Financial Solutions Consultant & Universal Banker

Canvas Credit Union; Aurora (CO); On-site; USD 48,000 - 52,000; 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

Incentives or discretionary bonus

Job summary

Canvas Credit Union in Colorado is seeking a Consultant to learn about our members, educate them on how we can help them afford life, and provide thoughtful lending solutions. You’ll process deposits and everyday transactions, handle advanced frontline tasks like IRAs and wires, and grow with us through the Retail Step Program while delivering outstanding service daily.

This role requires a customer-focused mindset, a willingness to develop professionally, and the ability to thrive in a

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.
• You’re comfortable recommending and processing financial products like loans.
• You’ve won service excellence awards and earned high fives and fist bumps for your awesomeness.
• You hold an informal or formal leadership position at your current workplace.
• You seek new ways to serve our members and the community.
• You work well with others, even when things don’t go as planned.
• You are innovative and thrive on challenges.
• You embrace change and a fast pace.

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 in Colorado is seeking a Consultant to learn about our members, educate them on how we can help them afford life, and provide thoughtful lending solutions. You’ll process deposits and everyday transactions, handle advanced frontline tasks like IRAs and wires, and grow with us through the Retail Step Program while delivering outstanding service daily.

This role requires a customer-focused mindset, a willingness to develop professionally, and the ability to thrive in a