Canvas Consultant (Universal Banker)

Canvas Credit Union; Denver (CO); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Consultant to join their team in transforming financial services. In this role, you will engage with members to understand their financial needs, educate them on products, and provide tailored lending solutions. The position offers a supportive environment where you can grow your career and make a meaningful impact in the community. With a strong emphasis on employee development and a commitment to member satisfaction, this opportunity is perfect for those passionate about helping others achieve their financial goals. Join a dynamic team that values innovation and excellence!

Benefits

Medical/Dental/Vision Insurance

Paid Vacation

Paid Sick Time

Paid Holidays

Paid Wellness Day

Paid Volunteer Time

Flexible Spending Account

Health Savings Account

401(k) Plan with Company Contribution

Tuition Reimbursement

Qualifications

• Passionate about helping others and understanding financial services.
• Ability to recommend and process financial products effectively.

Responsibilities

• Educate members on financial solutions and assist with transactions.
• Provide excellent customer service through face-to-face interactions.

Skills

Customer Service

Financial Products Knowledge

Communication Skills

Problem Solving

Team Collaboration

Education

High School Diploma

Experience in Financial Services

Tools

Standard Office Equipment

Job description

We’re Canvas Credit Union

We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.

Why Canvas?

At Canvas, we’re dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.

What’s In It For You

• Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans. The starting pay range for this position is $20.50-$23.00 hourly, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include:

• 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

This is a career: The Consultant experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within.

You will be a financial services guru: You’ll be a cooperative finance rock star. We’ll arm you with knowledge of products and services, and compliance with financial regulations. This knowledge will prepare you for many, many career opportunities.

You help members afford life: At Canvas, you have the opportunity to make a difference. The joy that comes with making a member’s day, and maybe helping them buy their first house or go to college, is an indescribably good feeling.

What you'll do

Here’s what a Consultant’s day looks like:

• LEARN about our members, hear them, and understand their situations.
• EDUCATE our members on the ways we can help them afford life.
• PROVIDE meaningful, careful, focused and ethical lending solutions.
• PROCESS transactions like deposits, withdrawals, transfers, and payments with consummate professionalism.
• PERFORM advanced frontline transactions like IRAs, CDs, wire transfers, and calmly handle disputes.
• GROW with us by immersing in financial industry trends, products, services and technological advances.
• SHARE your knowledge on effective practices, competitive intelligence, and business opportunities.
• STAND shoulder-to-shoulder with our members and your Canvas teammates through our peaks and valleys.
• PROVIDE members with excellent service through face-to-face interactions on a daily basis.

Who You Are

Enough about us. Here's who you are, or who you think you are ... or who you really want to be:

• 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, much like a Relationship Banker or Personal Banker.
• You’re comfortable recommending and processing financial products like loans.
• You’ve won service excellence awards and earned high fives and fist bumps for your awesomeness.
• You hold an informal or formal leadership position at your current workplace.
• You seek new ways to serve our members and the community.
• You work well with others, even when things don’t go as planned.
• You are innovative and thrive on challenges.
• You embrace change and a fast pace. We do think we can change the world for people and are making it happen!

We know you might not have every qualification we’ve listed. Passion and potential matter here. If you know you’re right for the position, let us know. We’re good at spotting talent.

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).

Other Important Information

You’ll be asked to work a flexible schedule Monday thru Saturday - 40 hours per week. You’ll use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets. The position also requires manual dexterity, the ability to lift files, and flex paperclips.

Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time.

Canvas Credit Union is an Equal Opportunity Employer, Gender/Minority/Veteran/Disabled.