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:
- Humble
- Empathetic
- Accountable
- Resourceful
- Tenacious
The Community Assistant Branch Leader (ABL) champions the Canvas Credit Union vision pillars, including 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 we serve. The Community ABL will work closely with the Branch Leader in guiding branch team members to provide exceptional service to our members. In addition, they will observe, coach, and develop branch team members to deepen our relationship with our members. They support the Branch Leader with daily branch functions and lead by example in delivering consistent excellent member service. The Community Branches typically are our middle size and moderately busiest branches in the credit union network based on several factors, including staff size, transaction and production volume, and membership base.
Essential Duties/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.
Job Qualifications
Knowledge, Skill, and Ability:
- 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.
- 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: 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 three years' financial or sales management experience.
Current Canvas employees must be meeting performance expectations and consistently demonstrating HEART behaviors to be considered.
The starting pay range for this position is $56,485.00-$66,899.89, and final pay rate will be determined based on experience, education, skills, and internal equity factors.
Canvas 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
NMLS
This role at Canvas requires Nationwide 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.
Canvas also conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).
Working Environment/Physical Activities
High volume, fast-paced, dynamic office environment with some travel. Must be able to work a flexible schedule Monday through Saturday. 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.
Position will be open until filled, or if unable to fill until posting is canceled.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.