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Finance service representative vs bank specialist

The differences between finance service representatives and bank specialists 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 service representative and a bank specialist. Additionally, a bank specialist has an average salary of $42,779, which is higher than the $38,361 average annual salary of a finance service representative.

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

Finance service representative vs bank specialist overview

Finance Service RepresentativeBank Specialist
Yearly salary$38,361$42,779
Hourly rate$18.44$20.57
Growth rate10%10%
Number of jobs220,51922,225
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 62%
Average age4343
Years of experience44

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.

What does a bank specialist do?

A bank or banking specialist is an individual responsible for maintaining effective business relationships with the bank's clients while ensuring an optimal customer service level. To support customer retention, bank specialists must identify their customers' banking needs and suggest appropriate bank products and services. They perform teller functions such as processing customer deposits, cashing checks, and issuing official checks. Bank specialists must also ensure that the bank complies with government regulations and standards.

Finance service representative vs bank specialist salary

Finance service representatives and bank specialists have different pay scales, as shown below.

Finance Service RepresentativeBank Specialist
Average salary$38,361$42,779
Salary rangeBetween $25,000 And $58,000Between $28,000 And $64,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyBloombergGoldman Sachs
Best paying industryGovernmentFinance

Differences between finance service representative and bank specialist education

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

Finance Service RepresentativeBank Specialist
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance service representative vs bank specialist demographics

Here are the differences between finance service representatives' and bank specialists' demographics:

Finance Service RepresentativeBank Specialist
Average age4343
Gender ratioMale, 41.2% Female, 58.8%Male, 45.3% Female, 54.7%
Race ratioBlack 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%Black or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 11.4% White, 66.6% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between finance service representative and bank specialist duties and responsibilities

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.
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Bank specialist example responsibilities.

  • Achieve sustained revenue improvement in loans, annuities and deposit accounts every month at bank.
  • Manage a customer portfolio, which includes servicing business relationships and cross-selling business banking products and services.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Work with clients to resolve operational cash management issues in relation to select treasury management products.
  • Serve on the holding company compliance committee responsible for identifying and implementing PC base loan origination systems.
  • Initiate, review, and prepare all consumer and small business loan requests from origination to closing.
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Finance service representative vs bank specialist skills

Common finance service representative skills
  • Financial Services, 15%
  • Patients, 8%
  • Team-Oriented Environment, 7%
  • Mutual Funds, 4%
  • Financial Products, 4%
  • Customer Service, 3%
Common bank specialist skills
  • Bank Products, 13%
  • Strong Customer Service, 10%
  • Customer Relationships, 9%
  • Financial Services, 8%
  • Treasury, 5%
  • Financial Solutions, 4%