Jobs · Management · Colorado

Community Branch Leader

Canvas Credit Union · Fort Collins, CO · 1 mo ago
On-siteManagement$70k–$87k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes intro about Canvas, why Canvas, benefits, pay, responsibilities, qualifications, etc. We must not repeat job title as heading. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse content: - Intro: "We’re Canvas Credit Union..." includes mission, culture, why Canvas. Could be "About the role" or maybe "About Canvas". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use About the role for introductory description. - Benefits: they list many benefits: Medical/Dental/Vision Insurance, Paid Vacation, Paid Sick Time, Paid Holidays, Paid Wellness Day, Paid Volunteer Time, Flexible Spending Account, Health Savings Account, World Class 401(k) Plan, Tuition Reimbursement, Rate Discounts on Qualifying Loans, may be eligible for incentives or discretionary bonus based on results. Also "Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans. (That includes cars and houses!)". So we have benefits content. - Pay: "The starting pay range for this position is $69,695.52-$87,125.55/annual, and final pay rate will be determined based on experience, education, skills, and internal equity factors." That's specific pay range, so include Pay section. - Schedule: Not mentioned explicitly. There's no schedule info. So we should NOT include Schedule section. - Responsibilities: The "What you'll do" and "Essential Duties/Responsibilities" list many duties. So include Responsibilities section with
  • . - Requirements/Qualifications/Skills: The posting has "Job Qualifications" with Knowledge, Skills, and Ability, Education or Formal Training, Experience, For Current Canvas Employees, Working Environment/Physical Activities, Other Duties. We need to map to sections: Requirements, Qualifications, Skills. The instruction says use those headings if there is real specific content. We have content for qualifications (education, experience), skills (knowledge, skills, ability). Could split: Requirements could be education/experience; Qualifications could be knowledge, skills, ability; Skills could be specific like MS Office, bilingual, driver's license. But we must not create thin sections; prefer few substantive sections. Could combine into one "Qualifications" section covering all. But we have headings list; we can choose to include only those with substantive content. Let's think: The posting includes "Knowledge, Skills, and Ability:" list; "Education or Formal Training:"; "Experience:"; "For Current Canvas Employees:"; "Working Environment/Physical Activities:"; "Other Duties". That's a lot. Could make sections: Responsibilities, Qualifications (covering knowledge, skills, ability, education, experience), Benefits, Pay. Maybe also "About the role". That seems sufficient. We must not include filler like "commensurate with experience". Not present. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. At end there is "#INDjobs Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities ..." and "We are extending our search..." and application deadline. Those are boilerplate/application instructions; we should remove them. Also "Other DutiesPlease note this job description is not designed..." is boilerplate; remove. Also "For Current Canvas Employees: ..." maybe keep as part of qualifications? It's specific to current employees; could be considered part of qualifications but it's a condition. Might keep as part of qualifications. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the specifics: benefits list, pay range, responsibilities list, qualifications list (knowledge, skills, ability; education; experience; driver's license; bilingual; MS Office; etc). Also the "Why Canvas" culture description maybe part of About the role. We must not include duplicated lines. Ensure we don't repeat. Now craft HTML:

    About the role

    We’re Canvas Credit Union... (the intro paragraphs up to "Why Canvas?" maybe combine). We need to include the mission, culture, why Canvas, the 5 behaviors? The posting includes: "At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:" but not listed. Actually they mention 5 behaviors but not enumerated. Might be considered filler? It's a statement but no detail. Could include as part of About the role but it's vague. Might be okay to include as is. We'll include the paragraphs: "We’re Canvas Credit UnionWe’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures. Why Canvas?At Canvas, we’re dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:" That's the content. Then maybe a

    for that. Then Responsibilities:

    Responsibilities

    • ... each duty as separate li. We need to extract each duty from "Essential Duties/Responsibilities" and also the preceding "What you'll do" paragraph. The "What you'll do" paragraph: "The Community Branch Leader champions the Canvas Credit Union vision pillars to include being known for our heart, our people, our ease of use, being a leader in our communities and ensuring our branch is a household name in the communities in which we serve.Community Branch Leaders are accountable for service and sales behaviors, operational integrity of the branch, and coaching and developing their team. They are responsible for maintaining a highly motivated, well-trained sales team to provide unparalleled member experience and to ultimately help our members afford life. They represent the credit union in the community with focused efforts on building and maintaining strong relationships and increasing community opportunities for Canvas Credit Union. This position will typically oversee the middle size and moderately busiest branches in the credit union network based on various factors including staff size, transaction and production volume, and membership base." We can treat that as part of responsibilities; maybe include as a

      then list duties. But instruction: Use

      • for any list of duties/requirements/benefits, and

        for prose. So we can have a prose paragraph for the overview, then a

          for the list of duties. Thus:

          Responsibilities

          The Community Branch Leader champions the Canvas Credit Union vision pillars ... (the overview paragraph).

