Assistant Branch Manager: Lead Operations & Member Growth

Trax Credit Union; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

Employer-paid Short-Term & Long-Term +

Life and AD&D Insurance

401(k) Retirement Plan

Free Choice Plus Checking Account

Exclusive Employee Financial Perks

Loan discounts for consumer and home

Job summary

Trax Credit Union is seeking a hands-on leader to partner with the Branch Manager in Florida, overseeing daily teller, member service, and lending operations. You will act as a front-line expert on products, policies, and regulations, while managing cash, vault tasks, and member transactions to ensure smooth operations.

The role emphasizes driving growth, exceeding loan and new account goals, and coaching staff 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.

Skills

Leadership

Cash handling

Customer service

Financial products knowledge

Job description

Trax Credit Union is seeking a hands-on leader to partner with the Branch Manager in Florida, overseeing daily teller, member service, and lending operations. You will act as a front-line expert on products, policies, and regulations, while managing cash, vault tasks, and member transactions to ensure smooth operations.

The role emphasizes driving growth, exceeding loan and new account goals, and coaching staff to deliver exceptional member service.