Community Branch Leader

Canvas Credit Union•Denver, CO

5d•$69,696 - $87,126•Onsite

About The Position

The Community Branch Leader champions Canvas Credit Union’s vision pillars, including being known for its heart, people, ease of use, community leadership, and presence in the communities it serves. The role is accountable for member service and sales behaviors, branch operational integrity, and coaching and developing the team. The leader maintains a motivated, well-trained sales team that provides an exceptional member experience and helps members afford life. The position also represents Canvas in the community by building relationships and increasing community opportunities. It typically oversees a middle-sized, moderately busy branch based on staff size, transaction and production volume, and membership base. The role works in a high-volume, fast-paced, dynamic office environment with some travel, and may require attending meetings and events outside regular business hours. It routinely uses standard office equipment and involves manual dexterity, lifting files, opening filing cabinets, and bending, stooping, or standing as necessary. A valid Colorado driver’s license and proof of insurance are required. NMLS registration under the S.A.F.E. Act of 2008 is required, along with background checks to verify registration and Canvas requirements.

Requirements

Minimum of two years of financial or sales management experience.
Bachelor’s degree in business or finance, or equivalent work experience.
Exceptional people leadership skills, including the ability to build teamwork and coach, train, and develop team members.
Track record of leading and coaching a team to stronger results in sales excellence, exceptional service, and operational integrity.
Demonstrated coaching success in sales and customer service.
Proven success building strong member relationships and developing new business.
Excellent verbal, written, and interpersonal communication skills, including 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.
Strong attention to detail and organizational skills, with the ability to manage multiple priorities.
Proficiency in Microsoft Office, including Outlook, Excel, and Word.
Ability to maintain confidences and provide guidance.
Valid Colorado driver’s license and proof of insurance; must maintain both.
NMLS registration under the S.A.F.E. Act of 2008 and successful completion of required background checks.

Nice To Haves

Multilingual capabilities, including Spanish.

Responsibilities

Consistently exceed member expectations and achieve operational effectiveness and branch productivity.
Lead the branch in achieving or exceeding sales and growth goals, and communicate goals and strategies daily.
Evaluate, develop, motivate, provide continuous feedback to, and train branch team members; coach the team in sales and service activities.
Ensure team members have strong product and process knowledge and can support discovery of members’ needs across a wide variety of life stages.
Perform branch management functions, including hiring, training, performance management, scheduling, cross-training, staff development, and managing branch losses.
Communicate changes and build teamwork and cooperation within the branch and throughout the credit union.
Model exceptional member service and work alongside branch team members to support consistent delivery.
Maintain a visible, engaged community presence; promote the credit union, build relationships through community participation, and ensure team participation in community engagement and volunteer commitments.
Maintain thorough knowledge of branch operations, lending processes, security, and fraud procedures, and provide operational guidance to branch staff.
Follow safety and security guidelines to safeguard team members, members, and credit union assets.
Manage losses and other risk issues, keep financial losses within acceptable guidelines, and minimize operational errors.
Monitor developments and trends in financial services, including new products, services, and technological advances.
Share knowledge with other branches and leadership as needed.
Build relationships with business partners, including investment representatives, mortgage loan officers, business development, and business services.
Pursue ongoing education and apply new skills.
Listen to members and identify friction points to help improve products and services.
Maintain regular attendance and punctuality.
Ensure compliance with regulations, policies, procedures, and operational integrity, including Bank Secrecy Act requirements.
Maintain required NMLS registration and meet applicable Canvas requirements.
Perform other duties as assigned.