Neighborhood Branch Leader
About The Position
The Neighborhood Branch Leader champions Canvas Credit Union’s vision pillars: being known for its heart and people, providing ease of use, leading in the community, and making the branch a household name in the communities it serves. The role is accountable for member service and sales behaviors, branch operational integrity, and coaching and developing the team. It maintains a motivated, well-trained sales team that delivers an exceptional member experience and helps members afford life. The leader represents Canvas in the community by building relationships and increasing business opportunities. The position typically oversees one of the largest and busiest branches in the credit union network, based on factors such as team size, transaction and production volume, and membership base. The role requires a high-volume, fast-paced, dynamic office environment and some travel. The leader must be able to attend meetings and events outside regular business hours. The position routinely uses standard office equipment and may require manual dexterity, lifting files, opening filing cabinets, bending, stooping, or standing as necessary. Applications are accepted through November 13, 2026, and must be received by 5:00 PM MST that day.
Requirements
- Minimum of three 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 employees.
- Track record of leading and coaching teams to stronger results in sales, service, and operational integrity.
- Demonstrated success coaching 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, maintained throughout employment.
- Ability to attend meetings and events outside regular business hours.
- Ability to meet NMLS registration requirements and pass the required background review.
Nice To Haves
- Multilingual capabilities, including Spanish.
Responsibilities
- Consistently exceed member expectations and support operational effectiveness and branch productivity.
- Lead the branch in achieving or exceeding sales and growth goals, and communicate goals and strategies daily.
- Develop and coach a knowledgeable team to discover members’ varied life stages and needs.
- Ensure branch employees have strong product and process knowledge.
- Perform 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 employees to support those behaviors.
- Maintain a visible, engaged community presence; promote the credit union and build relationships through community participation. Ensure team members participate in community engagement initiatives and meet personal and staff volunteer allotments.
- Apply expert knowledge of branch operations, lending processes, security, and fraud procedures to support employees.
- Follow safety and security guidelines to protect employees, members, and credit union assets.
- Manage losses and risk issues, keep financial losses within acceptable guidelines, and minimize operational errors such as cash or check differences and general ledger outages.
- Monitor financial services industry developments and trends, particularly new products, services, and technology.
- 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, operational integrity, the Bank Secrecy Act, and other compliance requirements.
- Maintain National Multistate Licensing System registration under the S.A.F.E. Act of 2008 and meet Canvas registration requirements.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision insurance.
- Paid vacation and paid sick time.
- Paid holidays and a paid wellness day.
- Paid volunteer time.
- Flexible spending account and health savings account.
- World Class 401(k) Plan, with company contributions of up to 10%.
- Tuition reimbursement.
- Discounted rates on qualifying loans, including cars and houses.
- May be eligible for incentives or a discretionary bonus based on results.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
