Post job

Business banker vs finance service representative

The differences between business bankers and finance service representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a business banker and a finance service representative. Additionally, a business banker has an average salary of $69,423, which is higher than the $38,361 average annual salary of a finance service representative.

The top three skills for a business banker include customer service, financial products and financial services. The most important skills for a finance service representative are financial services, patients, and team-oriented environment.

Business banker vs finance service representative overview

Business BankerFinance Service Representative
Yearly salary$69,423$38,361
Hourly rate$33.38$18.44
Growth rate10%10%
Number of jobs70,054220,519
Job satisfaction--
Most common degreeBachelor's Degree, 66%Bachelor's Degree, 60%
Average age4343
Years of experience44

What does a business banker do?

A business banker is an individual who collaborates with other bank coworkers to help business customers meet their specific banking needs. Business bankers must sell a variety of banking products and services such as business deposit accounts, treasury management, and business credit cards. They are required to maintain consistent communication with their clients through outbound calls and personal onsite visits. Business bankers must also devise and modify loan schemes depending on the market requirements as well as study the schemes offered by competitors.

What does a finance service representative do?

A financial service representative typically works for a bank or a similar establishment. One of their primary responsibilities is to reach out to clients and offer financial advice, services, or products such as insurance and credit cards. They can also set appointments, meet with clients to discuss benefits, and even gather applications. Furthermore, a financial service representative needs to have extensive knowledge of the products and services and be equipped with communication skills to build a rapport that will be essential in securing trust and sales.

Business banker vs finance service representative salary

Business bankers and finance service representatives have different pay scales, as shown below.

Business BankerFinance Service Representative
Average salary$69,423$38,361
Salary rangeBetween $39,000 And $121,000Between $25,000 And $58,000
Highest paying City-New York, NY
Highest paying state-New York
Best paying company-Bloomberg
Best paying industry-Government

Differences between business banker and finance service representative education

There are a few differences between a business banker and a finance service representative in terms of educational background:

Business BankerFinance Service Representative
Most common degreeBachelor's Degree, 66%Bachelor's Degree, 60%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Business banker vs finance service representative demographics

Here are the differences between business bankers' and finance service representatives' demographics:

Business BankerFinance Service Representative
Average age4343
Gender ratioMale, 63.3% Female, 36.7%Male, 41.2% Female, 58.8%
Race ratioBlack or African American, 5.4% Unknown, 4.1% Hispanic or Latino, 11.1% Asian, 12.1% White, 67.1% American Indian and Alaska Native, 0.2%Black or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 10.1% White, 67.9% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between business banker and finance service representative duties and responsibilities

Business banker example responsibilities.

  • Facilitate the origination process; manage re-looks with corporate small business lending group.
  • Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
  • Develop relationships with high-value commercial clients by prospecting and cross-selling banking product portfolio.
  • Collaborate regularly with business partners to ensure optimal productivity and identify cross-selling opportunities for stock/mutual funds and life insurances.
  • Develop business relationships and provide financial advisory skills for business owners seeking depository accounts, notary services and lines of credit.
  • Analyze collateral, such as property, securities and business assets to ensure sufficient loan coverage.
  • Show more

Finance service representative example responsibilities.

  • Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
  • Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Maintain cleanliness and presentation of member service area and marketing information.
  • Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
  • Count upon for accuracy and math skills.
  • Show more

Business banker vs finance service representative skills

Common business banker skills
  • Customer Service, 7%
  • Financial Products, 7%
  • Financial Services, 7%
  • Financial Statements, 6%
  • Business Development, 5%
  • Cash Flow Analysis, 5%
Common finance service representative skills
  • Financial Services, 15%
  • Patients, 8%
  • Team-Oriented Environment, 7%
  • Mutual Funds, 4%
  • Financial Products, 4%
  • Customer Service, 3%