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Phone banker vs business banker

The differences between phone bankers and business 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 phone banker and a business banker. Additionally, a business banker has an average salary of $69,423, which is higher than the $34,532 average annual salary of a phone banker.

The top three skills for a phone banker include customer service, customer inquiries and compliance guidelines. The most important skills for a business banker are customer service, financial products, and financial services.

Phone banker vs business banker overview

Phone BankerBusiness Banker
Yearly salary$34,532$69,423
Hourly rate$16.60$33.38
Growth rate10%10%
Number of jobs22,84370,054
Job satisfaction--
Most common degreeBachelor's Degree, 34%Bachelor's Degree, 66%
Average age4343
Years of experience44

What does a phone banker do?

As the name entails, phone bankers work for banks, financial institutions, or even at call centers whose primary job is to assist banking customers' needs and inquiries via telephone. Their duties and responsibilities may include handling concerns about bank transactions, keeping customers informed of bank policies and procedures, and processing financial applications. They also help maintain customer retention and satisfaction, participating in marketing campaigns, sales development activities, and referral programs. Phone bankers may do some administrative tasks as needed.

What does a business banker do?

A business banker is an individual who collaborates with other bank coworkers to help business customers meet their specific banking needs. Business bankers must sell a variety of banking products and services such as business deposit accounts, treasury management, and business credit cards. They are required to maintain consistent communication with their clients through outbound calls and personal onsite visits. Business bankers must also devise and modify loan schemes depending on the market requirements as well as study the schemes offered by competitors.

Phone banker vs business banker salary

Phone bankers and business bankers have different pay scales, as shown below.

Phone BankerBusiness Banker
Average salary$34,532$69,423
Salary rangeBetween $27,000 And $43,000Between $39,000 And $121,000
Highest paying CitySaint Paul, MN-
Highest paying stateNew York-
Best paying companyAdvancial Federal Credit Union-
Best paying industryFinance-

Differences between phone banker and business banker education

There are a few differences between a phone banker and a business banker in terms of educational background:

Phone BankerBusiness Banker
Most common degreeBachelor's Degree, 34%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeStanford UniversityUniversity of Pennsylvania

Phone banker vs business banker demographics

Here are the differences between phone bankers' and business bankers' demographics:

Phone BankerBusiness Banker
Average age4343
Gender ratioMale, 36.1% Female, 63.9%Male, 63.3% Female, 36.7%
Race ratioBlack or African American, 5.8% Unknown, 4.1% Hispanic or Latino, 12.2% Asian, 10.8% White, 66.8% American Indian and Alaska Native, 0.2%Black or African American, 5.4% Unknown, 4.1% Hispanic or Latino, 11.1% Asian, 12.1% White, 67.1% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between phone banker and business banker duties and responsibilities

Phone banker example responsibilities.

  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
  • Process treasury tax and loan payments.
  • Service customers with commercial and treasury management accounts and make appropriate product recommendations.
  • Secure and obtain accurate patients demographics, financial information, and maintain confidentiality on all patient records.
  • Interact with commercial business, insurance, business development and investment partners to identify cross-selling opportunities, while meeting customer needs.
  • Provide notary service upon request.

Business banker example responsibilities.

  • Facilitate the origination process; manage re-looks with corporate small business lending group.
  • Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
  • Develop relationships with high-value commercial clients by prospecting and cross-selling banking product portfolio.
  • Collaborate regularly with business partners to ensure optimal productivity and identify cross-selling opportunities for stock/mutual funds and life insurances.
  • Develop business relationships and provide financial advisory skills for business owners seeking depository accounts, notary services and lines of credit.
  • Analyze collateral, such as property, securities and business assets to ensure sufficient loan coverage.
  • Show more

Phone banker vs business banker skills

Common phone banker skills
  • Customer Service, 22%
  • Customer Inquiries, 8%
  • Compliance Guidelines, 7%
  • Bank Products, 7%
  • Computer System, 6%
  • Treasury, 5%
Common business banker skills
  • Customer Service, 7%
  • Financial Products, 7%
  • Financial Services, 7%
  • Financial Statements, 6%
  • Business Development, 5%
  • Cash Flow Analysis, 5%