Onsite Universal Banker: Fast-Track Finance Career

Canvas; Utah; On-site; USD 27,000 - 39,000; Full time

Benefits offered by this job

Paid Vacation

Paid Sick Time

Paid Holidays

Health Savings Account

World Class 401(k) Plan

Tuition Reimbursement

Rate Discounts on Qualifying Loans

Job summary

Canvas Credit Union is hiring a Consultant to serve members in a fast-paced on-site retail environment in Utah. You will learn about products, educate members, and provide ethical lending solutions while processing transactions and building relationships.

The role offers strong benefits, opportunities for growth through the Retail Step Program, and a path to career advancement. Prior experience in financial services is helpful, but passion and potential matter most.

Qualifications

• Interest in financial services and helping members.
• Ability to learn and describe Canvas products clearly.
• Willingness to grow through our Retail Step Program.

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.

Skills

Financial products knowledge

Customer service orientation

Sales aptitude

Leadership experience

Job description

Canvas Credit Union is hiring a Consultant to serve members in a fast-paced on-site retail environment in Utah. You will learn about products, educate members, and provide ethical lending solutions while processing transactions and building relationships.

The role offers strong benefits, opportunities for growth through the Retail Step Program, and a path to career advancement. Prior experience in financial services is helpful, but passion and potential matter most.