ZipRecruiter

Log In

1

Personal Universal Banker Jobs (NOW HIRING)

Northern Trust

Sr. Personal Banker

Oakbrook Terrace, IL · On-site

The Personal/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team. 1. ...

Northern Trust

Sr Personal Banker

Lake Forest, IL · On-site

The Personal/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team. 1. ...

Northern Trust

Sr Personal Banker

Lake Forest, IL · On-site

The Personal/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team. 1. ...

River Bank

Universal Banker

La Crosse, WI

$17.75 - $22/hr

A Universal Banker is responsible for meeting customer needs by opening new deposit accounts and ... Sound personal computing skills. Questions on the role? Email us at HR@riverbank.biz. River Bank ...

River Bank

Universal Banker

La Crosse, WI · On-site

$17.75 - $22/hr

A Universal Banker is responsible for meeting customer needs by opening new deposit accounts and ... Sound personal computing skills. Questions on the role? Email us at HR@riverbank.biz. River Bank ...

PROVIDENT CREDIT UNION

Universal Banker

San Jose, CA

$27.50/hr

UNIVERSAL BANKER - Full Time (North San Jose, CA) Job Summary: The Universal Banker is a highly ... Rate discount on home, auto loans and personal loans * Opportunity to use company owned condo in ...

Sunflower Bank, N.A.

Universal Banker

Plano, TX · On-site

$16.75 - $21/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

La Grange, TX · On-site

$18 - $22.50/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

Tomball, TX · On-site

$17 - $21.25/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

Plano, TX · On-site

$16.75 - $21/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services ...

Provident Credit Union

Universal Banker

San Jose, CA · On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (North San Jose, CA) Job Summary: The Universal Banker is a highly ... Rate discount on home, auto loans and personal loans * Opportunity to use company owned condo in ...

Sunflower Bank, N.A.

Universal Banker

Tomball, TX · On-site

$17 - $21.25/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services ...

PROVIDENT CREDIT UNION

Universal Banker

San Jose, CA · On-site

$27.50/hr

The Universal Banker is responsible for opening new products, processing transactions, cross ... Rate discount on home, auto loans and personal loans * Opportunity to use company owned condo in ...

Sunflower Bank NA

Universal Banker

Tomball, TX · On-site

$17 - $21.25/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

Marco Island, FL · On-site

$18.25 - $23/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers play a crucial role in providing retail banking products and services ...

Provident Credit Union

Universal Banker

San Jose, CA · On-site

$27.50/hr

The Universal Banker is responsible for opening new products, processing transactions, cross ... Rate discount on home, auto loans and personal loans * Opportunity to use company owned condo in ...

PROVIDENT CREDIT UNION

Universal Banker

Hayward, CA · On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (Hayward, CA) Job Summary: The Universal Banker is a highly motivated ... Rate discount on home, auto loans and personal loans * Opportunity to use company owned condo in ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsBank JobsBanker JobsPersonal Universal Banker Jobs

Personal Universal Banker information

See salary details

$13

$20

$27

How much do personal universal banker jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for personal universal banker in the United States is $20.80, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $22.60 per hour, depending on experience, location, and employer.

What is a personal universal banker?

A Personal Universal Banker is a financial professional who provides a wide range of banking services to customers, combining the roles of a traditional teller and a personal banker. They assist clients with everyday transactions, open new accounts, offer financial advice, and recommend appropriate banking products. Universal Bankers are trained to handle both sales and service tasks, making them versatile team members in a bank branch. Their goal is to deliver a personalized banking experience while helping customers achieve their financial goals.

What are the key skills and qualifications needed to thrive as a personal universal banker?

To thrive as a Personal Universal Banker, you need strong financial acumen, customer service skills, and a background in banking or finance, often supported by a high school diploma or higher. Familiarity with banking software, CRM systems, and cash handling procedures is typically required, along with optional certifications like NMLS for handling loans. Excellent communication, problem-solving, and relationship-building abilities set top performers apart in this role. These skills are crucial for effectively managing client needs, cross-selling financial products, and ensuring high customer satisfaction in a competitive financial environment.

