Financial Services Consultant - Grow Your Banking Career

Canvas Credit Union; Littleton (CO); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

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

Bonus potential

Job summary

Canvas Credit Union in Colorado is seeking a Consultant to deliver friendly, knowledgeable financial guidance and lending solutions. You’ll learn member needs, educate on products, and process a range of transactions with high service standards.

The role emphasizes client relationships, compliance with financial regulations, and opportunities for growth within Canvas’ Retail Step Program.

Qualifications

• 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, similar to a Relationship Banker or Personal Banker.
• You’re comfortable recommending and processing financial products like loans.
• You’ve won service excellence awards and earned recognition for awesomeness.
• You hold a leadership position at your current workplace.
• You seek new ways to serve our members and the community.
• You work well with others and adapt to change.

Responsibilities

• LEARN about our members, hear them, and understand their situations.
• EDUCATE our members on how we can help them afford life.
• PROVIDE thoughtful lending solutions with care and ethics.
• PROCESS deposits, withdrawals, transfers, and payments with professionalism.
• PERFORM advanced transactions like IRAs, CDs, wires, and resolve disputes calmly.
• GROW with us by following industry trends and product knowledge.
• SHARE your knowledge on best practices and opportunities.
• STAND shoulder-to-shoulder with members and teammates during peak times.
• PROVIDE excellent service through daily face-to-face interactions.

Job description

Canvas Credit Union in Colorado is seeking a Consultant to deliver friendly, knowledgeable financial guidance and lending solutions. You’ll learn member needs, educate on products, and process a range of transactions with high service standards.

The role emphasizes client relationships, compliance with financial regulations, and opportunities for growth within Canvas’ Retail Step Program.