Neighborhood Assistant Branch Leader

Canvas Credit Union•Grand Junction, CO

13d•$60,968 - $76,223•Onsite

About The Position

The Neighborhood Assistant Branch Leader (ABL) champions Canvas Credit Union’s vision pillars and works closely with the Branch Leader to guide branch team members in providing exceptional member service. The role observes, coaches, and develops team members to deepen member relationships, supports daily branch functions, and leads by example. Neighborhood branches are typically among the largest and busiest branches in the credit union network, based on team size, transaction and production volume, and membership base. The ABL supports branch sales, service, and operational goals; performs member financial transactions, opens accounts, takes loan applications, and promotes products and services. The position includes management responsibilities such as hiring, training, performance management, scheduling, and succession planning. It also requires face-to-face member service, Colorado Notary Public status, and training and certification to perform Medallion Signature Guarantees. The role requires NMLS registration under the S.A.F.E. Act of 2008 and compliance with applicable regulations and Canvas requirements. This position works in a credit union branch office environment on a flexible Monday-through-Saturday schedule. Applications are accepted through November 12, 2026, and must be received by 11:59 PM MST on that date.

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 to customers and business partners.
Demonstrated track record of 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.
Ability to work a flexible schedule Monday through Saturday.
Ability to become a Colorado state Notary Public and complete required Medallion Signature Guarantee training and certification.
NMLS registration under the S.A.F.E. Act of 2008; must meet and maintain NMLS registration and Canvas requirements.
For current Canvas employees: must be meeting performance expectations, consistently demonstrating HEART behaviors, and submit an up-to-date resume or update the Work History profile with current responsibilities and accomplishments.

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 new 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 them 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, develop team members, and build partnerships with other business groups.
Work with the Branch Leader to ensure branch operations meet or exceed 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, automated equipment, and credit union operating procedures; support branch team members with that knowledge.
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 organizational assets.
Ensure compliance with regulations, policies, procedures, operational integrity, the Bank Secrecy Act, and other compliance requirements.
Stay informed about financial services industry developments and trends, including new products, services, and technology.
Share effective practices, competitive intelligence, business opportunities, and needs with branch team members.
Recommend and help develop and implement policies and procedures.
Continue education and learn and apply new skills and software applications.
Maintain regular attendance and punctuality and perform other duties as assigned.
Provide daily face-to-face member service.
Become a Colorado state Notary Public to facilitate loan documentation and other notarization requests in accordance with state law.
Complete training and certification to perform Medallion Signature Guarantees on behalf of Canvas Credit Union.