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Phone banker vs consumer banker

The differences between phone bankers and consumer 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 consumer banker. Additionally, a consumer banker has an average salary of $39,462, 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 consumer banker are financial services, securities, and cash management.

Phone banker vs consumer banker overview

Phone BankerConsumer Banker
Yearly salary$34,532$39,462
Hourly rate$16.60$18.97
Growth rate10%10%
Number of jobs22,84324,716
Job satisfaction--
Most common degreeBachelor's Degree, 34%Bachelor's Degree, 59%
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 consumer banker do?

A consumer banker is responsible for providing efficient banking services, aiming for smooth operations and client satisfaction. Although the extent of their responsibilities depends on their company or place of employment, it typically revolves around assisting clients with different banking procedures, answering inquiries, processing requests such as withdrawals and deposits, opening and closing accounts, maintaining records, and performing data entry tasks. Moreover, a consumer banker typically works in a team environment, which requires an active communication line for an efficient workflow.

Phone banker vs consumer banker salary

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

Phone BankerConsumer Banker
Average salary$34,532$39,462
Salary rangeBetween $27,000 And $43,000Between $27,000 And $56,000
Highest paying CitySaint Paul, MN-
Highest paying stateNew York-
Best paying companyAdvancial Federal Credit Union-
Best paying industryFinance-

Differences between phone banker and consumer banker education

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

Phone BankerConsumer Banker
Most common degreeBachelor's Degree, 34%Bachelor's Degree, 59%
Most common majorBusinessBusiness
Most common collegeStanford UniversityUniversity of Pennsylvania

Phone banker vs consumer banker demographics

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

Phone BankerConsumer Banker
Average age4343
Gender ratioMale, 36.1% Female, 63.9%Male, 42.9% Female, 57.1%
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, 5.6% Unknown, 4.1% Hispanic or Latino, 11.8% Asian, 10.7% White, 67.5% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between phone banker and consumer 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.

Consumer banker example responsibilities.

  • Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
  • Handle vault, safe-deposit, ATM and night-drop activities.
  • Facilitate monthly auditing by conducting cash counts for vault and ATM.
  • Develop new business opportunities, send securities and mortgage referrals to other departments.
  • Perform customer profiling to determine future sales opportunities and identify profitable retail prospects for the investments departments.
  • Develop customer base through cross-selling products and servicing existing clients, develop new business through interaction with internal and external resources.
  • Show more

Phone banker vs consumer banker skills

Common phone banker skills
  • Customer Service, 22%
  • Customer Inquiries, 8%
  • Compliance Guidelines, 7%
  • Bank Products, 7%
  • Computer System, 6%
  • Treasury, 5%
Common consumer banker skills
  • Financial Services, 22%
  • Securities, 11%
  • Cash Management, 9%
  • Excellent Interpersonal, 7%
  • Bank Products, 5%
  • Product Knowledge, 4%