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Universal Branch Advisor Jobs (NOW HIRING)

Investors Community Bank

Universal Banker

Chillicothe, MO

$15.75 - $19.75/hr

Support branch operations by answering phones, processing incoming mail, and collaborating with ... Safe Harbor 401(k) plan with a dedicated wealth advisor. * Wellness/Ancillary: Includes ...

Northrim BanCorp, Inc.

$13.25 - $16.50/hr

Universal Banker III - West Anchorage Branch Full Time Administrative Anchorage, AK, US 2 days ago ... Think like an advisor: Suggest products and services that actually make a difference. * Stay sharp:

River Bank

Universal Banker

La Crosse, WI · On-site

$17.75 - $22/hr

This is a great opportunity to showcase your banking experience at a well-established branch ... Recognize customer investment needs and refer to Financial Advisor as appropriate. * Follow ...

River Bank

Universal Banker

La Crosse, WI · On-site

$17.75 - $22/hr

This is a great opportunity to showcase your banking experience at a well-established branch ... Recognize customer investment needs and refer to Financial Advisor as appropriate. * Follow ...

Nicolet National Bank

Universal Banker II

Appleton, WI · On-site

$17.25 - $21.50/hr

The Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who ...

Nicolet National Bank

Universal Banker II

Windsor Heights, IA · On-site

$17.50 - $22/hr

The Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who ...

Nicolet National Bank

Universal Banker II

Appleton, WI · On-site

$17.25 - $21.50/hr

The Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who ...

Nicolet National Bank

Universal Banker II

Merrill, WI · On-site

$19.50 - $24.50/hr

The Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who ...

New

Nicolet National Bank

Universal Banker II

Windsor Heights, IA · On-site

$17.50 - $22/hr

The Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who ...

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Universal Branch Advisor information

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$12

$25

$45

How much do universal branch advisor jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for universal branch advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is a universal branch advisor?

A Universal Branch Advisor is a banking professional who serves as a primary point of contact for customers within a bank branch. Their role combines elements of customer service, sales, and financial advising to address a wide range of client needs, including opening accounts, providing product recommendations, and helping with basic transactions. Universal Branch Advisors are trained to assist with both day-to-day banking and more complex financial solutions, making them versatile team members. They often help customers navigate digital banking tools and ensure a positive overall banking experience.

How does a universal branch advisor typically collaborate with other team members to provide comprehensive client service?

A Universal Branch Advisor works closely with branch tellers, financial specialists, and branch managers to deliver seamless customer service. Collaboration often involves sharing insights on client needs, referring clients to specialized colleagues for complex financial products, and participating in regular team meetings to discuss best practices. This teamwork ensures clients receive holistic support, whether they're seeking everyday banking assistance or specialized advice. The role also requires effective communication skills to coordinate follow-ups and resolve client issues promptly.

What are the key skills and qualifications needed to thrive as a universal branch advisor, and why are they important?

To thrive as a Universal Branch Advisor, you need strong financial knowledge, sales expertise, and customer service skills, typically supported by a diploma or degree in business or finance. Familiarity with banking software, CRM systems, and relevant certifications such as mutual funds licensing are commonly required. Exceptional communication, problem-solving, and relationship-building skills set top performers apart in this role. These skills and qualifications are crucial for delivering tailored financial advice, achieving sales targets, and fostering long-term client relationships.

What is the difference between Universal Branch Advisor vs Customer Service Representative?

AspectUniversal Branch AdvisorCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may require financial certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, financial institutions, customer-facing rolesCall centers, retail stores, customer service centers
Employer & Industry UsageFinancial services, banking industryRetail, banking, telecommunications
Common Search & ComparisonCustomer interaction, financial product knowledge, salesCustomer support, issue resolution, product information

The Universal Branch Advisor and Customer Service Representative roles both involve customer interaction within service environments. However, the Universal Branch Advisor typically works in banking branches, focusing on financial products and sales, while Customer Service Representatives often work in call centers or retail settings, handling general inquiries and support. Both roles require strong communication skills, but the Universal Branch Advisor usually needs additional financial knowledge or certifications.

What cities are hiring for Universal Branch Advisor jobs?

Cities with the most Universal Branch Advisor job openings:

What are popular job titles related to Universal Branch Advisor jobs?

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

Infographic showing various Universal Branch Advisor job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Universal Banker

Chillicothe, MO

Investors Community Bank
11 - 50 employees
Learn more about Investors Community Bankexternal

$15.75 - $19.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 23 days ago

Job description

Universal Banker

Department: Retail Banking  |  Status: Full-Time, Non-Exempt

Position Overview

The Universal Banker is the face of our branch — the person customers trust to handle their day-to-day banking needs while also helping them discover products and services that fit their financial lives. In this full-time role, you'll move fluidly between teller transactions and personal banking functions, building genuine relationships that drive both customer satisfaction and branch growth. You bring the energy, we'll bring the training.

What You'll Do
  • Deliver consistently excellent service across every customer interaction — in person, by phone, and through follow-up — while processing transactions accurately and efficiently.
  • Handle a full range of teller and banking transactions: deposits, withdrawals, loan payments, cashier's checks, new account openings, account maintenance, and branch inventory.
  • Own your drawer: reconcile and balance your teller drawer, vault, mail drop, and night depository daily. Research discrepancies and correct errors promptly.
  • Actively cross-sell and refer products and services that genuinely meet customer needs, contributing to branch sales goals and business development.
  • Prepare and maintain accurate documentation for all deposit products and transactions in compliance with bank policy, procedures, and applicable regulations.
  • Guide customers through online banking setup, troubleshooting, and self-service tools to increase digital adoption and reduce friction.
  • Support branch operations by answering phones, processing incoming mail, and collaborating with other departments as needed.
  • Model professional behavior and contribute to a positive, team-oriented branch culture.
What You Bring
  • 1–2 years of customer service, sales, or cash handling experience — banking background preferred, but strong service instincts matter most.
  • High school diploma or equivalent required.
  • Clear, professional communication — written and verbal — with the confidence to engage diverse customers and build trust quickly.
  • Comfortable working both independently and as part of a collaborative team, with a natural drive to go the extra mile for customers.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) and comfort learning new banking software and systems.
  • High attention to detail and strong organizational habits, with a genuine commitment to accuracy and confidentiality.
Schedule

This is a full-time position. Standard branch hours apply, including rotating Saturdays. Specific schedule will be discussed during the interview process.

Benefits Offered (Full-time employees)
  • Health Coverage: Comprehensive medical, dental, and vision plans. Also offers a Health Payment Account (HPA).
  • Retirement: Safe Harbor 401(k) plan with a dedicated wealth advisor.
  • Wellness/Ancillary: Includes supplemental benefits including Accident, Critical Illness, Short-Term Disability and employer-paid Life Insurance.