Canvas Consultant (Universal Banker)
About The Position
Canvas Credit Union is hiring a Consultant to provide members with financial education, guidance, service, and lending solutions. The role is the foundation of a career at Canvas, with structured training, coaching, hands-on experience, and opportunities to develop skills, take on responsibilities, and progress through the Retail Step Program. The position involves daily face-to-face member interactions and handling routine and advanced financial transactions. The starting pay rate is $23.90 per hour. Bilingual candidates may qualify for a language differential, and the role may be eligible for incentives or a discretionary bonus based on results. The position requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. Background reviews are conducted for NMLS registration and pre-employment screening. The schedule is flexible, Monday through Saturday, for 35–40 hours per week. Applications are accepted through November 9, 2026, and must be received by 11:59 PM MST that day.
Requirements
- Pass background reviews and meet Canvas requirements for NMLS registration under the S.A.F.E. Act of 2008; maintain current registration.
- Be authentic and passionate about helping others.
- Enjoy learning and be interested in a career in financial services.
- Understand financial products and services, as a Relationship Banker or Personal Banker would.
- Be comfortable recommending and processing financial products such as loans.
- Have an informal or formal leadership position at a current workplace.
- Seek new ways to serve members and the community.
- Work well with others when situations do not go as planned.
- Be innovative, thrive on challenges, and embrace change and a fast pace.
- Work a flexible schedule Monday through Saturday, 35–40 hours per week.
- Use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets.
- Have manual dexterity and the ability to lift files and flex paperclips.
Nice To Haves
- Bilingual ability may qualify for a language differential.
- Passion and potential are valued; applicants are encouraged to apply even if they do not meet every listed qualification.
Responsibilities
- Learn about members, listen to them, and understand their situations.
- Educate members about ways Canvas can help them afford life.
- Provide meaningful, careful, focused, and ethical lending solutions.
- Process deposits, withdrawals, transfers, and payments professionally.
- Perform advanced frontline transactions, including IRAs, CDs, and wire transfers, and handle disputes calmly.
- Stay informed about financial industry trends, products, services, and technological advances.
- Share knowledge of effective practices, competitive intelligence, and business opportunities.
- Support members and teammates through successes and challenges.
- Provide excellent service through daily face-to-face interactions.
Benefits
- Medical, dental, and vision insurance
- Paid vacation
- Paid sick time
- Paid holidays
- Paid wellness day
- Paid volunteer time
- Flexible spending account
- Health savings account
- 401(k) plan with up to a 10% company contribution
- Tuition reimbursement
- Discounted rates on qualifying loans
- Employee discounts on loans, including car and home loans
- May be eligible for incentives or a discretionary bonus based on results
- Retail Step Program with structured training, development, career advancement, and pay progression
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
