Client relations representative vs bank representative

The differences between client relations representatives and bank representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, a client relations representative has an average salary of $39,786, which is higher than the $34,417 average annual salary of a bank representative.

The top three skills for a client relations representative include client accounts, client relations and strong problem-solving. The most important skills for a bank representative are bank products, customer service, and bank policies.

Client relations representative vs bank representative overview

	Client Relations Representative	Bank Representative
Yearly salary	$39,786	$34,417
Hourly rate	$19.13	$16.55
Growth rate	-4%	-12%
Number of jobs	247,592	105,192
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 61%	Bachelor's Degree, 53%
Average age	40	39
Years of experience	12	-

What does a client relations representative do?

Client relations representatives primarily maintain customer relations and try to reach out to new prospective clients. They provide service and product information to customers and resolve related issues. They respond to clients through the internet and phone to understand client needs and resolve their concerns. It is their job to attract prospective customers. They maintain the financial accounts of their clients through customer adjustment. The skills to develop for this job include documentation, market knowledge, and customer service.

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.

Client relations representative vs bank representative salary

Client relations representatives and bank representatives have different pay scales, as shown below.

	Client Relations Representative	Bank Representative
Average salary	$39,786	$34,417
Salary range	Between $26,000 And $59,000	Between $28,000 And $41,000
Highest paying City	-	Albany, NY
Highest paying state	-	New York
Best paying company	-	Advancial Federal Credit Union
Best paying industry	-	Finance

Differences between client relations representative and bank representative education

There are a few differences between a client relations representative and a bank representative in terms of educational background:

	Client Relations Representative	Bank Representative
Most common degree	Bachelor's Degree, 61%	Bachelor's Degree, 53%
Most common major	Business	Business
Most common college	-	-

Client relations representative vs bank representative demographics

Here are the differences between client relations representatives' and bank representatives' demographics:

	Client Relations Representative	Bank Representative
Average age	40	39
Gender ratio	Male, 32.0% Female, 68.0%	Male, 34.1% Female, 65.9%
Race ratio	Black or African American, 12.0% Unknown, 5.3% Hispanic or Latino, 20.4% Asian, 7.2% White, 54.4% American Indian and Alaska Native, 0.7%	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%
LGBT Percentage	7%	7%

Differences between client relations representative and bank representative duties and responsibilities

Client relations representative example responsibilities.

Manage calendars; compile account records; create PowerPoint presentations for vendors, customers and investors.
Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
Download, deploy, and troubleshoot credit card terminals.
Diagnose and troubleshoot a variety of issues including patient relations, pricing, systems issues and turn-around-time.
Facilitate prescriptions pick-ups for hospice patients in an expedite manner and meet HIPPA requirements on a consistent basis.
Develop event and premium presentation decks using PowerPoint.

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.

Client relations representative vs bank representative skills

Common client relations representative skills

Client Accounts, 18%
Client Relations, 14%
Strong Problem-Solving, 7%
Financial Institutions, 7%
Customer Satisfaction, 6%
HR, 5%

Common bank representative skills

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

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Office and Administrative Industry
Client Relations Representative
Client Relations Representative vs Bank Representative

Updated January 8, 2025

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