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Personal banker vs bank specialist

The differences between personal bankers 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 personal banker and a bank specialist. Additionally, a bank specialist has an average salary of $42,779, which is higher than the $37,639 average annual salary of a personal banker.

The top three skills for a personal banker include customer relationships, cross-sell and customer satisfaction. The most important skills for a bank specialist are bank products, strong customer service, and customer relationships.

Personal banker vs bank specialist overview

Personal BankerBank Specialist
Yearly salary$37,639$42,779
Hourly rate$18.10$20.57
Growth rate10%10%
Number of jobs36,60322,225
Job satisfaction3-
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 62%
Average age4343
Years of experience44

What does a personal banker do?

A personal banker is responsible for managing the customers' financial records and assisting them in various banking transactions. Personal bankers' duties also include handling customers' inquiries for financial plans, understanding the banking and financial industry principles, processing applications, verifying account details, and offering bank products based on the customers' needs. A personal banker must have excellent customer service and communication skills, providing the best options for the customers, and helping them achieve their financial goals.

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.

Personal banker vs bank specialist salary

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

Personal BankerBank Specialist
Average salary$37,639$42,779
Salary rangeBetween $29,000 And $48,000Between $28,000 And $64,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyNorthern TrustGoldman Sachs
Best paying industryFinanceFinance

Differences between personal banker and bank specialist education

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

Personal BankerBank Specialist
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Personal banker vs bank specialist demographics

Here are the differences between personal bankers' and bank specialists' demographics:

Personal BankerBank Specialist
Average age4343
Gender ratioMale, 44.6% Female, 55.4%Male, 45.3% Female, 54.7%
Race ratioBlack or African American, 5.4% Unknown, 4.1% Hispanic or Latino, 11.2% Asian, 12.2% White, 66.8% 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 personal banker and bank specialist duties and responsibilities

Personal banker example responsibilities.

  • Manage customer s portfolio while identifying cross-sell opportunities to increase acquisition of customer s financial and credit services.
  • Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
  • Certify as a public notary and international wire transfers.
  • Process consumer loan applications following approve guidelines, NMLS certify.
  • Identify and maximize new account sales and cross-sell opportunities, utilizing customer profiling to develop book of business.
  • Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives through proper customer profiling and needs-base selling.
  • Show more

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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Personal banker vs bank specialist skills

Common personal banker skills
  • Customer Relationships, 10%
  • Cross-Sell, 6%
  • Customer Satisfaction, 5%
  • NMLS, 5%
  • Bank Products, 5%
  • Financial Services, 5%
Common bank specialist skills
  • Bank Products, 13%
  • Strong Customer Service, 10%
  • Customer Relationships, 9%
  • Financial Services, 8%
  • Treasury, 5%
  • Financial Solutions, 4%