Assistant Branch Manager jobs in United States
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Trax Credit Union · 1 week ago

Assistant Branch Manager

positionTampa, FL
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Trax Credit Union is seeking an Assistant Branch Manager who will play a crucial role in the efficient operation of the branch. The position involves member service, staff coaching, and overseeing branch operations to ensure excellent service delivery.

AccountingInsuranceWealth Management

Responsibilities

Assist Branch Manager with branch operations including Teller, Member Service, Lending, and staff supervision. Answer routine to complex questions on products and services
Oversee the cash operations of the branch, which includes balancing the vault, ordering cash, and making decisions related to member accounts and funds availability
Function as a teller or vault teller performing all related duties such as daily balancing, reports and Safe Deposit Box administration
Identify prospects and utilize sales skills to develop new business or refer prospects to appropriate officers
Contribute to reaching loan, new account, and sales goals set for branch
Open new accounts within credit union parameters
Identify fraudulent activity to prevent potential loss
Read and interpret credit bureau reports and explain information to members as needed
Originate, process and close loans
Keep lines of communication open and maintain friendly, professional relationships with members, staff and supervisors
Develop staff in technical topics, sales and people skills
Ensure security of branch at all times, along with Branch Manager
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

Qualification

Financial institution experienceCash handling experienceSales experienceStaff supervisionCustomer service

Required

3+ years' experience in a financial institution
1+ years' experience selling both in person and over the phone
1+ years of cash handling experience

Company

Trax Credit Union

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Trax Credit Union provides account, insurance, and wealth management services.
dateFounded in 1935
location
Tampa, Florida, USA
people-size51-200 employees
web-link
https://www.traxcu.com

Funding

Current Stage
Growth Stage

Leadership Team

P
Pete Giorgianni
President/CEO
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Company data provided by crunchbase