Personal Banker Jobs in Oswego, 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.
- Oak Brook, IL (23 miles from Oswego, IL)
- 5 hours ago
- Oak Brook, IL (23 miles from Oswego, IL)
- 5 hours 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...
Entrepreneurial Financial Advisor
- Lombard, IL (21 miles from Oswego, IL)
- 5 hours ago
- Lombard, IL (21 miles from Oswego, IL)
- 5 hours ago
Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $8.5 billion in assets under...
Financial Advisor - PNC Invesments
- Western Springs, IL (24 miles from Oswego, IL)
- 2 days ago
- Western Springs, IL (24 miles from Oswego, IL)
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker - NEW BUILD - Mellody Farms - Vernon Hills, IL
- Naperville, IL (12 miles from Oswego, IL)
- 2 days ago
- Naperville, IL (12 miles from Oswego, IL)
- 2 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....
Personal Banker II - St. Charles
- Saint Charles, IL (18 miles from Oswego, IL)
- 2 days ago
- Saint Charles, IL (18 miles from Oswego, IL)
- 2 days ago
Personal Banker II - St....
Financial Advisor (Training Provided, Career Changers Encouraged)
- Oak Brook, IL (23 miles from Oswego, IL)
- 4 days ago
- Oak Brook, IL (23 miles from Oswego, IL)
- 4 days ago
GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Northwestern Mutual -...
- Naperville, IL (12 miles from Oswego, IL)
- 4 days ago
- Naperville, IL (12 miles from Oswego, IL)
- 4 days ago
Financial Representatives at Northwestern Mutual (Chicago (River North), Downers Grove, Naperville, Schaumburg and Barrington) help their clients live more and worry less through our personalized...
Personal Banker Associate II - Woodridge Area - Forward Hire
- Woodridge, IL (15 miles from Oswego, IL)
- 4 days ago
- Woodridge, IL (15 miles from Oswego, IL)
- 4 days ago
Banker job family....
Financial Advisor - Glen Ellyn & Surrounding Areas
- Glen Ellyn, IL (19 miles from Oswego, IL)
- 8 days ago
- Glen Ellyn, IL (19 miles from Oswego, IL)
- 8 days ago
As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable...
Personal Banker - Roving - Chicago, IL
- Naperville, IL (12 miles from Oswego, IL)
- 9 days ago
- Naperville, IL (12 miles from Oswego, IL)
- 9 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....
Spanish Bilingual Speaking - Personal Banker Associate II - Aurora Downtown
- Aurora, IL (9 miles from Oswego, IL)
- 9 days ago
- Aurora, IL (9 miles from Oswego, IL)
- 9 days ago
Banker job family....
- Mokena, IL (24 miles from Oswego, IL)
- 11 days ago
- Mokena, IL (24 miles from Oswego, IL)
- 11 days ago
Banker job family....
- Crest Hill, IL (13 miles from Oswego, IL)
- 16 days ago
- Crest Hill, IL (13 miles from Oswego, IL)
- 16 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Sugar Grove, IL (10 miles from Oswego, IL)
- 21 days ago
- Sugar Grove, IL (10 miles from Oswego, IL)
- 21 days ago
Financial Advisor Company: First National Bank of Omaha Location: Sugar Grove, IL Date Posted: 2/20/25, 11:14 PM At FNBO, our employees are the heart of our storyand we're committed to their...
Personal Banker I - Saint Charles
- Saint Charles, IL (18 miles from Oswego, IL)
- 22 days ago
- Saint Charles, IL (18 miles from Oswego, IL)
- 22 days ago
Banker job family....
Demographic Data for Oswego, IL
Moving to Oswego, IL? Find some basic demographic data about Oswego, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oswego, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oswego, 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
- 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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