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Universal banker vs personal banking representative

The differences between universal bankers and personal banking representatives 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 personal banking representative. Additionally, a universal banker has an average salary of $35,922, which is higher than the $33,833 average annual salary of a personal banking representative.

The top three skills for a universal banker include customer relationships, cash handling and financial services. The most important skills for a personal banking representative are bank products, profiling, and customer inquiries.

Universal banker vs personal banking representative overview

Universal BankerPersonal Banking Representative
Yearly salary$35,922$33,833
Hourly rate$17.27$16.27
Growth rate-3%-3%
Number of jobs28,76141,795
Job satisfaction25
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 62%
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 personal banking representative do?

Personal banking representatives typically earn $39K per year. This position requires a high school diploma or GED at a minimum, but employers prefer a bachelor's degree in finance, business, or a related field. They may also ask for experience in customer service, cash-handling, or banking. Personal banking representatives are required to provide bank client support, assist with account management, process checks, and find products and services that will be the best fit for their clients.

Universal banker vs personal banking representative salary

Universal bankers and personal banking representatives have different pay scales, as shown below.

Universal BankerPersonal Banking Representative
Average salary$35,922$33,833
Salary rangeBetween $27,000 And $46,000Between $26,000 And $42,000
Highest paying CityUrban Honolulu, HI-
Highest paying stateHawaii-
Best paying companyAffinity Credit Union-
Best paying industryFinance-

Differences between universal banker and personal banking representative education

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

Universal BankerPersonal Banking Representative
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common college--

Universal banker vs personal banking representative demographics

Here are the differences between universal bankers' and personal banking representatives' demographics:

Universal BankerPersonal Banking Representative
Average age4141
Gender ratioMale, 35.1% Female, 64.9%Male, 33.4% Female, 66.6%
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, 9.7% Unknown, 2.9% Hispanic or Latino, 22.5% Asian, 9.2% White, 54.9% American Indian and Alaska Native, 0.8%
LGBT Percentage11%11%

Differences between universal banker and personal banking representative 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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Personal banking representative example responsibilities.

  • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
  • Open new bank accounts, order debit and ATM cards for new and existing customers.
  • Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
  • Maintain customer relationships while continually assessing cross-selling opportunities.
  • Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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Universal banker vs personal banking representative skills

Common universal banker skills
  • Customer Relationships, 11%
  • Cash Handling, 9%
  • Financial Services, 7%
  • Branch Management, 7%
  • Customer Satisfaction, 7%
  • Account Opening, 6%
Common personal banking representative skills
  • Bank Products, 18%
  • Profiling, 14%
  • Customer Inquiries, 11%
  • Financial Products, 9%
  • Financial Services, 9%
  • Customer Issues, 7%

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