Post job

Finance service representative vs banker

The differences between finance service representatives 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 service representative and a banker. Additionally, a banker has an average salary of $44,463, 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 banker are taking care, financial services, and securities.

Finance service representative vs banker overview

Finance Service RepresentativeBanker
Yearly salary$38,361$44,463
Hourly rate$18.44$21.38
Growth rate10%10%
Number of jobs220,51929,725
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 56%
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 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 service representative vs banker salary

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

Finance Service RepresentativeBanker
Average salary$38,361$44,463
Salary rangeBetween $25,000 And $58,000Between $20,000 And $97,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyBloombergCiti
Best paying industryGovernmentFinance

Differences between finance service representative and banker education

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

Finance Service RepresentativeBanker
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 56%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance service representative vs banker demographics

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

Finance Service RepresentativeBanker
Average age4343
Gender ratioMale, 41.2% Female, 58.8%Male, 46.3% Female, 53.7%
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, 5.5% 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 service representative and banker 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.
  • Show more

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.
  • Show more

Finance service representative vs banker 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 banker skills
  • Taking Care, 15%
  • Financial Services, 10%
  • Securities, 6%
  • Bank Products, 5%
  • NMLS, 5%
  • Upselling, 4%