Branch Manager Trainee
Trax Credit Union · Main Branch · United States · On-site
Posted Oct 8, 2026
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Job Type
Full-time
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:
Deliver exceptional member service by assisting with transactions, account servicing, lending support, and resolution of member needs in accordance with established service standards, policies, and procedures.
Perform branch operational duties, including teller transactions, daily balancing, cash handling, reporting, and other routine branch functions with accuracy and efficiency.
Originate, process, and close consumer loans in compliance with internal guidelines and applicable regulatory requirements.
Read, interpret, and explain credit bureau reports and lending-related information to members in a clear, professional manner.
Support branch performance by contributing to the achievement of sales, service, and operational goals.
Lead, coach, and support staff to foster a high-performing team environment focused on member service excellence and goal attainment.
Identify opportunities to improve branch sales, service, and operational processes to increase efficiency, effectiveness, and member satisfaction.
Detect and escalate suspicious or fraudulent activity to help prevent losses and protect members and the credit union.
Maintain strict adherence to security procedures, internal controls, and regulatory requirements, including the Bank Secrecy Act and other applicable compliance standards.
Protect and promote the interests, reputation, and assets of the credit union at all times, including maintaining NMLS registration and handling safe deposit box access and related member support when applicable.
Requirements
3+ years in a financial institution
3+ years sales experience (in-person and phone)
1+ year of cash handling
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,…