Working at Trax Credit Union
Looking for a fun, collaborative, progressive place to work, in a team environment with a focus on sales and service? Consider the employment opportunities at Trax Credit Union. Our employees deliver the best service and always go the extra mile.
Benefits
We offer excellent employee benefits including: a 401(k) plan, competitive pay, time off and a lot more. Trax Credit Union is committed to providing a competitive benefits package to eligible full-time employees. We recognize the importance of benefits as a part of the compensation package, as well as to your work-life-balance. A summary of benefits for full-time employees follows (eligibility requirements vary).
- Medical Insurance
- 401K Plan
- Life Insurance
- Vision Plan
- Dental Plan
- Long-Term Disability
- Paid Time Off after qualification period
Applications for employment are only accepted when there are specific employment vacancies.
Applicants have rights under Federal Employment Laws.
Family & Medical Leave Act (FMLA) Poster (PDF)
Employee Polygraph Protection Act (EPPA) Poster (PDF)
Drug Free Workplace, Equal Opportunity Employer
Current Openings
Accounting Manager - Main Branch - 50th St. Tampa
Trax Credit Union is seeking a highly skilled and detail-oriented Accounting Manager to oversee and manage our Accounting Department. This key leadership role is responsible for ensuring the accurate and timely completion of accounting functions in compliance with generally accepted accounting principles (GAAP) and all relevant state and federal regulations. The ideal candidate will bring a strategic mindset, exceptional analytical skills, and a proven ability to lead and develop a high-performing accounting team.
Desired Skills and Experience:
- A minimum of 5 years of progressive experience in accounting and finance, preferably within the credit union or financial services industry. Experience collaborating with executive management and auditors is strongly preferred.
- Bachelor’s degree in Accounting or Finance is required. CPA licensure and/or advanced education in accounting or financial management is highly desirable.
- Maintain the integrity of the general ledger, managing investments, fixed assets, and performing essential closing entries for month-end, quarter-end, and year-end.
- Prepare and submit required reports, such as call reports, in accordance with regulatory standards. Maintain a thorough understanding of NCUA rules and regulations.
- Coordinate and manage the timely and accurate closing of financial records each month, including preparing and reviewing financial statements.
- Analyze current accounting procedures and implement process improvements to enhance efficiency and effectiveness within the department.
- Uphold the highest standards of integrity, confidentiality, and compliance, including adherence to the Bank Secrecy Act and other regulatory requirements.
Job Type: Full-time position, requiring 40 hours of work per week. The typical schedule is Monday through Friday, 8:00 a.m. to 6:00 p.m. Extended hours and weekends may be required as job duties demand.
Salary: Starting at $80,000
Branch Manager - Zephyrhills
The basic function is to manage the sales impact and service efforts of a full-service branch. Manages branch operations to ensure operational integrity is maintained. Trains and coaches staff to provide excellent member service through ongoing coaching, training and feedback as needed. Maintains appropriate relationships with members, staff, and SEG companies and represents the credit union in a professional manner.
Desired Skills and Experience
- 5+ years’ experience in a financial institution.
- 3+ years’ experience selling both in person and over the phone.
- 5+ years of cash handling experience.
- Organizes and manages day-to-day activity with branch operations and branch staff.
- Hires, trains, develops, evaluates, counsels, schedules, and assigns work to branch staff.
- Serves as liaison between branch and support departments.
- Responsible for branch achieving its goals and objectives while adhering to member service standards, policies and procedures for all products and services.
- Maintains strict adherence to security policies and procedures to ensure the safety and security of members, staff, and assets.
- Develops, implements, and improves processes related to sales and service.
- Leads high performance team in achieving established sales and service goals.
- Focuses on strategies to enhance overall performance effectiveness.
- Function as a teller, performing all related duties as needed.
- Open new accounts within credit union parameters.
Job Type: This is a full-time position of 41 hours weekly. Days and hours of work are Monday through Friday between the hours of 8:00 a.m. to 6:00 p.m. and occasional Saturdays 9:00 a.m. to 12:00 p.m. May be required to work extended hours and weekend as job duties demand.
Salary: Starting at $65,000/yr
Assistant Branch Manager - Temple Terrace
Trax Credit Union is seeking a knowledgeable, accomplished Assistant Branch Manager for our Tampa Main branch. Our branch managers are vital to accomplishing our mission of People Helping People so our standards are high. The ideal candidate for this job will have proven sales and leadership skills along with cash handling experience.
Desired Skills and Experience
- An Associate's degree or equivalent experience.
- A minimum of one year's experience in a financial institution.
- Proven proficiency in new accounts, consumer lending, and financial transactions.
- Exceptional leadership and people management skills.
- Bilingual abilities in English and Spanish (a plus, but not required).
Job Type: Full-Time hourly. Applicants must be available to work 40 hours weekly, 8 am - 5 pm Monday through Thursday, 8 am - 6 pm Friday, 9 am - 12 pm Saturday.
Salary: Starting at $22.00 per hour
Branch Manager Trainee
The Manager Trainee position is designed to familiarize the candidate with the entire credit Union organization and its functions in preparation for placement as a Branch Manager, through classroom experience, on-the-job training. Trainees will receive cross-departmental training and assignments will provide functional as well as management experience. The candidates will participate in supervisory positions, and as a Member Service Rep or Loan Officer as much as possible.
Desired Skills and Experience
- 3+ years’ experience in a financial institution.
- 3+ years’ experience selling both in person and over the phone.
- 1+ year of cash handling experience.
- Participates in branch operations and functions including Teller, Member Service Representative, Lending and Staff Supervision.
- Functions as a teller, performing all related duties such as daily balancing and reports.
- Contributes to branches achieving goals and objectives.
- Adheres to member service standards, policies and procedures for all products and services.
