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Universal Banker Manager
Georgia's Own Credit Union. Directly supervise Universal Banker I and Universal Banker II employees within an assigned branch cluster .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and employee development capabilities, with a focus on performance management, coaching, and fostering member engagement in a retail banking or credit union environment. Proficient in operational procedures, regulatory compliance, and effective communication across multiple branch locations.
Highest-signal resume keywords
Leadership ExperienceEmployee DevelopmentPerformance ManagementRetail Banking KnowledgeRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Deposit ProductsAccount Opening ProceduresConsumer LendingBranch OperationsPerformance Data AnalysisCoaching Sales BehaviorsFraud PreventionCash HandlingOperational Risk ManagementMicrosoft Office Proficiency
Soft Skills
Communication SkillsConflict ResolutionProblem-Solving SkillsOrganizational SkillsInfluencing Skills
Tools & Technologies
Branch Operating Systems
Certifications & Qualifications
NMLS RegistrationSAFE Act Compliance
Industry Keywords
Retail BankingCredit UnionEmployee CoachingMember EngagementSuccession Planning
About the role
Key responsibilities & impact- Directly supervise Universal Banker I and Universal Banker II employees within an assigned branch cluster
- Establish performance expectations and conduct coaching, one-on-one meetings, observations, performance reviews, development planning, and recognition activities
- Address performance concerns through coaching, counseling, and corrective action
- Identify and develop high-potential employees and support succession planning
- Support onboarding, training, and integration of newly hired employees
- Coordinate employee schedules and daily staffing coverage across assigned branches
- Approve attendance, time-off requests, and schedule adjustments within established guidelines
- Monitor staffing levels and communicate resource needs to the Area Service Manager
- Assist with recruiting, interviewing, and candidate selection
- Coordinate employee deployment between branch locations and travel regularly among assigned branches
- Promote consistent Credit Union service standards and coach member engagement, relationship-building, consultative conversations, and service recovery
- Assist with escalated member concerns and monitor member feedback
- Maintain individual production goals; open accounts, support lending conversations, generate referrals, and build member relationships
- Use reports and performance data to identify coaching and employee-development opportunities
- Support branch operating procedures, policies, regulatory requirements, security procedures, fraud prevention, cash handling, and member-information protection
- Monitor operational exceptions, training completion, audit findings, and branch readiness
- Identify and escalate operational risks to the Area Service Manager
- Maintain visible leadership presence and support branch operations during high demand, staffing shortages, training, or disruption
- Perform Universal Banker responsibilities as needed to maintain service continuity
- Report directly to the Area Service Manager and partner with branch employees and support departments
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Management, or a related field preferred; equivalent experience may be considered
- Minimum of three to five years of experience in a retail banking or credit union environment
- Minimum of two years of supervisory, team leadership, or employee coaching experience preferred
- Demonstrated ability to develop employees, manage performance, and coach sales and service behaviors
- Working knowledge of deposit products, account opening procedures, consumer lending, referrals, branch operations, and regulatory requirements
- Strong leadership, communication, conflict resolution, and problem-solving skills
- Ability to influence and motivate employees across multiple branch locations
- Strong organizational skills and ability to manage competing priorities
- Proficiency in Microsoft Office and branch operating systems
- Ability to travel regularly between assigned branch locations
- Ability to communicate face to face or through technology with or without reasonable accommodation
- Ability to sit and stand for various increments of time and lift/push up to 10 lbs
- For positions with lending responsibilities, compliance with SAFE Act requirements and current NMLS registration