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Personal Banker Jobs in Springfield, MA (NOW HIRING)

Berkshire Bank

PT Universal Banker

Westfield, MA · On-site

$20 - $27.13/hr

The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. Deliver an exceptional customer experience, process ...

Berkshire Bank

PT Universal Banker

Hebron, CT · On-site

$20 - $27.13/hr

The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. Deliver an exceptional customer experience, process ...

TD Bank Group

Relationship Banker I - Hartford

Hartford, CT · On-site

$22.50 - $29/hr

Personal & Commercial Banking The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers ...

Citizens Bank

Citizens Banker

Northampton, MA · On-site

$25 - $30.76/hr

Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...

Citizens Bank

Citizens Banker

Springfield, MA · On-site

$25.48 - $31.25/hr

Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...

Citizens Bank

Citizens Banker

Ludlow, MA · On-site

$25.48 - $31.25/hr

Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...

Webster Bank

Region Relationship Banker 2

Bloomfield, CT · On-site

$21.50 - $26/hr

As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster ...

M&T Bank

Relationship Banker

Hartford, CT · On-site

$22.61 - $37.67/hr

Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs ...

M&T Bank

Relationship Banker

Hartford, CT · On-site

$22.61 - $37.67/hr

Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs ...

KeyCorp

Licensed Private Client Banker

Manchester, CT

Private Client Banker Location: 923 Main Street - Manchester, Connecticut 06040 Job Summary Be a ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

KeyCorp

Licensed Private Client Banker

Manchester, CT · On-site

Private Client Banker Location: 923 Main Street - Manchester, Connecticut 06040 Job Summary Be a ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

Td

Relationship Banker I - Hartford

Hartford, CT · On-site

$22.50 - $29/hr

Personal & Commercial Banking The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers ...

Td

Relationship Banker l - Sturbridge

Sturbridge, MA · On-site

$22.50 - $29/hr

Personal & Commercial Banking The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers ...

Keybank

Licensed Private Client Banker

Manchester, CT

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Opening personal and business accounts (consumer checking, small business, various deposit products ...

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Showing results 21-40

All JobsPersonal Banker JobsPersonal Banker Jobs in Springfield, MA

Personal Banker information

See Springfield, MA salary details

$13

$20

$27

How much do personal banker jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for personal banker in Springfield, MA is $20.72, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $22.50 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a personal banker, and why are they important?

To thrive as a Personal Banker, you need a solid understanding of financial products, sales techniques, and customer service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance procedures is essential. Strong interpersonal skills, attention to detail, and problem-solving abilities set top performers apart. These skills are crucial for building client trust, achieving sales goals, and ensuring accurate financial transactions within the bank.

What is the difference between Personal Banker vs Customer Service Representative?

AspectPersonal BankerCustomer Service Representative
CredentialsHigh school diploma; some roles may require FINRA or banking certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, financial advising settingsCall centers, retail stores, bank branches
Primary ResponsibilitiesFinancial advising, account management, loan and mortgage assistanceHandling customer inquiries, transactions, account support
Employer & Industry UsageBanking, financial servicesBanking, retail, customer service sectors

Personal Bankers focus on financial advising and managing client accounts, often requiring specialized knowledge and certifications. Customer Service Representatives primarily handle customer inquiries and transactions, with less emphasis on financial advising. While both roles work in banking environments, their responsibilities and skill requirements differ significantly.

What are some common challenges personal bankers face when supporting clients, and how can they effectively address them?

Personal Bankers often encounter challenges such as managing multiple client requests simultaneously, addressing complex financial needs, and staying current with banking regulations. Effective time management and strong communication skills are crucial for prioritizing tasks and ensuring each client receives personalized service. Building a deep understanding of financial products and proactively seeking training opportunities can help Personal Bankers confidently guide clients through financial decisions and regulatory changes.

What qualifications do I need to be a personal banker?

