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What is a bank representative and how to become one

Updated January 8, 2025
4 min read
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A bank representative serves as the point of contact between the bank and its customers. They handle opening accounts, processing transactions, and providing information about the bank's products and services. They also help customers resolve issues such as disputes or errors. Bank representatives build relationships with customers and ensure their satisfaction with the bank's services. They may work in a variety of settings, including branches and call centers, and have communication and customer service skills.

ScoreBank RepresentativeUS Average
Salary
2.7

Avg. Salary $34,417

Avg. Salary $59,228

Stability Level
8.5

Growth Rate -12%

Growth Rate 0.3%

Diversity
4.7
Race

American Indian and Alaska Native 0.61%

Asian 7.28%

Black or African American 9.20%

Hispanic or Latino 22.41%

Unknown 3.43%

White 57.07%

Gender

female 65.92%

male 34.08%

Age - 36
Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 36
Stress Level
8.5

Stress level is very high

7.1 - high

Complexity Level
4.9

Complexity Level is intermediate

7 - challenging

Work Life Balance
10.0

Work Life balance is excellent

6.4 - fair

What are the pros and cons of being a Bank Representative?

Pros

  • Competitive salary and benefits packages

  • Access to training and development programs

  • Opportunity to work in a team-oriented environment

  • Chance to work with cutting-edge technology

  • Potential for performance-based bonuses

Cons

  • High-pressure sales quotas and targets

  • Limited flexibility in work schedule

  • Limited ability to make independent decisions without approval from management

  • Strict adherence to regulatory requirements and compliance protocols

  • Exposure to potential fraudulent activities or security breaches

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Bank Representative career paths

Key steps to become a bank representative

  1. Explore bank representative education requirements

    Most common bank representative degrees

    Bachelor's

    53.0 %

    Associate

    19.6 %

    High School Diploma

    16.8 %
  2. Start to develop specific bank representative skills

    SkillsPercentages
    Bank Products12.36%
    Customer Service11.43%
    Bank Policies8.97%
    Cross-Sell6.17%
    Excellent Interpersonal5.30%
  3. Complete relevant bank representative training and internships

    Accountants spend an average of Less than 1 month on post-employment, on-the-job training. New bank representatives learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a bank representative based on U.S. Bureau of Labor Statistics data and data from real bank representative resumes.
  4. Research bank representative duties and responsibilities

    • Used CRM software for KYC purposes, managing and analyzing customer data throughout life cycle.
    • Open new accounts for existing and/or new clients, including money market savings, CDs, and IRA accounts.
    • Complete maintenance request including address changes, check orders, stop payments, warnings, account closings and ATM card captures.
    • Originate and sign internal debit and credit documents.
  5. Prepare your bank representative resume

    When your background is strong enough, you can start writing your bank representative resume.

    You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a bank representative resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

    Choose From 10+ Customizable Bank Representative Resume templates

    Build a professional Bank Representative resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your Bank Representative resume.
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    Bank Representative Resume
  6. Apply for bank representative jobs

    Now it's time to start searching for a bank representative job. Consider the tips below for a successful job search:

    1. Browse job boards for relevant postings
    2. Consult your professional network
    3. Reach out to companies you're interested in working for directly
    4. Watch out for job scams

How Did You Land Your First Bank Representative Job

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Average bank representative salary

The average Bank Representative salary in the United States is $34,417 per year or $17 per hour. Bank representative salaries range between $28,000 and $41,000 per year.

Average Bank Representative Salary
$34,417 Yearly
$16.55 hourly

What Am I Worth?

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How do bank representatives rate their job?

-/5

5 Stars

4 Stars

3 Stars

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1 Star

Bank Representative reviews

profile
A zippia user wrote a review on Dec 2023
Pros

Talking to other people and never being still. Always on the move handeling money and everyday is something new


profile
A zippia user wrote a review on Dec 2019
Pros

Serving people to meet their financial needs and planning Fininancial analysis of their funds with best utility Feeling motivated while meeting people from different demographic backgrounds

Cons

Don't like people with bad credit history


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A zippia user wrote a review on Jul 2019
Cons

Non caring employer's , standing on my feet all day, working weekends, low pay


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Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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