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Relationship banker vs bank specialist

The differences between relationship bankers and bank specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a relationship banker and a bank specialist. Additionally, a bank specialist has an average salary of $42,779, which is higher than the $37,091 average annual salary of a relationship banker.

The top three skills for a relationship banker include excellent interpersonal, financial services and work ethic. The most important skills for a bank specialist are bank products, strong customer service, and customer relationships.

Relationship banker vs bank specialist overview

Relationship BankerBank Specialist
Yearly salary$37,091$42,779
Hourly rate$17.83$20.57
Growth rate10%10%
Number of jobs34,58722,225
Job satisfaction--
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 62%
Average age4343
Years of experience44

What does a relationship banker do?

A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives. They also research the current financial industry, identify new bank services opportunities to gain more clients, and increase profits for the business. A relationship banker must have excellent communication and customer service skills, responding to the clients' inquiries and concerns regarding their bank accounts, and resolving complaints timely and efficiently.

What does a bank specialist do?

A bank or banking specialist is an individual responsible for maintaining effective business relationships with the bank's clients while ensuring an optimal customer service level. To support customer retention, bank specialists must identify their customers' banking needs and suggest appropriate bank products and services. They perform teller functions such as processing customer deposits, cashing checks, and issuing official checks. Bank specialists must also ensure that the bank complies with government regulations and standards.

Relationship banker vs bank specialist salary

Relationship bankers and bank specialists have different pay scales, as shown below.

Relationship BankerBank Specialist
Average salary$37,091$42,779
Salary rangeBetween $28,000 And $48,000Between $28,000 And $64,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateNew YorkNew York
Best paying companySantander BankGoldman Sachs
Best paying industryFinanceFinance

Differences between relationship banker and bank specialist education

There are a few differences between a relationship banker and a bank specialist in terms of educational background:

Relationship BankerBank Specialist
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Relationship banker vs bank specialist demographics

Here are the differences between relationship bankers' and bank specialists' demographics:

Relationship BankerBank Specialist
Average age4343
Gender ratioMale, 46.6% Female, 53.4%Male, 45.3% Female, 54.7%
Race ratioBlack or African American, 5.4% Unknown, 4.1% Hispanic or Latino, 11.3% Asian, 12.2% White, 66.7% American Indian and Alaska Native, 0.2%Black or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 11.4% White, 66.6% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between relationship banker and bank specialist duties and responsibilities

Relationship banker example responsibilities.

  • Attain NMLS number and Texas notary.
  • Perform teller duties, process daily reports, meet and exceed sales referral goals, manage ATM balancing and maintenance.
  • Manage a comprehensive portfolio of diversify securities and real estate holdings.
  • Cultivate new relationships through outside sales calls, effective profiling and telephone solicitation of company provide leads.
  • Register with the NMLS and keep skills, knowledge, and accreditations up-to-date.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit, and certificates of deposit.
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Bank specialist example responsibilities.

  • Achieve sustained revenue improvement in loans, annuities and deposit accounts every month at bank.
  • Manage a customer portfolio, which includes servicing business relationships and cross-selling business banking products and services.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Work with clients to resolve operational cash management issues in relation to select treasury management products.
  • Serve on the holding company compliance committee responsible for identifying and implementing PC base loan origination systems.
  • Initiate, review, and prepare all consumer and small business loan requests from origination to closing.
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Relationship banker vs bank specialist skills

Common relationship banker skills
  • Excellent Interpersonal, 10%
  • Financial Services, 9%
  • Work Ethic, 8%
  • Cash Handling, 7%
  • Taking Care, 6%
  • Product Knowledge, 5%
Common bank specialist skills
  • Bank Products, 13%
  • Strong Customer Service, 10%
  • Customer Relationships, 9%
  • Financial Services, 8%
  • Treasury, 5%
  • Financial Solutions, 4%