FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.
Sorry, we can't find that. Please try a different city or state.

Universal Banker

This job has expired and is no longer available.
APPLY NOW
Apply Now
×
FIND
PERSONALIZED JOBS

Sorry, we can't find that. Please try a different city or state.

CONTENT HAS
BEEN UNLOCKED
Close this window to view unlocked content
or
find interesting jobs in

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign Up

SIGN UP TO UNLOCK CONTENT

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign up to save the job and get personalized job recommendations.

Sign up to dismiss the job and get personalized job recommendations.

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Already have an account? Log in

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Company Saved

Answer a few questions and view jobs at that match your preferences.

Where do you want to work?

Job Saved

See your Saved Jobs now

or

find more interesting jobs in

Job Dismissed

Find better matching jobs in

Your search has been saved!

Become An Universal Banker

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.

Working As An Universal Banker

  • Interacting With Computers
  • Performing for or Working Directly with the Public
  • Evaluating Information to Determine Compliance with Standards
  • Getting Information
  • Processing Information
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • Repetitive

  • $70,000

    Average Salary

What Does An Universal Banker Do

Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

Duties

Financial clerks typically do the following:

  • Keep and update financial records
  • Compute bills and charges
  • Offer customer assistance
  • Carry out financial transactions

Financial clerks give administrative and clerical support in financial settings. Their specific job duties vary by specialty and by setting.

Billing and posting clerks calculate charges, develop bills, and prepare them to be mailed to customers. They review documents such as purchase orders, sales tickets, charge slips, and hospital records to compute fees or charges due. They also contact customers to get or give account information.

Gaming cage workers work in casinos and other gaming establishments. The “cage” in which they work is the central depository for money and gaming chips. Gaming cage workers sell gambling chips, tokens, or tickets to patrons. They count funds and reconcile daily summaries of transactions in order to balance books.

Payroll and timekeeping clerks compile and post employee time and payroll data. They verify and record attendance, hours worked, and pay adjustments. They ensure that employees are paid on time and that their paychecks are accurate.

Procurement clerks compile requests for materials, prepare purchase orders, keep track of purchases and supplies, and handle questions about orders. They respond to questions from customers and suppliers about the status of orders. They handle requests to change or cancel orders. They make sure that purchases arrive on schedule and that the items meet the purchaser’s specifications.

Brokerage clerks help with tasks associated with securities such as stocks, bonds, commodities, and other kinds of investments. Their duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, distributing dividends, and keeping records of daily transactions and holdings.

Credit authorizers, checkers, and clerks review the credit history, and get the information needed to determine the creditworthiness, of individuals or businesses applying for credit. Credit authorizers evaluate customers’ computerized credit records and payment histories to decide, based on predetermined standards, whether to approve new credit. Credit checkers call or write credit departments of business and service establishments to get information about applicants’ credit standing.

Loan interviewers, also called loan processors or loan clerks, interview applicants and others to get and verify personal and financial information needed to complete loan applications. They also prepare the documents that go to the appraiser and are issued at the closing of a loan.

New accounts clerks interview people who want to open accounts in financial institutions. They explain the account services available to prospective customers and help them fill out applications. They also investigate and correct errors in accounts.

Insurance claims and policy processing clerks process applications for insurance policies. They also handle customers’ requests to change or cancel their existing policies. Their duties include interviewing clients and reviewing insurance applications to ensure that all questions have been answered. They also notify insurance agents and accounting departments of policy cancellations or changes.

Show More

Show Less

How To Become An Universal Banker

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.

Education

Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.

Training

Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.

Advancement

Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

Show More

Show Less

Do you work as an Universal Banker?

Send To A Friend

Universal Banker Jobs

NO RESULTS

Aw snap, no jobs found.

Add To My Jobs

Universal Banker Career Paths

Universal Banker
Senior Teller Teller Supervisor Assistant Branch Manager
Manager, Assistant Vice President
7 Yearsyrs
Senior Teller Teller Supervisor Branch Manager
Relationship Manager
6 Yearsyrs
Senior Teller Office Manager Account Manager
Key Account Manager
7 Yearsyrs
Lead Teller Service Manager General Manager
Market Manager
7 Yearsyrs
Lead Teller Service Manager Account Manager
Commercial Account Manager
8 Yearsyrs
Lead Teller Service Manager Branch Manager
Business Development Officer
7 Yearsyrs
Relationship Banker Account Executive Relationship Manager
Business Relationship Manager
9 Yearsyrs
Relationship Banker Account Executive Owner/Manager
Internet Sales Manager
6 Yearsyrs
Relationship Banker Account Executive Assistant Store Manager
Credit Manager
5 Yearsyrs
Shift Supervisor Assistant Store Manager Assistant Branch Manager
Finance Center Manager
6 Yearsyrs
Shift Supervisor Operation Supervisor Assistant Branch Manager
Branch Operations Manager
6 Yearsyrs
Shift Supervisor Owner/Manager Internet Sales Manager
Finance And Insurance Manager
6 Yearsyrs
Operations Specialist Executive Assistant Human Resources Generalist
Staffing Manager
5 Yearsyrs
Operations Specialist Senior Customer Service Representative Teller Supervisor
Banking Center Manager
5 Yearsyrs
Specialist-Small Business Banking Center Manager
Bank Manager
5 Yearsyrs
Operations Specialist Staff Accountant Fund Accountant
Client Account Manager
6 Yearsyrs
Billing Specialist Claims Representative Field Specialist
Lead Generator
5 Yearsyrs
Operation Supervisor Fleet Manager Area Service Manager
Branch Service Manager
7 Yearsyrs
Finance Sales Consultant Relationship Manager Client Relationship Manager
Client Relations Manager
6 Yearsyrs
Show More
Share

Do you work as an Universal Banker?

