Post job

Finance associate vs relationship banker

The differences between finance associates and relationship 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 relationship banker. Additionally, a finance associate has an average salary of $81,339, which is higher than the $37,091 average annual salary of a relationship banker.

The top three skills for a finance associate include financial statements, powerpoint and financial services. The most important skills for a relationship banker are excellent interpersonal, financial services, and work ethic.

Finance associate vs relationship banker overview

Finance AssociateRelationship Banker
Yearly salary$81,339$37,091
Hourly rate$39.11$17.83
Growth rate10%10%
Number of jobs83,25634,587
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 64%
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 relationship banker do?

A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives. They also research the current financial industry, identify new bank services opportunities to gain more clients, and increase profits for the business. A relationship banker must have excellent communication and customer service skills, responding to the clients' inquiries and concerns regarding their bank accounts, and resolving complaints timely and efficiently.

Finance associate vs relationship banker salary

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

Finance AssociateRelationship Banker
Average salary$81,339$37,091
Salary rangeBetween $50,000 And $130,000Between $28,000 And $48,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyPillsbury Winthrop Shaw PittmanSantander Bank
Best paying industryProfessionalFinance

Differences between finance associate and relationship banker education

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

Finance AssociateRelationship Banker
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance associate vs relationship banker demographics

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

Finance AssociateRelationship Banker
Average age4343
Gender ratioMale, 47.3% Female, 52.7%Male, 46.6% Female, 53.4%
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, 5.4% Unknown, 4.1% Hispanic or Latino, 11.3% Asian, 12.2% White, 66.7% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between finance associate and relationship 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.
  • Show more

Relationship banker example responsibilities.

  • Attain NMLS number and Texas notary.
  • Perform teller duties, process daily reports, meet and exceed sales referral goals, manage ATM balancing and maintenance.
  • Manage a comprehensive portfolio of diversify securities and real estate holdings.
  • Cultivate new relationships through outside sales calls, effective profiling and telephone solicitation of company provide leads.
  • Register with the NMLS and keep skills, knowledge, and accreditations up-to-date.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit, and certificates of deposit.
  • Show more

Finance associate vs relationship banker skills

Common finance associate skills
  • Financial Statements, 9%
  • PowerPoint, 8%
  • Financial Services, 6%
  • Work Ethic, 5%
  • Phone Calls, 4%
  • Financial Models, 4%
Common relationship banker skills
  • Excellent Interpersonal, 10%
  • Financial Services, 9%
  • Work Ethic, 8%
  • Cash Handling, 7%
  • Taking Care, 6%
  • Product Knowledge, 5%