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 ...
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 ...
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 ...
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 ...
Licensed Private Client Banker
$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 ...
Licensed Private Client Banker
$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 ...
Licensed Private Client Banker
$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 ...
Licensed Private Client Banker
$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 ...
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 ...
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 ...
Licensed Private Client Banker
$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 ...
Licensed Private Client Banker
$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 ...
Citizens Banker
Ludlow, MA · On-site
$25.48 - $31.25/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
Ludlow, MA · On-site
$25.48 - $31.25/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
$25 - $30.76/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
$25 - $30.76/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
Manchester, CT · On-site
$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 Banker
Manchester, CT · On-site
$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 ...
Associate Banker I - 20 Hours - Ludlow
Ludlow, MA · On-site
$22 - $27.75/hr
Personal & Commercial Banking The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately ...
Associate Banker I - 20 Hours - Ludlow
Ludlow, MA · On-site
$22 - $27.75/hr
Personal & Commercial Banking The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately ...
Citizens Banker
$25.48 - $31.25/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
$25.48 - $31.25/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
Ludlow, MA · On-site
$25.48 - $31.25/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
Ludlow, MA · On-site
$25.48 - $31.25/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
Springfield, MA · On-site
$25.48 - $31.25/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
Springfield, MA · On-site
$25.48 - $31.25/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
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 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 Banker
Northampton, MA · On-site
$25 - $30.76/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
Citizens Banker
Northampton, MA · On-site
$25 - $30.76/hr
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They ... You'll get to know customers' personal financial goals and recommend tailored solutions to help ...
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 ...
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 ...
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 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 ...
Relationship Banker - PA North Market
Southampton, MA · On-site
$18.25 - $23.75/hr
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Relationship Banker - PA North Market
Southampton, MA · On-site
$18.25 - $23.75/hr
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Relationship Banker - Greater Hartford Area
Hartford, CT · On-site
$25 - $26.77/hr
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Relationship Banker - Greater Hartford Area
Hartford, CT · On-site
$25 - $26.77/hr
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Universal Banker (West Springfield, MA)
West Springfield, MA · On-site
$23 - $25/hr
Join Our Team as a Universal Banker Location: West Springfield, MA | Full-Time Do you have a ... Basic math skills; familiarity with keyboard/personal computer; customer/member service skills ...
Quick apply
Universal Banker (West Springfield, MA)
West Springfield, MA · On-site
$23 - $25/hr
Join Our Team as a Universal Banker Location: West Springfield, MA | Full-Time Do you have a ... Basic math skills; familiarity with keyboard/personal computer; customer/member service skills ...
Personal Banker information
See Springfield, MA salary details
$13.41 - $14.72
2% of jobs
$14.72 - $16.03
6% of jobs
$16.03 - $17.33
5% of jobs
$17.33 - $18.64
9% of jobs
$18.74 is the 25th percentile. Wages below this are outliers.
$18.64 - $19.95
23% of jobs
The median wage is $20.20 / hr.
$19.95 - $21.25
19% of jobs
$22.18 is the 75th percentile. Wages above this are outliers.
$21.25 - $22.56
14% of jobs
$22.56 - $23.87
4% of jobs
$23.87 - $25.17
5% of jobs
$25.17 - $26.48
6% of jobs
$26.48 - $27.79
5% of jobs
$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?
| Aspect | Personal Banker | Customer Service Representative |
|---|---|---|
| Credentials | High school diploma; some roles may require FINRA or banking certifications | High school diploma or equivalent |
| Work Environment | Bank branches, financial advising settings | Call centers, retail stores, bank branches |
| Primary Responsibilities | Financial advising, account management, loan and mortgage assistance | Handling customer inquiries, transactions, account support |
| Employer & Industry Usage | Banking, financial services | Banking, 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:
KeyBank rating
8.2
Based on 99 frontline employees who took The Breakroom Quiz
51st of 170 rated banks
Job description
Location:
481 Buckland Road - South Windsor, Connecticut 06074
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Education
Work Experience
Licenses and Certifications
Skills
Core Competencies
Physical Demands
Driving Requirements
Work Location Category
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 08/28/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
481 Buckland Road - South Windsor, Connecticut 06074
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
- Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
- Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
- Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
- Work on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
- High School Diploma , GED, or equivalent experience (required) or
- Bachelor's Degree (preferred)
Work Experience
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
- FINRA License S6 Upon Hire (required)
- FINRA License S63 Upon Hire (required)
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- Life and Health Insurance Licenses Upon Hire (required)
Skills
- Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
- Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
- Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
- Actively identifying and developing new client relationships through prospecting and networking.
- Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
- Staying updated with market trends and analyzing market conditions to provide informed financial advice.
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
- Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
- Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 08/28/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
About KeyBank
Sourced by ZipRecruiter
Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Cleveland, OH, US
Year founded
1849