Branch Manager

Socket.dev; Lakeland (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) Retirement Plan

Loan discounts

Job summary

Trax Credit Union is seeking a Branch Manager to oversee branch operations, drive sales, and ensure high-quality member service. You will lead staff, coach performance, and maintain strong relationships with members and SEG partners.

Responsibilities include opening new accounts, processing loans, and ensuring security and compliance across the branch. If you have extensive banking experience and a passion for customer service, apply now.

Qualifications

• 5+ years’ experience in a financial institution.
• 3+ years’ experience selling both in person and over the phone.
• 5+ years of cash handling experience.

Responsibilities

• Oversee and manage the daily operations of the branch to ensure efficient service and operational integrity.
• Supervise, hire, train, develop, evaluate, and schedule branch staff.
• Lead and coach employees to deliver exceptional member service and achieve established sales and service goals.
• Ensure the branch meets performance objectives while adhering to credit union policies, procedures, and member service standards.
• Serve as the liaison between the branch and internal support departments.
• Maintain compliance with security policies, regulatory requirements, and internal controls to safeguard members, staff, and credit union assets.
• Open new accounts and ensure services are provided in accordance with credit union guidelines and procedures.
• Originate, process, and close loans in compliance with applicable regulations and lending standards.
• Identify fraudulent activity and take appropriate action to help prevent losses.
• Represent the credit union professionally and promote its interests in all interactions with members, staff, and SEG companies.

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.

Position Summary

The primary purpose of this position is to oversee the sales performance, service delivery, and operational effectiveness of a full-service branch. The Branch Manager is responsible for ensuring operational integrity, leading branch staff, and delivering exceptional member service through ongoing coaching, training, and performance feedback. This role also maintains productive relationships with members, employees, and Select Employee Group (SEG) companies, while representing the credit union in a professional manner.

Key Responsibilities

• Oversee and manage the daily operations of the branch to ensure efficient service and operational integrity.
• Supervise, hire, train, develop, evaluate, and schedule branch staff.
• Lead and coach employees to deliver exceptional member service and achieve established sales and service goals.
• Ensure the branch meets performance objectives while adhering to credit union policies, procedures, and member service standards.
• Serve as the liaison between the branch and internal support departments.
• Maintain compliance with security policies, regulatory requirements, and internal controls to safeguard members, staff, and credit union assets.
• Open new accounts and ensure services are provided in accordance with credit union guidelines and procedures.
• Originate, process, and close loans in compliance with applicable regulations and lending standards.
• Identify fraudulent activity and take appropriate action to help prevent losses.
• Represent the credit union professionally and promote its interests in all interactions with members, staff, and SEG companies.

Requirements

• 5+ years’ experience in a financial institution.
• 3+ years’ experience selling both in person and over the phone.
• 5+ years of cash handling experience.

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.