Treasury agent vs phone banker

The differences between treasury agents and phone 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 treasury agent and a phone banker. Additionally, a treasury agent has an average salary of $38,357, which is higher than the $34,532 average annual salary of a phone banker.

The top three skills for a treasury agent include credit card payments, customer service and invoice payments. The most important skills for a phone banker are customer service, customer inquiries, and compliance guidelines.

Treasury agent vs phone banker overview

	Treasury Agent	Phone Banker
Yearly salary	$38,357	$34,532
Hourly rate	$18.44	$16.60
Growth rate	10%	10%
Number of jobs	29,322	22,843
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 48%	Bachelor's Degree, 34%
Average age	43	43
Years of experience	4	4

Treasury agent vs phone banker salary

Treasury agents and phone bankers have different pay scales, as shown below.

	Treasury Agent	Phone Banker
Average salary	$38,357	$34,532
Salary range	Between $23,000 And $63,000	Between $27,000 And $43,000
Highest paying City	-	Saint Paul, MN
Highest paying state	-	New York
Best paying company	-	Advancial Federal Credit Union
Best paying industry	-	Finance

Differences between treasury agent and phone banker education

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

	Treasury Agent	Phone Banker
Most common degree	Bachelor's Degree, 48%	Bachelor's Degree, 34%
Most common major	Business	Business
Most common college	SUNY at Binghamton	Stanford University

Treasury agent vs phone banker demographics

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

	Treasury Agent	Phone Banker
Average age	43	43
Gender ratio	Male, 36.0% Female, 64.0%	Male, 36.1% Female, 63.9%
Race ratio	Black or African American, 4.3% Unknown, 4.0% Hispanic or Latino, 8.4% Asian, 9.6% White, 73.5% American Indian and Alaska Native, 0.2%	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%
LGBT Percentage	6%	6%

Differences between treasury agent and phone banker duties and responsibilities

Treasury agent example responsibilities.

Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
Process credit card sales for deposit to FEC bank accounts.
Serve as the FEC customer's contact.
Process 10,000 plus incoming account receivables as a CRT operator.
Perform critical problem solving analysis and resolution of conflicts in reservations, billing, operation and citations issue during rentals.
Review life insurance, annuities, investment, and international banking documentation for operational and regulatory compliance.

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.

Treasury agent vs phone banker skills

Common treasury agent skills

Credit Card Payments, 25%
Customer Service, 22%
Invoice Payments, 17%
Treasury, 16%
Address Customer Inquiries, 11%
Inbound Calls, 9%

Common phone banker skills

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

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Treasury Agent
Treasury Agent vs Phone Banker

Updated January 8, 2025

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