Retail Financial Consultant: Growth Path & Benefits

Canvas; South Staffordshire; Sur place; GBP 20 000 - 29 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) plan

Tuition reimbursement

Paid time off

Résumé du poste

Canvas is hiring for an on-site Consultant in Retail. This full-time role involves learning about members, educating them on financial solutions, and providing careful lending assistance.

You will process everyday transactions and handle more advanced operations while growing with a structured development path and supportive team culture. The position emphasizes delivering excellent face-to-face service, engaging with members, and advancing within Canvas’ Retail Step Program.

Qualifications

• Experience in financial services or customer-facing roles is a plus.
• Strong communication and relationship-building skills.
• Ability to educate customers on products and services.

Responsabilités

• Learn about our members, hear them, and understand their situations.
• Educate our members on the ways we can help them afford life.
• Provide lending solutions with care and ethics.
• Process deposits, withdrawals, transfers, and payments accurately.
• Handle advanced transactions like IRAs, CDs, and wire transfers; resolve disputes.
• Grow with us by staying current on industry trends and offerings.
• Share your knowledge with teammates to improve service.
• Work with members face-to-face to deliver excellent service.

Description du poste

Canvas is hiring for an on-site Consultant in Retail. This full-time role involves learning about members, educating them on financial solutions, and providing careful lending assistance.

You will process everyday transactions and handle more advanced operations while growing with a structured development path and supportive team culture. The position emphasizes delivering excellent face-to-face service, engaging with members, and advancing within Canvas’ Retail Step Program.