Financial Services Advisor — Member Growth & Lending

Canvas Credit Union; Arvada (CO); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Seriously good benefits

401(k) plan

Paid Vacation

Paid Sick Time

Paid Holidays

Paid Wellness Day

Flexible Spending Account

Health Savings Account

Tuition Reimbursement

Rate Discounts on Qualifying Loans

Incentives or discretionary bonus

Job summary

Canvas Credit Union is hiring a Consultant to support members with lending solutions and everyday banking needs. You will learn members’ situations, educate on financial options, and process transactions with professionalism.

The role offers opportunities for skill growth and internal promotion through the Retail Step Program. We provide seriously good benefits, a generous 401(k) plan, and incentives based on results.

Responsibilities

• Learn about our members, hear them, and understand their situations.
• Educate our members on ways we can help them afford life.
• Provide lending solutions that are meaningful, careful, focused and ethical.
• Process transactions with consummate professionalism.
• Perform advanced frontline transactions like IRAs, CDs, wire transfers, and handle disputes.
• Grow with us by staying current on financial industry trends and products.
• Share knowledge on best practices and opportunities.
• Stand with our members and Canvas teammates through peaks and valleys.
• Provide members with excellent service through face-to-face interactions.

Job description

Canvas Credit Union is hiring a Consultant to support members with lending solutions and everyday banking needs. You will learn members’ situations, educate on financial options, and process transactions with professionalism.

The role offers opportunities for skill growth and internal promotion through the Retail Step Program. We provide seriously good benefits, a generous 401(k) plan, and incentives based on results.