Member Success Specialist - Hybrid

Public Service Credit UnionLone Tree, CO
77dHybrid

About The Position

At Canvas, we're dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment. The home base for this dream job is at our Home Office in Lone Tree. You'll be in a call center environment unlike any other. Laughter and compliments will be the normal chatter heard here. The Member Success Specialist is responsible for effectively engaging with members and cross-selling products and services through multiple channels, including outbound calls to pre-established target markets, inbound calls, and online applications. They will provide the highest level of quality service to all internal and external members and promote member relationships that exceed expectations.

Requirements

  • You understand financial and lending products and services.
  • You've won service excellence awards and earned high fives and fist bumps for your awesomeness.
  • You work well with others, even when things don't go as planned.

Nice To Haves

  • You are delightfully off-beat: you're different and proud of it!
  • You are authentic and passionate about helping our Canvas team members.
  • You enjoy learning and want a career…not just a paycheck.
  • You embrace change and seek new ways to serve our members and the community.

Responsibilities

  • EDUCATE our members and non-members alike on how we can help them afford life.
  • ASSIST our members through analytical skills to help remedy issues.
  • PROVIDE meaningful, careful, focused and ethical lending solutions through active listening.
  • PROCESS transactions like deposits, withdrawals, transfers, and payments while keeping confidences.
  • EXCEL in fitting members with appropriate products and services in an effort to help members afford life.
  • PERFORM advanced transactions such as IRAs, CDs, wire transfers, and account disputes.
  • GROW our cultural innovation through collaboration and challenging the status quo.
  • SHARE your knowledge on effective practices, competitive intelligences, and business and community opportunities.
  • STAND shoulder to shoulder with our members and your Canvas teammates through our peaks and valleys.

Benefits

  • Medical/Dental/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
  • Tuition Reimbursement
  • Rate Discounts on Qualifying Loans
  • May be eligible for discretionary bonus based on results
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service