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Relationship banker vs banking associate

The differences between relationship bankers and banking associates can be seen in a few details. Each job has different responsibilities and duties. Additionally, a banking associate has an average salary of $81,890, 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 banking associate are excellent interpersonal, strong customer service, and financial transactions.

Relationship banker vs banking associate overview

Relationship BankerBanking Associate
Yearly salary$37,091$81,890
Hourly rate$17.83$39.37
Growth rate10%-12%
Number of jobs34,58718,919
Job satisfaction--
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 63%
Average age4339
Years of experience4-

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 banking associate do?

A banking associate's role is to build positive relationships with clients by performing support tasks. Their responsibilities revolve around greeting clients, processing requests and documentation, gathering and verifying requirements, responding to inquiries and concerns, and offering other services and products to clients. They may also produce progress reports, financial statements, coordinate with team members, and liaise with external agencies. Furthermore, as a banking associate, it is essential to handle issues and complaints, all while adhering to the bank's policies and regulations.

Relationship banker vs banking associate salary

Relationship bankers and banking associates have different pay scales, as shown below.

Relationship BankerBanking Associate
Average salary$37,091$81,890
Salary rangeBetween $28,000 And $48,000Between $47,000 And $141,000
Highest paying CityNew York, NYWhite Plains, NY
Highest paying stateNew YorkNew York
Best paying companySantander BankCiti
Best paying industryFinanceFinance

Differences between relationship banker and banking associate education

There are a few differences between a relationship banker and a banking associate in terms of educational background:

Relationship BankerBanking Associate
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 63%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Relationship banker vs banking associate demographics

Here are the differences between relationship bankers' and banking associates' demographics:

Relationship BankerBanking Associate
Average age4339
Gender ratioMale, 46.6% Female, 53.4%Male, 41.8% Female, 58.2%
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, 10.1% Unknown, 3.5% Hispanic or Latino, 17.8% Asian, 7.4% White, 60.7% American Indian and Alaska Native, 0.6%
LGBT Percentage6%7%

Differences between relationship banker and banking associate 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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Banking associate example responsibilities.

  • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
  • Develop working relationships with clients by providing exceptional customer service while utilizing a focuse cross-sell strategy.
  • Follow up with customers regarding KYC and other account relate updates.
  • Analyze each movement in full detail while meeting all SLA's.
  • Prepare UCC's for filing at the county and state level.
  • Monitor multiple cases while keeping track of SLA's and B2B communications.
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Relationship banker vs banking associate skills

Common relationship banker skills
  • Excellent Interpersonal, 10%
  • Financial Services, 9%
  • Work Ethic, 8%
  • Cash Handling, 7%
  • Taking Care, 6%
  • Product Knowledge, 5%
Common banking associate skills
  • Excellent Interpersonal, 41%
  • Strong Customer Service, 29%
  • Financial Transactions, 15%
  • Financial Services, 1%
  • PowerPoint, 1%
  • Financial Solutions, 1%