Member-First Financial Consultant

Ultipro; Thornton (CO); On-site; USD 27,000 - 39,000; 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

Loan Discounts

Job summary

Canvas Credit Union is seeking a Retail Consultant for on-site work in Thornton, CO. This full-time role focuses on helping members understand and access financial products, while delivering exceptional service.

You will learn, educate, and provide lending solutions, handling everyday transactions and growing with a structured development path that includes career advancement and pay progression based on mastery.

Qualifications

• Authentic and passionate about helping others.
• Willingness to learn and build a career in financial services.
• Ability to understand financial products and services.

Responsibilities

• Learn about our members and their situations.
• Educate members on how Canvas can help them afford life.
• Provide meaningful, careful lending solutions.
• Process deposits, withdrawals, transfers, and payments professionally.
• Perform advanced frontline transactions (IRAs, CDs, wire transfers).
• Grow with us through industry trends and products.
• Share knowledge on practices, opportunities, and competition.
• Stand with members and teammates through peaks and valleys.
• Provide excellent, face-to-face member service daily.

Job description

Canvas Credit Union is seeking a Retail Consultant for on-site work in Thornton, CO. This full-time role focuses on helping members understand and access financial products, while delivering exceptional service.

You will learn, educate, and provide lending solutions, handling everyday transactions and growing with a structured development path that includes career advancement and pay progression based on mastery.