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Personal banker vs banker

The differences between personal bankers 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 personal banker and a banker. Additionally, a banker has an average salary of $44,463, 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 banker are taking care, financial services, and securities.

Personal banker vs banker overview

Personal BankerBanker
Yearly salary$37,639$44,463
Hourly rate$18.10$21.38
Growth rate10%10%
Number of jobs36,60329,725
Job satisfaction3-
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 56%
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 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.

Personal banker vs banker salary

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

Personal BankerBanker
Average salary$37,639$44,463
Salary rangeBetween $29,000 And $48,000Between $20,000 And $97,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyNorthern TrustCiti
Best paying industryFinanceFinance

Differences between personal banker and banker education

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

Personal BankerBanker
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 56%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Personal banker vs banker demographics

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

Personal BankerBanker
Average age4343
Gender ratioMale, 44.6% Female, 55.4%Male, 46.3% Female, 53.7%
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, 5.5% 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 personal banker and banker 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.
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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.
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Personal banker vs banker skills

Common personal banker skills
  • Customer Relationships, 10%
  • Cross-Sell, 6%
  • Customer Satisfaction, 5%
  • NMLS, 5%
  • Bank Products, 5%
  • Financial Services, 5%
Common banker skills
  • Taking Care, 15%
  • Financial Services, 10%
  • Securities, 6%
  • Bank Products, 5%
  • NMLS, 5%
  • Upselling, 4%