Canvas Consultant (Universal Banker)

Canvas • Greeley, CO

5d • Onsite

About The Position

Canvas Consultants provide members with financial guidance and service through daily face-to-face interactions. They learn about members’ situations, educate them about products and services, offer careful and ethical lending solutions, and process routine and advanced transactions. The role also involves keeping up with industry trends and technology, sharing knowledge and business opportunities, and working closely with members and teammates. Consultants participate in Canvas’ Retail Step Program, a structured development path with training, coaching, and pay progression based on demonstrated skills and readiness. The role requires NMLS registration under the S.A.F.E. Act of 2008 and background reviews.

Requirements

• Must obtain and maintain Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and meet Canvas requirements.
• Comfort recommending and processing financial products such as loans.
• 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.

Nice To Haves

• Authenticity and passion for helping others.
• Enjoyment of learning and interest in a career in financial services.
• Understanding of financial products and services, similar to a Relationship Banker or Personal Banker.
• A record of service excellence.
• Formal or informal leadership experience.
• Interest in finding new ways to serve members and the community.
• Ability to work well with others when plans change.
• Innovativeness, comfort with challenges, adaptability, and ability to thrive in a fast-paced environment.
• Bilingual ability may qualify for a language differential.

Responsibilities

• Learn about members 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.
• Develop knowledge of financial industry trends, products, services, and technological advances.
• Share effective practices, competitive intelligence, and business opportunities.
• Work alongside members and Canvas teammates.
• Provide excellent service through daily face-to-face interactions.

Benefits

• Medical, dental, vision, and life insurance
• Up to a 10% company contribution to a 401(k) plan
• Paid vacation
• Paid sick time
• Paid holidays
• Paid wellness day
• Paid volunteer time
• Flexible spending account
• Health savings account
• Tuition reimbursement
• Rate discounts on qualifying loans
• Possible incentives or discretionary bonus based on results
• Structured training, leader coaching, and personalized development through the Retail Step Program

What This Job Offers

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