Member Services Specialist | Financial Guidance & Support

Ultipro

United States

Hybrid

USD 26,000 - 32,000

Full time

2 days ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Plan
Paid Vacation
Paid Holidays
Sick Time
Paid Wellness Day
Tuition Reimbursement
Loan Discounts

Job summary

Canvas Credit Union is hiring a Member Service Representative for our Lone Tree, CO campus. The role supports member financial needs in a fast-paced communications center with hybrid work options.

You’ll learn, educate, and provide ethical product solutions while handling transfers, payments, IRAs, CDs, and more. The position requires a customer-focused mindset and a passion for service excellence.

Qualifications

  • We value strong customer service and communication skills.
  • Willingness to learn about financial products and services.
  • Ability to work in a fast-paced, collaborative environment.

Responsibilities

  • Educate members on available financial products and services.
  • Process transactions with courtesy and professionalism.
  • Handle advanced transactions and resolve disputes calmly.
  • Grow with the team by staying updated on industry trends.

Skills

Customer service
Communication
Problem solving
Teamwork
Adaptability
Leadership
Spanish

Job description

Canvas Credit Union is hiring a Member Service Representative for our Lone Tree, CO campus. The role supports member financial needs in a fast-paced communications center with hybrid work options.

You’ll learn, educate, and provide ethical product solutions while handling transfers, payments, IRAs, CDs, and more. The position requires a customer-focused mindset and a passion for service excellence.

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