Branch Operations Manager

3 weeks ago


Zephyrhills, Florida, United States Trax Credit Union Full time
Job Description

Trax Credit Union is seeking a highly skilled and experienced Branch Operations Manager to join our team. As a key member of our branch operations team, you will be responsible for ensuring the smooth functioning of our branch and providing exceptional member service.

Key Responsibilities:

  • Assist the Branch Manager with branch operations, including member service, staff supervision, and cash handling.
  • Oversee the cash operations of the branch, including balancing the vault and ordering cash.
  • Function as a teller or vault teller, performing 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 the 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.
  • Maintain friendly, professional relationships with members, staff, and supervisors.
  • Develop staff in technical topics, sales, and people skills.
  • Ensure security of the branch at all times.
  • 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.

Requirements:

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


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