Community Branch Leader

Canvas•Fort Collins, CO

4d•$67,339 - $84,179

About The Position

We’re Canvas Credit Union We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures. Why Canvas? At Canvas, we’re dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment. At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people: What’s In It For You Seriously good benefits : Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans. (That includes cars and houses!) The starting pay range for this position is $67,338.67-$84,179.28/annual, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include: Medical/Dental/Vision Insurance Paid Vacation Paid Sick Time Paid Holidays Paid Wellness Day Paid Volunteer Time Flexible Spending Account Health Savings Account World Class 401(k) Plan Tuition Reimbursement Rate Discounts on Qualifying Loans May be eligible for incentives or discretionary bonus based on results What you'll do The Community Branch Leader champions the Canvas Credit Union vision pillars to include being known for our heart, our people, our ease of use, being a leader in our communities and ensuring our branch is a household name in the communities in which we serve. Community Branch Leaders are accountable for service and sales behaviors, operational integrity of the branch, and coaching and developing their team. They are responsible for maintaining a highly motivated, well-trained sales team to provide unparalleled member experience and to ultimately help our members afford life. They represent the credit union in the community with focused efforts on building and maintaining strong relationships and increasing community opportunities for Canvas Credit Union. This position will typically oversee the middle size and moderately busiest branches in the credit union network based on various factors including staff size, transaction and production volume, and membership base. Essential Duties/Responsibilities Responsible for consistently exceeding member expectations, operational effectiveness, branch productivity. Lead the branch in consistently achieving/exceeding sales and growth goals, while communicating goals and strategies daily. Evaluate, develop, motivate, provide continuous feedback, and train branch team members, coach team in sales and service activities. Ensure branch team members have strong product and process knowledge. Demonstrate the ability to develop and coach a highly knowledgeable team to support the discovery of a wide variety of member life stages and needs. Responsible for all management functions including but not limited to hiring, training, performance management, scheduling, cross-training, staff development, & manage branch losses. Communicate changes & build teamwork and cooperation within the branch and throughout the credit union. Model exceptional member service behaviors and stand shoulder to shoulder with our branch team members to ensure they do as well. Be a visible and engaged presence in the community. Promote the credit union and build relationships through active participation in community. Ensure team members partner in community engagement initiatives by committing to meet personal and staff volunteer allotment. Maintain thorough knowledge of branch operations, lending processes, and security and fraud procedures. Serve as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff. Follow all safety and security guidelines to properly safeguard team members, members, and credit union assets. Manage losses and other risk issues and ensure financial losses are within acceptable guidelines. Minimal operational errors (cash differences, check differences, GL outages, etc.) Seek out information on developments and trends in the financial services industry, particularly regarding new products, services, and technological advances. Share knowledge with other branches and leadership as necessary. Build strong relationships with business partners to include investment representative, mortgage loan officers, business development, business services, etc. Embrace ongoing education and learn/apply new skills. Actively listens and seeks to understand friction points with members to better improve products and services Regular attendance and punctuality are essential functions of the job. Ensure the application of, and compliance with regulation, policies, procedures, and operational integrity. Comply with Bank Secrecy Act (BSA) and other compliance requests and requirements. This role at Canvas requires National Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met (not meeting or staying current may result in removal from role). Pre-employment background review (components include criminal, employment, address, social security number, motor vehicle record, global sanctions, and sex offender). Perform other job duties as assigned.

Requirements

Exceptional people leadership skills; able to build and foster teamwork; coach, train and develop team members.
Track record of leading and coaching team to “higher" results, including sales excellence, consistent delivery of exceptional service, and operational integrity.
Demonstrated track record of coaching success in sales and customer service.
Proven success in building strong member relationships and new business development.
Excellent verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to customers and business partners.
Advanced knowledge and understanding of Canvas financial products and services.
Advanced analytical, problem solving and decision-making skills.
Advanced attention to detail and excellent organizational skills; ability to manage multiple priorities.
Must be proficient in MS Office (Outlook, Excel, Word).
Ability to maintain confidences and provide guidance.
Must possess and maintain a valid Colorado drivers’ license and provide proof of insurance.
Bachelor’s degree in business/finance or equivalent work experience.
Minimum of two years of financial or sales management experience.
To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments.

Nice To Haves

Multi-lingual capabilities to include Spanish are a plus.

Responsibilities

Responsible for consistently exceeding member expectations, operational effectiveness, branch productivity.
Lead the branch in consistently achieving/exceeding sales and growth goals, while communicating goals and strategies daily.
Evaluate, develop, motivate, provide continuous feedback, and train branch team members, coach team in sales and service activities.
Ensure branch team members have strong product and process knowledge.
Demonstrate the ability to develop and coach a highly knowledgeable team to support the discovery of a wide variety of member life stages and needs.
Responsible for all management functions including but not limited to hiring, training, performance management, scheduling, cross-training, staff development, & manage branch losses.
Communicate changes & build teamwork and cooperation within the branch and throughout the credit union.
Model exceptional member service behaviors and stand shoulder to shoulder with our branch team members to ensure they do as well.
Be a visible and engaged presence in the community.
Promote the credit union and build relationships through active participation in community.
Ensure team members partner in community engagement initiatives by committing to meet personal and staff volunteer allotment.
Maintain thorough knowledge of branch operations, lending processes, and security and fraud procedures.
Serve as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
Follow all safety and security guidelines to properly safeguard team members, members, and credit union assets.
Manage losses and other risk issues and ensure financial losses are within acceptable guidelines.
Minimal operational errors (cash differences, check differences, GL outages, etc.)
Seek out information on developments and trends in the financial services industry, particularly regarding new products, services, and technological advances.
Share knowledge with other branches and leadership as necessary.
Build strong relationships with business partners to include investment representative, mortgage loan officers, business development, business services, etc.
Embrace ongoing education and learn/apply new skills.
Actively listens and seeks to understand friction points with members to better improve products and services
Regular attendance and punctuality are essential functions of the job.
Ensure the application of, and compliance with regulation, policies, procedures, and operational integrity.
Comply with Bank Secrecy Act (BSA) and other compliance requests and requirements.
This role at Canvas requires National Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met (not meeting or staying current may result in removal from role).
Pre-employment background review (components include criminal, employment, address, social security number, motor vehicle record, global sanctions, and sex offender).
Perform other job duties as assigned.