Canvas Consultant (Universal Banker)

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

Job summary

Canvas Credit Union is hiring a Consultant to engage with members and provide exceptional financial services. Candidates should exhibit a passion for helping others and possess knowledge of financial products. The role combines education and customer interaction to help members achieve their financial goals, with a supportive and developmental work environment.

Benefits

10% company contribution to 401k

Generous personal time off

Employee discounts on loans

Tuition Reimbursement

Paid Volunteer Time

Qualifications

• Understanding of financial products and services, comparable to a Relationship Banker.
• Comfortable with recommending and processing financial products like loans.
• Possesses a customer service excellence track record.

Responsibilities

• Educate members on financial solutions and processes transactions professionally.
• Provide ethical lending solutions and assist members with their financial needs.
• Process advanced transactions and manage member inquiries effectively.

Skills

Authenticity

Passion for helping others

Financial product knowledge

Service excellence

Leadership

Innovation

Adaptability

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.

Canvas "It's About More" Video - YouTube (Click here - or, visit https://www.youtube.com/watch?v=z8WAm_TDRdk )

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.

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:

• Humble
• Empathetic
• Accountable
• Resourceful
• Tenacious

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. (That includes cars and houses!) 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. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire 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

Click here to see our Day in the Life of a Canvas Consultant video (or, visit https://vimeo.com/1015877965/711272dc0e?ts=0&share=copy )

If this location is too far from your home and family, check out our other postings. If you don’t find what you’re looking for, apply to this listing and tell us where you want to work. There may already be an opening that we haven’t listed yet.

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.

Current Canvas employees must be meeting performance expectations and consistently demonstrating HEART behaviors to be considered.

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. 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.

Position will be open until filled, or if unable to fill until posting is canceled.

#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.