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Personal Universal Banker Jobs (NOW HIRING)

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. ...

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. ...

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. ...

Universal Banker

Champaign, IL ยท On-site

$31K - $34K/yr

Universal Bankers serve as both teller and personal banker to meet the branch office needs. Our Universal Bankers are the face of First State Bank and Trust and the communities that we serve. This ...

Universal Banker

Champaign, IL ยท On-site

$31K - $34K/yr

Universal Bankers serve as both teller and personal banker to meet the branch office needs. Our Universal Bankers are the face of First State Bank and Trust and the communities that we serve. This ...

Universal Banker

Champaign, IL ยท On-site

$18 - $22.50/hr

Universal Bankers serve as both teller and personal banker to meet the branch office needs. Our Universal Bankers are the face of First State Bank and Trust and the communities that we serve. This ...

Universal Banker

San Ramon, CA ยท On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (San Ramon, 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 ...

Universal Banker

Salina, KS ยท On-site

$17 - $21.50/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 ...

Universal Banker

Salina, KS ยท On-site

$17 - $21.50/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 ...

Universal Banker

Oakland, CA ยท On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (Oakland, 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 ...

Universal Banker

Tomball, TX ยท 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 ...

Universal Banker

Salina, KS ยท On-site

$17 - $21.50/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 ...

UNIVERSAL BANKER - Full Time (San Ramon, 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 ...

Universal Banker

San Francisco, CA ยท On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (San Francisco, 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 ...

Universal Banker

San Francisco, CA ยท On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (San Francisco, 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 ...

Universal Banker

Naples, FL ยท On-site

$17 - $21.50/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 ...

UNIVERSAL BANKER - Full Time (Oakland, 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 ...

Universal Banker

Santa Fe, NM ยท On-site

$18.25 - $22.75/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 ...

Universal Banker

Santa Fe, NM ยท On-site

$17.75 - $22/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 ...

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Personal Universal Banker information

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$13

$20

$27

How much do personal universal banker jobs pay per hour?

As of Jul 15, 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.

How much do universal bankers earn?

Universal bankers typically earn an average salary ranging from $35,000 to $55,000 per year, depending on experience, location, and the size of the financial institution. They often receive benefits such as health insurance and may have opportunities for bonuses based on performance. Entry-level positions may start lower, while experienced universal bankers with specialized skills can earn higher compensation.

How to get a job as a universal banker?

To become a universal banker, candidates typically need a high school diploma or equivalent, with some roles 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 like the Series 6 or 7 can also enhance prospects. Applying through bank career portals, networking, and gaining experience in retail banking or customer service are common steps to secure a position as a universal banker.

Can I be a universal banker with no experience?

Personal universal bankers typically need some customer service or financial knowledge, but many entry-level positions do not require prior experience. Employers often provide on-the-job training to develop necessary skills such as cash handling, banking software, and compliance procedures.

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.

What are the key skills and qualifications needed to thrive as a Personal Universal Banker, and why are they important?

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 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.

Is a universal banker the same as a personal banker?

A personal banker is a role within a bank responsible for providing personalized financial services and advice to clients. A universal banker performs a broader range of duties, including sales, customer service, and operational tasks across multiple banking areas, often handling both retail and commercial banking functions. While both roles involve client interaction, a universal banker typically has a wider scope of responsibilities than a personal banker.
More about Personal Universal Banker jobs
What cities are hiring for Personal Universal Banker jobs? Cities with the most Personal Universal Banker job openings:
Universal Banker - Zona Rosa

Universal Banker - Zona Rosa

First Federal Bank of Kansas City

Kansas City, MO โ€ข On-site

$16.75 - $20.75/hr

Full-time

Posted 15 days ago


Job description

First Federal Bank of Kansas City is one of the largest mutually owned banks in the Midwest and has been a strong banking and lending partner to families in Kansas and Missouri for decades. We are a community-oriented, culture-focused, progress-driven Family on a mission to help people build a better financial future.

At First Federal, youโ€™ll be supported by diverse, talented, energetic individuals moving toward a common vision of prosperity and a home for all. Youโ€™ll have boundless opportunities for growth โ€“ whether itโ€™s personal or professional development to reach your career goals, company events to strengthen your connections, or volunteer work to champion our community partners.

Your success is our success. When our employees feel valued, our customers feel valued, and our community grows.

Hear what our team members have to say:https://www.youtube.com/watch?v=GNPKmutbydo

JOB SUMMARY

The Universal Banker represents the bank in a manner that promotes the bank's brand through delivery of exceptional customer service, contributing to its growth, and maintaining and expanding customer relationships by proactively engaging with customers to discover their financial needs and provide product recommendations. Responsible for successful delivery of a range of banking products and services, including opening accounts, account maintenance, lending opportunities and conducting customer financial transactions in compliance with our policies, procedures, and security requirements as well as government regulations.

A DAY IN THE LIFE OF A UNIVERSAL BANKER

As a frontline representative of the bank, you have the extraordinary opportunity to be our first impression by engaging with our customers and community partners in the banking center and throughout the city. You will serve as a trusted advisor to develop and deepen relationships with those we serve in order to uncover financial needs and recommend the best products and services to help customers on their financial journey. You will also support the bankโ€™s brand and growth by actively serving the community through various volunteer activities.

ABOUT YOU

The ideal candidate will have the following skills, education, and experience:

  • High school diploma or general education degree (GED)
  • Minimum of one year of sales experience or one year of experience in a financial institution having performed as a teller and/or personal/universal banker; new account experience preferred
  • Strong customer service and sales skills
  • Knowledge of deposit and credit banking products
  • Strong communication and collaboration skills
  • High level of attention to detail
  • Ability to represent the bank in a manner that maintains and expands customer relationships, contributes to the bankโ€™s growth, and enhances its image

If youโ€™d like to join the Family, apply now to start your journey toward a new, rewarding career in banking!

Note: The purpose of this document is to provide a general summary of essential responsibilities and requirements for the position and is not meant as an exhaustive list.

First Federal actively seeks to recruit and hire protected veterans.
First Federal Bank is committed to providing equal employment opportunities to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity, or any other legally protected category.

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