Universal Banker Manager
Georgia's Own Credit Union · Conyers, GA · 1 mo ago
FinanceTemporary
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes a summary and description. There's no explicit Benefits, Pay, Schedule sections. There's no mention of benefits, pay, schedule. So we should not include those headings. We need sections: About the role (maybe summary), Responsibilities (essential duties), Requirements (educational and work experience), Qualifications (maybe overlapping with requirements?), Skills (maybe leadership, communication etc). We need to decide what content goes where.
We must preserve all substantive info, not invent. Use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes a summary and description. There's no explicit Benefits, Pay, Schedule sections. There's no mention of benefits, pay, schedule. So we should not include those headings. We need sections: About the role (maybe summary), Responsibilities (essential duties), Requirements (educational and work experience), Qualifications (maybe overlapping with requirements?), Skills (maybe leadership, communication etc). We need to decide what content goes where.
We must preserve all substantive info, not invent. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to avoid repeating job title as heading. No Job ID.
We need to remove boilerplate: EEO, equal opportunity, etc. Also remove application instructions (apply online today). Also remove cookie/navigation/legal etc. The posting includes some EEO statements at end; we must remove them.
We need to keep all substantive info: summary, essential duties, responsibilities broken into categories (Directly supervise..., Staffing and Workforce Coordination, Member Experience..., Production..., Operational Excellence..., Branch Presence...). Also educational and work experience requirements, physical requirements, SAFE ACT compliance, etc. Also maybe "Ability to travel regularly". Also "Proficiency in Microsoft Office". Also "Strong leadership, communication, conflict resolution, problem-solving skills." etc.
We need to decide sections: About the role (summary paragraph). Responsibilities (list of duties). Requirements (educational and work experience). Qualifications (maybe skills? but we have Skills section separate). Could combine qualifications and skills? The instruction says use headings for those categories if content exists. We have content for Skills: leadership, communication, conflict resolution, problem-solving, organizational, ability to influence, proficiency in MS Office, ability to travel, etc. Also maybe "Working knowledge of deposit products...". That could be qualifications.
We need to avoid filler like "commensurate with experience". Not present.
We need to ensure we don't create Pay/Benefits/Schedule sections because not present.
Thus output:
About the role
... summary paragraph ...
Responsibilities
- ... each duty ...
We need to break responsibilities into items. The posting has many bullet-like sentences but not formatted as list. We can turn each sentence into - . Must preserve all info.
Let's extract responsibilities:
- Directly supervise Universal Banker I and Universal Banker II employees within an assigned branch cluster.
- Establish clear performance expectations and maintain regular coaching and development discussions.
- Conduct one-on-one meetings, observations, performance reviews, development planning sessions, and recognition activities.
- Address performance concerns through coaching, counseling, and corrective action in accordance with Credit Union policies.
- Partner with the Area Service Manager to identify and develop high-potential employees and support succession planning efforts.
- Support onboarding, training, and integration of newly hired employees.
- Foster a culture of accountability, teamwork, service excellence, and continuous improvement.
- Ensure employees understand organizational priorities, expectations, and performance standards.
- Staffing and Workforce Coordination
- Coordinate employee schedules and daily staffing coverage across assigned branches.
- Approve attendance, time-off requests, and schedule adjustments within established guidelines.
- Monitor staffing levels and communicate resource needs and workforce challenges to the Area Service Manager.
- Assist with recruiting, interviewing, and candidate-selection processes.
- Coordinate employee deployment between branch locations to address temporary staffing shortages, planned absences, training needs, and business demands.
- Travel regularly among assigned branch locations to provide leadership support based on branch needs.
- Member Experience And Service Leadership
- Promote consistent delivery of the Credit Union's service standards across assigned branches.
- Coach employees on member engagement, relationship-building techniques, consultative conversations, and service recovery practices.
- Assist with escalated member concerns and support timely resolution of service issues.
- Monitor member feedback and identify coaching opportunities to improve service delivery.
- Reinforce service expectations through observation, coaching, and recognition.
- Production and Performance Support
- Maintain individual production goals and actively engage members to identify financial needs and recommend appropriate solutions.
- Open accounts, support lending conversations, generate referrals, and participate in member relationship-building activities.
- Coach employees on effective member interactions, referral generation, follow-up activities, and relationship development.
- Utilize reports and performance data to identify coaching opportunities and employee-development needs.
- Lead by example through personal productivity, service excellence, and engagement with members.
- Operational Excellence and Risk Management
- Support consistent execution of branch operating procedures, policies, and regulatory requirements.
- Monitor operational exceptions, training completion, audit findings, and branch readiness activities.
- Coordinate corrective actions and follow-up activities related to operational issues.
- Reinforce compliance with security procedures, fraud prevention practices, cash-handling standards, and member-information protection requirements.
- Identify and escalate operational risks and concerns to the Area Service Manager.
- Ensure employees maintain operational proficiency and complete required training.
- Branch Presence and Execution
- Maintain a visible leadership presence throughout assigned branch locations.
