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Bank specialist vs personal banking representative

The differences between bank specialists and personal banking representatives can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a bank specialist, becoming a personal banking representative takes usually requires 6-12 months. Additionally, a bank specialist has an average salary of $42,779, which is higher than the $33,833 average annual salary of a personal banking representative.

The top three skills for a bank specialist include bank products, strong customer service and customer relationships. The most important skills for a personal banking representative are bank products, profiling, and customer inquiries.

Bank specialist vs personal banking representative overview

Bank SpecialistPersonal Banking Representative
Yearly salary$42,779$33,833
Hourly rate$20.57$16.27
Growth rate10%-3%
Number of jobs22,22541,795
Job satisfaction-5
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 62%
Average age4341
Years of experience412

What does a bank specialist do?

A bank or banking specialist is an individual responsible for maintaining effective business relationships with the bank's clients while ensuring an optimal customer service level. To support customer retention, bank specialists must identify their customers' banking needs and suggest appropriate bank products and services. They perform teller functions such as processing customer deposits, cashing checks, and issuing official checks. Bank specialists must also ensure that the bank complies with government regulations and standards.

What does a personal banking representative do?

Personal banking representatives typically earn $39K per year. This position requires a high school diploma or GED at a minimum, but employers prefer a bachelor's degree in finance, business, or a related field. They may also ask for experience in customer service, cash-handling, or banking. Personal banking representatives are required to provide bank client support, assist with account management, process checks, and find products and services that will be the best fit for their clients.

Bank specialist vs personal banking representative salary

Bank specialists and personal banking representatives have different pay scales, as shown below.

Bank SpecialistPersonal Banking Representative
Average salary$42,779$33,833
Salary rangeBetween $28,000 And $64,000Between $26,000 And $42,000
Highest paying CityNew York, NY-
Highest paying stateNew York-
Best paying companyGoldman Sachs-
Best paying industryFinance-

Differences between bank specialist and personal banking representative education

There are a few differences between a bank specialist and a personal banking representative in terms of educational background:

Bank SpecialistPersonal Banking Representative
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Bank specialist vs personal banking representative demographics

Here are the differences between bank specialists' and personal banking representatives' demographics:

Bank SpecialistPersonal Banking Representative
Average age4341
Gender ratioMale, 45.3% Female, 54.7%Male, 33.4% Female, 66.6%
Race ratioBlack or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 11.4% White, 66.6% American Indian and Alaska Native, 0.2%Black or African American, 9.7% Unknown, 2.9% Hispanic or Latino, 22.5% Asian, 9.2% White, 54.9% American Indian and Alaska Native, 0.8%
LGBT Percentage6%11%

Differences between bank specialist and personal banking representative duties and responsibilities

Bank specialist example responsibilities.

  • Achieve sustained revenue improvement in loans, annuities and deposit accounts every month at bank.
  • Manage a customer portfolio, which includes servicing business relationships and cross-selling business banking products and services.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Work with clients to resolve operational cash management issues in relation to select treasury management products.
  • Serve on the holding company compliance committee responsible for identifying and implementing PC base loan origination systems.
  • Initiate, review, and prepare all consumer and small business loan requests from origination to closing.
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Personal banking representative example responsibilities.

  • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
  • Open new bank accounts, order debit and ATM cards for new and existing customers.
  • Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
  • Maintain customer relationships while continually assessing cross-selling opportunities.
  • Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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Bank specialist vs personal banking representative skills

Common bank specialist skills
  • Bank Products, 13%
  • Strong Customer Service, 10%
  • Customer Relationships, 9%
  • Financial Services, 8%
  • Treasury, 5%
  • Financial Solutions, 4%
Common personal banking representative skills
  • Bank Products, 18%
  • Profiling, 14%
  • Customer Inquiries, 11%
  • Financial Products, 9%
  • Financial Services, 9%
  • Customer Issues, 7%