To become a personal banker, candidates typically need a high school diploma or equivalent, with some employers preferring a bachelor's degree in finance, business, or related fields. Strong customer service skills, knowledge of banking products, and proficiency with banking software are important, and relevant certifications such as the Series 6 or 7 may be required for certain roles.

What is a personal banker?

A personal banker is a financial planner and advisor for their customers, providing investment options and assistance in preparing long-term financial goals, estates, taxes and wills. Their responsibilities are calculating the risks and rewards of investments (like stocks and bonds), making recommendations, setting up educational and retirement funds, and offering or selling insurance. They service multiple customers, and may also offer tax preparation. A personal banker will meet with their clients to review financial records, update them on their investments, or change financial plans.

More about Personal Banker jobs
What job categories do people searching Personal Banker jobs in Springfield, MA look for? The top searched job categories for Personal Banker jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Personal Banker jobs? Cities near Springfield, MA with the most Personal Banker job openings:
Personal Banker jobs near you
Infographic showing various Personal Banker job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $43,104 per year, or $20.7 per hour.

PT Universal Banker

Berkshire Bank

Westfield, MA • On-site

$20 - $27.13/hr

Part-time

Posted 18 days ago

Berkshire Bank rating

6.7

Company rating: 6.7 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

136th of 170 rated banks

Job description

Division: Retail Banking
Department: Various - Branch Network
Reports to: Branch Manager
Status: Non-Exempt
Grade: 5
Salary Range: $20.00 - $27.13
Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Westfield, MA
20 hours per week
Benefits Eligible
Purpose/Objective:
The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. Deliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank's products and services, and support digital banking engagement. Ensure compliance with all bank policies, procedures, and regulatory requirements.
Key Accountabilities:
Customer Relationship Management
  • Provide an outstanding customer experience at all points of contact.
  • Build, retain, and expand customer relationships by recommending products and services to meet customer needs.
  • Educate and assist clients with digital banking services and recommend convenient banking options.
  • Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
  • Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.

Sales, Referrals & Incentive Goals
  • Build and deepen relationship with customers by recognizing their needs and goals to make recommendations.
  • Educate and offer a full range of financial products and services, including referrals to our business partners.
  • Have basic knowledge of all lending products.
  • Meet or exceed individual incentive goals and contribute to overall branch goals.
  • Actively participate in all branch initiatives.

Transaction Processing & Operations
  • Process financial transactions, including deposits, withdrawals, check cashing, loan payments, and other services.
  • Maintain and balance a cash drawer daily within guidelines.
  • Handle cash in an organized, timely, and accurate manner.
  • Assist with daily branch responsibilities to ensure proper balancing and timely delivery of work to appropriate departments.
  • Provide backup support to Teller Supervisors and participate in branch meetings.
  • Accurately perform account opening procedures and maintenance requests.

Branch Operations & Compliance
  • Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices.
  • Ensure compliance with all banking regulations, policies and procedures, including BSA/AML.
  • Act as a deterrent to robbery and fraud by adhering to procedures.

Education:
  • High school diploma or equivalent required; Associate's degree or banking courses preferred.

Experience:
  • Prior teller or sales experience in a goal-oriented environment.
  • Proven cash handling and customer service experience.
  • Knowledge of bank products, services, and operating procedures.
  • Excellent oral and written communication skills.
  • Detail-oriented with strong organizational and time management skills.
  • Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
  • Ability to work flexible hours, including Saturdays and travel to nearby offices as required.

Skills & Knowledge:
  • Superior customer service and sales skills.
  • Strong communication and interpersonal skills.
  • Ability to identify customer needs and make appropriate recommendations.
  • Ability to prioritize workflow, multi-task, and meet deadlines.
  • Enthusiastic, goal-oriented, and customer-focused.
  • Ability to analyze situations and solve complex issues.

Behavioral Expectations
  • Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank's core values. The Core Four are the guiding principles that illustrate what we stand for at Beacon Bank and how we serve our clients, colleagues and communities.

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

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