Universal Banker Manager

Georgia's Own Credit Union

. Directly supervise Universal Banker I and Universal Banker II employees within an assigned branch cluster .

Posted 10/28/2026full-timeAlpharetta • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and coaching abilities in a retail banking environment, focusing on employee development, performance management, and member engagement. Proficient in branch operations, regulatory compliance, and fostering a culture of service excellence and teamwork.

Highest-signal resume keywords

Leadership ExperienceEmployee CoachingBranch Operations ManagementRegulatory CompliancePerformance Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Deposit Products KnowledgeAccount Opening ProceduresConsumer LendingPerformance Data AnalysisOperational Proficiency

Soft Skills

Communication SkillsConflict ResolutionProblem-Solving SkillsOrganizational SkillsTeam Motivation

Tools & Technologies

Microsoft OfficeBranch Operating Systems

Certifications & Qualifications

NMLS RegistrationSAFE Act Compliance

Industry Keywords

Retail BankingCredit UnionEmployee DevelopmentService ExcellenceSuccession 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
Foster accountability, teamwork, service excellence, and continuous improvement
Coordinate schedules and daily staffing coverage across assigned branches
Approve attendance, time-off requests, and schedule adjustments within guidelines
Monitor staffing levels and communicate workforce needs and challenges to the Area Service Manager
Assist with recruiting, interviewing, and candidate selection
Coordinate employee deployment between branch locations
Travel regularly among assigned branch locations to provide leadership support
Promote consistent Credit Union service standards across assigned branches
Coach employees on member engagement, relationship-building, consultative conversations, and service recovery
Assist with escalated member concerns and resolve service issues
Monitor member feedback and identify coaching opportunities
Maintain individual production goals and engage members to identify financial needs and recommend solutions
Open accounts, support lending conversations, generate referrals, and build member relationships
Coach employees on member interactions, referral generation, follow-up, and relationship development
Use reports and performance data to identify coaching and employee-development opportunities
Lead by example through personal productivity, service excellence, and member engagement
Support branch operating procedures, policies, and regulatory requirements
Monitor operational exceptions, training completion, audit findings, and branch readiness
Coordinate corrective actions and follow-up for operational issues
Reinforce security, fraud prevention, cash-handling, and member-information protection practices
Identify and escalate operational risks to the Area Service Manager
Ensure employees maintain operational proficiency and complete required training
Maintain visible leadership presence throughout assigned branches
Establish a branch visitation schedule and serve as the primary day-to-day employee leadership resource
Support branch operations during high demand, staffing shortages, training, or disruption
Perform Universal Banker responsibilities as needed to maintain service continuity

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 perform essential job duties satisfactorily, with or without reasonable accommodation
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
Clerical office duties on various forms of technology are required
For positions with lending responsibilities, compliance with all SAFE Act requirements and Credit Union policies and procedures
Maintain current NMLS registration pertaining to the SAFE Act
Notify the Credit Union within 30 days of changes requiring updates to the NMLS registry

Benefits

Comp & perks

Equal opportunity employment
Reasonable accommodations for individuals with disabilities
Office environment with heating and air conditioning