Community Branch Leader

Job Description:

Essential Duties/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.

Job 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.
– 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.
– Multi-lingual capabilities to include Spanish are a plus.
– Must possess and maintain a valid Colorado drivers’ license and provide proof of insurance.

Education or Formal Training:    Bachelor’s degree in business/finance or equivalent work experience.

Experience:  Minimum of two years of financial or sales management experience.

For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments.

Working Environment/Physical Activities

High volume, fast-paced, dynamic office environment with some travel.  Must be able to attend meetings and events outside of regular business hours.  The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines and filing cabinets.  The position requires manual dexterity, the ability to lift files and open filing cabinets.  The position requires bending, stooping, or standing as necessary.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

We are extending our search and are actively reviewing more candidates. Applications for this position will now be accepted through September 1, 2026. For consideration, applications must be received by 11:59 PM MST on September 1, 2026.