Personal Banker Jobs in River Forest, 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 (16 miles from River Forest, IL)
- 19 days ago
- Schaumburg, IL (16 miles from River Forest, IL)
- 19 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 (Training Provided)
- Skokie, IL (11 miles from River Forest, IL)
- 12 hours ago
- Skokie, IL (11 miles from River Forest, IL)
- 12 hours ago
Becoming a Financial Advisor Becoming a Financial Advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial...
- Oak Brook, IL (8 miles from River Forest, IL)
- 1 day ago
- Oak Brook, IL (8 miles from River Forest, IL)
- 1 day 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 (10 miles from River Forest, IL)
- 1 day ago
- Lombard, IL (10 miles from River Forest, IL)
- 1 day 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...
Retail Personal Banker I - Clearing FC
- Chicago, IL (8 miles from River Forest, IL)
- 1 day ago
- Chicago, IL (8 miles from River Forest, IL)
- 1 day ago
GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers...
Financial Advisor - Champaign, IL
- Chicago, IL (8 miles from River Forest, IL)
- 1 day ago
- Chicago, IL (8 miles from River Forest, IL)
- 1 day ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Personal Banker - SAFE ACT - Bilingual Spanish/Polish/Arabic preferred - Orland Park Branch
- Orland Park, IL (19 miles from River Forest, IL)
- 1 day ago
- Orland Park, IL (19 miles from River Forest, IL)
- 1 day 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....
- Chicago, IL (8 miles from River Forest, IL)
- 1 day ago
- Chicago, IL (8 miles from River Forest, IL)
- 1 day ago
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your...
- Dolton, IL (21 miles from River Forest, IL)
- 2 days ago
- Dolton, IL (21 miles from River Forest, IL)
- 2 days ago
Banker job family....
- Chicago, IL (9 miles from River Forest, IL)
- 2 days ago
- Chicago, IL (9 miles from River Forest, IL)
- 2 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor Branch Intern
- Lake Forest, IL (24 miles from River Forest, IL)
- 2 days ago
- Lake Forest, IL (24 miles from River Forest, IL)
- 2 days 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...
- Chicago, IL (8 miles from River Forest, IL)
- 2 days ago
- Chicago, IL (8 miles from River Forest, IL)
- 2 days ago
About JSSI For more than 35 years, Jet Support Services, Inc. (JSSI) has been the leading independent provider of maintenance support, advisory services, software, and financial tools to the...
Personal Banker Associate I - Elmhurst North
- Elmhurst, IL (6 miles from River Forest, IL)
- 3 days ago
- Elmhurst, IL (6 miles from River Forest, IL)
- 3 days ago
Banker job family....
Financial Advisor - PNC Invesments
- Western Springs, IL (7 miles from River Forest, IL)
- 3 days ago
- Western Springs, IL (7 miles from River Forest, IL)
- 3 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 (18 miles from River Forest, IL)
- 3 days ago
- Naperville, IL (18 miles from River Forest, 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....
Demographic Data for River Forest, IL
Moving to River Forest, IL? Find some basic demographic data about River Forest, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in River Forest, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in River Forest, 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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Here are some other career titles that require similar skills
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