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Universal Banker Jobs in California (NOW HIRING)

PROVIDENT CREDIT UNION

Universal Banker

San Jose, CA · On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (North San Jose, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services.

PROVIDENT CREDIT UNION

Universal Banker

Daly City, CA · On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (Daly City, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The ...

PROVIDENT CREDIT UNION

Universal Banker

San Jose, CA

$27.50/hr

UNIVERSAL BANKER - Full Time (San Jose, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The ...

Provident Credit Union

Universal Banker

San Jose, CA · On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (San Jose, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The ...

Provident Credit Union

Universal Banker

Hayward, CA · On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (Hayward, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The ...

PROVIDENT CREDIT UNION

Universal Banker

Hayward, CA

$27.50/hr

UNIVERSAL BANKER - Full Time (Hayward, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The ...

Provident Credit Union

Universal Banker

Walnut Creek, CA · On-site

$27.50/hr

UNIVERSAL BANKER - Full Time (Walnut Creek, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services.

New

Sunflower Bank NA

Universal Banker

San Diego, CA · On-site

$21.47 - $29.15/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers play a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

El Centro, CA · On-site

$21.47 - $29/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers play a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

Auburn, CA · On-site

$20 - $26/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers play a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

Sherman Oaks, CA · On-site

$21.47 - $29.15/hr

Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer ...

Sunflower Bank NA

Universal Banker

Sherman Oaks, CA · On-site

$21.47 - $29.15/hr

Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer ...

Sunflower Bank, N.A.

Universal Banker

San Diego, CA · On-site

$21.47 - $29.15/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers play a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

El Centro, CA · On-site

$21.47 - $29/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers play a crucial role in providing retail banking products and services ...

Sunflower Bank NA

Universal Banker

San Diego, CA · On-site

$21.47 - $29.15/hr

The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers play a crucial role in providing retail banking products and services ...

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All JobsUniversal Banker JobsUniversal Banker Jobs in California

Universal Banker information

See California salary details

$12

$19

$25

How much do universal banker jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for universal banker in California is $19.60, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $21.35 per hour, depending on experience, location, and employer.

What is a universal banker?

Universal Bankers are versatile banking professionals trained to handle a wide range of customer needs within a bank branch. They perform both traditional teller transactions and personal banking services, such as opening accounts, assisting with loans, and providing financial advice. This role is designed to improve customer service by allowing one person to address multiple banking needs, making the banking experience more efficient and personalized.

What does a universal banker do?

A universal banker is a customer-facing position in a bank. As a universal banker, your responsibilities include opening new accounts, assisting customers with transactions, reviewing documents for accuracy or legal compliance, and verifying the identity of account holders. Some universal bankers provide personal banking services for individuals or businesses to help manage their investments. Other universal bankers are loan clerks who assist customers with applications. You can most commonly find employment opportunities with commercial banks, although many industries also hire universal bankers, such as investment firms.

What are the key skills and qualifications needed to thrive as a universal banker?

To thrive as a Universal Banker, you need a solid understanding of banking products, sales, and customer service, typically backed by a high school diploma or associate degree. Familiarity with core banking systems, digital banking platforms, and cash handling procedures is essential. Strong communication, problem-solving, and relationship-building skills help you exceed customer expectations and work effectively with team members. These competencies are crucial for driving customer satisfaction, meeting sales goals, and ensuring accurate financial transactions.

How does a universal banker typically balance customer service with sales responsibilities?

Universal Bankers are expected to provide excellent customer service while also identifying opportunities to recommend banking products that meet clients' needs. This balance is achieved by actively listening to customers, understanding their financial goals, and offering tailored solutions rather than aggressive sales pitches. Universal Bankers often rotate between teller duties and personal banking tasks, making adaptability and a customer-focused mindset essential. Successful Universal Bankers view sales as a natural extension of service, building trust with clients and fostering long-term relationships.

What is the difference between Universal Banker vs Teller?

AspectUniversal BankerTeller
Required CredentialsHigh school diploma or equivalent; some roles may require banking certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, handling multiple banking servicesBank counters, primarily cash transactions
Job ResponsibilitiesCustomer service, account opening, loan processing, cash handlingCash transactions, deposits, withdrawals, basic customer inquiries
Employer & Industry UsageCommercial banks, credit unionsCommercial banks, credit unions

Universal Bankers have a broader role, handling various banking services and customer needs, while Tellers focus mainly on cash transactions and basic customer service. Universal Bankers often require additional skills and certifications, making their role more versatile within banking institutions.

Do I need a degree to be a universal banker?

