Neighborhood Assistant Branch Leader

Why 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.

What’s In It For You

• Beyond healthcare, dental, and life insurance, we make it so worth your while.
• A 10% company contribution to your 401k.
• Generous personal time off.
• Employee discounts on loans (including cars and houses!).
• The starting pay range for this position is $60,968.22-$76,222.56/annual, and final pay rate will be determined based on experience, education, skills, and internal equity factors.
• Coverage of medical/dental/vision insurance.
• Paid vacation, sick time, holidays, wellness day, 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 bonuses based on results.

Essential Duties/Responsibilities

• Ensure members receive consistent exceptional service by all Canvas team members at all touch points in the branch.
• Review all branch productivity reports, conduct ongoing analyses of branch activities, workflow, and operations, utilizing strategies devised for meeting sales and member service goals.
• Consistently exceed credit union goals when performing member financial transactions, opening new accounts, taking loan applications, and selling products and services.
• Take appropriate action to resolve member issues promptly and coach Canvas team members to do the same.
• Work with Branch Leader to evaluate, develop, motivate, and train branch team members. Observe and coach Canvas team members in sales and service activities. Ensure branch Canvas team members have strong product and process knowledge.
• Work with Branch Leader to achieve sales and growth goals, conduct daily huddles, weekly Canvas team members meetings, observe, coach, and develop Canvas team members. Develop partnerships with other business groups/partners that work with the branch.
• Work with the branch leader to ensure branch meets or exceeds all branch operations expectations.
• Deepen member relationships by cross-selling products and services through advanced understanding of all financial products and services.
• Maintain thorough knowledge of lending processes, security and fraud procedures, and the functions of all automated equipment. Serve as a branch-wide source of knowledge on credit union operating procedures to provide necessary support to branch Canvas team members.
• Responsible for all management functions including hiring, training, conducting monthly one-on-ones, performance management, conflict resolution, scheduling, cross-training and succession planning, timekeeping, etc.
• Follow all safety and security guidelines to properly safeguard member and organization assets.
• Ensure the application of, and compliance with regulations, policies, procedures, and operational integrity. Comply with Bank Secrecy Act (BSA) and other compliance requests and requirements.
• Keep informed on developments and trends in the financial services industry, particularly regarding new products, services, and technological advances.
• Share knowledge with branch Canvas team members on effective practices, competitive intelligence, business opportunities and needs.
• Recommend and help develop and implement new policies and procedures.
• Embrace ongoing education and learn/apply new skills and software applications.
• Regular attendance and punctuality are essential functions of the job.
• Provide member service through face-to-face interactions on a daily basis.
• This role requires becoming a Colorado state Notary Public to facilitate loan documentation and other member requests for notarization in accordance with Colorado state law.
• Branch leadership is required to become trained and certified to perform Medallion Signature Guarantees on behalf of Canvas Credit Union which guarantees a signature on a member’s request to transfer securities.

Job Qualifications

• Strong people management skills; able to build and foster teamwork; coach, train and develop Canvas team members.
• Excellent verbal, written and interpersonal communication skills with 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 excellent organizational skills; ability to manage multiple priorities.
• Must be proficient in MS Office (Outlook, Excel, Word).
• Ability to maintain confidences.
• Multi-lingual capabilities to include Spanish are a plus.

Education or Formal Training

• Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent work experience.

Experience

• One to four years financial or sales management experience.

Job Title

Neighborhood Assistant Branch Leader (ABL)

Pay

$60,968.22-$76,222.56/annual

Schedule

Monday thru Saturday