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Universal Associate Jobs (NOW HIRING)

Clearwater Credit Union

Universal Associate

Bozeman, MT · On-site

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 ...

Clearwater Credit Union

Universal Associate

Bozeman, MT · On-site

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 ...

Clearwater Credit Union

Universal Associate

Butte, MT · On-site

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 ...

Clearwater Credit Union

Universal Associate

Butte, MT · On-site

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 ...

ERIEBANK

ERIEBANK, Universal Associate, Full Time

Erie, PA · On-site

$15.25 - $20.50/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

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$27K

$141.2K

$310.5K

How much do universal associate jobs pay per year?

As of Sep 14, 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 is a universal associate?

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.

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 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.

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?

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What states have the most Universal Associate jobs?

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What are popular job titles related to Universal Associate jobs?

For Universal Associate jobs, the most frequently searched job titles are:

Universal Associate jobs near you
Infographic showing various Universal Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $141,209 per year, or $67.9 per hour.

Universal Associate

Rock Hill, SC • On-site

Family Trust Federal Credit Union
Finance and Insurance • 51 - 200 employees
Learn more about Family Trust Federal Credit Unionexternal

Full-time

Posted 23 days ago

Job description

Role Summary:
The Universal Associate serves as the primary point of contact for members, delivering exceptional service and building strong financial relationships. This role combines teller operations, member service, and sales responsibilities to provide comprehensive financial solutions through meaningful member interactions. The Universal Associate accurately processes financial transactions, assesses member needs, educates members on products and services, and supports branch growth and performance goals. The Universal Associate supports branch goals by enhancing the member experience, promoting financial well-being, and strengthening member loyalty.
Essential Duties & Responsibilities:
  • Resolve member concerns promptly with professionalism and empathy.
  • Educate members on digital banking services, self-service tools, and financial wellness resources.
  • Accurately process deposits, withdrawals, loan payments, transfers, cash advances, and other financial transactions.
  • Balance cash drawer daily and maintain established cash limits.
  • Verify member identity and adhere to all security procedures and regulatory requirements.
  • Process official checks, money orders, wire requests, and other account-related services.
  • Maintain transaction accuracy and minimize operational risk.
  • Conduct needs-based conversations to identify and recommend appropriate products and services.
  • Promote and cross-sell deposit accounts, loans, credit cards, digital banking services, and other credit union products.
  • Generate referrals to mortgage, investment, business services, and lending specialists.
  • Meet or exceed individual and branch sales, service, and referral goals.
  • Participate in outbound member outreach and follow-up activities.
  • Open and maintain consumer deposit accounts.
  • Assist members with account maintenance, debit cards, online banking enrollment, and account documentation.
  • Explain account features, fees, disclosures, and membership benefits.
  • Support branch operational goals, service standards, and team initiatives.
  • Participate in training, professional development, and branch meetings.
  • Other job duties as assigned.

Qualifications/Experience:
  • Education: A high school education or GED.
  • Experience: Minimum of one year of customer service experience; cash handling required. Sales or relationship-building experience preferred.

Other Skills:
  • Strong verbal and written communication skills.
  • Ability to foster relationships and influence others.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent interpersonal, problem-solving, and member service skills.
  • Proficiency with computer systems and Microsoft Office applications.

Physical Requirements: Ability to lift 30 pounds.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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