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Finance associate vs banker

The differences between finance associates and bankers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance associate and a banker. Additionally, a finance associate has an average salary of $81,339, which is higher than the $44,463 average annual salary of a banker.

The top three skills for a finance associate include financial statements, powerpoint and financial services. The most important skills for a banker are taking care, financial services, and securities.

Finance associate vs banker overview

Finance AssociateBanker
Yearly salary$81,339$44,463
Hourly rate$39.11$21.38
Growth rate10%10%
Number of jobs83,25629,725
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 56%
Average age4343
Years of experience44

What does a finance associate do?

Finance associates perform various financial tasks for a company. These include managing accounting records, preparing payroll documents as well as financial and budget reports, and handling payments. Additionally, finance associates help with tax preparation, audits and reviews, and help with developing and implementing procedures, best practices, and policies for financial and accounting operations. The skills and qualifications for this role may include a bachelor's degree in finance or accounting, excellent communication skills, and attention to detail.

What does a banker do?

A banker is primarily responsible for assisting clients with their banking needs, particularly when withdrawing, depositing, and paying. Aside from handling transactions, bankers are also mainly responsible for opening and closing accounts, processing requirements, verifying the validity of documentation, recommending services and other financial options to clients, and resolving inquiries and concerns. A banker may answer calls and correspondence, coordinate with other banking personnel, maintain accurate data, and discuss conditions to clients thoroughly. Furthermore, because a banker mainly works with clients, it is essential to attain customer satisfaction.

Finance associate vs banker salary

Finance associates and bankers have different pay scales, as shown below.

Finance AssociateBanker
Average salary$81,339$44,463
Salary rangeBetween $50,000 And $130,000Between $20,000 And $97,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyPillsbury Winthrop Shaw PittmanCiti
Best paying industryProfessionalFinance

Differences between finance associate and banker education

There are a few differences between a finance associate and a banker in terms of educational background:

Finance AssociateBanker
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 56%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance associate vs banker demographics

Here are the differences between finance associates' and bankers' demographics:

Finance AssociateBanker
Average age4343
Gender ratioMale, 47.3% Female, 52.7%Male, 46.3% Female, 53.7%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.4% Asian, 12.3% White, 66.5% American Indian and Alaska Native, 0.2%Black or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.4% Asian, 12.3% White, 66.5% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between finance associate and banker duties and responsibilities

Finance associate example responsibilities.

  • Lead team of volunteers and paid staff to help fulfill their person and ministry relate goals.
  • Manage administration of SalesForce accounts as well as creating and automating various business specific reports.
  • Administer loan closings, home mortgage loan origination, and loan counseling.
  • Prepare tag and title documents and legal transfer documents for the DMV and MVA.
  • Assist finance manager, company CPA, clinic staff/supervisors, and hr maintaining company finances.
  • Monitor, develop strategies, and execute plan orders via Fidessa equities algorithmic trading strategy.
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Banker example responsibilities.

  • Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
  • Earn numerous reward certificates for level of sales and customer service through QA.
  • Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
  • Follow appropriate VL guidelines to ensure compliance with QA and banking regulations.
  • Pass series 6 , 63 and insurance exams as registered member of FINRA.
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Finance associate vs banker skills

Common finance associate skills
  • Financial Statements, 9%
  • PowerPoint, 8%
  • Financial Services, 6%
  • Work Ethic, 5%
  • Phone Calls, 4%
  • Financial Models, 4%
Common banker skills
  • Taking Care, 15%
  • Financial Services, 10%
  • Securities, 6%
  • Bank Products, 5%
  • NMLS, 5%
  • Upselling, 4%