Branch Manager

Trax Credit Union • Brandon, FL

17h

About The Position

The Branch Manager plays a vital role in advancing our mission by leading a full-service branch that delivers meaningful financial solutions and exceptional member experiences. This role is responsible for driving both service and sales performance while ensuring operational integrity and compliance.As a leader, you will coach and develop your team to build trusted relationships, identify member needs, and create personalized plans that support financial well-being. You will represent Trax Credit Union with professionalism and purpose—helping move our members, team, and community forward.

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.

Responsibilities

• Organizes and manages day-to-day activity with branch operations and branch staff.
• Hires, trains, develops, evaluates, counsels, schedules, and assigns work to branch staff.
• Serves as liaison between branch and support departments.
• Responsible for branch achieving its goals and objectives while adhering to member service standards, policies and procedures for all products and services.
• Maintains strict adherence to security policies and procedures to ensure the safety and security of members, staff, and assets.
• Develops, implements, and improves processes related to sales and service.
• Leads high performance team in achieving established sales and service goals.
• Focuses on strategies to enhance overall performance effectiveness.
• Function as a teller, performing all related duties as needed.
• Open new accounts within credit union parameters.
• Identify fraudulent activity to prevent potential loss.
• Open, close and assist members with Safe Deposit Box operations.
• Read and interpret credit bureau reports and explain information to members as needed.
• Originate, process and close loans.
• Take initiative for self-directed training and acquire skills to enhance personal performance.
• Register with NMLS and maintain registry annually in compliance with the S.A.F.E. Act.
• Promote and protect the interests of the credit union at all times.
• Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 1-10 employees