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New accounts representative vs associate customer service representative

The differences between new accounts representatives and associate customer service representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a new accounts representative and an associate customer service representative. Additionally, a new accounts representative has an average salary of $36,918, which is higher than the $35,215 average annual salary of an associate customer service representative.

The top three skills for a new accounts representative include customer service, bank products and cross-sell. The most important skills for an associate customer service representative are patients, outbound calls, and customer inquiries.

New accounts representative vs associate customer service representative overview

New Accounts RepresentativeAssociate Customer Service Representative
Yearly salary$36,918$35,215
Hourly rate$17.75$16.93
Growth rate-3%-4%
Number of jobs133,070199,751
Job satisfaction--
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 35%
Average age4140
Years of experience1212

What does a new accounts representative do?

New accounts representatives are banking professionals who are responsible for the explanation of the available accounts. The accounts representatives explain different options for new accounts and interconnected services. They discuss any requirements, fees, or limits related to an account. It is their job to describe new account services to clients and assist them in the paperwork. They perform wire or electronic transfers for the funds coming from the other accounts. Also, they direct their clients to banking specialists for additional services.

What does an associate customer service representative do?

An associate customer service representative is responsible for providing high customer service by assisting customers on their inquiries and concerns, as well as resolving and escalating high-level complaints to the supervisor or tenured customer service representative. Associate customer service representatives also process orders and payments from the customers, replacing defective items, and issuing refunds as needed. They must have excellent communication and organizational skills, especially on handling data processing procedures to the database for reference to customer concerns.

New accounts representative vs associate customer service representative salary

New accounts representatives and associate customer service representatives have different pay scales, as shown below.

New Accounts RepresentativeAssociate Customer Service Representative
Average salary$36,918$35,215
Salary rangeBetween $28,000 And $47,000Between $26,000 And $46,000
Highest paying CitySan Mateo, CAWashington, DC
Highest paying stateHawaiiMassachusetts
Best paying companyDATCUDeutsche Bank
Best paying industryFinanceFinance

Differences between new accounts representative and associate customer service representative education

There are a few differences between a new accounts representative and an associate customer service representative in terms of educational background:

New Accounts RepresentativeAssociate Customer Service Representative
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 35%
Most common majorBusinessBusiness
Most common college--

New accounts representative vs associate customer service representative demographics

Here are the differences between new accounts representatives' and associate customer service representatives' demographics:

New Accounts RepresentativeAssociate Customer Service Representative
Average age4140
Gender ratioMale, 26.6% Female, 73.4%Male, 35.1% Female, 64.9%
Race ratioBlack or African American, 9.5% Unknown, 2.9% Hispanic or Latino, 22.0% Asian, 9.1% White, 55.7% American Indian and Alaska Native, 0.8%Black or African American, 12.2% Unknown, 5.5% Hispanic or Latino, 21.0% Asian, 6.4% White, 54.2% American Indian and Alaska Native, 0.8%
LGBT Percentage11%7%

Differences between new accounts representative and associate customer service representative duties and responsibilities

New accounts representative example responsibilities.

  • Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
  • Report tax information to the IRS.
  • Complete require BSA & OFAC training annually.
  • Identify potential high risks clients and investigate OFAC status.
  • Ensure adherence to IIROC, QI, AML, regulations and to mitigate legal and reputational risk.
  • Answer incoming calls on first ring; assist customers, complete customer request forms in AS400 system.
  • Show more

Associate customer service representative example responsibilities.

  • Lead and train a group of 3+ CSRs at a time, are responsible for making change and maintaining the till.
  • Assist as a cashier handling money, checks, and credit card transactions on company's POS system.
  • Operate POS cash register, maintain thorough knowledge of store merchandise and responsible for cross selling JC Penney credit card.
  • Audit CSRs final work for errors in the data entry portion so that billing information to providers & veterans are accurate.
  • Mail updated information to patients and providers regarding benefit changes.
  • Perform computer record searches; verify merchandise warranty and relay information to internal leadership.
  • Show more

New accounts representative vs associate customer service representative skills

Common new accounts representative skills
  • Customer Service, 15%
  • Bank Products, 8%
  • Cross-Sell, 6%
  • Financial Services, 6%
  • Credit Card, 5%
  • Loan Payments, 5%
Common associate customer service representative skills
  • Patients, 16%
  • Outbound Calls, 14%
  • Customer Inquiries, 7%
  • Customer Complaints, 7%
  • Inbound Calls, 6%
  • Customer Service, 5%

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