Bank representative vs customer sales representative

The differences between bank representatives and customer sales representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, a customer sales representative has an average salary of $38,744, which is higher than the $34,417 average annual salary of a bank representative.

The top three skills for a bank representative include bank products, customer service and bank policies. The most important skills for a customer sales representative are customer service, product knowledge, and customer sales.

Bank representative vs customer sales representative overview

	Bank Representative	Customer Sales Representative
Yearly salary	$34,417	$38,744
Hourly rate	$16.55	$18.63
Growth rate	-12%	-4%
Number of jobs	105,192	303,801
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 53%	Bachelor's Degree, 37%
Average age	39	40
Years of experience	-	12

What does a bank representative do?

A bank representative works to assist clients, aiming to provide optimal banking services and build positive client relationships. Their duties include greeting and identifying the clients' needs, answering inquiries, giving clear instructions, and discussing banking terms. They also process client requests such as withdrawals, deposits, payments, and even handling applications. Moreover, a bank representative may also conduct market research and analyses, generate leads, and reach out to potential clients through calls and correspondence to offer products and services.

What does a customer sales representative do?

The primary role of customer service representatives is to help customers with questions and complaints. It is also their duties and responsibilities to provide customers with information about services and products, take and process orders, and process returns and modifications. They also store records of customer transactions and interactions and provide feedback on customer service efficacy. Customer service representatives must also ensure that they can give customer satisfaction and offer the best professional support.

Bank representative vs customer sales representative salary

Bank representatives and customer sales representatives have different pay scales, as shown below.

	Bank Representative	Customer Sales Representative
Average salary	$34,417	$38,744
Salary range	Between $28,000 And $41,000	Between $27,000 And $54,000
Highest paying City	Albany, NY	Santa Rosa, CA
Highest paying state	New York	Hawaii
Best paying company	Advancial Federal Credit Union	Merck
Best paying industry	Finance	Finance

Differences between bank representative and customer sales representative education

There are a few differences between a bank representative and a customer sales representative in terms of educational background:

	Bank Representative	Customer Sales Representative
Most common degree	Bachelor's Degree, 53%	Bachelor's Degree, 37%
Most common major	Business	Business
Most common college	-	-

Bank representative vs customer sales representative demographics

Here are the differences between bank representatives' and customer sales representatives' demographics:

	Bank Representative	Customer Sales Representative
Average age	39	40
Gender ratio	Male, 34.1% Female, 65.9%	Male, 44.9% Female, 55.1%
Race ratio	Black or African American, 9.2% Unknown, 3.4% Hispanic or Latino, 22.4% Asian, 7.3% White, 57.1% American Indian and Alaska Native, 0.6%	Black or African American, 10.6% Unknown, 5.4% Hispanic or Latino, 24.4% Asian, 6.8% White, 52.1% American Indian and Alaska Native, 0.7%
LGBT Percentage	7%	7%

Differences between bank representative and customer sales representative duties and responsibilities

Bank representative example 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.
Complete customer account paperwork for loans, fraudulent activity, unauthorize activity and weekly ATM balancing reports.
Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.

Customer sales representative example responsibilities.

Manage call center productivity levels by maintaining CSR schedule adherence.
Help customers if internet are running slow, if phone are not working, and also help to troubleshoot with them.
Practice good housekeeping methods and overall cleanliness.
Maintain cleanliness and organization of inventory within the assigned department.
Require to troubleshoot products and instruct customers on their proper use/warranty/options.
Work closely with sales director on scheduling, motivation of representations and setting up promotional events.

Bank representative vs customer sales representative skills

Common bank representative skills

Bank Products, 12%
Customer Service, 11%
Bank Policies, 9%
Cross-Sell, 6%
Excellent Interpersonal, 5%
Cash Handling, 5%

Common customer sales representative skills

Customer Service, 19%
Product Knowledge, 13%
Customer Sales, 9%
Cleanliness, 8%
Excellent Interpersonal, 6%
Social Media Marketing, 5%

Bank Representative vs. similar jobs

Bank Representative related careers

Bank Representative related jobs

What similar roles do

Zippia Careers
Office and Administrative Industry
Bank Representative
Bank Representative vs Customer Sales Representative

Updated January 8, 2025

Browse office and administrative jobs