Assistant Branch Manager

Socket.dev; Lakeland (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Plan

Dental Plan

Vision Plan

Disability Insurance

Life Insurance

401(k) Plan

Free Checking Account

Employee Perks after 90 days

Loan Discounts

Job summary

Trax Credit Union in Lakeland, FL is seeking a hands-on Branch Supervisor to partner with the Branch Manager, ensuring smooth daily operations across teller, member service, and lending functions.

You will lead by example, answer questions about products and policies, oversee cash operations, open accounts, and originate loans while coaching a team to deliver exceptional member service.

Qualifications

• 3+ years of experience in a financial institution.
• 1+ year of cash handling experience.
• A genuine passion for helping both members and your team succeed.

Responsibilities

• Partner with the Branch Manager to keep daily operations running seamlessly across teller, member service, and lending functions.
• Be the go-to expert—answering everything from quick questions to more complex scenarios around products, policies, and regulations.
• Oversee cash operations, including vault balancing, cash ordering, and decision‑making around member transactions and funds availability.
• Jump in when needed—serving as a teller or vault teller and handling all related duties with confidence.
• Drive growth by identifying opportunities, building relationships, and connecting members with the right financial solutions.
• Help the branch hit (and exceed) goals for loans, new accounts, and referrals.
• Open new accounts and guide members through important financial decisions.
• Detect and prevent fraudulent activity—protecting both members and the credit union.
• Review and explain credit reports in a clear, helpful way.
• Originate, process, and close loans from start to finish.
• Coach and develop team members—building their technical skills, sales confidence, and people skills.

Job description

Description

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Key Responsibilities

• Partner with the Branch Manager to keep daily operations running seamlessly across teller, member service, and lending functions
• Be the go-to expert—answering everything from quick questions to more complex scenarios around products, policies, and regulations
• Oversee cash operations, including vault balancing, cash ordering, and decision‑making around member transactions and funds availability
• Jump in when needed—serving as a teller or vault teller and handling all related duties with confidence
• Drive growth by identifying opportunities, building relationships, and connecting members with the right financial solutions
• Help the branch hit (and exceed) goals for loans, new accounts, and referrals
• Open new accounts and guide members through important financial decisions
• Detect and prevent fraudulent activity—protecting both members and the credit union
• Review and explain credit reports in a clear, helpful way
• Originate, process, and close loans from start to finish
• Coach and develop team members—building their technical skills, sales confidence, and people skills

Requirements

• 3+ years of experience in a financial institution
• 1+ year of cash handling experience
• A genuine passion for helping both members and your team succeed

Why You’ll Love This Role

• You’ll have real influence—on team performance, member experience, and branch success
• It’s a hands‑on leadership role where no two days look the same
• You’ll grow your leadership skills while staying connected to the front line
• You’ll be part of a team that values collaboration, accountability, and service

Why Trax Credit Union

At Trax, we invest in our employees so they can deliver their best every day. We are proud to offer the following benefits:

• Medical, Dental, and Vision coverage
• Employer-paid Short-Term & Long-Term Disability
• Life and AD&D Insurance
• 401(k) Retirement Plan
• Free Choice Plus Checking Account
• Exclusive Employee Financial Perks after 90 days on the job
• Loan discounts for consumer and home loans

Our Commitment

At Trax Credit Union, we don’t just manage finances—we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply.