Member Success Specialist
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
- Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008.
- Background checks to ensure NMLS registration and Canvas requirements are met.
- Pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).
- Meeting performance expectations.
- Consistently demonstrating HEART behaviors.
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 understand financial and lending products and services.
- You’ve won service excellence awards and earned high fives and fist bumps for your awesomeness.
- You embrace change and seek new ways to serve our members and the community.
- You work well with others, even when things don’t go as planned.
Responsibilities
- 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.
- Provide the highest level of quality service to all internal and external members and promote member relationships that exceed expectations.
- 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
- Up to a 10% company contribution to their 401K
- Employee discount on loans (that includes cars and homes)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
