Canvas Consultant (Universal Banker)

Canvas Credit Union•Colorado Springs, CO

1d•Onsite

About The Position

Canvas Credit Union is hiring a Consultant to help members build strong financial futures through education, guidance, and financial services. Consultants learn about members’ needs and recommend appropriate products and services, including lending solutions. The position handles routine and advanced transactions, provides daily face-to-face service, and contributes knowledge about effective practices, industry trends, and business opportunities. Canvas offers structured training, coaching, and development through its Retail Step Program, with advancement and pay progression based on demonstrated skills and readiness. This role requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. Background reviews are conducted before employment, and the posting notes that failure to meet or maintain NMLS registration and Canvas requirements may result in removal from the role. The position has a flexible schedule Monday through Saturday, working 35–40 hours per week, and uses standard office equipment. Applications are accepted through November 26, 2026.

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 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.
Ability to bend, stoop, and perform other physical movements as needed.
Authenticity and passion for helping others.
Interest in learning and pursuing 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 when plans change or challenges arise.
Innovative approach, comfort with challenges, and willingness to embrace change and a fast pace.

Nice To Haves

Bilingual ability; candidates may qualify for a language differential.
Informal or formal leadership experience in a current workplace.
Experience seeking new ways to serve members and the community.

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.
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 service through daily face-to-face interactions.