Canvas Credit Union · 5 hours ago
Community Branch Leader
Fort Collins, CO
Full-time
Onsite
Mid, Senior Level
$70K/yr - $87K/yr
2+ years expCanvas Credit Union is dedicated to transforming financial services and enhancing the member experience. The Community Branch Leader is responsible for leading branch operations, exceeding sales goals, and fostering community engagement while ensuring exceptional service and team development.
BankingFinancial ServicesNon Profit
Responsibilities
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
Qualification
Required
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
Excellent verbal, written and interpersonal communication skills with 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
Advanced 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 and provide guidance
Must possess and maintain a valid Colorado drivers' license and provide proof of insurance
Bachelor's degree in business/finance or equivalent work experience
Minimum of two years of financial or sales management experience
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