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Personal banking representative vs service representative

The differences between personal banking representatives and service representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a personal banking representative and a service representative. Additionally, a personal banking representative has an average salary of $33,833, which is higher than the $33,692 average annual salary of a service representative.

The top three skills for a personal banking representative include bank products, profiling and customer inquiries. The most important skills for a service representative are customer service, client service, and patients.

Personal banking representative vs service representative overview

Personal Banking RepresentativeService Representative
Yearly salary$33,833$33,692
Hourly rate$16.27$16.20
Growth rate-3%-4%
Number of jobs41,795210,671
Job satisfaction55
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 51%
Average age4140
Years of experience1212

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.

What does a service representative do?

Service representatives handle customer inquiries, requests, complaints, and other general feedback. They are usually the first point of contact with the company's customers. Service representatives are expected to be familiar with all of the company's products so that they can answer all inquiries made by the customers. They should also be familiar with company policies and guidelines on sales and customer handling so that they can address concerns and feedback. They are usually the ones who try to resolve customer complaints by sending issues to applicable departments and ensuring that customers are satisfied with the company's products and services.

Personal banking representative vs service representative salary

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

Personal Banking RepresentativeService Representative
Average salary$33,833$33,692
Salary rangeBetween $26,000 And $42,000Between $24,000 And $45,000
Highest paying City-New York, NY
Highest paying state-New York
Best paying company-Northern Trust
Best paying industry-Government

Differences between personal banking representative and service representative education

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

Personal Banking RepresentativeService Representative
Most common degreeBachelor's Degree, 62%Bachelor's Degree, 51%
Most common majorBusinessBusiness
Most common college--

Personal banking representative vs service representative demographics

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

Personal Banking RepresentativeService Representative
Average age4140
Gender ratioMale, 33.4% Female, 66.6%Male, 39.6% Female, 60.4%
Race ratioBlack 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%Black or African American, 11.0% Unknown, 5.3% Hispanic or Latino, 20.6% Asian, 6.8% White, 55.7% American Indian and Alaska Native, 0.7%
LGBT Percentage11%7%

Differences between personal banking representative and service representative duties and responsibilities

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.
  • Show more

Service representative example responsibilities.

  • Utilize QuickBooks to manage patient's payment for hearing aids and various equipment.
  • Join online marketplace specializing in local deals to manage customer engagements while providing industry-best service.
  • Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
  • Involve great interpersonal skills and upselling.
  • Provide excellent customer service via ZenDesk e-mail platform.
  • Counsele individuals who are applying for or receiving TANF.
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Personal banking representative vs service representative skills

Common personal banking representative skills
  • Bank Products, 18%
  • Profiling, 14%
  • Customer Inquiries, 11%
  • Financial Products, 9%
  • Financial Services, 9%
  • Customer Issues, 7%
Common service representative skills
  • Customer Service, 9%
  • Client Service, 8%
  • Patients, 7%
  • PET, 5%
  • Front Desk, 5%
  • Veterans, 5%

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