Manager Financial Services- Lake Mary

Teachers Federal Credit Union•Lake Mary, FL

2d•Onsite

About The Position

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. This position will report to our newest branch location 850 South Sun Drive, Suite 1020 Lake Mary, FL 32746 Summary: The Branch Manager manages a retail Credit Union branch that develops and grows customer relationships, promotes products and services, and delivers efficient operations. The Branch Manager is responsible for leading a group of Credit Union professionals to achieve organizational goals for sales, service and operational excellence.

Requirements

HS Diploma required
Minimum five years' experience in consumer banking/financial services required
Minimum of three to four years' banking leadership experience required
Good experience and knowledge of function and department processes required
Notary Public license required
Proficient in Microsoft Office (Outlook, Excel, PowerPoint)
Analytical problem-solving skills with an impeccable attention to detail
Excellent oral, written, and interpersonal communication skills
Strong interpersonal skills and effective working relationships with all stakeholders, both internal and external

Nice To Haves

Spanish speaking language preferred

Responsibilities

Oversees daily branch opening, closing, customer service, transaction processing, and reconciliation tasks and activities
Schedules, manages, and trains branch staff to maintain the required service coverage. Ensures staff understands and follows all company policies and procedures to maintain required security, operational, and service quality standards
Accountable for financial, operational, and customer satisfaction goals for the branch
Resolves customer or operations issues
Coordinates with other Credit Union teams to promote products and represent the Credit Union in the community
Develops and executes integrated sales, relationship strategies that are aligned with Teachers' priorities, execute a business plan to achieve expected goals in all business categories
Supports portfolio growth by identifying opportunities to deepen relationships and increase member acquisition and ensure members receive optimal service and monitor/adhere to operational controls
Develops strong partnership routines with business partners (Mortgage Loan Officers, Lending Specialists, Investment Advisors and others) to share the value of Teachers Federal Credit Union's membership
Utilizes various systems to access financial, and production reports to assess branch performance and to make business decisions to promote profitability as well as the achievement of goals.
Oversees daily operations of the branch, including but not limited to daily and monthly branch audits
Ensures compliance with Teachers Federal Credit Union's policies and procedures.
Performs all duties inherent in the role of a manager

Benefits

This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
Paid time off for vacation, personal days, and holidays
401(k) company contribution
Teachers pays 100% of Dental & Vision premium
Tuition reimbursement is offered to full-time employees
Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teacher

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