving - Chicago, IL
- Glencoe, IL (16 miles from Mundelein, IL)
- 8 days ago
- Glencoe, IL (16 miles from Mundelein, IL)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Franklin Park, IL (24 miles from Mundelein, IL)
- 9 days ago
- Franklin Park, IL (24 miles from Mundelein, IL)
- 9 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Lake in the Hills, IL
- Lake in the Hills, IL (15 miles from Mundelein, IL)
- 9 days ago
- Lake in the Hills, IL (15 miles from Mundelein, IL)
- 9 days ago
Our referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve....
Personal Banker -SAFE Act - ARLINGTON HEIGHTS
- Arlington Heights, IL (10 miles from Mundelein, IL)
- 11 days ago
- Arlington Heights, IL (10 miles from Mundelein, 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....
Private Client Banker- Chicago North Shore-Glencoe, IL
- Glencoe, IL (16 miles from Mundelein, IL)
- 15 days ago
- Glencoe, IL (16 miles from Mundelein, IL)
- 15 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Vernon Hills, IL (4 miles from Mundelein, IL)
- 17 days ago
- Vernon Hills, IL (4 miles from Mundelein, IL)
- 17 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Senior Branch Specialist (personal banker)
- Arlington Heights, IL (10 miles from Mundelein, IL)
- 18 days ago
- Arlington Heights, IL (10 miles from Mundelein, IL)
- 18 days ago
This position is a combination of being a Personal Banker with some Teller responsibilities....
Demographic Data for Mundelein, IL
Moving to Mundelein, IL? Find some basic demographic data about Mundelein, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mundelein, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mundelein, 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
- 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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