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Banking associate vs personal banking representative

The differences between banking associates and personal banking representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, a banking associate has an average salary of $81,890, which is higher than the $33,833 average annual salary of a personal banking representative.

The top three skills for a banking associate include excellent interpersonal, strong customer service and financial transactions. The most important skills for a personal banking representative are bank products, profiling, and customer inquiries.

Banking associate vs personal banking representative overview

Banking AssociatePersonal Banking Representative
Yearly salary$81,890$33,833
Hourly rate$39.37$16.27
Growth rate-12%-3%
Number of jobs18,91941,795
Job satisfaction-5
Most common degreeBachelor's Degree, 63%Bachelor's Degree, 62%
Average age3941
Years of experience-12

What does a banking associate do?

A banking associate's role is to build positive relationships with clients by performing support tasks. Their responsibilities revolve around greeting clients, processing requests and documentation, gathering and verifying requirements, responding to inquiries and concerns, and offering other services and products to clients. They may also produce progress reports, financial statements, coordinate with team members, and liaise with external agencies. Furthermore, as a banking associate, it is essential to handle issues and complaints, all while adhering to the bank's policies and regulations.

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.

Banking associate vs personal banking representative salary

Banking associates and personal banking representatives have different pay scales, as shown below.

Banking AssociatePersonal Banking Representative
Average salary$81,890$33,833
Salary rangeBetween $47,000 And $141,000Between $26,000 And $42,000
Highest paying CityWhite Plains, NY-
Highest paying stateNew York-
Best paying companyCiti-
Best paying industryFinance-

Differences between banking associate and personal banking representative education

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

Banking AssociatePersonal Banking Representative
Most common degreeBachelor's Degree, 63%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common college--

Banking associate vs personal banking representative demographics

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

Banking AssociatePersonal Banking Representative
Average age3941
Gender ratioMale, 41.8% Female, 58.2%Male, 33.4% Female, 66.6%
Race ratioBlack or African American, 10.1% Unknown, 3.5% Hispanic or Latino, 17.8% Asian, 7.4% White, 60.7% American Indian and Alaska Native, 0.6%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 Percentage7%11%

Differences between banking associate and personal banking representative duties and responsibilities

Banking associate example responsibilities.

  • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
  • Develop working relationships with clients by providing exceptional customer service while utilizing a focuse cross-sell strategy.
  • Follow up with customers regarding KYC and other account relate updates.
  • Analyze each movement in full detail while meeting all SLA's.
  • Prepare UCC's for filing at the county and state level.
  • Monitor multiple cases while keeping track of SLA's and B2B communications.
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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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Banking associate vs personal banking representative skills

Common banking associate skills
  • Excellent Interpersonal, 41%
  • Strong Customer Service, 29%
  • Financial Transactions, 15%
  • Financial Services, 1%
  • PowerPoint, 1%
  • Financial Solutions, 1%
Common personal banking representative skills
  • Bank Products, 18%
  • Profiling, 14%
  • Customer Inquiries, 11%
  • Financial Products, 9%
  • Financial Services, 9%
  • Customer Issues, 7%

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