Financial Services Consultant & Banking Advisor

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

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