How To Become A Bank Specialist: What It Is and Career Path

What is a bank specialist and how to become one

Updated January 8, 2025

4 min read

A bank specialist is an individual tasked with maintaining effective business relationships with the bank's clients. He/She ensures that the customer's experience is optimal and satisfactory. To aid customer retention, bank specialists have to identify the banking needs of their customers and recommend appropriate bank products and services. They perform teller functions which include processing customer deposits, cashing checks, and issuing official checks. Besides that, they ensure that the bank complies with relevant regulations and policies.

For this position, you need a high school diploma or GED. Applicants with some post-high school education in accounting or a related field are more preferred. You must possess at least two years of relevant work experience. You must be proficient in Microsoft Office, business applications, and accounting software. Key skills include communication, interpersonal, and communication skills. Bank specialists are paid $39,163 on average yearly or $18.83 per hour. Their salary varies between $26,000 and $56,000.

ScoreBank SpecialistUS Average

Salary

3.3

Avg. Salary $42,779

Avg. Salary $59,228

Stability Level

6.9

Growth Rate 10%

Growth Rate 0.3%

Diversity

6.1

Race

American Indian and Alaska Native 0.21%

Asian 11.44%

Black or African American 5.67%

Hispanic or Latino 11.89%

Unknown 4.14%

White 66.64%

Gender

female 54.65%

male 45.35%

Age - 43

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 43

Stress Level

6.9

Stress level is high

7.1 - high

Complexity Level

6.9

Complexity Level is challenging

7 - challenging

Work Life Balance

6.6

Work Life balance is good

6.4 - fair

Newest jobs for Bank Specialist in Columbus, OH

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Key steps to become a bank specialist

Explore bank specialist education requirements

Most common bank specialist degrees

Bachelor's

61.8 %

Associate

16.0 %

High School Diploma

11.0 %

Start to develop specific bank specialist skills

Skills	Percentages
Bank Products	12.98%
Strong Customer Service	9.93%
Customer Relationships	9.10%
Financial Services	8.06%
Treasury	4.97%

Complete relevant bank specialist training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New bank specialists learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a bank specialist based on U.S. Bureau of Labor Statistics data and data from real bank specialist resumes.

Research bank specialist duties and 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.

Prepare your bank specialist resume

When your background is strong enough, you can start writing your bank specialist resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a bank specialist resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose From 10+ Customizable Bank Specialist Resume templates

Build a professional Bank Specialist resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your Bank Specialist resume.

Apply for bank specialist jobs

Now it's time to start searching for a bank specialist job. Consider the tips below for a successful job search:

Browse job boards for relevant postings
Consult your professional network
Reach out to companies you're interested in working for directly
Watch out for job scams

How do bank specialists rate their job?

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Bank Specialist reviews

A zippia user wrote a review on Dec 2019

Pros

Serving people to meet their financial needs and planning Fininancial analysis of their funds with best utility Feeling motivated while meeting people from different demographic backgrounds

A zippia user wrote a review on May 2019

Cons

Nothing