Canvas Consultant (Universal Banker)

Canvas • Littleton, CO

8d • Onsite

About The Position

The Canvas Consultant helps credit union members understand and access financial products and services, providing guidance to support their financial futures. The role combines member education and relationship-based lending with routine and advanced frontline transactions, while delivering excellent in-person service. Consultants learn about Canvas products, services, financial regulations, industry trends, and technology, and contribute knowledge about effective practices and business opportunities. The Consultant role participates in Canvas’ Retail Step Program, a structured development path with training, hands-on experience, leader coaching, and personalized development. Progression and pay increases are based on demonstrated skills, capability, and readiness. The role requires NMLS registration under the S.A.F.E. Act of 2008 and involves background checks. The position offers a starting pay rate of $23.90 per hour; bilingual candidates may qualify for a language differential, and incentives or a discretionary bonus may be available based on results.

Requirements

• NMLS registration under the S.A.F.E. Act of 2008; background checks are conducted to ensure registration and Canvas requirements are met.
• Ability to work a flexible schedule Monday through Saturday, 35–40 hours per week.
• Ability to use standard office equipment, including computers, phones, printers, copiers, fax machines, and filing cabinets.
• Manual dexterity and ability to lift files; the posting also mentions bending, stooping, and standing as possible physical activities.
• Authenticity and passion for helping others; a desire to learn and pursue a career.
• Understanding of financial products and services, similar to a Relationship Banker or Personal Banker.
• Comfort recommending and processing financial products such as loans.
• Ability to work well with others, seek new ways to serve members and the community, thrive on challenges and a fast pace, and embrace change.

Nice To Haves

• Bilingual ability may qualify for a language differential.
• Informal or formal leadership experience.
• Prior recognition for service excellence.
• Passion and potential relevant to the position; the posting states applicants need not have every listed qualification.

Responsibilities

• Learn about members’ situations, listen to them, and understand their needs.
• Educate members about ways Canvas products and services 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 about effective practices, competitive intelligence, and business opportunities.
• Support members and Canvas teammates through challenges and successes.
• Provide excellent member service through daily face-to-face interactions.
• Maintain required NMLS registration and meet Canvas requirements for the role.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Up to a 10% company contribution to the 401(k) plan
• Paid vacation
• Paid sick time
• Paid holidays
• Paid wellness day
• Paid volunteer time
• Flexible Spending Account
• Health Savings Account
• Tuition reimbursement
• Discounts on qualifying loans, including cars and houses
• Possible incentives or discretionary bonus based on results
• Retail Step Program with opportunities for skill growth, career advancement, and pay progression

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed