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Relationship banker vs universal banker

The differences between relationship 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 relationship banker, becoming a universal banker takes usually requires 6-12 months. Additionally, a relationship banker has an average salary of $37,091, which is higher than the $35,922 average annual salary of a universal banker.

The top three skills for a relationship banker include excellent interpersonal, financial services and work ethic. The most important skills for a universal banker are customer relationships, cash handling, and financial services.

Relationship banker vs universal banker overview

Relationship BankerUniversal Banker
Yearly salary$37,091$35,922
Hourly rate$17.83$17.27
Growth rate10%-3%
Number of jobs34,58728,761
Job satisfaction-2
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 53%
Average age4341
Years of experience412

What does a relationship banker do?

A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives. They also research the current financial industry, identify new bank services opportunities to gain more clients, and increase profits for the business. A relationship banker must have excellent communication and customer service skills, responding to the clients' inquiries and concerns regarding their bank accounts, and resolving complaints timely and efficiently.

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.

Relationship banker vs universal banker salary

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

Relationship BankerUniversal Banker
Average salary$37,091$35,922
Salary rangeBetween $28,000 And $48,000Between $27,000 And $46,000
Highest paying CityNew York, NYUrban Honolulu, HI
Highest paying stateNew YorkHawaii
Best paying companySantander BankAffinity Credit Union
Best paying industryFinanceFinance

Differences between relationship banker and universal banker education

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

Relationship BankerUniversal Banker
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 53%
Most common majorBusinessBusiness
Most common collegeUniversity of Pennsylvania-

Relationship banker vs universal banker demographics

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

Relationship BankerUniversal Banker
Average age4341
Gender ratioMale, 46.6% Female, 53.4%Male, 35.1% Female, 64.9%
Race ratioBlack or African American, 5.4% Unknown, 4.1% Hispanic or Latino, 11.3% Asian, 12.2% White, 66.7% 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 relationship banker and universal banker duties and responsibilities

Relationship banker example responsibilities.

  • Attain NMLS number and Texas notary.
  • Perform teller duties, process daily reports, meet and exceed sales referral goals, manage ATM balancing and maintenance.
  • Manage a comprehensive portfolio of diversify securities and real estate holdings.
  • Cultivate new relationships through outside sales calls, effective profiling and telephone solicitation of company provide leads.
  • Register with the NMLS and keep skills, knowledge, and accreditations up-to-date.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit, and certificates of deposit.
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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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Relationship banker vs universal banker skills

Common relationship banker skills
  • Excellent Interpersonal, 10%
  • Financial Services, 9%
  • Work Ethic, 8%
  • Cash Handling, 7%
  • Taking Care, 6%
  • Product Knowledge, 5%
Common universal banker skills
  • Customer Relationships, 11%
  • Cash Handling, 9%
  • Financial Services, 7%
  • Branch Management, 7%
  • Customer Satisfaction, 7%
  • Account Opening, 6%