Canvas Consultant (Universal Banker)

Canvas•Colorado Springs, CO

1d•Onsite

About The Position

Canvas Credit Union is hiring a Canvas Consultant (Universal Banker) to help members understand and use financial products and services, support their financial goals, and provide professional in-person service. Consultants receive training in Canvas products, services, and financial regulations, and participate in the Retail Step Program, a structured development path with training, hands-on experience, coaching, and opportunities for increased responsibility and pay progression based on demonstrated skills and readiness. The role processes routine and advanced financial transactions, offers careful and ethical lending solutions, handles disputes, and helps members identify ways Canvas can support their needs. Consultants collaborate with teammates, share knowledge and business opportunities, and stay current on financial-industry products, trends, and technology. The position requires a flexible schedule Monday through Saturday, working 35–40 hours per week, and daily face-to-face member interactions. NMLS registration under the S.A.F.E. Act of 2008 is required, along with background reviews.

Requirements

NMLS registration under the S.A.F.E. Act of 2008; background checks are conducted to confirm registration and Canvas requirements.
Ability to work a flexible schedule Monday through Saturday, 35–40 hours per week.
Comfort recommending and processing financial products such as loans.
Ability to use standard office equipment, including computers, phones, printers, copiers, fax machines, and filing cabinets.
Manual dexterity and ability to lift files.
For current Canvas employees: meeting performance expectations, consistently demonstrating HEART behaviors, and submitting an up-to-date resume or updating the Work History profile with current responsibilities and accomplishments.

Nice To Haves

Authenticity and passion for helping others.
Interest in learning and developing a career.
Understanding of financial products and services, similar to a Relationship Banker or Personal Banker.
Experience providing excellent customer service or earning service excellence recognition.
Informal or formal leadership experience.
Interest in finding new ways to serve members and the community.
Ability to work well with others when plans change.
Innovation, comfort with challenges, and adaptability to change and a fast-paced environment.
Bilingual ability may qualify for a language differential.

Responsibilities

Learn about members’ situations and understand their needs.
Educate members about ways Canvas products and services can support 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.
Stay informed about financial-industry trends, products, services, and technological advances.
Share effective practices, competitive intelligence, and business opportunities.
Support members and teammates through changing circumstances.
Provide excellent service through daily face-to-face interactions.

Benefits

Medical, dental, and vision insurance.
Paid vacation and paid sick time.
Paid holidays and a paid wellness day.
Paid volunteer time.
Flexible Spending Account and Health Savings Account.
401(k) plan with up to a 10% company contribution.
Tuition reimbursement.
Discounted rates on qualifying loans, including car and home loans.
May be eligible for incentives or a discretionary bonus based on results.
Structured Retail Step Program with opportunities for skill growth, career advancement, and pay progression.