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, res…
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, res…
Skills: Instructional Design, Training Facilitation, Needs Assessment, Leadership Development, Learning Management Systems (LMS)
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Full-time
Medical Coverage, Dental Coverage, Vision Coverage, Employer-paid Short-Term Disability, Employer-paid Long-Term Disability, Life Insurance
Posted 11d ago
~40 hrs/week
Responsibilities
Partner with the Branch Manager to oversee daily operations across teller, member service, and lending functions. Drive growth by identifying financial solutions for members and coaching team members to improve technical and people skills.
Requirements
Requires over 3 years of experience in a financial institution and at least 1 year of cash handling experience. Candidates must possess a genuine passion for helping members and team members succeed.
Full 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.
Key Responsibilities
Partner with the Branch Manager to keep daily operations running seamlessly across teller, member service, and lending functions
Be the go-to expert—answering everything from quick questions to more complex scenarios around products, policies, and regulations
Oversee cash operations, including vault balancing, cash ordering, and decision-making around member transactions and funds availability
Jump in when needed—serving as a teller or vault teller and handling all related duties with confidence
Drive growth by identifying opportunities, building relationships, and connecting members with the right financial solutions
Help the branch hit (and exceed) goals for loans, new accounts, and referrals
Open new accounts and guide members through important financial decisions
Detect and prevent fraudulent activity—protecting both members and the credit union
Review and explain credit reports in a clear, helpful way
Originate, process, and close loans from start to finish
Coach and develop team members—building their technical skills, sales confidence, and people skills
Requirements
3+ years of experience in a financial institution
1+ year of cash handling experience
A genuine passion for helping both members and your team succeed
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.
At Trax, we understand the route to financial success looks different for everyone. But most of us are moving in a similar direction, toward achieving our version of the American dream. Opportunities like building a career, buying a home, sending kids to college, and taking family vacations are all possible when you’re on the right financial track.
That’s why we offer resources for people from all walks of life. Whether you’re just starting out on your financial journey, recovering from a detour or two or working towards retirement, Trax is with you, side-by-side, as you travel toward your financial destination.
Offices: 3710 N 50th St., Tampa, FL 33619, US · 6106 Delancey Station St., Riverview, FL 33569, US · 619 30th St. NE, Ruskin, FL 33570, US · 1209 Kingsway Road, Brandon, FL 33510, US · 1701 W Baker St., Plant City, FL 33563, US
Service to all size company groups statewide and abroadOnline ServicesSavingsCheckingYouth AccountsCDMoney MarketStudent LoansInsuranceCar Loans
At Trax, we understand the route to financial success looks different for everyone. But most of us are moving in a similar direction, toward achieving our version of the American dream. Opportunities like building a career, buying a home, sending kids to college, and taking family vacations are all possible when you’re on the right financial track.
That’s why we offer resources for people from all walks of life. Whether you’re just starting out on your financial journey, recovering from a detour or two or working towards retirement, Trax is with you, side-by-side, as you travel toward your financial destination.
Offices: 3710 N 50th St., Tampa, FL 33619, US · 6106 Delancey Station St., Riverview, FL 33569, US · 619 30th St. NE, Ruskin, FL 33570, US · 1209 Kingsway Road, Brandon, FL 33510, US · 1701 W Baker St., Plant City, FL 33563, US
Service to all size company groups statewide and abroadOnline ServicesSavingsCheckingYouth AccountsCDMoney MarketStudent LoansInsuranceCar Loans