Financial Services Consultant — Lending & Member Impact

Canvas Credit Union; Greeley (CO); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Good benefits

401k match

Paid vacation

Paid sick time

Paid holidays

Wellness day

Health Savings Account

Flexible Spending Account

World Class 401(k)

Tuition reimbursement

Loan discounts

Bonus or incentive

Job summary

Canvas Credit Union in Greeley, CO, is seeking an On-site Retail Consultant to support our members with lending guidance and financial products. This full-time role involves learning about members, educating them on affordable life options, and providing ethical lending solutions.

You’ll perform deposits, withdrawals, and more, while growing with the Retail Step Program and serving our community daily. The position requires working a flexible schedule Monday through Saturday, 35–40 hours per

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, much like a Relationship Banker or Personal Banker.

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 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 in Greeley, CO, is seeking an On-site Retail Consultant to support our members with lending guidance and financial products. This full-time role involves learning about members, educating them on affordable life options, and providing ethical lending solutions.

You’ll perform deposits, withdrawals, and more, while growing with the Retail Step Program and serving our community daily. The position requires working a flexible schedule Monday through Saturday, 35–40 hours per