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Senior Universal Banker Jobs (NOW HIRING)

Bluestone Bank

Universal Banker

Raynham, MA

$21.50/hr

The right person can start at our highest tier - Senior Universal Banker level. This level provides competitive compensation and provides training for you to continue to grow in your position.

Susser Bank

Sr Universal Banker

Dallas, TX · On-site

$17.75 - $22.25/hr

Position Summary The Senior Universal Banker position is an advanced level hybrid position that encompasses both the Teller and Personal Banker roles. The primary responsibilities include managing ...

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Senior Universal Banker information

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$31K

$64.1K

$114.5K

How much do senior universal banker jobs pay per year?

As of Jun 13, 2026, the average yearly pay for senior universal banker in the United States is $64,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $66,000.00 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.
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Senior Universal Banker jobs near you
Universal Banker I, II, III - Joliet, IL

Universal Banker I, II, III - Joliet, IL

Old Second National Bank

Joliet, IL

$17.50 - $21.75/hr

Other

Posted 25 days ago

Job description

Move your career forward at Old Second.

Position Overview

The Universal Banker positions, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed.

Essential Job Function - All levels

  • Meets sales and service goals by actively engaging in Bank sales processes including profiling, building strong customer relationships, utilizing sales and customer service software, and participating in sales campaigns. Follows up with customers by phone or email.
  • Accurately opens, closes, and maintains customer accounts according to established policies and procedures. Understands material covered in Personal Banker training manuals.
  • Utilizes strong knowledge of Old Second products and services to advise new and existing customers of Old Second's comprehensive portfolio of banking options. Begins to learn and apply knowledge to more complicated retail products including IRAs and loans.
  • Maintains a high level of customer service to assist the branch in obtaining the highest customer service ratings, including internal survey results.
  • Utilizes cross training as a Teller to fill in as needed behind the Teller line to handle basic transactions including cashing checks, processing deposits and withdrawals, and adhering to processes and procedures including balancing drawer.
  • Maintain working knowledge of all internal and legislated compliance and regulations including satisfactory completion of all annual training.
  • Responsible for Operational Accuracy and Compliance (ex. Records, TD Ops, BSA/Fraud/CTR's, BAI, Signature Cards, CIP, Beneficial Ownership).
  • Maintains flexibility in work schedule including opening/closing branch as needed. Demonstrates willingness to fill in at other OSB locations as needed.

Additional Responsibilities/Focus of Senior Universal Banker (Level 2):

  • Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities.
  • Leads branch by example through exceptional customer service.

Additional Responsibilities/Focus of Universal Relationship Banker (Level 3):

  • Manages a book of Retail Banking clients by maintaining regular contact, advising on Personal Banking matters, and serving as a liaison to other business lines for their client base.
  • Meets elevated sales and service goals through daily customer interactions and proactive sales opportunities.
  • Proactively connects with prospects and clients in the pursuit of new and cross sales opportunities. Utilizes each client communication to deepen customer relationships and loyalty to bank.
  • Refers other lines of business, such as Wealth Management, Mortgage and Commercial.
  • Has deep understanding and applied knowledge of more complicated retail products including IRAs and loans; supports and trains colleagues on advanced products as appropriate.

Minimum Requirements

 Universal Banker (Level 1):

  • High school diploma (or equivalent) and one year of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
  • Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
  • Must work onsite to perform responsibilities of this position.

Senior Universal Banker (Level 2):

  • High school diploma (or equivalent) and two years of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
  • Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
  • Must work onsite to perform responsibilities of this position.

Universal Relationship Banker (Level 3):

  • High school diploma (or equivalent) and three or more years of related experience which includes some banking and/or sales, client relationship management, consultancy experience, or cash handling, or equivalent combination of education and experience.
  • Must become licensed with NMLS registration within 60 days of assuming role and meet Bank training requirements.
  • Must successfully complete Universal (Relationship) Banker Cross Training Development Plan curriculum (or equivalent experience).
  • Must work onsite to perform responsibilities of this position.

Competencies - All levels

  • Demonstration of excellent customer service and professional communication.
  • Dedication to product promotion, sales referrals, and cross selling products/services.
  • Math and computer proficiency. Technical aptitude toward learning and utilizing bank software applications.
  • Basic understanding of banking, check processing, credits and debits.
  • Focus and organization during periods of high volume or interruption.
  • Reliable: dedication & commitment to work; follow-through on all tasks.
  • Knowledge and compliance with bank rules and regulations.

Preferred, but not required

  • Associate or Bachelor's degree preferred.

Note: Job levels and hiring decisions are based upon both the business needs at the Retail Bank location and the qualifications of the incumbent.  In some cases, an incumbent may meet the requirements of a level 2 or 3 Universal Banker role but may be hired in at a lower level based upon branch business needs and staffing dynamics.

Compensation & Benefits

Universal Banker - Level 1
Base pay:  $18.10 - $22.50/hour.  Old Second is committed to fair and equitable pay practices.  Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. 
Variable pay:  Eligible to participate in the Retail Incentive Plan.  Payment varies based upon sales performance.

Senior Universal Banker - Level 2
Base pay:  $20.50 - $26.50/hour.  Old Second is committed to fair and equitable pay practices.  Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. 
Variable pay:  Eligible to participate in the Retail Incentive Plan.  Payment varies based upon sales performance.

Universal Relationship Banker - Level 3
Base pay:  $22.55 - $29.00/hour.  Old Second is committed to fair and equitable pay practices.  Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. 
Variable pay:  Eligible to participate in the Retail Incentive Plan.  Payment varies based upon sales performance.

 

Benefits:  How We Support You - Old Second

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