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Banker vs universal banker

The differences between bankers and universal bankers can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a banker, becoming a universal banker takes usually requires 6-12 months. Additionally, a banker has an average salary of $44,463, which is higher than the $35,922 average annual salary of a universal banker.

The top three skills for a banker include taking care, financial services and securities. The most important skills for a universal banker are customer relationships, cash handling, and financial services.

Banker vs universal banker overview

BankerUniversal Banker
Yearly salary$44,463$35,922
Hourly rate$21.38$17.27
Growth rate10%-3%
Number of jobs29,72528,761
Job satisfaction-2
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 53%
Average age4341
Years of experience412

What does a banker do?

A banker is primarily responsible for assisting clients with their banking needs, particularly when withdrawing, depositing, and paying. Aside from handling transactions, bankers are also mainly responsible for opening and closing accounts, processing requirements, verifying the validity of documentation, recommending services and other financial options to clients, and resolving inquiries and concerns. A banker may answer calls and correspondence, coordinate with other banking personnel, maintain accurate data, and discuss conditions to clients thoroughly. Furthermore, because a banker mainly works with clients, it is essential to attain customer satisfaction.

What does a universal banker do?

A universal banker's role is to provide banking assistance to clients by performing a wide range of tasks, ensuring timeliness and customer satisfaction. Their responsibilities revolve around handling and processing accounts, accomplishing requests from clients, and addressing inquiries and complaints, responding to them promptly and efficiently. They must also manage cash drawers, generate referrals, and identify the clients' financial and banking needs. Furthermore, as a universal banker, it is crucial to ensure that all processes comply with the policies and regulations of the bank.

Banker vs universal banker salary

Bankers and universal bankers have different pay scales, as shown below.

BankerUniversal Banker
Average salary$44,463$35,922
Salary rangeBetween $20,000 And $97,000Between $27,000 And $46,000
Highest paying CityNew York, NYUrban Honolulu, HI
Highest paying stateNew YorkHawaii
Best paying companyCitiAffinity Credit Union
Best paying industryFinanceFinance

Differences between banker and universal banker education

There are a few differences between a banker and a universal banker in terms of educational background:

BankerUniversal Banker
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 53%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Banker vs universal banker demographics

Here are the differences between bankers' and universal bankers' demographics:

BankerUniversal Banker
Average age4341
Gender ratioMale, 46.3% Female, 53.7%Male, 35.1% Female, 64.9%
Race ratioBlack or African American, 5.5% Unknown, 4.1% Hispanic or Latino, 11.4% Asian, 12.3% White, 66.5% American Indian and Alaska Native, 0.2%Black or African American, 9.0% Unknown, 3.0% Hispanic or Latino, 20.7% Asian, 9.7% White, 56.7% American Indian and Alaska Native, 0.9%
LGBT Percentage6%11%

Differences between banker and universal banker duties and responsibilities

Banker example responsibilities.

  • Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
  • Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
  • Earn numerous reward certificates for level of sales and customer service through QA.
  • Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
  • Follow appropriate VL guidelines to ensure compliance with QA and banking regulations.
  • Pass series 6 , 63 and insurance exams as registered member of FINRA.
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Universal banker example responsibilities.

  • Manage ATM processes including proofing, replenishment and customer investigations.
  • Process transactions such as deposits, retirement savings plan contributions, automate teller transactions, ATM deposits, and mail deposits.
  • Open deposit accounts, loan applications, respond to customer inquiries and refer cross-selling opportunities.
  • Stay up to date on NMLS certification.
  • Certify NMLS member, notary, banker and teller.
  • Offer covert operations for wire transfers, bill payment, online technical support, troubleshoot website issues and diagnostics.
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Banker vs universal banker skills

Common banker skills
  • Taking Care, 15%
  • Financial Services, 10%
  • Securities, 6%
  • Bank Products, 5%
  • NMLS, 5%
  • Upselling, 4%
Common universal banker skills
  • Customer Relationships, 11%
  • Cash Handling, 9%
  • Financial Services, 7%
  • Branch Management, 7%
  • Customer Satisfaction, 7%
  • Account Opening, 6%