** Branch Manager II (NMLS) - Loveland**

**Job Category****:** Retail **Requisition Number****:** BRANC03017 Showing 1 location **Job Details**

**Description**

**Start Here**

Finding a job can be overwhelming-plowing through dense, super specific job descriptions, spending hours filling out applications, and then, if youre lucky, you get a tag-team interview that leaves you spinning.

Not here.

At Canvas, were dedicated to transforming financial services, and that includes recruitment. We arent ashamed to say it. Working here is delightful. Were a family, and the time we spend together is full of support and camaraderie, and its fun. Make no mistake, were 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 arent just advertising taglines for us. Theyre literally words we live by. Shareholder profits dont 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.) Were 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.

General Purpose

The Branch Manager II is accountable for the service and sales activities, marketing plan, operating budget, profitability and operational integrity of the branch. They are responsible for maintaining a highly motivated, well-trained sales team in order to provide exceptional member service and meet the financial needs of our members. He/she represents the credit union in the community with focused efforts on building and maintaining strong community relationships and increasing business opportunities for Canvas Credit Union. This position will typically oversee the middle size and moderately busiest branches in the credit union network based on various factors including staff size, transaction and production volume, and membership base.

**Essential Duties/Responsibilities**

* Responsible for consistently meeting branch financial results, member satisfaction, operations effectiveness, productivity, and cost effectiveness.

* Create a positive work environment and ensure optimum branch staffing. Provide direction and leadership to branch family members with emphasis on delivering excellence in member service, achieving sales goals, and teamwork.

* Evaluate, develop, motivate , provide continuous feedback, and train branch family members, coach team in sales and service activities. Ensure branch staff has strong product and process knowledge. Responsible for all leadership functions including: hiring, training, performance management, scheduling, cross-training and succession planning, timekeeping, etc.

* Manage the branch to regularly achieve sales and growth goals, communicate goals and strategies daily and via weekly staff meetings, explain changes, gain commitment, build teamwork and cooperation within the branch and throughout the organization. This may include oversight of multiple branch locations

* Maintain and develop key member relationships, responsible for the branch meeting service standards in all interactions.

* Coach staff and personally model exceptional member service attributes along with driving high employee satisfaction through the same service actions

* Be a visible presence in the local community. Promote the credit union and build relationships through active participation in business, community, and charitable organizations events and activities. Commitment to meet personal and staff volunteer allotment.

* 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 in order to provide necessary support to branch staff.

* Assess local market conditions and identify current and prospective sales opportunities. Direct and manage consistent and ongoing business development activities.

* Stay abreast of competing markets and provide reports on market movement and penetration.

* Conduct on going analysis of branch activities, workflow and operations with a specific strategy devised towards meeting goals and objectives.

* Follow all safety and security guidelines to properly safeguard member and organization assets.

* Manage losses and other risk issues and ensure financial losses are within acceptable guidelines. Minimal operational errors (cash letter, GLs, loans etc.)

* Advanced financial acumen to develop and follow an annual operating plan and budget leading to expense control, select purchasing and efficient property management.

* 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.

* Keep informed on developments and trends in the financial services industry, particularly with regard to new products, services and technological advances.

* Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs. Build strong relationships with business partners.

* Assist in defining and developing strategy needed to set or meet organizational goals.

* 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 at Canvas requires National Multistate Licensing System (NMLS) registration under the S.A.F.E. act of 2008. This means we conduct background and credit checks to ensure NMLS registration and Canvas requirements are met. (Not meeting or staying current may result in removal from role).

* Must be bondable through CUNA Mutual for employment with Canvas.

* Pre-employment drug test and thorough background review (components include: criminal, employment, address, social security number, motor vehicle record, global sanctions, sex offender, and credit).

**Job Qualifications**

Knowledge, Skill and Ability:

* Track record of leading and coaching team to higher" results, including sales excellence, consistent delivery of exceptional service, and operational integrity.

* Strong people management skills; able to build and foster teamwork; coach, train and develop family members.

* Demonstrated track record of success in sales and customer service. Proven success in building strong customer relationships and new business development.

* Strong verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to customers and business partners.

* Strong 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 confidences.

* 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: Bachelors degree in Business/Finance or equivalent work experience.

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

The starting pay range for this position is $58,969.77-$70,000.00/annual, and final pay rate will be determined based on experience and internal equity factors.

**Working Environment/Physica