About The Position

We’re Canvas Credit Union, passionate about transforming financial services. Our members, families, and communities 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. The Consultant experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within. You will be a financial services guru, a cooperative finance rock star, armed with knowledge of products and services, and compliance with financial regulations. This knowledge will prepare you for many, many career opportunities. You help members afford life: At Canvas, you have the opportunity to make a difference. The joy that comes with making a member’s day, and maybe helping them buy their first house or go to college, is an indescribably good feeling.

Requirements

  • NMLS registration under the S.A.F.E. Act of 2008 is required.
  • Background checks for NMLS registration and Canvas requirements are conducted.
  • Pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions) are conducted.
  • Standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets are used.
  • Manual dexterity is required.
  • Ability to lift files is required.
  • Ability to flex paperclips is required.
  • Ability to bend, stoop, or stand is required.

Nice To Haves

  • Bilingual-Spanish speaking ability.
  • Understanding of financial products and services, similar to a Relationship Banker or Personal Banker.
  • Experience recommending and processing financial products like loans.
  • Previous service excellence awards.
  • Experience in an informal or formal leadership position.
  • Seeking new ways to serve members and the community.
  • Ability to work well with others, even when things don’t go as planned.
  • Innovative and thrive on challenges.
  • Embrace change and a fast pace.
  • Passion and potential matter.

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.

Benefits

  • 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
  • Rate Discounts on Qualifying Loans
  • May be eligible for incentives or discretionary bonus based on results
  • Up to a 10% company contribution to their 401k
  • Generous personal time off
  • Employee discounts on loans (cars and houses)
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