Personal Banker Jobs in Plainfield, 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.
- Homer Glen, IL (9 miles from Plainfield, IL)
- 3 days ago
- Homer Glen, IL (9 miles from Plainfield, IL)
- 3 days ago
This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS)....
Personal Banker Associate I - Woodridge
- Woodridge, IL (15 miles from Plainfield, IL)
- 3 days ago
- Woodridge, IL (15 miles from Plainfield, IL)
- 3 days ago
Banker job family....
- Clarendon Hills, IL (21 miles from Plainfield, IL)
- 3 days ago
- Clarendon Hills, IL (21 miles from Plainfield, IL)
- 3 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Clarendon Hills, IL....
- Willowbrook, IL (19 miles from Plainfield, IL)
- 8 days ago
- Willowbrook, IL (19 miles from Plainfield, IL)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 25-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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Client Representative / Personal Banker [Full-Time]
- Westmont, IL (20 miles from Plainfield, IL)
- 8 days ago
- Westmont, IL (20 miles from Plainfield, IL)
- 8 days ago
Client Representative / Personal Banker [Full-Time] Company: BankFinancial Location: Westmont, IL Date Posted: 4/22/25, 7:59 AM Job Descriptions: Summary: Builds Customer relationships and recognizes...
Financial Advisor - Certification Provided
- West Chicago, IL (22 miles from Plainfield, IL)
- 10 days ago
- West Chicago, IL (22 miles from Plainfield, IL)
- 10 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Client Relationship Manager (Onsite in Aurora, IL)
- Aurora, IL (15 miles from Plainfield, IL)
- 11 days ago
- Aurora, IL (15 miles from Plainfield, IL)
- 11 days ago
At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our...
Client Representative / Personal Banker [Full-Time] [Level TBD]
- Westmont, IL (20 miles from Plainfield, IL)
- 11 days ago
- Westmont, IL (20 miles from Plainfield, IL)
- 11 days ago
Summary: Builds Customer relationships and recognizes opportunities by making quality referrals to internal departments of the bank. Meets the Bank's business objectives of cross selling products...
- Countryside, IL (24 miles from Plainfield, IL)
- 14 days ago
- Countryside, IL (24 miles from Plainfield, IL)
- 14 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
Investment Executive (Financial Advisor) Orland Park, IL
- Orland Park, IL (21 miles from Plainfield, IL)
- 15 days ago
- Orland Park, IL (21 miles from Plainfield, IL)
- 15 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
Bilingual Spanish Personal Banker
- Bolingbrook, IL (12 miles from Plainfield, IL)
- 15 days ago
- Bolingbrook, IL (12 miles from Plainfield, IL)
- 15 days ago
As a bilingual Spanish Personal Banker within PNC's Retail Branch organization, you will be based in Bolingbrook, IL. Bilingual Spanish Required....
- Wheaton, IL (20 miles from Plainfield, IL)
- 16 days ago
- Wheaton, IL (20 miles from Plainfield, IL)
- 16 days ago
We are pleased to partner with a highly esteemed national bank that is welcoming a new Personal Banker to their team in Wheaton!...
HFA Financial Advisor Senior -Branch
- Palos Heights, IL (24 miles from Plainfield, IL)
- 17 days ago
- Palos Heights, IL (24 miles from Plainfield, IL)
- 17 days ago
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become...
Remote Work- Minooka, IL (6 miles from Plainfield, IL)
- 19 days ago
- Minooka, IL (6 miles from Plainfield, IL)
- 19 days ago
As a Financial Services Representative 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...
Financial Advisor - Crane Credit Union LPL Financial Plainfield, United States Posted 9 hours ago Permanent Competitive Financial Advisor - Crane Credit Union LPL Financial Plainfield, United...
Demographic Data for Plainfield, IL
Moving to Plainfield, IL? Find some basic demographic data about Plainfield, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Plainfield, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Plainfield, 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
- Mortgage Lending
- 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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