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Personal banker vs retail banker

The differences between personal bankers and retail bankers 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 retail banker takes usually requires 6-12 months. Additionally, a personal banker has an average salary of $37,639, which is higher than the $35,292 average annual salary of a retail banker.

The top three skills for a personal banker include customer relationships, cross-sell and customer satisfaction. The most important skills for a retail banker are excellent organizational, taking care, and prioritize workload.

Personal banker vs retail banker overview

Personal BankerRetail Banker
Yearly salary$37,639$35,292
Hourly rate$18.10$16.97
Growth rate10%-3%
Number of jobs36,60385,669
Job satisfaction3-
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 43%
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 retail banker do?

A retail banker is responsible for coordinating with retail clients in opening and closing accounts, updating account statements, and selling new financial services and business opportunities. Retail bankers help clients in managing their finances by recommending investment options according to their needs and objectives. They also handle the clients' banking discrepancies and resolve disputes by evaluating their account statements and identify resolutions immediately. A retail banker must have excellent analytical skills, as well as strong knowledge of the banking industry and practices to provide the highest quality services for the clients.

Personal banker vs retail banker salary

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

Personal BankerRetail Banker
Average salary$37,639$35,292
Salary rangeBetween $29,000 And $48,000Between $26,000 And $47,000
Highest paying CityNew York, NY-
Highest paying stateNew York-
Best paying companyNorthern Trust-
Best paying industryFinance-

Differences between personal banker and retail banker education

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

Personal BankerRetail Banker
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 43%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Personal banker vs retail banker demographics

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

Personal BankerRetail Banker
Average age4341
Gender ratioMale, 44.6% Female, 55.4%Male, 30.7% Female, 69.3%
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, 2.9% Hispanic or Latino, 20.0% Asian, 9.5% White, 56.2% American Indian and Alaska Native, 0.9%
LGBT Percentage6%11%

Differences between personal banker and retail 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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Retail banker example responsibilities.

  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Train to sell and open new accounts with monthly goals as well as cross-sell banking products.
  • Develop and implement a variety of sales and marketing strategies including utilizing cross-selling skills.
  • Utilize profile analysis tools with current clients to better identify cross-selling opportunities and referrals with segment partners.
  • Develop and maintain relationships with partners to maximize sales opportunities while using profiling analysis tools to identify expand opportunities.
  • Assist in running daily balance reports (teller cash balancing, debit card, vault, ATM, etc . )
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Personal banker vs retail banker skills

Common personal banker skills
  • Customer Relationships, 10%
  • Cross-Sell, 6%
  • Customer Satisfaction, 5%
  • NMLS, 5%
  • Bank Products, 5%
  • Financial Services, 5%
Common retail banker skills
  • Excellent Organizational, 12%
  • Taking Care, 10%
  • Prioritize Workload, 8%
  • Account Maintenance, 7%
  • Security Procedures, 7%
  • Control Checks, 7%