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Personal banker vs new accounts representative

The differences between personal bankers and new accounts representatives can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a personal banker, becoming a new accounts representative takes usually requires 6-12 months. Additionally, a personal banker has an average salary of $37,639, which is higher than the $36,918 average annual salary of a new accounts representative.

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

Personal banker vs new accounts representative overview

Personal BankerNew Accounts Representative
Yearly salary$37,639$36,918
Hourly rate$18.10$17.75
Growth rate10%-3%
Number of jobs36,603133,070
Job satisfaction3-
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 51%
Average age4341
Years of experience412

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 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.

Personal banker vs new accounts representative salary

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

Personal BankerNew Accounts Representative
Average salary$37,639$36,918
Salary rangeBetween $29,000 And $48,000Between $28,000 And $47,000
Highest paying CityNew York, NYSan Mateo, CA
Highest paying stateNew YorkHawaii
Best paying companyNorthern TrustDATCU
Best paying industryFinanceFinance

Differences between personal banker and new accounts representative education

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

Personal BankerNew Accounts Representative
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 51%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Personal banker vs new accounts representative demographics

Here are the differences between personal bankers' and new accounts representatives' demographics:

Personal BankerNew Accounts Representative
Average age4341
Gender ratioMale, 44.6% Female, 55.4%Male, 26.6% Female, 73.4%
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, 9.5% Unknown, 2.9% Hispanic or Latino, 22.0% Asian, 9.1% White, 55.7% American Indian and Alaska Native, 0.8%
LGBT Percentage6%11%

Differences between personal banker and new accounts representative 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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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

Personal banker vs new accounts representative skills

Common personal banker skills
  • Customer Relationships, 10%
  • Cross-Sell, 6%
  • Customer Satisfaction, 5%
  • NMLS, 5%
  • Bank Products, 5%
  • Financial Services, 5%
Common new accounts representative skills
  • Customer Service, 15%
  • Bank Products, 8%
  • Cross-Sell, 6%
  • Financial Services, 6%
  • Credit Card, 5%
  • Loan Payments, 5%