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Senior Universal Banker Jobs in Basking Ridge, NJ

UBS

Unified Global Banking - Director

New York, NY · On-site

$275K/yr

Your role We're looking for an Investment Banker to: • assist in the origination and execution of ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

UBS

Senior Registered Client Associate

New York, NY · On-site

$70K - $95K/yr

... 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 ...

UBS

Senior Registered Client Associate

New York, NY · On-site

$55K - $85K/yr

... 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 ...

UBS

Investment Banking, FIG ECM

New York, NY · On-site

$275K/yr

... and maintain senior client relationships across banks, insurers, asset managers, and specialty ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$85K - $115K/yr

... 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 ...

UBS

Senior Wealth Strategy Associate

New York, NY · On-site

$100K - $140K/yr

... 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 ...

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Senior Universal Banker information

See Basking Ridge, NJ salary details

$31.9K

$66K

$118K

How much do senior universal banker jobs pay per year?

As of Aug 11, 2026, the average yearly pay for senior universal banker in Basking Ridge, NJ is $66,038.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $68,000.00 per year, depending on experience, location, and employer.

What is the difference between Senior Universal Banker vs Customer Service Representative?

AspectSenior Universal BankerCustomer Service Representative
CredentialsBanking experience, sometimes certificationsHigh school diploma or equivalent, customer service skills
Work EnvironmentBranch banking, client interaction, financial servicesCall centers, branch front desk, customer support
Employer & Industry UsageCommercial banks, credit unions, financial institutionsRetail banking, financial services, customer support centers

The Senior Universal Banker typically has more experience and handles a broader range of banking services, including complex transactions and client consultations. Customer Service Representatives focus on assisting customers with basic banking needs and inquiries. While both roles involve client interaction within banking environments, the Senior Universal Banker has a higher level of responsibility and expertise.

How does a senior universal banker typically balance sales goals with providing quality customer service?

A Senior Universal Banker is responsible for achieving sales targets while ensuring customers receive personalized, high-quality service. This balance is maintained by taking a consultative approach—listening carefully to customers' needs, recommending appropriate financial products, and building long-term relationships. Senior Universal Bankers often leverage their experience to mentor junior staff and foster a collaborative team environment, all while adhering to compliance standards. This approach not only helps meet business objectives but also enhances customer loyalty and satisfaction.

What is a senior universal banker?

A Senior Universal Banker is a versatile banking professional who provides a wide range of financial services, including handling customer transactions, opening new accounts, advising on banking products, and assisting with loans. They typically have advanced experience and may help train junior staff or handle more complex customer needs. Senior Universal Bankers are expected to deliver excellent customer service while ensuring compliance with banking regulations and policies. Their role bridges the gap between teller and personal banker, offering a holistic banking experience for clients.

What are the key skills and qualifications needed to thrive as a senior universal banker, and why are they important?

To thrive as a Senior Universal Banker, you need expertise in retail banking operations, customer service, sales, and a thorough understanding of financial products, typically supported by experience in banking and a high school diploma or higher. Familiarity with banking software, CRM systems, and cash handling procedures is essential, and some roles may require certifications such as NMLS for loan origination. Strong communication, problem-solving, and relationship-building skills set top performers apart in this role. These competencies ensure effective client service, regulatory compliance, and the ability to drive branch growth through cross-selling and customer retention.
What are the most commonly searched types of Universal Banker jobs in Basking Ridge, NJ? The most popular types of Universal Banker jobs in Basking Ridge, NJ are:
What cities near Basking Ridge, NJ are hiring for Senior Universal Banker jobs? Cities near Basking Ridge, NJ with the most Senior Universal Banker job openings:
Senior Universal Banker jobs near you

Investment Banking Analyst - Technology (New York, NY)

Oppenheimer & Co. Inc.

Manhattan, NY • On-site

$115K - $130K/yr

Full-time

Re-posted 7 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies.

Job Description

Our Technology team is actively looking for an experienced Analyst to join our team in New York. The candidate will be working closely with senior members of the Technology Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Technology Analysts work on a variety of strategic transactions for leading and emerging companies spanning many verticals including Software, Internet, and Hardware. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm.

Responsibilities:

  • Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required
  • Transaction execution involving direct client interaction and communication
  • Managing client due diligence processes
  • Conducting extensive financial modeling and perform valuation analyses
  • Assessing industry research and trends

Qualifications:

  • At least 2 years of experience in investment banking, primarily Technology related
  • Passion for the Technology industry
  • Strong Microsoft Excel skills essential
  • Strong verbal and written communication skills
  • Elevated attention to detail and consistency in work product
  • Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment
  • Organized and proactive; motivation to contribute to a positive, collaborative team culture
  • Strong interpersonal skills
  • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
  • FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $115,000.00 - $130,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.