Universal Banker
Similar Professions

Alternative Careers and Similar Jobs to an Universal Banker

As an Universal Banker, you have transferrable skills that would make you a good fit for other similar jobs. Here's a list of related jobs, possible career transitions and alternative careers, based on skills you likely have.

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Similar Job Titles
  • Personal Banker
  • Relationship Banker
  • Banker
  • Teller
  • Teller Supervisor
  • Unlock all suggestions
    Alternative Careers
  • Financial Services Representative
  • Relationship Manager
  • Loan Clerk
  • Credit Analyst
  • Member Service Representative
  • Small Business Specialist
  • Member Services Specialist
  • Mortgage Assistant
  • Banking Center Manager
  • Unlock all suggestions

    Similar Job Titles to an Universal Banker

    These job titles are similar to the Universal Banker role, and are often used interchangeably by companies. For example, some employers may refer to an Universal Banker as either a Personal Banker or a Relationship Banker.

    Personal Banker
     Extremely Similar Skills
    ★  Very Popular

    Skill Similarity

    96%

    A Personal Banker shares 96% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Customer Service
    Portfolio Management
    Business Relationship Management
    Customer Relationship Management (CRM)
    Teamwork
    Business Development
    Team Leadership
    Sales Management

    Load more skills
    Explore this career profile See all Personal Banker skills
    Relationship Banker
     Extremely Similar Skills
    ★  Very Popular

    Skill Similarity

    96%

    A Relationship Banker shares 96% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Credit Analysis
    Series 6
    Business Relationship Management
    Loan Origination

    Load more skills
    See all Relationship Banker skills
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    Banker
     Extremely Similar Skills
     Growing

    Skill Similarity

    94%

    A Banker shares 94% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Investments
    Portfolio Management
    Risk Management
    Financial Markets
    Private Banking
    Corporate Finance
    Investment Banking
    Credit Risk

    Load more skills
    Explore this career profile See all Banker skills
    Teller
     Extremely Similar Skills
     Growing

    Skill Similarity

    92%

    A Teller shares 92% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Time Management
    Teamwork
    Customer Service
    Customer Satisfaction
    Cashiering
    Customer Service
    Teamwork
    Microsoft Access

    Load more skills
    Explore this career profile See all Teller skills
    Teller Supervisor
     Extremely Similar Skills
     Growing

    Skill Similarity

    95%

    A Teller Supervisor shares 95% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Load more skills
    See all Teller Supervisor skills

    Alternative Careers and Related Jobs For an Universal Banker

    Here is a list of possible career transitions and similar professions a typical Universal Banker often moves into, within or outside their industry.

    Financial Services Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    66%

    A Financial Services Representative shares 66% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Life Insurance
    Retirement Planning
    Fixed Annuities
    Investments
    Disability Insurance
    Insurance
    Financial Planning
    Long Term Care Insurance

    Load more skills
    Explore this career profile See all Financial Services Representative skills
    Relationship Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    63%

    A Relationship Manager shares 63% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Portfolio Management
    Business Relationship Management
    Credit Risk
    Credit Analysis
    Risk Management
    Team Leadership
    Management
    Customer Service

    Load more skills
    Explore this career profile See all Relationship Manager skills
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    Loan Clerk
     Fairly Similar Skills
     Growing

    Skill Similarity

    55%

    A Loan Clerk shares 55% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Residential Mortgages
    U.S. Federal Housing Authority (FHA)
    Loan Origination
    Refinance
    U.S. VA Loans
    Credit Analysis
    U.S. FHA Financing
    Investment Properties

    Load more skills
    Explore this career profile See all Loan Clerk skills
    Credit Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    51%

    A Credit Analyst shares 51% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Credit Analysis
    Credit Risk
    Risk Management
    Data Analysis
    Financial Risk
    Analytical Skills
    Business Analysis
    Microsoft Access

    Load more skills
    Explore this career profile See all Credit Analyst skills
    Member Service Representative
     Very Similar Skills
     Growing

    Skill Similarity

    85%

    A Member Service Representative shares 85% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Customer Service
    Time Management
    Teamwork
    Microsoft Access
    EF
    Communication
    Panel Moderator
    Interpersonal Skills

    Load more skills
    Explore this career profile See all Member Service Representative skills
    Small Business Specialist
     Fairly Similar Skills
     Growing

    Skill Similarity

    66%

    A Small Business Specialist shares 66% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Small Business
    Customer Retention
    Sales Management
    Telecommunications
    Commercial Lending
    Account Management
    Direct Sales
    Customer Satisfaction

    Load more skills
    See all Small Business Specialist skills
    Member Services Specialist
     Fairly Similar Skills
     Growing

    Skill Similarity

    64%

    A Member Services Specialist shares 64% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Member Services Specialist skills
    Mortgage Assistant
     Fairly Similar Skills
     Growing

    Skill Similarity

    57%

    A Mortgage Assistant shares 57% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Load skills
    See all Mortgage Assistant skills
    Banking Center Manager
     Very Similar Skills
     Growing

    Skill Similarity

    84%

    A Banking Center Manager shares 84% of core skills with an Universal Banker.

    Skills to develop to transition to this role

    Load skills
    See all Banking Center Manager skills

    High Value Skills to Build as an Universal Banker

    If you're an Universal Banker and are planning to move into a similar profession or alternative career, it's important to build the right skill sets to position you for your next career.

    We analyzed thousands of career transitions in your industry and identified the highest value skills to build as an Universal Banker. Building these skills will set you up for the most number of the above careers.

    • Customer Service
    • Portfolio Management
    • Business Relationship Management
    • Customer Relationship Management (CRM)
    • Teamwork
    • Business Development
    • Team Leadership
    • Sales Management
    • Credit Analysis
    • Series 6
    • Loan Origination
    • Investments
    • Risk Management
    • Financial Markets
    • Private Banking
    • Corporate Finance
    • Investment Banking
    • Credit Risk
    • Life Insurance
    • Retirement Planning

    Word Cloud of Skills to Build as an Universal Banker

    Here is a word cloud of the skills above. Use this as inspiration for the kinds of transferrable skills you need to build to move into a similar profession or alternative career.

    Frequently Asked Questions

    What skills do you need to be a Loan Clerk?

    As an Universal Banker trying to become a Loan Clerk, you should develop skills like:

    • Residential Mortgages
    • U.S. Federal Housing Authority (FHA)
    • Loan Origination
    • Refinance
    • U.S. VA Loans
    • Credit Analysis
    • U.S. FHA Financing
    • Investment Properties

    What are the skills required to become a Member Service Representative?

    As an Universal Banker trying to become a Member Service Representative, you should develop skills like:

    • Customer Service
    • Time Management
    • Teamwork
    • Microsoft Access
    • EF
    • Communication
    • Panel Moderator
    • Interpersonal Skills

    What are similar professions to an Universal Banker?

    Similar professions and job titles to an Universal Banker are Credit Analyst, Member Service Representative, Relationship Manager, Member Services Specialist, Mortgage Assistant, Financial Services Representative, Loan Clerk and Small Business Specialist.

    What are some alternative careers a former Universal Banker should consider?

    Similar professions and job titles to an Universal Banker are Credit Analyst, Relationship Manager, Mortgage Assistant, Financial Services Representative, Member Services Specialist, Banking Center Manager, Member Service Representative and Small Business Specialist.

    What are job titles that related to an Universal Banker?

    Job titles that are related to an Universal Banker are:

    • Personal Banker
    • Banker
    • Teller
    • Teller Supervisor
    • Relationship Banker
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