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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 coaching abilities in a retail banking or credit union environment, with a focus on employee development, performance management, and operational compliance. Proficient in managing branch operations, member engagement, and maintaining service continuity across multiple locations.
Highest-signal resume keywords
Supervisory ExperienceEmployee CoachingBranch Operations ManagementRegulatory CompliancePerformance Management
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 LendingPerformance Data AnalysisCoaching Sales Behaviors
Soft Skills
LeadershipCommunicationConflict ResolutionProblem-SolvingOrganizational Skills
Tools & Technologies
Microsoft OfficeBranch Operating Systems
Certifications & Qualifications
NMLS Registration
Industry Keywords
Retail BankingCredit UnionService RecoveryMember EngagementOperational Risks
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
- Support succession planning, onboarding, training, and employee integration
- Coordinate schedules, staffing coverage, attendance, time-off requests, and employee deployment across branches
- Assist with recruiting, interviewing, and candidate selection
- Travel regularly among assigned branch locations and maintain a visible leadership presence
- 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, audit readiness, security, fraud prevention, cash handling, and member-information protection
- Identify and escalate operational risks and coordinate corrective actions
- Support branch operations during high demand, staffing shortages, training, or disruptions
- Perform Universal Banker responsibilities as needed to maintain service continuity
- Report 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
- Must maintain current NMLS registration for SAFE Act compliance and notify the Credit Union within 30 days of changes to the NMLS registry