Canvas Consultant (Universal Banker)

Canvas•Lakewood, CO

2d•Onsite

About The Position

Canvas Credit Union is hiring a Canvas Consultant (Universal Banker) to provide members with financial guidance, service, and transaction support. Consultants learn about members’ situations, educate them about products and services, and provide careful, ethical lending solutions. They process routine and advanced financial transactions, resolve disputes, and deliver daily face-to-face service. The role also involves keeping current with industry trends and technology, sharing knowledge and business opportunities, and supporting members and teammates. Canvas describes the position as an entry point to a career in financial services, supported by structured training, hands-on experience, leader coaching, and development through its Retail Step Program. Advancement and pay progression are based on demonstrated mastery and readiness. The position requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. Canvas conducts background reviews, and failure to meet or maintain NMLS registration and Canvas requirements may result in removal from the role. The schedule is flexible Monday through Saturday, for 35–40 hours per week. Applications are accepted through November 9, 2026, by 11:59 PM MST.

Requirements

Must obtain and maintain Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and meet Canvas requirements.
Ability to work a flexible Monday-through-Saturday schedule of 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.

Nice To Haves

Authentic and passionate about helping others.
Enjoys learning and wants a career in financial services.
Understands financial products and services, similar to a Relationship Banker or Personal Banker.
Comfortable recommending and processing financial products such as loans.
Demonstrated service excellence.
Formal or informal leadership experience.
Looks for new ways to serve members and the community.
Works well with others when plans change or challenges arise.
Innovative, adaptable, and comfortable with a fast pace.
Bilingual candidates may qualify for a language differential.

Responsibilities

Learn about members and understand their circumstances.
Educate members about ways Canvas products and services can help them.
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 effective practices, competitive intelligence, and business opportunities.
Support members and Canvas teammates through challenging and successful periods.
Provide excellent service through daily face-to-face interactions.