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Personal banker vs personal shopper

The differences between personal bankers and personal shoppers can be seen in a few details. Each job has different responsibilities and duties. Additionally, a personal banker has an average salary of $37,639, which is higher than the $32,875 average annual salary of a personal shopper.

The top three skills for a personal banker include customer relationships, cross-sell and customer satisfaction. The most important skills for a personal shopper are cleanliness, product knowledge, and POS.

Personal banker vs personal shopper overview

Personal BankerPersonal Shopper
Yearly salary$37,639$32,875
Hourly rate$18.10$15.81
Growth rate10%-
Number of jobs36,603357,097
Job satisfaction34.5
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 46%
Average age4340
Years of experience4-

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 shopper do?

A personal shopper helps customers get the best possible purchases. Primarily, personal shoppers help others shop through suggestions and advice. The shoppers are typically employed by boutiques and stores, though some exclusively work online or as a freelancer. They help through phone calls, in-person, email, or live chat. They even process shopping orders, their deliveries, and their returns. Personal shoppers are expected to develop listening, customer service, attention to detail, and communication skills.

Personal banker vs personal shopper salary

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

Personal BankerPersonal Shopper
Average salary$37,639$32,875
Salary rangeBetween $29,000 And $48,000Between $21,000 And $50,000
Highest paying CityNew York, NYLinden, NJ
Highest paying stateNew YorkCalifornia
Best paying companyNorthern TrustShipt
Best paying industryFinanceStart-up

Differences between personal banker and personal shopper education

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

Personal BankerPersonal Shopper
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 46%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Personal banker vs personal shopper demographics

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

Personal BankerPersonal Shopper
Average age4340
Gender ratioMale, 44.6% Female, 55.4%Male, 23.9% Female, 76.1%
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, 10.5% Unknown, 5.2% Hispanic or Latino, 15.9% Asian, 5.8% White, 62.0% American Indian and Alaska Native, 0.5%
LGBT Percentage6%8%

Differences between personal banker and personal shopper 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 shopper example responsibilities.

  • Place and stage bags in area for instacart delivery drivers to pick up.
  • Maintain front-end to ensure store policies for cleanliness and organization are always adhere to.
  • Maintain floor standards including backroom replenishment and presentation as well as the general appearance and cleanliness of department.
  • Pick, stage & dispense customer online orders, zone other departments, assist customers with locating product and handle POS.
  • Receive orders from customers Instacart application.
  • Perform courtesy task that include locating specific items for customers and bagging groceries.
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Personal banker vs personal shopper skills

Common personal banker skills
  • Customer Relationships, 10%
  • Cross-Sell, 6%
  • Customer Satisfaction, 5%
  • NMLS, 5%
  • Bank Products, 5%
  • Financial Services, 5%
Common personal shopper skills
  • Cleanliness, 16%
  • Product Knowledge, 13%
  • POS, 12%
  • Customer Orders, 9%
  • Dependability, 8%
  • Groceries, 8%