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Universal banker vs new accounts specialist

The differences between universal bankers and new accounts specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-12 months to become both a universal banker and a new accounts specialist. Additionally, a universal banker has an average salary of $35,922, which is higher than the $35,186 average annual salary of a new accounts specialist.

The top three skills for a universal banker include customer relationships, cash handling and financial services. The most important skills for a new accounts specialist are customer service, customer satisfaction, and real estate.

Universal banker vs new accounts specialist overview

Universal BankerNew Accounts Specialist
Yearly salary$35,922$35,186
Hourly rate$17.27$16.92
Growth rate-3%-3%
Number of jobs28,76142,651
Job satisfaction2-
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 56%
Average age4141
Years of experience1212

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.

What does a new accounts specialist do?

A new accounts specialist is in charge of understanding the needs and providing services to new clients, ensuring efficiency and client satisfaction. They are responsible for conducting market research and analysis to find new opportunities, gathering and analyzing data to assess procedures and optimize operations, preparing and processing client reports, answering inquiries, and resolving issues and concerns promptly and efficiently. Moreover, a new accounts specialist must maintain an active communication line with clients to provide them with optimal services, building positive relationships along the way.

Universal banker vs new accounts specialist salary

Universal bankers and new accounts specialists have different pay scales, as shown below.

Universal BankerNew Accounts Specialist
Average salary$35,922$35,186
Salary rangeBetween $27,000 And $46,000Between $25,000 And $47,000
Highest paying CityUrban Honolulu, HI-
Highest paying stateHawaii-
Best paying companyAffinity Credit Union-
Best paying industryFinance-

Differences between universal banker and new accounts specialist education

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

Universal BankerNew Accounts Specialist
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 56%
Most common majorBusinessBusiness
Most common college--

Universal banker vs new accounts specialist demographics

Here are the differences between universal bankers' and new accounts specialists' demographics:

Universal BankerNew Accounts Specialist
Average age4141
Gender ratioMale, 35.1% Female, 64.9%Male, 34.8% Female, 65.2%
Race ratioBlack 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%Black or African American, 9.9% Unknown, 2.9% Hispanic or Latino, 21.8% Asian, 9.3% White, 55.4% American Indian and Alaska Native, 0.8%
LGBT Percentage11%11%

Differences between universal banker and new accounts specialist duties and responsibilities

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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New accounts specialist example responsibilities.

  • Manage a Salesforce database comprise of customer information, leads and potential sales opportunities.
  • Order ATM and debit cards, assist consumers with on-line banking program and update rate information on bank website.
  • Assist in daily oversight for central branch vault, teller drawer, and ATM.
  • Process distributions including checks, account transfers, fed fund wires, ACH and journal requests within require SLA.
  • Review daily ACH transactions report for accuracy and document transaction errors.
  • Perform office cost analyses with surgical patients base on individual insurance for schedule procedure in accordance with government policies and guidelines.
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Universal banker vs new accounts specialist skills

Common universal banker skills
  • Customer Relationships, 11%
  • Cash Handling, 9%
  • Financial Services, 7%
  • Branch Management, 7%
  • Customer Satisfaction, 7%
  • Account Opening, 6%
Common new accounts specialist skills
  • Customer Service, 26%
  • Customer Satisfaction, 8%
  • Real Estate, 8%
  • Outbound Calls, 6%
  • Account Maintenance, 6%
  • Credit Card Accounts, 5%

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