Neighborhood Branch Leader

Canvas•Arvada, CO

About The Position

The Neighborhood Branch Leader champions Canvas Credit Union’s vision pillars and is accountable for member service and sales behaviors, branch operational integrity, and coaching and developing the team. The role maintains a motivated, well-trained sales team that delivers an excellent member experience and helps members achieve their financial goals. The leader also represents Canvas in the community, builds community relationships, and increases business opportunities. This 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 expertise in branch operations, lending processes, security, fraud procedures, and compliance. It includes hiring and developing employees, managing performance and schedules, meeting branch sales and growth goals, controlling risk and losses, and building relationships with internal business partners. The work takes place in a high-volume, fast-paced, dynamic office environment with some travel and occasional meetings or events outside regular business hours. Applications are accepted through November 13, 2026, by 5:00 PM MST.

Requirements

At least 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 a team to improved results in sales, member service, and operational integrity.
Demonstrated coaching success in sales and customer service.
Proven success building 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, including 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 meet background-review requirements and maintain NMLS registration; failure to meet or maintain these requirements may result in removal from the role.
Must be able to attend meetings and events outside regular business hours.
Must be able to perform the described physical activities, including manual dexterity, lifting files, opening filing cabinets, bending, stooping, and standing.

Nice To Haves

Multilingual capabilities, including Spanish.

Responsibilities

Consistently exceed member expectations while maintaining 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 able to identify members’ life stages and needs; ensure employees have strong product and process knowledge.
Manage hiring, training, performance, scheduling, cross-training, staff development, and branch losses.
Communicate changes and build teamwork and cooperation within the branch and across the credit union.
Model exceptional member service and support employees in delivering it.
Maintain a visible, engaged community presence; promote the credit union and build relationships through active 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 branch employees.
Follow safety and security guidelines to safeguard employees, members, and credit union assets.
Manage losses and risk issues, keeping financial losses within acceptable guidelines and operational errors minimal.
Monitor financial-services developments and trends, especially new products, services, and technology, and share relevant knowledge with branches and leadership.
Build relationships with business partners, including investment representatives, mortgage loan officers, business development, and business services.
Continue learning and apply new skills; listen to members and identify friction points to improve products and services.
Maintain regular attendance and punctuality.
Ensure compliance with regulations, policies, procedures, and operational-integrity requirements, including Bank Secrecy Act (BSA) requirements.
Maintain National Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and meet Canvas requirements.
Perform other duties as assigned.