Branch Manager

Trax-Credit-Union; Lakeland (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Disability insurance

Life insurance

401(k) plan

Checking benefits

Loan discounts

Job summary

Trax Credit Union in Lakeland, FL is seeking a Branch Manager to oversee the sales performance, service delivery, and operational effectiveness of a full-service branch. The role requires leading staff, coaching for performance, and maintaining strong member relationships while representing the credit union professionally.

You will ensure compliance with security policies and regulations, open new accounts, originate and close loans, manage daily operations, and work with SEG partners to deliver

Qualifications

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

Responsibilities

• Oversee daily branch operations to ensure efficiency and integrity.
• Supervise, hire, train, develop, evaluate, and schedule branch staff.
• Lead and coach employees to deliver exceptional member service and meet sales and service goals.
• Ensure branch meets performance objectives and adheres to policies and standards.
• Serve as liaison between the branch and internal support departments.
• Maintain compliance with security policies, regulatory requirements, and internal controls.
• Open new accounts and provide services per guidelines.
• Originate, process, and close loans in compliance with regulations.
• Identify fraudulent activity and take action to prevent losses.
• Represent the credit union professionally to members, staff, and SEG companies.

Skills

Financial institution experience

Sales experience

Cash handling

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.