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Personal Banking Jobs in Rochester, NY (NOW HIRING)

NBT Bank

Relationship Banking Associate

Rochester, NY

$18.50 - $20.81/hr

Ensure fulfillment and customer satisfaction through direct personal action and enlist additional ... Financial and Banking Services : Various banking services benefits and financial planning ...

NBT Bank

Relationship Banking Associate

Rochester, NY · On-site

$18.50 - $20.81/hr

Ensure fulfillment and customer satisfaction through direct personal action and enlist additional ... Financial and Banking Services : Various banking services benefits and financial planning ...

NBT Bank

Relationship Banking Associate

Fairport, NY

$18.50 - $20.81/hr

Ensure fulfillment and customer satisfaction through direct personal action and enlist additional ... Financial and Banking Services : Various banking services benefits and financial planning ...

NBT Bank

Relationship Banking Associate

Rochester, NY · On-site

$18.50 - $20.81/hr

Ensure fulfillment and customer satisfaction through direct personal action and enlist additional ... Financial and Banking Services : Various banking services benefits and financial planning ...

NBT Bank

Relationship Banking Associate

Rochester, NY · On-site

$18.50 - $20.81/hr

Ensure fulfillment and customer satisfaction through direct personal action and enlist additional ... Financial and Banking Services : Various banking services benefits and financial planning ...

NBT Bank

Relationship Banking Associate

Fairport, NY · On-site

$18.50 - $20.81/hr

Ensure fulfillment and customer satisfaction through direct personal action and enlist additional ... Financial and Banking Services : Various banking services benefits and financial planning ...

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All JobsPersonal Banking JobsPersonal Banking Jobs in Rochester, NY

Personal Banking information

See Rochester, NY salary details

$16

$29

$60

How much do personal banking jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for personal banking in Rochester, NY is $29.74, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $38.17 per hour, depending on experience, location, and employer.

What is personal banking?

Personal banking refers to the suite of financial services and products that banks offer to individual customers, rather than businesses or organizations. This typically includes services like checking and savings accounts, personal loans, credit cards, mortgages, and online banking. Personal bankers assist clients with managing their finances, opening accounts, and providing advice on suitable products. The goal is to help individuals manage their money efficiently and achieve their financial goals.

How do personal banking professionals typically collaborate with other departments to meet client needs?

Personal Banking professionals frequently work closely with colleagues in lending, wealth management, and customer service departments to provide well-rounded solutions for clients. For example, when a client requires a loan or investment advice, personal bankers may coordinate with loan officers or financial advisors to ensure tailored recommendations. This collaborative approach helps deliver comprehensive financial services, build stronger client relationships, and meet sales or service targets. Effective communication and teamwork are essential skills in this environment, enabling smoother handoffs and better outcomes for customers.

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, customer service skills, and typically a degree in finance, business, or related fields. Familiarity with banking software, customer relationship management (CRM) systems, and compliance regulations is crucial. Excellent communication, problem-solving abilities, and trustworthiness help build strong client relationships and resolve issues effectively. These skills ensure accurate financial guidance, regulatory compliance, and high customer satisfaction in a competitive banking environment.

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

AspectPersonal BankingCustomer Service Representative
CredentialsHigh school diploma; sometimes additional certifications in financeHigh school diploma or equivalent; customer service training
Work EnvironmentBank branches, financial institutionsRetail stores, call centers, banks
Industry UsageFinancial services, bankingRetail, banking, customer service
Primary FocusManaging personal banking accounts, financial adviceAssisting customers with inquiries, transactions

Personal Banking professionals focus on managing clients' financial needs and providing financial advice, while Customer Service Representatives handle customer inquiries and support across various industries. Both roles require strong communication skills but differ in their specific responsibilities and work environments.

Can I be a personal banker with no experience?

Personal banking positions often require some customer service or financial knowledge, but many banks offer entry-level roles that do not require prior experience. Employers typically provide on-the-job training and may look for strong communication skills and a professional attitude. Certifications like a FINRA Series 6 or 7 are not always required for entry-level roles but can enhance prospects.

What does a personal banker do?

A personal banker assists customers with banking needs such as opening accounts, providing financial advice, and offering loan or credit services. They often work in bank branches, use banking software, and require good customer service and communication skills.

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 communication, customer service skills, and basic knowledge of banking products are essential, and relevant certifications or licenses may be required depending on the role and location.
Personal Banking jobs near you
Infographic showing various Personal Banking job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 22% Part Time, and 7% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $61,858 per year, or $29.7 per hour.

Business Banking Relationship Manager - Rochester, NY

M&T Bank

Rochester, NY • On-site

$85K - $143K/yr

Full-time

Re-posted 10 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

Overview:

Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products.

Primary Responsibilities:
  • Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager.
  • Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources.
  • Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.
  • Achieve sales goals with minimum expectations as follows:
  • Revenue of $150M to $400M.
  • Loan production of $4MM to $8MM.
  • Deposit balance production of $400M to $2MM.
  • Manage loan portfolio of $7.5MM to $20MM.
  • Oversee approximately 15 to 40 relationship managed clients.
  • Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities.
Scope of Responsibilities:

Ability to sell effectively to prospects and clients. Manage and retain existing clients.

Work closely with internal contacts to service clients.

Education and Experience Required:

Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof

Knowledge of personal computers and the software utilized by the department

Ability to read and analyze financial statements and tax returns.

Sound credit skills necessary to evaluate loan requests.

Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets.

Strong interpersonal and presentation skills required.

#LI-AW1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $143,000.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationRochester, New York, United States of America

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