Help others decide if this is a good career for them

Do you work as an Universal Banker?

How Would You Rate The Salary Of an Universal Banker?

Have you worked as an Universal Banker? Help other job seekers by rating your experience as an Universal Banker.

Top Skills for An Universal Banker

  1. Financial Needs
  2. Loan Applications
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Advised customers on financial needs and provided consultation of personal banking account advice.
  • Opened deposit accounts, loan applications, responded to customer inquiries and referred cross-selling opportunities.
  • Provided outstanding customer service, from performing everyday transactions to helping clients build upon their financial portfolios.
  • Managed ATM processes including proofing, replenishment and customer investigations.
  • Credit analyst, underwriting, risk management, data entry, collections, deposits, customer service, sales goals

Universal Banker Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applier with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate. At Zippia, we went through over 5,469 Universal Banker resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Create A Top Notch Universal Banker Resume

View Resume Examples

Universal Banker Demographics

Gender

Female

63.2%

Male

29.8%

Unknown

7.0%
Ethnicity

White

63.2%

Hispanic or Latino

15.7%

Asian

9.0%

Black or African American

8.3%

Unknown

3.9%
Show More
Foreign Languages Spoken

Spanish

62.0%

Russian

5.3%

Portuguese

4.9%

Arabic

4.9%

French

4.1%

Hindi

2.9%

Polish

2.9%

German

2.4%

Ukrainian

2.0%

Italian

1.6%

Vietnamese

1.2%

Urdu

1.2%

Hmong

0.8%

Chinese

0.8%

Japanese

0.8%

Swedish

0.4%

Romanian

0.4%

Mandarin

0.4%

Korean

0.4%

Turkish

0.4%
Show More

Universal Banker Education

Schools

University of Phoenix

25.7%

University of Wisconsin - Milwaukee

6.8%

Cleveland State University

4.9%

Kaplan University

4.9%

Southern New Hampshire University

4.4%

University of Missouri - Saint Louis

4.4%

Portland State University

4.4%

Lindenwood University

4.2%

Western Kentucky University

4.0%

Southern Illinois University Edwardsville

3.7%

Community College of Rhode Island

3.5%

University of Wisconsin - Whitewater

3.5%

University of Central Oklahoma

3.5%

University of Louisiana at Lafayette

3.5%

Rhode Island College

3.3%

University of Arkansas at Little Rock

3.0%

Northeastern Illinois University

3.0%

University of Missouri - Columbia

3.0%

Strayer University

3.0%

Metropolitan Community College

3.0%
Show More
Majors

Business

37.8%

Finance

8.9%

Accounting

8.5%

Criminal Justice

4.6%

Psychology

4.6%

Communication

4.3%

General Studies

4.3%

Marketing

4.1%

Management

3.0%

Liberal Arts

2.4%

Human Resources Management

2.4%

Political Science

2.3%

Nursing

2.2%

Health Care Administration

2.0%

Economics

1.7%

English

1.6%

Education

1.5%

Medical Assisting Services

1.4%

Sociology

1.3%

History

1.2%
Show More
Degrees

Bachelors

44.7%

Other

27.0%

Associate

14.1%

Masters

8.5%

Certificate

3.1%

Diploma

1.6%

License

0.6%

Doctorate

0.4%
Show More

Job type you want
Full Time
Part Time
Internship
Temporary

What Is It Like To Work As An Universal Banker

2.0

A Good Job, Not For Me

June 13, 2019 on Zippia

What was your job title?

Universal Banker.. Show More

What do you like the most about working as Universal Banker?

I enjoy engaging with clients, finding solutions to their financial needs, as well as account opening/personal lending... Show More

What do you NOT like?

I am not a sales/production driven individual. That aspect of the job- needing to worry about how many accounts I open or getting a certain amount booked in loans does not appeal to me. I enjoy the work, I like being challenged and busy, but I hate being a set of production scores... Show More

How Would You Rate Working As an Universal Banker?

Are you working as an Universal Banker? Help us rate Universal Banker as a Career.

Top Universal Banker Employers

Jobs From Top Universal Banker Employers

Universal Banker Videos

InterACT Universal Banker Meets Needs of Branch Banks

Personal Banker: A Great Position!

Financial Planning : What Is a Personal Banker?

Related To Your Recently Viewed Content