Personal Banker Jobs in St Charles, 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
- Hanover Park, IL (8 miles from St Charles, IL)
- 1 day ago
- Hanover Park, IL (8 miles from St Charles, IL)
- 1 day ago
Job Overview This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Retail Personal Banker I - Bloomingdale, IL - Full Time
- Bloomingdale, IL (10 miles from St Charles, IL)
- 12 hours ago
- Bloomingdale, IL (10 miles from St Charles, IL)
- 12 hours 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...
Personal Banker - Main Branch DeKalb, IL
- Dekalb, IL (22 miles from St Charles, IL)
- 22 hours ago
- Dekalb, IL (22 miles from St Charles, IL)
- 22 hours ago
Personal Banker - Main Branch DeKalb, IL 3.7 3.7 out of 5 stars DeKalb, IL At FNBO, our employees are the heart of our storyand we're committed to their success!...
- Hanover Park, IL (8 miles from St Charles, IL)
- 1 day ago
- Hanover Park, IL (8 miles from St Charles, IL)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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- Dekalb, IL (22 miles from St Charles, IL)
- 1 day ago
- Dekalb, IL (22 miles from St Charles, IL)
- 1 day ago
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals....
Personal Banker Associate I - Woodridge
- Woodridge, IL (18 miles from St Charles, IL)
- 2 days ago
- Woodridge, IL (18 miles from St Charles, IL)
- 2 days ago
Banker job family....
- Clarendon Hills, IL (19 miles from St Charles, IL)
- 3 days ago
- Clarendon Hills, IL (19 miles from St Charles, IL)
- 3 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Clarendon Hills, IL....
Patient Financial Advisor (Hybrid), Day Shift, Patient Customer Service
- Norridge, IL (24 miles from St Charles, IL)
- 6 days ago
- Norridge, IL (24 miles from St Charles, IL)
- 6 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...
Patient Financial Advisor III / Lead, Day Shift, Patient Customer Service
- Norridge, IL (24 miles from St Charles, IL)
- 6 days ago
- Norridge, IL (24 miles from St Charles, IL)
- 6 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...
Retail Personal Banker II- Palatine Euclid
- Palatine, IL (18 miles from St Charles, IL)
- 7 days ago
- Palatine, IL (18 miles from St Charles, IL)
- 7 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....
Client Representative / Personal Banker [Full-Time]
- Westmont, IL (19 miles from St Charles, IL)
- 7 days ago
- Westmont, IL (19 miles from St Charles, IL)
- 7 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...
Bilingual Spanish Personal Banker
- Schaumburg, IL (12 miles from St Charles, IL)
- 9 days ago
- Schaumburg, IL (12 miles from St Charles, IL)
- 9 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Schaumburg, IL. Bilingual Spanish Required....
Financial Advisor - Certification Provided
- West Chicago, IL (4 miles from St Charles, IL)
- 10 days ago
- West Chicago, IL (4 miles from St Charles, 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 (10 miles from St Charles, IL)
- 10 days ago
- Aurora, IL (10 miles from St Charles, IL)
- 10 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...
Bilingual Spanish Personal Banker
- Schaumburg, IL (12 miles from St Charles, IL)
- 10 days ago
- Schaumburg, IL (12 miles from St Charles, IL)
- 10 days ago
As a Personal Banker within PNC's Retail organization, you will be based in Schaumburg, IL. Bilingual Spanish Required....
Demographic Data for St Charles, IL
Moving to St Charles, IL? Find some basic demographic data about St Charles, IL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in St Charles, IL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in St Charles, 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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Here are some other career titles that require similar skills
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