Phone banker vs sales special agent

The differences between phone bankers and sales special agents 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 sales special agent. Additionally, a sales special agent has an average salary of $42,853, 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 sales special agent are customer service, CRM, and gross profit.

Phone banker vs sales special agent overview

	Phone Banker	Sales Special Agent
Yearly salary	$34,532	$42,853
Hourly rate	$16.60	$20.60
Growth rate	10%	10%
Number of jobs	22,843	249,854
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 34%	Bachelor's Degree, 63%
Average age	43	43
Years of experience	4	4

Phone banker vs sales special agent salary

Phone bankers and sales special agents have different pay scales, as shown below.

	Phone Banker	Sales Special Agent
Average salary	$34,532	$42,853
Salary range	Between $27,000 And $43,000	Between $27,000 And $65,000
Highest paying City	Saint Paul, MN	-
Highest paying state	New York	-
Best paying company	Advancial Federal Credit Union	-
Best paying industry	Finance	-

Differences between phone banker and sales special agent education

There are a few differences between a phone banker and a sales special agent in terms of educational background:

	Phone Banker	Sales Special Agent
Most common degree	Bachelor's Degree, 34%	Bachelor's Degree, 63%
Most common major	Business	Business
Most common college	Stanford University	Stanford University

Phone banker vs sales special agent demographics

Here are the differences between phone bankers' and sales special agents' demographics:

	Phone Banker	Sales Special Agent
Average age	43	43
Gender ratio	Male, 36.1% Female, 63.9%	Male, 54.4% Female, 45.6%
Race ratio	Black 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, 5.8% Unknown, 4.1% Hispanic or Latino, 12.2% Asian, 9.6% White, 68.1% American Indian and Alaska Native, 0.2%
LGBT Percentage	6%	6%

Differences between phone banker and sales special agent 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.

Sales special agent example responsibilities.

Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
Collaborate with internal customers and DHL partners to track and resolve customer invoice disputes.
Sell hard line, soft line golf equipment and men's and women's apparel.
Utilize a CRM data base and keep scrupulous notes, closing ratios and follow up deadlines.
Focuse on Medicare supplement to individuals 65 and older, as well as long term care.
Perform inside sales, including telemarketing, prospecting, account penetration and product application, consulting and delivery of customer service.

Phone banker vs sales special agent skills

Common phone banker skills

Customer Service, 22%
Customer Inquiries, 8%
Compliance Guidelines, 7%
Bank Products, 7%
Computer System, 6%
Treasury, 5%

Common sales special agent skills

Customer Service, 28%
CRM, 27%
Gross Profit, 12%
Customer Relations, 5%
Customer Satisfaction, 5%
Sales Territory, 4%

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Sales Industry
Phone Banker
Phone Banker vs Sales Special Agent

Updated January 8, 2025

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