Branch Manager Trainee

Trax Credit Union; Tampa, Northern (FL, KY); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Disability insurance

Life Insurance

401(k) plan

Free Checking account option

Employee financial perks

Job summary

Trax Credit Union is seeking a branch leader to deliver exceptional member service, manage teller and lending support, and lead a high-performing team at our Tampa branch.

You will oversee daily operations, ensure compliance with banking regulations, and drive branch sales and service goals while maintaining strong member relationships and security controls.

Qualifications

• 3+ years in a financial institution
• 3+ years sales experience (in-person and phone)
• 1+ year of cash handling

Responsibilities

• Deliver exceptional member service by assisting with transactions, account servicing, lending support, and resolution of member needs in accordance with established service standards, policies, and procedures.
• Perform branch operational duties, including teller transactions, daily balancing, cash handling, reporting, and other routine branch functions with accuracy and efficiency.
• Originate, process, and close consumer loans in compliance with internal guidelines and applicable regulatory requirements.
• Read, interpret, and explain credit bureau reports and lending-related information to members in a clear, professional manner.
• Support branch performance by contributing to the achievement of sales, service, and operational goals.
• Lead, coach, and support staff to foster a high-performing team environment focused on member service excellence and goal attainment.
• Identify opportunities to improve branch sales, service, and operational processes to increase efficiency, effectiveness, and member satisfaction.
• Detect and advance suspicious or fraudulent activity to help prevent losses and protect members and the credit union.
• Maintain strict adherence to security procedures, internal controls, and regulatory requirements, including the Bank Secrecy Act and other applicable compliance standards.
• Protect and promote the interests, reputation, and assets of the credit union at all times, including maintaining NMLS registration and handling safe deposit box access and related member support when applicable.

Skills

Sales experience

Customer service

Leadership

Job 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.

Description

Key Responsibilities

• Deliver exceptional member service by assisting with transactions, account servicing, lending support, and resolution of member needs in accordance with established service standards, policies, and procedures.
• Perform branch operational duties, including teller transactions, daily balancing, cash handling, reporting, and other routine branch functions with accuracy and efficiency.
• Originate, process, and close consumer loans in compliance with internal guidelines and applicable regulatory requirements.
• Read, interpret, and explain credit bureau reports and lending-related information to members in a clear, professional manner.
• Support branch performance by contributing to the achievement of sales, service, and operational goals.
• Lead, coach, and support staff to foster a high-performing team environment focused on member service excellence and goal attainment.
• Identify opportunities to improve branch sales, service, and operational processes to increase efficiency, effectiveness, and member satisfaction.
• Detect and advance suspicious or fraudulent activity to help prevent losses and protect members and the credit union.
• Maintain strict adherence to security procedures, internal controls, and regulatory requirements, including the Bank Secrecy Act and other applicable compliance standards.
• Protect and promote the interests, reputation, and assets of the credit union at all times, including maintaining NMLS registration and handling safe deposit box access and related member support when applicable.

Requirements

• 3+ years in a financial institution
• 3+ years sales experience (in-person and phone)
• 1+ year of cash handling

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.