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Personal banker vs relationship banker

The differences between personal bankers and relationship 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 relationship banker. Additionally, a personal banker has an average salary of $37,639, which is higher than the $37,091 average annual salary of a relationship banker.

The top three skills for a personal banker include customer relationships, cross-sell and customer satisfaction. The most important skills for a relationship banker are excellent interpersonal, financial services, and work ethic.

Personal banker vs relationship banker overview

Personal BankerRelationship Banker
Yearly salary$37,639$37,091
Hourly rate$18.10$17.83
Growth rate10%10%
Number of jobs36,60334,587
Job satisfaction3-
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 64%
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 relationship banker do?

A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives. They also research the current financial industry, identify new bank services opportunities to gain more clients, and increase profits for the business. A relationship banker must have excellent communication and customer service skills, responding to the clients' inquiries and concerns regarding their bank accounts, and resolving complaints timely and efficiently.

Personal banker vs relationship banker salary

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

Personal BankerRelationship Banker
Average salary$37,639$37,091
Salary rangeBetween $29,000 And $48,000Between $28,000 And $48,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companyNorthern TrustSantander Bank
Best paying industryFinanceFinance

Differences between personal banker and relationship banker education

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

Personal BankerRelationship Banker
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Personal banker vs relationship banker demographics

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

Personal BankerRelationship Banker
Average age4343
Gender ratioMale, 44.6% Female, 55.4%Male, 46.6% Female, 53.4%
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, 5.4% Unknown, 4.1% Hispanic or Latino, 11.3% Asian, 12.2% White, 66.7% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between personal banker and relationship 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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Relationship banker example responsibilities.

  • Attain NMLS number and Texas notary.
  • Perform teller duties, process daily reports, meet and exceed sales referral goals, manage ATM balancing and maintenance.
  • Manage a comprehensive portfolio of diversify securities and real estate holdings.
  • Cultivate new relationships through outside sales calls, effective profiling and telephone solicitation of company provide leads.
  • Register with the NMLS and keep skills, knowledge, and accreditations up-to-date.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit, and certificates of deposit.
  • Show more

Personal banker vs relationship banker skills

Common personal banker skills
  • Customer Relationships, 10%
  • Cross-Sell, 6%
  • Customer Satisfaction, 5%
  • NMLS, 5%
  • Bank Products, 5%
  • Financial Services, 5%
Common relationship banker skills
  • Excellent Interpersonal, 10%
  • Financial Services, 9%
  • Work Ethic, 8%
  • Cash Handling, 7%
  • Taking Care, 6%
  • Product Knowledge, 5%