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New accounts representative vs customer service representative

The differences between new accounts representatives and 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 a customer service representative. Additionally, a new accounts representative has an average salary of $36,918, which is higher than the $32,260 average annual salary of a 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 a customer service representative are cleanliness, POS, and data entry.

New accounts representative vs customer service representative overview

New Accounts RepresentativeCustomer Service Representative
Yearly salary$36,918$32,260
Hourly rate$17.75$15.51
Growth rate-3%-4%
Number of jobs133,070209,515
Job satisfaction-4
Most common degreeBachelor's Degree, 51%High School Diploma, 33%
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 a customer service representative do?

Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.

New accounts representative vs customer service representative salary

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

New Accounts RepresentativeCustomer Service Representative
Average salary$36,918$32,260
Salary rangeBetween $28,000 And $47,000Between $25,000 And $41,000
Highest paying CitySan Mateo, CADes Moines, WA
Highest paying stateHawaiiWashington
Best paying companyDATCUOracle
Best paying industryFinanceInsurance

Differences between new accounts representative and customer service representative education

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

New Accounts RepresentativeCustomer Service Representative
Most common degreeBachelor's Degree, 51%High School Diploma, 33%
Most common majorBusinessBusiness
Most common college--

New accounts representative vs customer service representative demographics

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

New Accounts RepresentativeCustomer Service Representative
Average age4140
Gender ratioMale, 26.6% Female, 73.4%Male, 30.5% Female, 69.5%
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, 11.6% Unknown, 5.2% Hispanic or Latino, 21.2% Asian, 6.3% White, 55.0% American Indian and Alaska Native, 0.7%
LGBT Percentage11%7%

Differences between new accounts representative and 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

Customer service representative example responsibilities.

  • Manage and plan escalations; assure HIPPA guidelines are followed for confidentially and privacy.
  • Maintain cleanliness and safety and assist patients as necessary.
  • Operate POS system and maintain exceptional and consistent customer service.
  • Exercise proofreading and basic math skills to maintain quality control over documents process
  • Work in customer service department entering information into customer relationship management (CRM).
  • Develop highly empathetic client relationships and earn reputation for exceeding good customer service rep goals.
  • Show more

New accounts representative vs 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 customer service representative skills
  • Cleanliness, 10%
  • POS, 7%
  • Data Entry, 6%
  • Sales Floor, 6%
  • Customer Service, 5%
  • Home Health, 5%

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