Member Success Specialist

Canvas•Lone Tree, CO

6d•Onsite

About The Position

We’re Canvas Credit Union, and we’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures. 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 Specialist experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire from within.

Requirements

Understanding of financial and lending products and services.
Ability to embrace change and seek new ways to serve members and the community.
Ability to work well with others, even when things don’t go as planned.
Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008.
Ability to pass background checks for NMLS registration and Canvas requirements.
Ability to pass pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).

Nice To Haves

Delightfully off-beat personality.
Authentic and passionate about helping Canvas team members.
Enjoy learning and want a career, not just a paycheck.
Have won service excellence awards and earned high fives and fist bumps for awesomeness.

Responsibilities

Effectively engage with members and cross-sell products and services through multiple channels, including outbound calls to pre-established target markets, inbound calls, and online applications.
Provide the highest level of quality service to all internal and external members and promote member relationships that exceed expectations.
Educate members and non-members alike on how Canvas can help them afford life.
Assist 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 cultural innovation through collaboration and challenging the status quo.
Share knowledge on effective practices, competitive intelligences, and business and community opportunities.
Stand shoulder to shoulder with members and teammates through peaks and valleys.