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Universal banker vs retail banker

The differences between universal bankers and retail bankers 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 retail banker. Additionally, a universal banker has an average salary of $35,922, which is higher than the $35,292 average annual salary of a retail banker.

The top three skills for a universal banker include customer relationships, cash handling and financial services. The most important skills for a retail banker are excellent organizational, taking care, and prioritize workload.

Universal banker vs retail banker overview

Universal BankerRetail Banker
Yearly salary$35,922$35,292
Hourly rate$17.27$16.97
Growth rate-3%-3%
Number of jobs28,76185,669
Job satisfaction2-
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 43%
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 retail banker do?

A retail banker is responsible for coordinating with retail clients in opening and closing accounts, updating account statements, and selling new financial services and business opportunities. Retail bankers help clients in managing their finances by recommending investment options according to their needs and objectives. They also handle the clients' banking discrepancies and resolve disputes by evaluating their account statements and identify resolutions immediately. A retail banker must have excellent analytical skills, as well as strong knowledge of the banking industry and practices to provide the highest quality services for the clients.

Universal banker vs retail banker salary

Universal bankers and retail bankers have different pay scales, as shown below.

Universal BankerRetail Banker
Average salary$35,922$35,292
Salary rangeBetween $27,000 And $46,000Between $26,000 And $47,000
Highest paying CityUrban Honolulu, HI-
Highest paying stateHawaii-
Best paying companyAffinity Credit Union-
Best paying industryFinance-

Differences between universal banker and retail banker education

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

Universal BankerRetail Banker
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 43%
Most common majorBusinessBusiness
Most common college--

Universal banker vs retail banker demographics

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

Universal BankerRetail Banker
Average age4141
Gender ratioMale, 35.1% Female, 64.9%Male, 30.7% Female, 69.3%
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, 10.5% Unknown, 2.9% Hispanic or Latino, 20.0% Asian, 9.5% White, 56.2% American Indian and Alaska Native, 0.9%
LGBT Percentage11%11%

Differences between universal banker and retail banker 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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Retail banker example responsibilities.

  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Train to sell and open new accounts with monthly goals as well as cross-sell banking products.
  • Develop and implement a variety of sales and marketing strategies including utilizing cross-selling skills.
  • Utilize profile analysis tools with current clients to better identify cross-selling opportunities and referrals with segment partners.
  • Develop and maintain relationships with partners to maximize sales opportunities while using profiling analysis tools to identify expand opportunities.
  • Assist in running daily balance reports (teller cash balancing, debit card, vault, ATM, etc . )
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Universal banker vs retail banker skills

Common universal banker skills
  • Customer Relationships, 11%
  • Cash Handling, 9%
  • Financial Services, 7%
  • Branch Management, 7%
  • Customer Satisfaction, 7%
  • Account Opening, 6%
Common retail banker skills
  • Excellent Organizational, 12%
  • Taking Care, 10%
  • Prioritize Workload, 8%
  • Account Maintenance, 7%
  • Security Procedures, 7%
  • Control Checks, 7%

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