Canvas Consultant (Universal Banker)

Canvas; Fort Collins, Northern (CO, KY); Hybrid; USD 27,000 - 39,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Health insurance

Dental & Life insurance

Tuition reimbursement

Loan discounts

Job summary

Canvas Credit Union in Fort Collins, CO is seeking a Customer Consultant to educate members on lending options, process deposits and withdrawals, and provide thoughtful financial guidance to help them achieve life goals. This full-time, onsite role offers a clear Retail Step career path, competitive benefits including 401(k) matching, paid time off, health coverage, and a starting wage of $23.90 per hour.

If you are authentic, service-driven, and ready to grow in a cooperative, member-focused

Qualifications

• Strong customer service and communication skills.
• Understanding of financial products and lending programs.
• Ability to educate members on options and compliance.
• Willingness to learn and grow within a cooperative setting.

Responsibilities

• Educate members on lending options and financial products.
• Process deposits, withdrawals, transfers, and loan transactions accurately.
• Provide excellent service through face-to-face interactions daily.
• Keep up-to-date with industry trends and Canvas policies.

Skills

Customer service

Financial products knowledge

Lending knowledge

Relationship building

Teamwork

Adaptability

Tools

NMLS registration

Job description

Description

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.

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.

At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:

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 up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans. (That includes cars and houses!) The starting pay rate for this position is $23.90/hourly. Additionally, bilingual candidates may qualify for a language differential. The Consultant role participates in Canvas' Retail Step Program, a structured development path that provides opportunities for skill growth, career advancement, and pay progression based on demonstrated mastery. Canvas benefits include:
• 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
• 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. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire from within.
• Grow Your Career Through Our Retail Step Program: This isn't just a job. It's a career path. Our Retail Step Program provides a clear roadmap for Consultants to build new skills, expand their responsibilities, and earn pay increases as they demonstrate mastery. Through structured training, hands‑on experience, leader coaching, and personalized development, you'll always know what's expected and what it takes to grow. Progression is based on demonstrated capability and readiness, giving you the opportunity to grow your expertise, take on new challenges, increase your earning potential, and advance your career as your skills develop.
• 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.

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.

For Current Canvas Employees:

To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up‑to‑date resume or update your Work History profile with your current responsibilities and accomplishments.

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, 35‑40 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. You may be required to bend, stoop, or stand on one leg while multiplying fractions and compounding daily, variable interest in your head. Just kidding — nobody can do that on one leg. 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.

Applications for this position will be accepted through October 2, 2026. For consideration, applications must be received by 11:59 PM MST on October 2, 2026.

#LI-Onsite

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.