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Emory Healthcare/Emory University Universal Financial Representative - Emory Alliance Credit Union in Atlanta, Georgia

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Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.



  • Handles monetary transactions and provide solutions to meet the diverse financial needs of members of the Emory Alliance Credit Union, through education and promotion of credit union products and services.

  • Builds and maintains positive member relationships by providing prompt, courteous, professional, and knowledgeable service.

  • Ensures that all responsibilities are conducted in compliance with Credit Union, federal, and state policies, procedures, and regulations.

  • Analyzes member's financial needs; recommends and establishes appropriate products and services to promote their financial health to include: deposit accounts, loans, investments, or electronic services.

  • Originates, processes, and closes all loan types, both in-person or electronically.

  • Understands and evaluates credit, computes debt ratios, verifies employment and income, determines value of collateral, and discusses loan conditions including denials.

  • Ensures loan requests are properly documented and in compliance with credit union policies.

  • Understands and promotes credit life and disability, GAP, Warranty, as well as any other loan protection products.

  • Performs routine member transactions in compliance with regulations and established procedures: deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.

  • Opens and closes branch following proper procedures.

  • Responsible for maintaining cash, balancing cash recycler, and any monetary items.

  • Stays up-to-date and in compliance with all Federal, State, and credit union policies and procedures including Bank Secrecy Act (BSA), and Office of Foreign Assets Control (OFAC).

  • Performs other related duties as required.


  • A high school diploma or equivalent, and three years of experience in the financial industry, preferably in the credit union or banking industry.

  • Associate's degree is preferred.

  • Experience in consumer lending; originating, processing and closing all type of consumer loans is preferred.

  • Knowledge on residential lending practices; mortgages, home equity, or home improvement is preferred.

  • Financial counseling experience preferred.

NOTE: Position tasks are required to be performed in-person at an Emory University location; working remote is not an option. Emory reserves the right to change this status with notice to employee.

Emory Supports a Diverse and Inclusive Culture

To ensure the safety of our campus community, the COVID-19 vaccine is required. For more information on the University and Hospital policies and potential exemptions, please see our website.

Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).

Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.

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Job Number 92232

Job Type Regular Full-Time

Division Affiliated Organizations

Department Credit Union

This position may involve the following Health and Safety issues: Not Applicable

Job Category Business Operations

Campus Location (For Posting) : City Atlanta

Location : Name Emory Campus-Clifton Corridor