Branch Manager

Trax Credit Union; Lakeland, Northern (FL, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

Employer-paid Short-Term & Long-Term**

Life and AD&D Insurance

401(k) Retirement Plan

Loan discounts

Job summary

Trax Credit Union in Lakeland, FL is seeking a Branch Manager to oversee daily branch operations, drive sales, and ensure service excellence. You will coach staff, manage performance, and maintain adherence to policies and controls.

This role requires 5+ years in financial services, 3+ years selling in person and by phone, and strong cash-handling experience. Competitive benefits include medical, dental, vision, disability, 401(k), and loan discounts.

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 sales and service goals.
• Ensure the branch meets performance objectives while adhering to policies and procedures.

Skills

Branch management

Sales

Customer service

Regulatory compliance

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.