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Personal Universal Banker Jobs (NOW HIRING)

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 ...

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 ...

Sunflower Bank NA

Universal Banker

Santa Fe, NM · 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 ...

Sunflower Bank NA

Universal Banker

Las Vegas, NV

$16.50 - $20.50/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

Irvine, CA · On-site

$21.47 - $29.15/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 ...

Sunflower Bank NA

Universal Banker

El Centro, CA · On-site

$21.47 - $29/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 ...

Sunflower Bank NA

Universal Banker

Greenwood Village, CO

$20 - $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 ...

Sunflower Bank NA

Universal Banker

Santa Fe, NM · 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 ...

Sunflower Bank NA

Universal Banker

Las Vegas, NV · On-site

$16.50 - $20.50/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

San Marcos, TX

$17.25 - $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 ...

Sunflower Bank NA

Universal Banker

Naples, FL · 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 ...

PROVIDENT CREDIT UNION

Universal Banker

Daly City, CA · On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (Daly City, 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 NA

Universal Banker

Las Cruces, NM

$17.75 - $22.25/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

Naples, FL

$16.75 - $21/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 ...

Sunflower Bank NA

Universal Banker

Las Cruces, NM · On-site

$17.75 - $22.25/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

Lucerne Valley, CA · On-site

$19.50 - $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 ...

Sunflower Bank NA

Universal Banker

Kerrville, TX · On-site

$15.75 - $19.50/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

Santa Fe, NM · 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 ...

Sunflower Bank NA

Universal Banker

Austin, TX

$17.75 - $22.25/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 ...

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All 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 10, 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 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?

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.

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 sales abilities, and obtaining certifications such as the Series 6 or 7 may be required for certain financial services. Gaining experience in banking or sales can also improve chances of employment 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.
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, 72% Full Time, 21% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $43,255 per year, or $20.8 per hour.

Universal Banker

Provident Credit Union

San Jose, CA • On-site

$27.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

UNIVERSAL BANKER - Full Time (North San Jose, CA)
Job Summary:
The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed.
Why Provident?
Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US. We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better. Provident has been a Bay Area "Top Workplace" since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.
Our values are:
  • Listen
  • Get Better
  • Do What's Right

Education / Work Experience / Skills / Abilities:
  • Bachelor's degree preferred
  • 1+ years in financial services experience in banking or credit union
  • 1+ years of sales and service experience with proven results
  • Experience making effective outbound telephone calls
  • Experience with Real Estate and Consumer Loans
  • Experience with business banking products and relationships
  • Experience with cash handling/teller transactions/loan funding
  • Experience in working in a team environment and developing relationships
  • Excellent listening and speaking skills
  • Excellent written communication skills
  • Computer literacy skills and proficient in Windows and Microsoft Office
  • Understand and adhere to BSA and OFAC policy and procedures including:

• CTR requirements
• CIP requirements
• CDD requirements
• OFAC verification requirements
• Reporting suspicious activity
• Maintaining records on negotiable instrument
  • Licenses/Certifications:

- NMLS - National Mortgage Licensing System and Registry to obtain within 30 days of hired
- Medallion Stamp Certification to obtain within 120 days of hired
Travel Details / Schedule:
Travel:
  • Required to travel to other Provident locations outside of home branch
  • Required to attend offsite training, meetings, or events

Work Schedule:
  • Full-time; 40 hours a week Monday - Friday 9:15am - 6:15pm & some Saturdays 8:45am - 4:30pm

Company Benefits you will enjoy:
  • Quality medical, dental and vision care coverage
  • 401(k) retirement plan with up to 150% matching employer contributions
  • Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses
  • Annual discretionary bonus
  • Employee referral bonus
  • Generous paid time off and paid holidays
  • Flexible spending accounts
  • Short and long-term disability coverage
  • Life and AD&D insurance
  • Provident membership
  • Rate discount on home, auto loans and personal loans
  • Opportunity to use company owned condo in Maui and Lake Tahoe

Compensation:
Pay Grade is P1. This position is eligible for our twice a year discretionary bonus.
Targeted Base Pay: $27.50 per hour
Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally.
Provident is an Equal Opportunity Employer
We are a winner of the Bay Area News Group Top Work Place in 2017 - 2026. Check us out on Glassdoor!

Apply