Canvas Consultant (Universal Banker)

Canvas Credit UnionDenver, CO
Onsite

About The Position

Canvas Credit Union is passionate about transforming financial services, motivated by its members, families, and communities. As part of the credit union movement, Canvas believes in providing education, support, and guidance to help members build strong financial futures. The company is dedicated to transforming financial services from the inside out, prioritizing a culture that balances hard work and high achievement with a fun, supportive environment. The Consultant role is considered the foundation of a career at Canvas Credit Union, with a strong investment in skill development and internal promotion. Consultants are expected to become financial services experts, knowledgeable in products, services, and financial regulations, which prepares them for numerous career opportunities. This role offers the chance to make a significant difference in members' lives by helping them achieve financial goals, such as buying a first house or going to college.

Requirements

  • You are authentic and passionate about helping others.
  • You enjoy learning and want a career…not just a paycheck.
  • You understand financial products and services, much like a Relationship Banker or Personal Banker.
  • You’re comfortable recommending and processing financial products like loans.
  • You’ve won service excellence awards and earned high fives and fist bumps for your awesomeness.
  • You hold an informal or formal leadership position at your current workplace.
  • You seek new ways to serve our members and the community.
  • You work well with others, even when things don’t go as planned.
  • You are innovative and thrive on challenges.
  • You embrace change and a fast pace.
  • NMLS registration under the S.A.F.E. Act of 2008.
  • For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments.

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

  • Healthcare Insurance
  • Dental Insurance
  • Life Insurance
  • Up to a 10% company contribution to their 401k
  • Generous personal time off
  • Employee discounts on loans (cars and houses)
  • Vision Insurance
  • Paid Vacation
  • Paid Sick Time
  • Paid Holidays
  • Paid Wellness Day
  • Paid Volunteer Time
  • Flexible Spending Account
  • Health Savings Account
  • Tuition Reimbursement
  • Eligibility for incentives or discretionary bonus based on results

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

251-500 employees

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