Financial Services Consultant - Member Education & Lending

Canvas Credit Union; Denver (CO); Sur place; USD 42 000 - 57 000; Plein temps

Avantages offerts par ce poste

Seriously good benefits

401k with company contribution

Paid Vacation

Paid Sick Time

Paid Holidays

Wellness Day

Health Savings Account (HSA)

Tuition Reimbursement

Loan discounts

Performance bonuses

Résumé du poste

Canvas Credit Union in Denver, CO is hiring a Retail Consultant to assist members with deposits, loans, and everyday financial needs. This on-site, full-time role emphasizes member education, ethical lending, and exceptional customer service in a dynamic retail environment.

You will grow through Canvas' Retail Step Program, earning pay progression as you demonstrate mastery and contribute to community-focused financial education. Expect a structured development path and a supportive team culture.

Qualifications

• Authentic and passionate about helping others.
• Wants a career, not just a paycheck.
• Understands financial products and services, like a Relationship Banker or Personal Banker.
• Comfortable recommending and processing financial products like loans.
• Has won service excellence awards and is recognized for awesomeness.
• Has informal or formal leadership position at current workplace.
• Seeks new ways to serve members and the community.
• Works well with others in challenging situations.
• Innovative and thrives on change and a fast pace.

Responsabilités

• Learn about our members and understand their situations.
• Educate members on ways Canvas can help them afford life.
• Provide lending solutions that are meaningful and ethical.
• Process deposits, withdrawals, transfers, and payments professionally.
• Perform advanced frontline transactions like IRAs, CDs, wire transfers and resolve disputes calmly.
• Grow by staying updated on financial industry trends, products, and tech advances.
• Share knowledge on best practices, competitive intelligence, and opportunities.
• Stand with members and teammates through peaks and valleys.
• Provide excellent face-to-face service daily.

Description du poste

Canvas Credit Union in Denver, CO is hiring a Retail Consultant to assist members with deposits, loans, and everyday financial needs. This on-site, full-time role emphasizes member education, ethical lending, and exceptional customer service in a dynamic retail environment.

You will grow through Canvas' Retail Step Program, earning pay progression as you demonstrate mastery and contribute to community-focused financial education. Expect a structured development path and a supportive team culture.