Job description
Finding a job can be overwhelming — plowing through dense, super specific job descriptions, spending hours filling out applications, and then, if you’re lucky, you get a tag-team interview that leaves you spinning.
Not here.
At Canvas, we’re dedicated to transforming financial services and that includes recruitment. We aren’t ashamed to say it. Working here is delightful. We’re a family, and the time we spend together is full of support and camaraderie, and it’s fun. Make no mistake, we’re serious-minded professionals who take our responsibilities to heart, but the pettiness and bureaucracy you find in much of corporate America is out of bounds here.
Who We Are
We are Canvas and we are passionate about disrupting the way people experience financial services. “Helping you afford life” and “People before profits” aren’t just advertising taglines for us. They’re literally words we live by. Shareholder profits don’t drive us. Our members, our families, and the communities we live and work in are all that matter here. (World peace is super important too.) We’re strong supporters of the credit union movement, of providing our members with the education, support, and guidance to build strong, independent financial futures. And we want your help.
What you will do
The Campus Branch Leader -South champions the Canvas Credit Union vision pillars to include 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 in which we serve. They champion the Canvas mission of being known as a “Great Place to Work.”
The Campus Branch Leader -South is accountable for service and sales behaviors, operational integrity of the branch, and coaching and developing their team. They are responsible for maintaining a highly motivated, well-trained sales team to provide unparalleled member experience and to ultimately help our members afford life. They represent the credit union in the campus with focused efforts on building and maintaining strong relationships and increasing campus opportunities for Canvas Credit Union. This position will typically oversee the smallest and least busy branches in the credit union network based on various factors including team size, transaction and production volume, and membership base.
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.
- A campus branch leader-south is the liaison between Canvas and influential individuals of the related campus.
- Demonstrate the ability to develop and/or enhance relationships to ensure Canvas is an active partner to their organization and is seen as a thought leader for the mutual success of both parties.
- Develop, evaluate, motivate, provide feedback, and train branch family members, as well as coach your team in areas such as sales and service activities.
- Ensure branch family members have strong product and process knowledge.
- 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 family members to ensure they do as well.
- Demonstrate expert-level knowledge of branch operations, lending processes, as well as security and fraud procedures to support branch family members.
- Follow all safety and security guidelines to properly safeguard family 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 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).
- 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, Skill and Ability:
- Exceptional people leadership skills; able to build and foster teamwork; coach, train and develop family 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
Canvas Benefits
- Medical/Dental/Vision Insurance
- Paid Vacation
- Paid Sick Time
- Paid Holidays
- Paid Wellness Day
- Flexible Spending Account
- Health Savings Account
- World Class 401(k) Plan
- Tuition Reimbursement
- Rate Discounts on Qualifying Loans
- This position may be bonus eligible, dependent on individual and company results
The starting pay range for this position is $55,256-69K annual, and final pay rate will be determined based on experience, education, and internal equity factors.
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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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