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Retail banker vs new accounts specialist

The differences between retail bankers and new accounts specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a retail banker and a new accounts specialist. Additionally, a retail banker has an average salary of $35,292, which is higher than the $35,186 average annual salary of a new accounts specialist.

The top three skills for a retail banker include excellent organizational, taking care and prioritize workload. The most important skills for a new accounts specialist are customer service, customer satisfaction, and real estate.

Retail banker vs new accounts specialist overview

Retail BankerNew Accounts Specialist
Yearly salary$35,292$35,186
Hourly rate$16.97$16.92
Growth rate-3%-3%
Number of jobs85,66942,651
Job satisfaction--
Most common degreeBachelor's Degree, 43%Bachelor's Degree, 56%
Average age4141
Years of experience1212

What does a retail banker do?

A retail banker is responsible for coordinating with retail clients in opening and closing accounts, updating account statements, and selling new financial services and business opportunities. Retail bankers help clients in managing their finances by recommending investment options according to their needs and objectives. They also handle the clients' banking discrepancies and resolve disputes by evaluating their account statements and identify resolutions immediately. A retail banker must have excellent analytical skills, as well as strong knowledge of the banking industry and practices to provide the highest quality services for the clients.

What does a new accounts specialist do?

A new accounts specialist is in charge of understanding the needs and providing services to new clients, ensuring efficiency and client satisfaction. They are responsible for conducting market research and analysis to find new opportunities, gathering and analyzing data to assess procedures and optimize operations, preparing and processing client reports, answering inquiries, and resolving issues and concerns promptly and efficiently. Moreover, a new accounts specialist must maintain an active communication line with clients to provide them with optimal services, building positive relationships along the way.

Retail banker vs new accounts specialist salary

Retail bankers and new accounts specialists have different pay scales, as shown below.

Retail BankerNew Accounts Specialist
Average salary$35,292$35,186
Salary rangeBetween $26,000 And $47,000Between $25,000 And $47,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between retail banker and new accounts specialist education

There are a few differences between a retail banker and a new accounts specialist in terms of educational background:

Retail BankerNew Accounts Specialist
Most common degreeBachelor's Degree, 43%Bachelor's Degree, 56%
Most common majorBusinessBusiness
Most common college--

Retail banker vs new accounts specialist demographics

Here are the differences between retail bankers' and new accounts specialists' demographics:

Retail BankerNew Accounts Specialist
Average age4141
Gender ratioMale, 30.7% Female, 69.3%Male, 34.8% Female, 65.2%
Race ratioBlack or African American, 10.5% Unknown, 2.9% Hispanic or Latino, 20.0% Asian, 9.5% White, 56.2% American Indian and Alaska Native, 0.9%Black or African American, 9.9% Unknown, 2.9% Hispanic or Latino, 21.8% Asian, 9.3% White, 55.4% American Indian and Alaska Native, 0.8%
LGBT Percentage11%11%

Differences between retail banker and new accounts specialist duties and responsibilities

Retail banker example responsibilities.

  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Train to sell and open new accounts with monthly goals as well as cross-sell banking products.
  • Develop and implement a variety of sales and marketing strategies including utilizing cross-selling skills.
  • Utilize profile analysis tools with current clients to better identify cross-selling opportunities and referrals with segment partners.
  • Develop and maintain relationships with partners to maximize sales opportunities while using profiling analysis tools to identify expand opportunities.
  • Assist in running daily balance reports (teller cash balancing, debit card, vault, ATM, etc . )
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New accounts specialist example responsibilities.

  • Manage a Salesforce database comprise of customer information, leads and potential sales opportunities.
  • Order ATM and debit cards, assist consumers with on-line banking program and update rate information on bank website.
  • Assist in daily oversight for central branch vault, teller drawer, and ATM.
  • Process distributions including checks, account transfers, fed fund wires, ACH and journal requests within require SLA.
  • Review daily ACH transactions report for accuracy and document transaction errors.
  • Perform office cost analyses with surgical patients base on individual insurance for schedule procedure in accordance with government policies and guidelines.
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Retail banker vs new accounts specialist skills

Common retail banker skills
  • Excellent Organizational, 12%
  • Taking Care, 10%
  • Prioritize Workload, 8%
  • Account Maintenance, 7%
  • Security Procedures, 7%
  • Control Checks, 7%
Common new accounts specialist skills
  • Customer Service, 26%
  • Customer Satisfaction, 8%
  • Real Estate, 8%
  • Outbound Calls, 6%
  • Account Maintenance, 6%
  • Credit Card Accounts, 5%

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