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Universal Associate Jobs (NOW HIRING)

HRCU

Universal Associate

Rochester, NH · On-site

$18.50/hr

Saturday's are required (out by 1pm) A Universal Associate provides a variety of teller transaction services (including deposits, withdrawals, loan payments, transfers, check cashing and cash ...

FCBank

FCBank, Universal Associate, Full Time

Columbus, OH · On-site

$14 - $19.25/hr

Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client ...

HRCU

Universal Associate

Rochester, NH · On-site

$18.50/hr

Saturday's are required (out by 1pm) A Universal Associate provides a variety of teller transaction services (including deposits, withdrawals, loan payments, transfers, check cashing and cash ...

ERIEBANK

ERIEBANK, Universal Associate, Full Time

Mentor, OH · On-site

$14 - $18.75/hr

Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client ...

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Universal Associate information

See salary details

$27K

$141.2K

$310.5K

How much do universal associate jobs pay per year?

As of Jul 7, 2026, the average yearly pay for universal associate in the United States is $141,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $212,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Universal Associate, you need strong customer service skills, attention to detail, and a basic understanding of banking or financial products, often supported by a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and customer relationship management (CRM) tools is typically required. Exceptional communication, problem-solving abilities, and adaptability help you excel when addressing diverse client needs. These skills ensure efficient service delivery, foster customer satisfaction, and support the overall success of the financial institution.

How does a Universal Associate balance responsibilities between teller and customer service functions?

Universal Associates are cross-trained to handle both teller transactions and broader customer service tasks, such as opening new accounts or assisting with loan applications. Balancing these duties requires strong multitasking skills and adaptability, as you may switch between assisting customers at the counter and addressing more complex banking needs throughout the day. Collaboration with team members is crucial, especially during busy periods, to ensure efficient service and a positive customer experience. This dynamic environment provides valuable exposure to multiple banking functions, supporting career advancement within the financial institution.

What is the difference between Universal Associate vs Medical Assistant?

AspectUniversal AssociateMedical Assistant
CredentialsHigh school diploma; on-the-job trainingHigh school diploma; certification often preferred
Work EnvironmentRetail, hospitality, healthcare support rolesClinics, hospitals, medical offices
Employer & Industry UsageVarious industries including healthcare supportPrimarily healthcare facilities
Common Search & ComparisonYesYes

The Universal Associate typically refers to roles in retail, hospitality, or support industries with minimal certifications, whereas a Medical Assistant works specifically in healthcare settings, often requiring certification. Both roles involve supporting operations but differ significantly in industry focus and required credentials.

What are Universal Associates?

Universal Associates are versatile banking professionals who handle a wide range of customer service and banking tasks in financial institutions. They assist customers with account inquiries, process transactions, open new accounts, and provide product information. Universal Associates are trained to work across different functions in a bank branch, providing flexibility and a seamless customer experience. Their role combines elements of teller, personal banker, and customer service representative to meet various client needs efficiently.
More about Universal Associate jobs
What are the most commonly searched types of Universal jobs? The most popular types of Universal jobs are:
What states have the most Universal Associate jobs? States with the most job openings for Universal Associate jobs include:
What job categories do people searching Universal Associate jobs look for? The top searched job categories for Universal Associate jobs are:
Universal Associate jobs near you
Infographic showing various Universal Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $141,209 per year, or $67.9 per hour.
Universal Associate

Universal Associate

Clearwater Credit Union

Missoula, MT • On-site

Full-time

Medical, Retirement, PTO

Re-posted 3 days ago

Job description

Clearwater Credit Union is Montana’s largest CDFI and the state’s second-largest credit union. As a values-based financial cooperative and member of the Global Alliance for Banking on Values (GABV), our mission and values guide both our strategy and our culture.

We believe banking should be a force for good-for our members, our employees, and the communities we serve, and we empower our teams with the tools, voice, and trust needed to solve problems and make a meaningful impact.

Clearwater Credit Union is accepting applications for a Universal Associate position. In this role you’ll support members across all aspects of their financial journey from advising about accounts and services to processing transactions, to assisting members with self-service channels.

Universal Associates build strong relationships with current and prospective members while identifying opportunities to deepen engagement and contribute directly to the credit union’s strategic goals through exceptional service and financial guidance.

Essential Functions & Responsibilities:

  • Provide internal and external members with excellent service.
  • Provide services to members in the following areas:
    • Processing cash and check transactions
    • Opening new accounts
    • Assisting with lending functions such as:
      • Funding auto-decisioned loans.
      • Referring members to appropriate lending department.
      • Setting up appointments with loan officers.
  • Protect members and credit union from fraudulent activities
  • Use financial services equipment to meet member needs; help with general maintenance of equipment.
  • Receive incoming phone calls; make outgoing phone calls.
  • Work with multiple service channels to provide member satisfaction and education about
    • Digital Banking
    • Phone Banking
    • Card Services
    • ITM Operations
  • Advise on account options, including:
    • Opening and closing all types of accounts offered.
    • Maintaining member accounts.
    • Updating member account records.
    • Researching and solving member account options and issues.
    • Referring members to more in-depth credit counseling and resolution, when needed.
  • Advise on financial solutions including:
    • Educating members on products and services and refer based on individual member(s) needs.
    • Being knowledgeable about products and services, including staying up to date with changes and additions.
  • Advise on service transactions, including:
    • Empowering members to process their own transactions.
    • Processing member transactions and other member requests.
    • Managing ECR’s, ITM’s and ATM’s or any other self-service solution.
    • Completing end-of-day balancing activities.
  • Follow all credit union policies and procedures, including being compliant with state and federal laws and regulations.
  • Have reliable attendance and complete all assigned tasks.

You must be comfortable working in an open environment, have strong communications skills, be flexible, and be a team player. Additional requirements include the ability to provide exceptional service, multi-task, recognize needs, and create solutions.

Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more!