Bilingual Member Service Pro - Financial Wellness Advocate

Canvas Credit Union; Lone Tree (CO); On-site; USD 27,000 - 32,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

Paid Vacation

Paid Holidays

World Class 401(k) Plan

Tuition Reimbursement

Discounts on Loans

Job summary

Canvas Credit Union in Lone Tree, CO is seeking a Member Service Representative to deliver exceptional member service in a fast-paced communications center. You’ll learn about members’ needs, educate them on financial solutions, and process transactions with care and professionalism.

We offer strong benefits, a rewarding career path, and opportunities to grow within the credit union. Flexible scheduling includes evenings and Saturdays, with in-office training and support throughout.

Qualifications

• You are AUTHENTIC and passionate about helping others.
• You ENJOY LEARNING and want a career—not just a paycheck.
• You UNDERSTAND FINANCIAL PRODUCTS and services, like a Relationship/Personal Banker.
• You’re COMFORTABLE and confident recommending and processing financial products like loans.
• Multilingual capabilities to include Spanish is a plus.

Responsibilities

• Learn about our members, hear them, and understand their situations.
• Educate our members on ways we can help them afford life.
• Provide meaningful, careful, focused and ethical product solutions.
• Process transactions like transfers and payments with courtesy and professionalism.
• Perform advanced transactions like IRAs, CDs, open accounts, wire transfers and disputes.
• Grow with us by staying current on financial industry trends and products.
• Share knowledge on effective practices and opportunities.
• Stand shoulder-to-shoulder with members and teammates during peaks.

Skills

Customer service

Leadership

Willingness to learn

Bilingual (Spanish a plus)

Job description

Canvas Credit Union in Lone Tree, CO is seeking a Member Service Representative to deliver exceptional member service in a fast-paced communications center. You’ll learn about members’ needs, educate them on financial solutions, and process transactions with care and professionalism.

We offer strong benefits, a rewarding career path, and opportunities to grow within the credit union. Flexible scheduling includes evenings and Saturdays, with in-office training and support throughout.