Universal Banker Manager

Jobtailor; Smyrna (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Smyrna, GA seeks a branch leadership professional to supervise Universal Banker I and II, coach staff, manage performance, and ensure operational consistency across multiple branches. You will travel regularly between locations, coordinate staffing, onboarding, and development, and support member engagement while meeting regulatory requirements.

The role reports to the Area Service Manager, partners with branch teams and support departments, and involves recruiting, scheduling, and

Qualifications

• Experience leading retail banking or credit union teams.

Responsibilities

• Serve as the first-line leader for Universal Banker I and II employees within an assigned branch cluster.

Skills

Leadership Experience

Employee Coaching

Branch Operations Management

Regulatory Compliance

Performance Management

Education

Bachelor's degree in Business, Finance, Management, or related field

Tools

Microsoft Office

Branch Operating Systems

Job description

Key Responsibilities

• Serve as the first-line leader for Universal Banker I and Universal Banker II employees within an assigned branch cluster
• Coach employees, manage performance, coordinate staffing, support development, and promote operational consistency and member experience
• Maintain a regular presence across assigned branches and flex between locations based on staffing, employee development, member needs, operations, and business demands
• Report directly to the Area Service Manager and partner with branch employees and support departments
• Supervise Universal Banker I and Universal Banker II employees
• Establish performance expectations and conduct coaching, one‑on‑one meetings, observations, 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 schedule adjustments
• Monitor staffing levels and communicate resource needs and workforce challenges
• Assist with recruiting, interviewing, and candidate selection
• Deploy employees between branches to address staffing shortages, absences, training needs, and business demands
• Travel regularly among assigned branch locations
• 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, engage members, 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, and branch readiness
• Identify and escalation operational risks to the Area Service Manager
• Maintain visible leadership presence and branch visitation schedules
• Support branch operations during high demand, staffing shortages, training, or disruptions
• Perform Universal Banker responsibilities as needed

Requirements

• 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
• Must comply with SAFE Act requirements for lending responsibilities
• NMLS registration pertaining to the SAFE Act must be kept current
• Must notify the Credit Union within 30 days of changes requiring updates to the NMLS registry

Core Competencies

Demonstrates strong leadership and coaching capabilities in a retail banking environment, with a focus on employee development, performance management, and operational consistency. Proficient in managing branch operations, member engagement, and compliance with regulatory requirements.

Highest-signal resume keywords

• Leadership Experience
• Employee Coaching
• Branch Operations Management
• Regulatory Compliance
• Performance Management

ATS Optimization Keywords

Hard Skills

• Deposit Products Knowledge
• Account Opening Procedures
• Consumer Lending
• Performance Data Analysis
• Staffing Coordination

Soft Skills

• Communication Skills
• Conflict Resolution
• Problem‑Solving Skills
• Organizational Skills
• Influencing Skills

Certifications & Qualifications

• NMLS Registration
• SAFE Act Compliance

Industry Keywords

• Retail Banking
• Credit Union
• Member Engagement
• Operational Consistency
• Employee Development

Tools & Technologies

• Microsoft Office
• Branch Operating Systems