Financial Services Member Advisor (Hybrid)

Canvas Credit Union; Lone Tree (CO); Hybrid; USD 26,000 - 32,000; Full time

Benefits offered by this job

Seriously good benefits

Paid Vacation

Paid Sick Time

Paid Holidays

Paid Wellness Day

Flexible Spending Account

Health Savings Account

World Class 401(k) Plan

Tuition Reimbursement

Rate Discounts on Qualifying Loans

Incentives or discretionary bonus

Job summary

Canvas Credit Union seeks a Member Service Representative for our Lone Tree, CO location. This call center role is hybrid, with in-office training and a mix of shifts.

You will learn member needs, educate on financial options, process transactions, and provide solutions with care and integrity. Competitive pay, strong benefits, and growth opportunities through a values-driven culture await.

Qualifications

• Availability to work three shifts: 8am-6pm Mon-Fri including Saturdays, and 1 day off Tue-Thu.
• Training is fully in-office 8am-5pm Mon-Fri.

Responsibilities

• LEARN about our members and hear them and understand their situations.
• EDUCATE our members on the ways we can help them afford life.
• PROVIDE meaningful, careful, focused and ethical product solutions.
• PROCESS transactions like transfers and payments with courtesy and consummate professionalism.
• PERFORM advanced transactions like IRAs, CDs, open accounts, 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 teammates over our peaks and valleys.

Job description

Canvas Credit Union seeks a Member Service Representative for our Lone Tree, CO location. This call center role is hybrid, with in-office training and a mix of shifts.

You will learn member needs, educate on financial options, process transactions, and provide solutions with care and integrity. Competitive pay, strong benefits, and growth opportunities through a values-driven culture await.