Member Finance Advisor & Solutions Consultant

Socket.dev; Fort Collins (CO); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

World Class 401(k) Plan

Paid Vacation

Paid Holidays

Paid Sick Time

Tuition Reimbursement

Discounts on Loans

Job summary

Canvas Credit Union is hiring a Consultant to join our team in a fast-paced, member-focused environment. This role participates in Canvas' Retail Step Program and develops a long-term career path through structured training, coaching, and advancement opportunities.

You will learn about members, educate them on financial solutions, and provide ethical lending and everyday banking support. A passion for helping others and a drive to grow within the credit union’s collaborative culture are

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, like a Relationship Banker.
• You’re comfortable recommending and processing financial products like loans.
• You’ve won service excellence awards and earned high praise for your 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, 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 and ethical lending solutions.
• PROCESS deposits, withdrawals, transfers, and payments with professionalism.
• PERFORM advanced frontline transactions like IRAs, CDs, wire transfers, and resolve disputes calmly.
• GROW with us by staying current with financial industry trends and products.
• SHARE knowledge on best practices and business opportunities.
• STAND shoulder-to-shoulder with our members and Canvas teammates through peaks and valleys.
• PROVIDE members with excellent service through face-to-face interactions daily.

Job description

Canvas Credit Union is hiring a Consultant to join our team in a fast-paced, member-focused environment. This role participates in Canvas' Retail Step Program and develops a long-term career path through structured training, coaching, and advancement opportunities.

You will learn about members, educate them on financial solutions, and provide ethical lending and everyday banking support. A passion for helping others and a drive to grow within the credit union’s collaborative culture are