Canvas Credit Union · 2 hours ago
Community Assistant Branch Leader
Aurora, CO
Full-time
Onsite
Entry, Mid Level
$58K/yr - $69K/yr
1+ years expCanvas Credit Union is dedicated to transforming financial services and providing exceptional service to its members. The Community Assistant Branch Leader will support the Branch Leader in guiding team members, ensuring high-quality member service, and achieving sales and operational goals.
BankingFinancial ServicesNon Profit
Responsibilities
Ensure members receive high quality service from all Canvas team members at all touch points in the branch
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
Ensure the branch maintains high levels of operational integrity through routine review of branch logs, checklists, and retention schedules. Ensure that proper cash control practices are exercised throughout the branch
Work with Branch Leader to evaluate, develop, motivate, train and coach Canvas team members in sales, service, and operational 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 team meetings, observe, coach, and develop Canvas team members
Work with Branch Leader for the oversight of all branch operations and operational efficiency
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 staff
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
Exhibit support for the organization’s goals, values, initiatives, and cost control
Follow all safety and security guidelines to properly safeguard members 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 of developments and trends in the financial services industry, particularly regarding new products, services, and technological advances
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
Perform other job duties as assigned
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
Qualification
Required
Strong people leadership 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 members 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 confidence
Must possess and maintain a valid Colorado drivers' license and provide proof of insurance
Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent work experience
One to three years' financial or sales management experience
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
Preferred
Multi-lingual capabilities to include Spanish are a plus
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
Company
Canvas Credit Union
Canvas Credit Union is an experience financial services.
501-1000 employees
H1B Sponsorship
Canvas Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageLeadership Team
D
David Pierce
CIO
S
Sara Ott
Chief Retail Officer
Recent News
The Business Times
2025-03-01
The Business Times
2024-11-28
Company data provided by crunchbase