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Universal Associate Jobs (NOW HIRING)

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 ...

BankonBuffalo

$14.75 - $19.75/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 ...

CNB Bank

ESSA Bank, Universal Associate, Full-time

Cresco, PA · On-site

$14.75 - $16.25/hr

Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the ...

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$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:
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
BankOnBuffalo, Universal Associate, Part-Time

BankOnBuffalo, Universal Associate, Part-Time

CNB Bank

Buffalo, NY • On-site

$17.20 - $22.75/hr

Part-time

Medical, PTO

Posted 12 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

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: Positive Energy, Positive Outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
  • Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
  • Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
  • Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
  • Follow all bank policies and operational procedures to ensure security and compliance.
  • Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
  • Respect- treat every client and colleague with dignity and respect.
  • Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
  • Inclusion- embrace diverse perspectives creating a welcoming environment for all.

BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
  • Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
  • Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
  • Collaboration- work effectively within a team, contribute ideas, and support colleagues.
  • Volunteerism- actively support and participate in community outreach and volunteer initiatives.

COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
  • Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
  • Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
  • Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.

POSITION LEVEL(S) EXPECTATIONS (if applicable)
  • UA I- Open consumer and business deposit accounts
  • UA II- Ability to uncover and originate consumer loans plus all above duties.
  • UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
  • UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position 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. A background screening will be conducted.
  • 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 effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. 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.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging 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 position.

This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
  • Paid Time Off & Recognized Holidays
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit rates
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply
BankOnBuffalo 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.
https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
Salary Description
$17.20-$22.75

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