A degree is not always required to become a universal banker, but many employers prefer candidates with a high school diploma or equivalent. Relevant skills such as customer service, cash handling, and financial knowledge are often prioritized, and some positions may require or prefer post-secondary education or certifications in banking or finance.

Is a universal banker an entry level job?

A universal banker position is often considered entry-level, suitable for individuals with basic customer service skills and a high school diploma. It typically involves training on banking products, financial transactions, and customer interaction, making it accessible to those starting their banking careers.
More about Universal Banker jobs

What are the most commonly searched types of Universal Banker jobs in California?

The most popular types of Universal Banker jobs in California are:

What are popular job titles related to Universal Banker jobs in California?

For Universal Banker jobs in California, the most frequently searched job titles are:

What job categories do people searching Universal Banker jobs in California look for?

The top searched job categories for Universal Banker jobs in California are:

What cities in California are hiring for Universal Banker jobs?

Cities in California with the most Universal Banker job openings:

What are popular job titles related to Universal Banker jobs in CA?

For Universal Banker jobs in CA, the most frequently searched job titles are:

Universal Banker jobs near you
Infographic showing various Universal Banker job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $40,764 per year, or $19.6 per hour.

Universal Banker

San Jose, CA • On-site

PROVIDENT CREDIT UNION
Commercial Banking • 201 - 500 employees
Learn more about PROVIDENT CREDIT UNIONexternal

$27.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

UNIVERSAL BANKER - Full Time (North San Jose, CA)

Job Summary:

The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The Universal Banker is responsible for opening new products, processing transactions, cross-selling products and services, and providing exceptional member service. The Universal Banker proactively interacts with current and potential members, and participates in business development and community activities to generate new business. The Universal Banker is successful at consistently achieving individual sales goals and uses available resources to increase business, strengthen member relationships, and increase member loyalty. In addition, they are responsible for providing training, leadership and support to less experienced branch staff. The Universal Banker is a keen problem solver who is comfortable taking the initiative to 'Do What's Right.' The Universal Banker works under the supervision of the Assistant Branch Manager and Branch Manager and performs other duties as directed.

Why Provident?

Provident Credit Union was established in 1950 and we rank among the top 10% of credit unions in the US.  We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better.  Provident has been a Bay Area “Top Workplace” since 2017, and our employees rank us on Glassdoor as one of the best credit unions in the nation.  

Our values are:

  • Listen
  • Get Better
  • Do What’s Right

Education / Work Experience / Skills / Abilities:

  • Bachelor’s degree preferred
  • 1+ years in financial services experience in banking or credit union
  • 1+ years of sales and service experience with proven results
  • Experience making effective outbound telephone calls
  • Experience with Real Estate and Consumer Loans
  • Experience with business banking products and relationships
  • Experience with cash handling/teller transactions/loan funding
  • Experience in working in a team environment and developing relationships
  • Excellent listening and speaking skills
  • Excellent written communication skills
  • Computer literacy skills and proficient in Windows and Microsoft Office
  • Understand and adhere to BSA and OFAC policy and procedures including:

•           CTR requirements

•           CIP requirements

•           CDD requirements

•           OFAC verification requirements

•           Reporting suspicious activity

•           Maintaining records on negotiable instrument

  • Licenses/Certifications:

- NMLS – National Mortgage Licensing System and Registry to obtain within 30 days of hired

- Medallion Stamp Certification to obtain within 120 days of hired

Travel Details / Schedule:

Travel: 

  • Required to travel to other Provident locations outside of home branch
  • Required to attend offsite training, meetings, or events

Work Schedule:

  • Full-time; 40 hours a week Monday - Friday 9:15am - 6:15pm & some Saturdays 8:45am - 4:30pm

Company Benefits you will enjoy:

  • Quality medical, dental and vision care coverage
  • 401(k) retirement plan with up to 150% matching employer contributions
  • Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses
  • Annual discretionary bonus
  • Employee referral bonus
  • Generous paid time off and paid holidays
  • Flexible spending accounts
  • Short and long-term disability coverage
  • Life and AD&D insurance
  • Provident membership
  • Rate discount on home, auto loans and personal loans
  • Opportunity to use company owned condo in Maui and Lake Tahoe

Compensation:

Pay Grade is P1.  This position is eligible for our twice a year discretionary bonus.

Targeted Base Pay:  $27.50 per hour

Join us at Provident Credit Union as a Universal Banker. Discover new challenges in a rewarding atmosphere that helps you grow professionally.

Provident is an Equal Opportunity Employer

We are a winner of the Bay Area News Group Top Work Place in 2017 - 2026. Check us out on Glassdoor!

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