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Finance specialist vs bank specialist

The differences between finance specialists and bank specialists can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance specialist has an average salary of $61,666, which is higher than the $42,779 average annual salary of a bank specialist.

The top three skills for a finance specialist include customer service, phone calls and cash handling. The most important skills for a bank specialist are bank products, strong customer service, and customer relationships.

Finance specialist vs bank specialist overview

Finance SpecialistBank Specialist
Yearly salary$61,666$42,779
Hourly rate$29.65$20.57
Growth rate10%10%
Number of jobs97,21622,225
Job satisfaction--
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 62%
Average age4343
Years of experience-4

What does a finance specialist do?

A financial or finance specialist is the person who sells products and services at financial institutions. Finance specialists are financial professionals who use knowledge of accounting, tax laws, and finance for financial assistance. They may assist clients with corporate or personal finances. The primary skills they must have include interpersonal skills, formal accounting, excellent communication skills, management experience, and financial reporting. They should be equipped with vital customer service and analytical skills.

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 specialist vs bank specialist salary

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

Finance SpecialistBank Specialist
Average salary$61,666$42,779
Salary rangeBetween $37,000 And $100,000Between $28,000 And $64,000
Highest paying CityWashington, DCNew York, NY
Highest paying stateConnecticutNew York
Best paying companyGoogleGoldman Sachs
Best paying industryFinanceFinance

Differences between finance specialist and bank specialist education

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

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

Finance specialist vs bank specialist demographics

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

Finance SpecialistBank Specialist
Average age4343
Gender ratioMale, 42.1% Female, 57.9%Male, 45.3% Female, 54.7%
Race ratioBlack or African American, 8.6% Unknown, 3.9% Hispanic or Latino, 9.6% Asian, 10.0% White, 67.6% American Indian and Alaska Native, 0.3%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 Percentage4%6%

Differences between finance specialist and bank specialist duties and responsibilities

Finance specialist example responsibilities.

  • Lead lease of aircraft including analysis and coordination of treasury, legal, tax and insurance reviews.
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Ensure the highest standards of SOX compliance by conducting internal audits and annual SOX testing with external auditors.
  • Compare the closed month and calendar month reports in Hyperion.
  • Prepare work papers for annual audit and tax filings and coordinate with external CPA.
  • Prepare and audit coworker contract development of insurance provider contracts, SOX testing and publishing system wide contract updates.
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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 specialist vs bank specialist skills

Common finance specialist skills
  • Customer Service, 23%
  • Phone Calls, 16%
  • Cash Handling, 10%
  • Customer Inquiries, 9%
  • Patients, 6%
  • Financial Reports, 6%
Common bank specialist skills
  • Bank Products, 13%
  • Strong Customer Service, 10%
  • Customer Relationships, 9%
  • Financial Services, 8%
  • Treasury, 5%
  • Financial Solutions, 4%

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