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Branch banker vs portfolio manager

The differences between branch bankers and portfolio managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a branch banker and a portfolio manager. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $33,076 average annual salary of a branch banker.

The top three skills for a branch banker include customer service, excellent interpersonal and customer relationships. The most important skills for a portfolio manager are portfolio management, customer service, and risk management.

Branch banker vs portfolio manager overview

Branch BankerPortfolio Manager
Yearly salary$33,076$114,671
Hourly rate$15.90$55.13
Growth rate17%17%
Number of jobs25,85343,192
Job satisfaction--
Most common degreeBachelor's Degree, 52%Bachelor's Degree, 71%
Average age4646
Years of experience88

What does a branch banker do?

A branch banker is responsible for assisting the customers in performing their financial transactions, updating their account information, and resolving bank discrepancies. Branch bankers guide the customers in handling their personal finances and recommend financial services according to the customers' needs and qualifications. They also create financial reports and identify opportunities that would generate more revenue resources by conducting data and statistical reviews. A branch banker must have excellent analytical skills, as well as extensive knowledge of the financial industry, to manage financial functions and set regulations accordingly.

What does a portfolio manager do?

A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.

Branch banker vs portfolio manager salary

Branch bankers and portfolio managers have different pay scales, as shown below.

Branch BankerPortfolio Manager
Average salary$33,076$114,671
Salary rangeBetween $26,000 And $41,000Between $66,000 And $198,000
Highest paying CitySan Jose, CAStamford, CT
Highest paying stateAlaskaConnecticut
Best paying companyJ.P. MorganThe Citadel
Best paying industryFinanceFinance

Differences between branch banker and portfolio manager education

There are a few differences between a branch banker and a portfolio manager in terms of educational background:

Branch BankerPortfolio Manager
Most common degreeBachelor's Degree, 52%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Branch banker vs portfolio manager demographics

Here are the differences between branch bankers' and portfolio managers' demographics:

Branch BankerPortfolio Manager
Average age4646
Gender ratioMale, 32.2% Female, 67.8%Male, 66.6% Female, 33.4%
Race ratioBlack or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.3% Asian, 10.1% White, 63.7% American Indian and Alaska Native, 0.3%Black or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.6% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between branch banker and portfolio manager duties and responsibilities

Branch banker example responsibilities.

  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Have NMLS #for initiating loans.
  • Oversee entire loan process including application, origination, and closing.
  • Maintain the vault, the ATM, and associate security procedures.
  • Send and receive wire transfers, NMLS certify, handle client complaints, etc.
  • Process all teller transactions and balance individual cash drawer, branch vault, and ATM.
  • Show more

Portfolio manager example responsibilities.

  • Manage ongoing existing client needs and assist in credit structuring at loan origination.
  • Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
  • Create PowerPoint presentation books for clients.
  • Facilitate internal, external, GAAP audits.
  • Show more

Branch banker vs portfolio manager skills

Common branch banker skills
  • Customer Service, 16%
  • Excellent Interpersonal, 15%
  • Customer Relationships, 10%
  • Financial Solutions, 8%
  • Loan Payments, 6%
  • Bank Products, 5%
Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%

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