Financial Services Consultant — Build Your Career Path

Ultipro; Arvada (CO); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Seriously good benefits

Paid vacation

Paid sick time

Paid holidays

Wellness day

Flexible Spending Account

Health Savings Account

World Class 401(k) Plan

Tuition reimbursement

Loan discounts

Incentives/bonus

Career path

Job summary

Canvas Credit Union is hiring a Consultant to join our Colorado team. You will learn about members, educate on lending options, provide thoughtful, ethical lending solutions, and process core transactions with professionalism.

This role offers serious benefits, a structured Retail Step Program for skill growth, and opportunities to advance within a supportive, heart-driven culture that puts members first.

Responsibilities

• 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.

Job description

Canvas Credit Union is hiring a Consultant to join our Colorado team. You will learn about members, educate on lending options, provide thoughtful, ethical lending solutions, and process core transactions with professionalism.

This role offers serious benefits, a structured Retail Step Program for skill growth, and opportunities to advance within a supportive, heart-driven culture that puts members first.