- Establish a branch visitation schedule that provides consistent employee support across the assigned cluster.
- Serve as the primary day-to-day employee leadership resource within assigned branches.
- Support branch operations during periods of high member demand, staffing shortages, training activities, or operational disruption.
- Perform Universal Banker responsibilities as needed to maintain service continuity and support member needs.
We need to include all these as list items. Could group subheadings? But we only allowed
for sections; we could keep flat list.
Now Requirements: Educational And Work Experience Requirements paragraph.
- 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.
Also Physical Requirements and SAFE ACT compliance etc. Those could be under Requirements or maybe a separate section like "Additional Requirements". But we only have predefined headings; we could put them under Requirements as well, as they are requirements.
Physical Requirements paragraph:
- To perform this job successfully, the employee must be able to perform each essential job duty satisfactorily.
- All employees must be able to communicate face to face or through technology with or without reasonable accommodation.
- Employee will be in an office environment (well-lighted, heated, and air-conditioned) typically stationed at a desk or table.
- Employee will be asked to sit and stand for various increments of time, and to lift/push up 10 lbs.
- Clerical office duties on various forms of technology are required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
- All positions that have lending responsibilities must comply with all requirements under the SAFE ACT, as well as the Credit Union’s policies and procedures related to the SAFE ACT.
- This includes an obligation on the employee’s part to ensure that NMLA registration pertaining to the SAFE ACT is kept current.
- The employee must notify the Credit Union within 30 days of any changes that need to be reflected on the NMLS registry.
We could include these as list items under Requirements.
Skills: maybe we already included leadership etc in Requirements; but we could separate Skills: Strong leadership, communication, conflict resolution, problem-solving skills; Ability to influence and motivate employees; Strong organizational skills; Proficiency in Microsoft Office; Ability to travel regularly; Working knowledge of deposit products etc. However that duplicates. Better to keep Skills separate for things like leadership, communication, etc. But we already have many skill-like items in Requirements. To avoid duplication, we could put the skill-specific items under Skills, and keep educational/experience under Requirements. However the instruction says preserve ALL substantive information; we can split but must not lose any info. So we can have:
Requirements: education, years of experience, supervisory experience, ability to develop employees, etc.
Skills: leadership, communication, conflict resolution, problem-solving, organizational, ability to influence, proficiency in MS Office, ability to travel, working knowledge of deposit products etc.
But some items like "Working knowledge of deposit products..." could be either qualification or skill. We'll put under Skills.
Qualifications: maybe we could put "Demonstrated ability to develop employees, manage performance, and coach sales and service behaviors." as qualification. But we already have similar.
Given the headings list includes Qualifications separate from Requirements and Skills, we could allocate:
- About the role: summary.
- Responsibilities: list of duties.
- Requirements: education, years experience, supervisory experience.
- Qualifications: demonstrated ability to develop employees, manage performance, coach sales/service behaviors; working knowledge of deposit products etc.
- Skills: leadership, communication, conflict resolution, problem-solving, organizational, ability to influence, proficiency in MS Office, ability to travel.
Physical requirements and SAFE ACT could be under Requirements as well (maybe as additional requirements). But we already used Requirements for education/experience; we could add physical requirements under Requirements as well (makes sense). Or we could create a separate section but not in list; we could put under Requirements as additional items.
Let's decide:
Requirements:
- Bachelor's degree in Business, Finance, Management, or 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.
- All employees must be able to communicate face to face or through technology with or without reasonable accommodation.
- Employee will be in an office environment (well-lighted, heated, and air-conditioned) typically stationed at a desk or table.
- Employee will be asked to sit and stand for various increments of time, and to lift/push up 10 lbs.
- Clerical office duties on various forms of technology are required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
- All positions that have lending responsibilities must comply with all requirements under the SAFE ACT, as well as the Credit Union’s policies and procedures related to the SAFE ACT.
- This includes an obligation on the employee’s part to ensure that NMLA registration pertaining to the SAFE ACT is kept current.
- The employee must notify the Credit Union within 30 days of any changes that need to be reflected on the NMLS registry.
Qualifications:
- 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.
Skills:
- 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.
Now we need to output HTML with headings and
or
- . For sections with list content, use
- . For prose, use
. The About the role summary is prose.
