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Personal banker vs personal banking representative

The differences between personal bankers and personal banking 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 personal banking representative takes usually requires 6-12 months. Additionally, a personal banker has an average salary of $37,639, which is higher than the $33,833 average annual salary of a personal banking representative.

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

Personal banker vs personal banking representative overview

Personal BankerPersonal Banking Representative
Yearly salary$37,639$33,833
Hourly rate$18.10$16.27
Growth rate10%-3%
Number of jobs36,60341,795
Job satisfaction35
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 62%
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 personal banking representative do?

Personal banking representatives typically earn $39K per year. This position requires a high school diploma or GED at a minimum, but employers prefer a bachelor's degree in finance, business, or a related field. They may also ask for experience in customer service, cash-handling, or banking. Personal banking representatives are required to provide bank client support, assist with account management, process checks, and find products and services that will be the best fit for their clients.

Personal banker vs personal banking representative salary

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

Personal BankerPersonal Banking Representative
Average salary$37,639$33,833
Salary rangeBetween $29,000 And $48,000Between $26,000 And $42,000
Highest paying CityNew York, NY-
Highest paying stateNew York-
Best paying companyNorthern Trust-
Best paying industryFinance-

Differences between personal banker and personal banking representative education

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

Personal BankerPersonal Banking Representative
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Personal banker vs personal banking representative demographics

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

Personal BankerPersonal Banking Representative
Average age4341
Gender ratioMale, 44.6% Female, 55.4%Male, 33.4% Female, 66.6%
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, 9.7% Unknown, 2.9% Hispanic or Latino, 22.5% Asian, 9.2% White, 54.9% American Indian and Alaska Native, 0.8%
LGBT Percentage6%11%

Differences between personal banker and personal banking 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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Personal banking representative example responsibilities.

  • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
  • Open new bank accounts, order debit and ATM cards for new and existing customers.
  • Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
  • Maintain customer relationships while continually assessing cross-selling opportunities.
  • Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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Personal banker vs personal banking representative skills

Common personal banker skills
  • Customer Relationships, 10%
  • Cross-Sell, 6%
  • Customer Satisfaction, 5%
  • NMLS, 5%
  • Bank Products, 5%
  • Financial Services, 5%
Common personal banking representative skills
  • Bank Products, 18%
  • Profiling, 14%
  • Customer Inquiries, 11%
  • Financial Products, 9%
  • Financial Services, 9%
  • Customer Issues, 7%