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Associate Universal Banker Jobs in Minnesota (NOW HIRING)

... universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 ...

Leads Sales Associate - Fridley

Fridley, MN · On-site

$14.50 - $19.75/hr

About Us The Salvation Army is an international movement and part of the universal Christian church ... Handle banking and daily deposits * Execute strategies to meet product acquisition, production and ...

... Universal Health Services (UHS). Qualifications POSITION REQUIREMENTS: * Associates or Bachelor ... or bank information, etc.) from you via email. The recruiters will not email you from a public ...

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Associate Universal Banker information

What is an associate universal banker at a bank?

An associate universal banker is a banking professional who handles a wide range of customer service and financial transactions, including opening accounts, processing deposits and withdrawals, and providing basic financial advice. They often work in branch environments and may be cross-trained in sales, customer service, and operational tasks to serve diverse customer needs.

Can I be an associate universal banker with no experience?

An associate universal banker position typically requires some customer service or financial knowledge, but many employers offer on-the-job training for candidates with no prior experience. Strong communication skills and a willingness to learn are important, and relevant certifications or coursework can be beneficial for entry-level applicants.

Do associate universal bankers make good money?

Associate universal bankers typically earn a salary that is competitive within the banking industry, with wages often starting around minimum wage and increasing with experience and location. They may also receive benefits such as health insurance and retirement plans, and opportunities for bonuses or commissions can enhance overall compensation. Overall, the role offers a stable income but is generally considered an entry-level or mid-level banking position rather than a high-paying role.
What are the most commonly searched types of Universal Banker jobs in Minnesota? The most popular types of Universal Banker jobs in Minnesota are:

Registered Client Associate

UBS

Wayzata, MN • On-site

$55K - $75K/yr

Full-time

Posted 11 days ago


Job description

Your role
Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to financial advisors. You'll:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working as part of Kenefick Bolstad Kottke Wealth Management in our Wayzata, Minnesota office. We concentrate on developing long-term relationships through a commitment to quality client service.
Your expertise
• bachelor's degree or equivalent, focusing on finance, communication, or business
• series 7 and 66 licenses or willingness to obtain after hire
• ideally 5 years of experience in client service, within the finance sector
• an excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Minnesota - Wayzata min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US