Let's craft About the role paragraph: The summary: "If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today. Summary The Universal Banker Manager (UBM) serves as the first-line leader for Universal Banker I and Universal Banker II employees within an assigned branch cluster. The UBM
for prose. We need to avoid repeating job title as heading. No Job ID. We need to remove boilerplate: EEO, equal opportunity, etc. Also remove application instructions (apply online today). Also remove cookie/navigation/legal etc. The posting includes some EEO statements at end; we must remove them. We need to keep all substantive info: summary, essential duties, responsibilities broken into categories (Directly supervise..., Staffing and Workforce Coordination, Member Experience..., Production..., Operational Excellence..., Branch Presence...). Also educational and work experience requirements, physical requirements, SAFE ACT compliance, etc. Also maybe "Ability to travel regularly". Also "Proficiency in Microsoft Office". Also "Strong leadership, communication, conflict resolution, problem-solving skills." etc. We need to decide sections: About the role (summary paragraph). Responsibilities (list of duties). Requirements (educational and work experience). Qualifications (maybe skills? but we have Skills section separate). Could combine qualifications and skills? The instruction says use headings for those categories if content exists. We have content for Skills: leadership, communication, conflict resolution, problem-solving, organizational, ability to influence, proficiency in MS Office, ability to travel, etc. Also maybe "Working knowledge of deposit products...". That could be qualifications. We need to avoid filler like "commensurate with experience". Not present. We need to ensure we don't create Pay/Benefits/Schedule sections because not present. Thus output:
About the role
... summary paragraph ...
Responsibilities
- ... each duty ...
for sections; we could keep flat list.
Now Requirements: Educational And Work Experience Requirements paragraph.
- 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.
Also Physical Requirements and SAFE ACT compliance etc. Those could be under Requirements or maybe a separate section like "Additional Requirements". But we only have predefined headings; we could put them under Requirements as well, as they are requirements.
Physical Requirements paragraph:
- To perform this job successfully, the employee must be able to perform each essential job duty satisfactorily.
- All employees must be able to communicate face to face or through technology with or without reasonable accommodation.
- Employee will be in an office environment (well-lighted, heated, and air-conditioned) typically stationed at a desk or table.
- Employee will be asked to sit and stand for various increments of time, and to lift/push up 10 lbs.
- Clerical office duties on various forms of technology are required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
- All positions that have lending responsibilities must comply with all requirements under the SAFE ACT, as well as the Credit Union’s policies and procedures related to the SAFE ACT.
- This includes an obligation on the employee’s part to ensure that NMLA registration pertaining to the SAFE ACT is kept current.
- The employee must notify the Credit Union within 30 days of any changes that need to be reflected on the NMLS registry.
We could include these as list items under Requirements.
Skills: maybe we already included leadership etc in Requirements; but we could separate Skills: Strong leadership, communication, conflict resolution, problem-solving skills; Ability to influence and motivate employees; Strong organizational skills; Proficiency in Microsoft Office; Ability to travel regularly; Working knowledge of deposit products etc. However that duplicates. Better to keep Skills separate for things like leadership, communication, etc. But we already have many skill-like items in Requirements. To avoid duplication, we could put the skill-specific items under Skills, and keep educational/experience under Requirements. However the instruction says preserve ALL substantive information; we can split but must not lose any info. So we can have:
Requirements: education, years of experience, supervisory experience, ability to develop employees, etc.
Skills: leadership, communication, conflict resolution, problem-solving, organizational, ability to influence, proficiency in MS Office, ability to travel, working knowledge of deposit products etc.
But some items like "Working knowledge of deposit products..." could be either qualification or skill. We'll put under Skills.
Qualifications: maybe we could put "Demonstrated ability to develop employees, manage performance, and coach sales and service behaviors." as qualification. But we already have similar.
Given the headings list includes Qualifications separate from Requirements and Skills, we could allocate:
- About the role: summary.
- Responsibilities: list of duties.
- Requirements: education, years experience, supervisory experience.
- Qualifications: demonstrated ability to develop employees, manage performance, coach sales/service behaviors; working knowledge of deposit products etc.
- Skills: leadership, communication, conflict resolution, problem-solving, organizational, ability to influence, proficiency in MS Office, ability to travel.
Physical requirements and SAFE ACT could be under Requirements as well (maybe as additional requirements). But we already used Requirements for education/experience; we could add physical requirements under Requirements as well (makes sense). Or we could create a separate section but not in list; we could put under Requirements as additional items.
Let's decide:
Requirements:
- Bachelor's degree in Business, Finance, Management, or 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.
- All employees must be able to communicate face to face or through technology with or without reasonable accommodation.
- Employee will be in an office environment (well-lighted, heated, and air-conditioned) typically stationed at a desk or table.
- Employee will be asked to sit and stand for various increments of time, and to lift/push up 10 lbs.
- Clerical office duties on various forms of technology are required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
- All positions that have lending responsibilities must comply with all requirements under the SAFE ACT, as well as the Credit Union’s policies and procedures related to the SAFE ACT.
- This includes an obligation on the employee’s part to ensure that NMLA registration pertaining to the SAFE ACT is kept current.
- The employee must notify the Credit Union within 30 days of any changes that need to be reflected on the NMLS registry.
Qualifications:
- 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.
Skills:
- 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.
Now we need to output HTML with headings and
or
- . For sections with list content, use
- . For prose, use
. The About the role summary is prose. Let's craft About the role paragraph: The summary: "If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today. Summary The Universal Banker Manager (UBM) serves as the first-line leader for Universal Banker I and Universal Banker II employees within an assigned branch cluster. The UBM
- . For prose, use