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Universal Banker – Manager
Georgia's Own Credit Union. Serve as the first-line leader for 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 to develop employees and manage performance in a retail banking environment. Proficient in operational oversight, member engagement, and compliance with regulatory requirements.
Highest-signal resume keywords
Leadership ExperienceEmployee CoachingRetail Banking KnowledgePerformance ManagementRegulatory 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 Products KnowledgeAccount Opening ProceduresConsumer LendingBranch OperationsPerformance Data AnalysisStaffing CoordinationCoaching Sales BehaviorsConflict ResolutionTime ManagementNMLS Registration Compliance
Soft Skills
Communication SkillsProblem-Solving SkillsOrganizational SkillsInfluencing SkillsMotivational Skills
Tools & Technologies
Microsoft OfficeBranch Operating Systems
Certifications & Qualifications
SAFE Act ComplianceNMLS Registration
Industry Keywords
Credit UnionRetail BankingMember ExperienceSuccession PlanningService Recovery
About the role
Key responsibilities & impact- Serve as the first-line leader for Universal Banker I and Universal Banker II employees within an assigned branch cluster
- Maintain a regular presence throughout assigned branches and flex between locations based on staffing, development, member, operational, and business needs
- Coach employees, manage performance, coordinate staffing, support development, and maintain member experience standards
- Report to the Area Service Manager and partner with branch employees and support departments
- Directly supervise employees and conduct 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 new employees
- Coordinate schedules, staffing coverage, attendance, time-off requests, and schedule adjustments
- Assist with recruiting, interviewing, and candidate selection
- Deploy employees between branches to address shortages, absences, training needs, and business demands
- Promote consistent Credit Union service standards and coach member engagement, relationship-building, consultative conversations, and service recovery
- Assist with escalated member concerns and resolve service issues
- 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 procedures, policies, regulatory requirements, security, fraud prevention, cash handling, and member-information protection
- Monitor operational exceptions, training completion, audit findings, branch readiness, and corrective actions
- Identify and escalate operational risks to the Area Service Manager
- Maintain visible leadership presence and a branch visitation schedule
- Support branch operations during high demand, staffing shortages, training, or disruptions
- Perform Universal Banker responsibilities as needed to maintain service continuity and support member needs
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
- Lending responsibilities require compliance with SAFE Act requirements and maintaining current NMLS registration; changes must be reported within 30 days