Member Success Specialist

Canvas Credit Union; Lone Tree (CO); On-site; USD 55,761,000 - 66,735,000; Full time

Benefits offered by this job

Up to 10% company 401K contribution

Employee loan discounts

Paid Vacation

Paid Sick Time

Paid Holidays

Paid Wellness Day

Flexible Spending Account

Health Savings Account

World Class 401(k) Plan

Tuition Reimbursement

Job summary

Canvas Credit Union's Home Office in Lone Tree, CO, is seeking a Member Success Specialist to engage with members and cross-sell products across multiple channels. You will deliver high-quality service, resolve issues, and support lending and account services in a fast-paced call center environment.

Expect a friendly, goal-oriented team with strong growth potential, competitive hourly pay, and robust benefits including 401(k) with company match.

Responsibilities

• The Member Success Specialist is responsible for effectively engaging with members and cross-selling products and services through multiple channels, including outbound calls to pre-established target markets, inbound calls, and online applications.
• They will provide the highest level of quality service to all internal and external members and promote member relationships that exceed expectations.

Job description

Home Office
9990 Park Meadows Dr
Lone Tree, CO 80124, USA

Description

We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.

At Canvas, we’re dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.

At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:

What’s In It For You

That’s right. This is about you:

• You’ll be a financial service guru: You’ll be a cooperative finance rock star. We’ll arm you with all the knowledge you need on service, products, and compliance regulations. You’ll also be our member’s right-hand man! It’s a superhero job, just without the big lycra cape.
• This is a career: The Specialist experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire from within.
• Seriously good benefits: beyond healthcare, dental, and life insurance, we have a pretty sweet package. Canvas employees get up to a 10% company contribution to their 401K and an employee discount on loans (that includes cars and homes)! The starting pay range for this position is $19.46-$23.29/hourly ($40,476.80-$48,443.20/annual), and final pay rate will be determined based on experience and internal equity factors. In addition, this position is eligible for incentive pay. Canvas benefits include:
• 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
• May be eligible for discretionary bonus based on results

What you'll do

The home base for this dream job is at our Home Office in Lone Tree. You’ll be in a call center environment unlike any other. Laughter and compliments will be the normal chatter heard here. The following is a sneak peek into what a Member Success Specialist's Day looks like:

The Member Success Specialist is responsible for effectively engaging with members and cross-selling products and services through multiple channels, including outbound calls to pre-established target markets, inbound calls, and online applications. They will provide the highest level of quality service to all internal and external members and promote member relationships that exceed expectations.

• EDUCATE our members and non-members alike on how we can help them afford life.
• ASSIST our members through analytical skills to help remedy issues.
• PROVIDE meaningful, careful, focused and ethical lending solutions through active listening.
• PROCESS transactions like deposits, withdrawals, transfers, and payments while keeping confidences.
• EXCEL in fitting members with appropriate products and services in an effort to help members afford life.
• PERFORM advanced transactions such as IRAs, CDs, wire transfers, and account disputes.
• GROW our cultural innovation through collaboration and challenging the status quo.
• SHARE your knowledge on effective practices, competitive intelligences, and business and community opportunities.
• STAND shoulder to shoulder with our members and your Canvas teammates through our peaks and valleys.

Who You Are

Enough about us. Here you are...or who you think you are, or who you really want to be:

• You are delightfully off-beat: you’re different and proud of it!
• You are authentic and passionate about helping our Canvas team members.
• You enjoy learning and want a career...not just a paycheck.
• You understand financial and lending products and services.
• You’ve won service excellence awards and earned high fives and fist bumps for your awesomeness.
• You embrace change and seek new ways to serve our members and the community.
• You work well with others, even when things don’t go as planned.

We know you might not have every qualification we’ve listed. Passion and potential matter here. If you know you’re right for the position, let us know. We’re good at spotting talent.

For Current Canvas Employees:

To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments.

NMLS

This role at Canvas requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met. Not meeting or staying current may result in removal from role. Canvas also conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).

Other Important Information

You’ll be asked to work a flexible schedule Monday through Saturday - 40 hours per week. You’ll use standard office equipment such as computers, phones, printers, copiers, and filing cabinets. The position also requires manual dexterity- the ability to lift files and flex paperclips. You may be required to stand on one leg, tap your head, and compound daily variable interest in your head. Just kidding- nobody can do that on one leg. Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, responsibilities, hybrid or remote work arrangements, and activities may change at any time.

Applications for this position will be accepted through October 1, 2026. For consideration, applications must be received by 11:59 PM MST on October 1, 2026.

#LI-Hybrid

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.