Senior Universal Banker: Lead Branch Ops & Member Solutions

Align Credit Union; Lowell (MA); On-site; USD 52,000 - 62,000; Full time

Job summary

Align Credit Union is seeking a Universal Banker III to lead branch operations and model excellence in service. You will coach the team, engage members with needs-based conversations, and recommend solutions across products and services to meet member needs.

You will oversee cash handling, audits, security, and monthly reporting while ensuring compliance with OFAC and BSA guidelines. This role requires strong leadership and a focus on member experience.

Qualifications

• Experience with branch operations and cash handling.
• Ability to coach staff and deliver member service.
• Notary Public status and ongoing compliance.
• Adherence to OFAC, BSA, and related regulations.

Responsibilities

• Oversees branch operations, including cash handling and audits.
• Coach staff to achieve goals and deliver member service standards.
• Develops member relationships through needs-based conversations.
• Processes account openings, loan applications, and related transactions.
• Manages security equipment and branch safety protocols.
• Opens/closes the branch as MOD and logs service calls.

Skills

Customer service

Cash handling

Team leadership

Sales & cross-selling

Notary Public

Tools

Security systems

ATM operations

Banking software

Job description

Align Credit Union is seeking a Universal Banker III to lead branch operations and model excellence in service. You will coach the team, engage members with needs-based conversations, and recommend solutions across products and services to meet member needs.

You will oversee cash handling, audits, security, and monthly reporting while ensuring compliance with OFAC and BSA guidelines. This role requires strong leadership and a focus on member experience.