How does a personal universal banker typically collaborate with other departments within a bank?

Personal Universal Bankers work closely with various departments, such as loan officers, investment advisors, and branch management, to provide comprehensive financial solutions to customers. They often act as a bridge between the client and specialized teams, referring customers for mortgage, investment, or business banking needs. This collaboration ensures clients receive tailored advice while also allowing the banker to broaden their knowledge and build valuable internal relationships. Effective communication and teamwork are essential for success in this role.

What is the difference between Personal Universal Banker vs Personal Banker?

AspectPersonal Universal BankerPersonal Banker
CredentialsHigh school diploma; some roles may require FINRA or banking certificationsHigh school diploma; may require similar certifications
Work EnvironmentBank branches, customer service areasBank branches, customer service areas
Job ResponsibilitiesHandling a wide range of banking needs, cross-selling products, providing financial adviceProcessing deposits, withdrawals, opening accounts, basic customer service
Employer & Industry UsageCommercial banks, credit unionsCommercial banks, credit unions

The main difference is that a Personal Universal Banker has a broader role, offering a wider range of banking services and financial advice, while a Personal Banker typically focuses on basic banking transactions and customer service. Both roles are essential in retail banking but differ in scope and responsibilities.

Do personal universal bankers make good money?

Personal universal bankers typically earn a salary that ranges from $35,000 to $70,000 annually, depending on experience, location, and the financial institution. They may also receive bonuses and commissions based on sales performance and customer service metrics.

How do I become a personal universal banker?

To become a personal universal banker, candidates typically need a high school diploma or equivalent, with some employers preferring an associate's or bachelor's degree in finance, business, or related fields. Relevant skills include customer service, financial knowledge, and proficiency with banking software; obtaining certifications such as the Series 6 or 7 may also be beneficial. Gaining experience in retail banking or sales can improve chances of employment in this role.
More about Personal Universal Banker jobs

What cities are hiring for Personal Universal Banker jobs?

Cities with the most Personal Universal Banker job openings:

What job categories do people searching Personal Universal Banker jobs look for?

The top searched job categories for Personal Universal Banker jobs are:

Personal Universal Banker jobs near you
Infographic showing various Personal Universal Banker job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $43,255 per year, or $20.8 per hour.

Sr. Personal Banker

Oakbrook Terrace, IL • On-site

Northern Trust

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Good employer

Respectful managers

Learn more about Northern Trustexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
Under general supervision (but works independently most of the time), the Personal/Universal Banker is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Interacts with clients in person, via telephone and Email, responding to inquiries and providing information as requested.
Primary activities include, but are not limited to, establishing and/or submitting requests for opening, maintaining and servicing client accounts, executing money movement, preparing and producing client materials and reports, resolving client inquiries, as well as maintaining complete and accurate recordkeeping. Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. Of critical importance is their adherence to the required banking guidelines, procedures and policies involved with requested activities.
The Personal/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team.
1. Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
2. Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to the processing of wires and fund transfers, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
3. Proactively communicates with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
4. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet.
5. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
6. Demonstrates expertise in the setting up all types of client accounts and services. Reviews documentation for completeness and follows through to avoid documentation deficiencies relating to deposit accounts.
7. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
8. Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
9. Keeps informed of all new products and services to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
10. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.
11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.
12. Is called upon to share expertise in the deposit area of the bank and trains others as designated by the Team Leader/Manager.
13. Will be cross trained on the Northern Trust teller system.
The successful candidate will benefit from having:
1. 3-5 years of related experience.
2. Knowledge of banking operations, products and services, acquired through related work experience is preferred.
3. Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
4. Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
5. Ability to think critically and to work well independently and as part of a team.
6. Strong verbal and written communication skills.
Salary Range:
$55,800 - 89,400 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

What Northern Trust employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply