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Universal Associate Jobs (NOW HIRING)

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 ...

Teller- Universal Associate

Franklin, TN · On-site

$15.75 - $19.75/hr

We are looking for a full time Universal Associate (Teller) to join our growing team! This position is located at our Franklin location. ABOUT RESOUND CREDIT UNION: Resound Credit Union currently has ...

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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 May 31, 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 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.

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.

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:
FCBank, Universal Associate, Full Time

FCBank, Universal Associate, Full Time

CNB Financial Corporation

Columbus, OH

$15.25 - $20.25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


CNB Bank rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

11th of 141 rated banks


Job description

Description

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's needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes.


PROVIDE ENHANCED CLIENT SERVICE

Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality.


FOSTER OUR CULTURE

Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business.


PROMOTE DIGITAL AWARENESS

Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications.


FOCUS ON ACCURACY AND ATTENTION TO DETAIL

Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals.


SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required.


Requirements

Qualifications, education, and experience:

To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background screening will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally.


TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.


MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.


REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation.


PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match 
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, & Pet)
  • Hospital Indemnity
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!
    Eligibility requirements apply.

FCBank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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