Job Type: Full-Time salary. Applicants must be available to work 40 hours weekly, 8 am - 5:15 pm Monday through Thursday, 8 am - 6:15 pm Friday, 9 am - 12 pm Saturday occasionally
Salary: Starting at $53,000 + $140 mileage biweekly
Member Care Manager (Collections)
Are you a driven leader with a passion for financial problem-solving? We’re seeking a Member Care Manager to lead our team of Member Care Advocates and support our members in regaining financial stability. If you have a knack for motivating both people and results, this role is for you!
Desired Skills and Experience
- BA Degree preferred, or combination of education and relevant experience.
- 3-5 years in financial collections, skip tracing, or recovery, with 1-3 years in a supervisory role.
- Strong negotiation and active listening skills.
- Proficiency in Microsoft Office products.
- High-level language and math skills, with the ability to interpret legal documents and calculate figures like interest and percentages.
- Dependable, flexible, accountable, and able to work independently or as part of a team. Must maintain composure and communicate effectively with members and staff.
Job Type: Full-time position, requiring 40 hours of work per week. The typical schedule is Monday through Friday, 8:00 a.m. to 6:00 p.m. Extended hours and weekends may be required as job duties demand.
Salary: Starting at $65,000
Full-Time Member Care Advocate - Collections
The basic function of this position is to analyze a member’s past payment record and the relationship with the Credit Union to develop the most effective approach to resolving delinquency. The Member Care Advocate is expected to pursue a course of action that will quickly and successfully motivate the member to pay in accordance with CU procedures, and the Mission, Vision, Values and Pledge to our shareholders.
Desired Skills and Experience
- High school diploma or equivalent
- Minimum of two years of collections experience, preferably in a financial institution
- Experience with Microsoft Office products
- Experience working independently as well as in a team setting
- Develop action plan to bring accounts current over time following the credit union policies.
- Maintain accurate concise documentation of member interaction, including plans for follow up and resolution of delinquency.
- Skip trace using available tools and agencies.
- Work Charged-off accounts for recovery.
- Receive calls from branches and help with members at those sites.
- Update insurance documents as needed for compliance.
- Use tools such as extensions, skip payment, lock account, and consolidation of loans to cure delinquency.
- Research misapplied payments or wrong due dates.
- Perform collection duties incompliance with Fair Debt Collection Act and other internal collection policies and procedures.
Job Type: Full-time position, requiring 40 hours of work per week. The typical schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., with rotating Fridays from 8 a.m. to 6 p.m. Extended hours and weekends may be required as job duties demand.
Salary: Starting at $22.00 per hour
Member Service Representative - Main Branch - 50th St. Tampa
The basic function of a Member Service Representative (MSR) position is to provide teller, new account and loan assistance to our members. The MSR will provide information and member support concerning the credit union and its products and services to credit union members while ensuring highest quality of service. The position is responsible for recommending credit union products as appropriate to members.
Desired Skills and Experience:
- High school diploma or equivalent
- 2+ years’ experience in a financial institution.
- 1+ year of experience selling both in person and over the phone.
- 1+ year of cash handling experience.
- Function as a teller, performing all related duties as needed.
- Balances accurately within teller balancing standards daily.
- Open new accounts within credit union parameters.
- Meet or exceed monthly branch goals for loan, new accounts and cross-sell referrals.
- Identify fraudulent activity to prevent potential loss.
- Open, close and assist members with Safe Deposit Box operations.
- Read and interpret credit bureau reports and explain information to members as needed.
- Originate, process and close loans.
Job Type: This is a full-time position of 40 hours weekly. Days and hours of work are Monday through Thursday 8:15 a.m. to 5:15 p.m., Friday 8:15 a.m. to 6:15 p.m. and occasional Saturdays 8:45 a.m. to 12:15 p.m. May be required to work extended hours and weekend as job duties demand.
Salary: Starting at $20.00 per hour
Call Center Representative - Main Branch - 50th St. Tampa
Provide information and member support concerning the credit union and its products and services to credit union members ensuring highest quality of member service. The position is responsible for recommending credit union products as appropriate to members.
Desired Skills and Experience:
- High school diploma or equivalent
- +/- 1-year experience in a financial institution.
- 1-year experience selling both in person and over the phone.
- 6+ months experience in a Call Center work environment.
- Provide service and information to membership in a pleasant, professional, and efficient manner via telephone or correspondence
- Positive attitude will show through to caller. (Speak with a smile in your voice)
- Research and solve routine member questions, problems and complaints concerning credit union accounts
- Serve as team resource with or without supervisor present
- Maintain a thorough knowledge of various credit union policies, interest rates and basic loan policies and be able to discuss with member
- Cross sell credit union products and services
- Assist members with PC access
Job Type: Full-time position, requiring 40 hours of work per week. The typical schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. Extended hours and weekends may be required as job duties demand.
Salary: Starting at $16/hr
Full-Time Teller - Main Branch - 50th St. Tampa
The basic function of this position is to assist members with financial transactions, to include receiving and paying out cash and other negotiable instruments in accordance with CU procedures, and the Mission, Vision, Values and Pledge to our members.
Desired Skills and Experience:
- Minimum of six months of customer service and cash handling experience, preferably in a financial institution
- Minimum of six months of sales or cross-selling experience over the phone or in person
- Knowledge of computers and some experience using word and excel
- Experience working independently as well as in a team setting
Job Type: This is a full-time position of 40 hours weekly. Days and hours of work are Monday through Thursday 8:15 a.m. to 5:15 p.m., Friday 8:15 a.m. to 6:15 p.m. and occasional Saturdays 8:45 a.m. to 12:15 p.m. May be required to work extended hours and weekend as job duties demand.
Salary: Starting at $16.00 per hour