Member Service Representative (Call Center), Hybrid
About The Position
Canvas Credit Union is hiring a Member Service Representative to work in its fast-paced communications center at the corporate headquarters in Lone Tree, Colorado. The role is described as hybrid, with training conducted fully in-office, Monday through Friday, 8 a.m. to 5 p.m. Candidates must be available for one of three schedules: Monday through Friday, 8 a.m. to 6 p.m. or until the call queue ends, plus Saturday, 9 a.m. to 1 p.m., with one weekday off Tuesday through Thursday; Monday through Friday, 7:50 a.m. to 4:50 p.m.; or Monday through Friday, 8:30 a.m. to 5:30 p.m. The position is 40 hours per week and requires a flexible Monday-through-Saturday schedule. The representative helps members understand their situations and learn how Canvas can support their financial goals. The role includes providing careful, ethical product solutions; processing routine and advanced financial transactions; handling disputes; and contributing knowledge about effective practices, industry trends, and business opportunities. Canvas describes this position as a foundation for a career in financial services and says it supports employee development and internal advancement.
Requirements
- Be available to work one of the listed schedules, including the schedule that may require Saturday work.
- Work a flexible schedule Monday through Saturday for 40 hours per week.
- Be comfortable and confident recommending and processing financial products such as loans.
- Work well with others, including when things do not go as planned.
- Use standard office equipment, including computers, phones, printers, copiers, fax machines, and filing cabinets.
- Have manual dexterity and the ability to lift files.
Nice To Haves
- Multilingual capabilities, including Spanish.
- Understanding of financial products and services, similar to a Relationship Banker or Personal Banker.
- A track record of service excellence.
- Informal or formal leadership experience.
- Authenticity, passion for helping others, enjoyment of learning, adaptability, and innovation.
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 product solutions.
- Process transactions such as transfers and payments courteously and professionally.
- Perform advanced transactions involving IRAs, CDs, account openings, and wire transfers, and handle disputes calmly.
- Grow knowledge of financial industry trends, products, services, and technological advances.
- Share knowledge about effective practices, competitive intelligence, and business opportunities.
- Support members and teammates through busy and challenging periods.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Paid vacation
- Paid sick time
- Paid holidays
- Paid wellness day
- Paid volunteer time
- Flexible Spending Account
- Health Savings Account
- World Class 401(k) Plan, with up to a 10% company contribution
- Tuition reimbursement
- Discounted rates on qualifying loans
- Potential incentives or discretionary bonus based on results
- Employee discounts on loans, including cars and houses
- Generous personal time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
