Neighborhood Assistant Branch Leader

Canvas•Grand Junction, CO

12d•Onsite

About The Position

The Neighborhood Assistant Branch Leader (ABL) supports the Branch Leader in guiding branch team members and delivering exceptional member service. The role champions Canvas Credit Union’s vision pillars, including being known for its heart, its people, ease of use, community leadership, and presence in the communities it serves. Neighborhood branches are typically among the credit union’s largest and busiest, based on factors such as team size, transaction and production volume, and membership base. The ABL supports daily branch functions, leads by example in serving members, and observes, coaches, and develops team members to strengthen member relationships. The position includes branch operations and people-management responsibilities, member-facing service, and compliance with applicable regulations and procedures. The role requires becoming a Colorado Notary Public and completing training and certification for Medallion Signature Guarantees. NMLS registration under the S.A.F.E. Act of 2008 is also required.

Requirements

Strong people-management skills and the ability to build teamwork and coach, train, and develop team members.
Excellent verbal, written, and interpersonal communication skills, including the ability to explain programs, loan terms, features, policies, and benefits.
Demonstrated success in sales and customer service.
Advanced knowledge and understanding of Canvas financial products and services.
Strong 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.
Two-year college degree, completion of a specialized course of study at a business or trade school, or equivalent work experience.
One to four years of financial or sales management experience.
NMLS registration under the S.A.F.E. Act of 2008; background checks are conducted to verify NMLS registration and Canvas requirements.
Ability to work a flexible schedule Monday through Saturday.
Ability to use standard office equipment and perform required manual dexterity tasks, lift files, open filing cabinets, and bend, stoop, or stand as necessary.

Nice To Haves

Multilingual capabilities, including Spanish.

Responsibilities

Ensure members receive consistent, exceptional service at all branch touch points.
Review branch productivity reports and analyze branch activities, workflow, and operations to support sales and member-service goals.
Perform member financial transactions, open accounts, take loan applications, and sell products and services while working to exceed credit union goals.
Resolve member issues promptly and coach team members to do the same.
Work with the Branch Leader to evaluate, develop, motivate, and train branch team members.
Observe and coach team members in sales and service activities and ensure they have strong product and process knowledge.
Work with the Branch Leader to achieve sales and growth goals, conduct daily huddles and weekly team meetings, and develop team members.
Develop partnerships with other business groups and partners that work with the branch.
Help ensure the branch meets or exceeds operational expectations.
Deepen member relationships by cross-selling products and services using advanced knowledge of financial products and services.
Maintain knowledge of lending processes, security and fraud procedures, and automated equipment functions.
Serve as a branch-wide source of knowledge on credit union operating procedures and support branch team members.
Perform management functions, including hiring, training, monthly one-on-ones, performance management, conflict resolution, scheduling, cross-training, succession planning, and timekeeping.
Follow safety and security guidelines to safeguard member and organization assets.
Ensure the application of and compliance with regulations, policies, procedures, and operational integrity, including Bank Secrecy Act requirements.
Stay informed about financial-services developments and trends, including new products, services, and technology, and share relevant knowledge with team members.
Recommend and help develop and implement new policies and procedures.
Participate in ongoing education and learn and apply new skills and software applications.
Maintain regular attendance and punctuality and perform other duties as assigned.
Provide daily member service through face-to-face interactions.
Become a Colorado state Notary Public and become trained and certified to perform Medallion Signature Guarantees.