          • Responsible for consistently exceeding member expectations, operational effectiveness, branch productivity.
          • Lead the branch in consistently achieving/exceeding sales and growth goals, while communicating goals and strategies daily.
          • ... etc. We need to list each duty from the list after "Essential Duties/Responsibilities". Let's extract them: - Responsible for consistently exceeding member expectations, operational effectiveness, branch productivity. - Lead the branch in consistently achieving/exceeding sales and growth goals, while communicating goals and strategies daily. - Evaluate, develop, motivate, provide continuous feedback, and train branch team members, coach team in sales and service activities. - Ensure branch team members have strong product and process knowledge. Demonstrate the ability to develop and coach a highly knowledgeable team to support the discovery of a wide variety of member life stages and needs. - Responsible for all management functions including but not limited to hiring, training, performance management, scheduling, cross-training, staff development, & manage branch losses. - Communicate changes & build teamwork and cooperation within the branch and throughout the credit union. - Model exceptional member service behaviors and stand shoulder to shoulder with our branch team members to ensure they do as well. - Be a visible and engaged presence in the community. Promote the credit union and build relationships through active participation in community. Ensure team members partner in community engagement initiatives by committing to meet personal and staff volunteer allotment. - Maintain thorough knowledge of branch operations, lending processes, and security and fraud procedures. Serve as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff. - Follow all safety and security guidelines to properly safeguard team members, members, and credit union assets. - Manage losses and other risk issues and ensure financial losses are within acceptable guidelines. Minimal operational errors (cash differences, check differences, GL outages, etc.) - Seek out information on developments and trends in the financial services industry, particularly regarding new products, services, and technological advances. - Share knowledge with other branches and leadership as necessary. - Build strong relationships with business partners to include investment representative, mortgage loan officers, business development, business services, etc. - Embrace ongoing education and learn/apply new skills. - Actively listens and seeks to understand friction points with members to better improve products and services - Regular attendance and punctuality are essential functions of the job. - Ensure the application of, and compliance with regulation, policies, procedures, and operational integrity. Comply with Bank Secrecy Act (BSA) and other compliance requests and requirements. - This role at Canvas requires National Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met (not meeting or staying current may result in removal from role). - Pre-employment background review (components include criminal, employment, address, social security number, motor vehicle record, global sanctions, and sex offender). - Perform other job duties as assigned. Some of these are more like requirements; but they are in the duties section. We'll keep them. Now Qualifications/Skills: We'll make a section

            Qualifications

            and include prose or list? The instruction: Use
            • for any list of duties/requirements/benefits, and

              for prose. So we can have a prose paragraph summarizing, then a list for specific items. We have "Knowledge, Skills, and Ability:" list; "Education or Formal Training:"; "Experience:"; "For Current Canvas Employees:"; "Working Environment/Physical Activities:"; plus "Multi-lingual capabilities to include Spanish are a plus."; "Must possess and maintain a valid Colorado drivers’ license and provide proof of insurance."; "Must be proficient in MS Office (Outlook, Excel, Word)." We could combine into a

                list of qualifications. But some are prose like "Working Environment/Physical Activities:" which is a description. Could be a

                . However instruction: Use

                • for any list of duties/requirements/benefits. So if we have a list, we use
                    . For non-list prose, use

                    . Thus we can have:

                    Qualifications

                    Knowledge, Skills, and Ability:

                    • Exceptional people leadership skills; able to build and foster teamwork; coach, train and develop team members.
                    • Track record of leading and coaching team to “higher" results, including sales excellence, consistent delivery of exceptional service, and operational integrity.
                    • Demonstrated track record of coaching success in sales and customer service. Proven success in building strong member relationships and new business development.

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