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Financial Services Consultant

2 months ago

Castle Rock, Colorado, United States Canvas Credit Union Full time
About Us
At Canvas Credit Union, we are committed to revolutionizing the financial services landscape. Our dedication to our members, their families, and the communities we serve drives every decision we make.

As advocates of the credit union movement, we prioritize providing our members with the education, support, and guidance necessary to foster robust financial futures.

Why Choose Canvas?
Our mission at Canvas is to transform financial services from within. We pride ourselves on our unique culture, which emphasizes a balance between hard work and a supportive, enjoyable work environment.
What We Offer

Exceptional Benefits:
In addition to healthcare, dental, and life insurance, we offer a comprehensive benefits package that includes a 10% company contribution to your 401k, generous personal time off, and discounts on loans.

The starting pay range for this position is $20.00-$23.00 per hour, with the final pay rate determined by experience and internal equity considerations.


Canvas Benefits Include:
• Medical/Dental/Vision Insurance
• Paid Vacation
• Paid Sick Leave
• Paid Holidays
• Paid Wellness Day
• Paid Volunteer Time
• Flexible Spending Account
• Health Savings Account
• Outstanding 401(k) Plan
• Tuition Reimbursement
• Rate Discounts on Qualifying Loans
• Potential eligibility for incentives or discretionary bonuses based on performance

This is a Career:
The Consultant role serves as a cornerstone for a fulfilling career at Canvas Credit Union. We are dedicated to developing your skills and promoting from within.

While we hope you will build a long-term career with us, we recognize that opportunities may arise within the broader credit union community.

Your Role:
As a financial services expert, you will be equipped with comprehensive knowledge of our products and services, as well as compliance with financial regulations, preparing you for numerous career pathways.
Your Impact:
At Canvas, you will have the chance to make a significant difference in our members' lives.

There is immense satisfaction in helping a member achieve their dreams, whether it’s purchasing their first home or funding their education.

Key Responsibilities:

• LEARN about our members' needs and understand their financial situations.
• EDUCATE members on how we can assist them in achieving their financial goals.
• PROVIDE thoughtful, ethical lending solutions tailored to individual circumstances.
• PROCESS transactions, including deposits, withdrawals, transfers, and payments, with professionalism.
• PERFORM advanced transactions such as IRAs, CDs, and wire transfers, while managing disputes calmly.
• GROW your expertise by staying informed about industry trends, products, services, and technology.
• SHARE insights on best practices, competitive intelligence, and business opportunities.
• STAND alongside our members and colleagues through challenges and successes.
• DELIVER exceptional service through face-to-face interactions daily.
Who You Are:
Now, let’s focus on you. Here’s what we envision:

• You are genuine and passionate about assisting others.
• You have a thirst for knowledge and seek more than just a paycheck.
• You possess a solid understanding of financial products and services, akin to a Relationship Banker or Personal Banker.
• You are comfortable recommending and processing financial products like loans.
• You have received accolades for service excellence and have been recognized for your contributions.
• You may hold a leadership role in your current position.
• You are always looking for innovative ways to serve our members and the community.
• You collaborate effectively with others, even in challenging situations.
• You thrive on challenges and embrace change in a fast-paced environment.
We understand that you may not meet every qualification listed. Here, passion and potential are what truly matter. If you believe you are the right fit for this role, we encourage you to reach out.
NMLS Requirement:
This position requires registration with the Nationwide Multistate Licensing System (NMLS) under the S.A.F.E. Act of 2008. Background checks will be conducted to ensure compliance with NMLS registration and Canvas requirements.

Canvas also performs pre-employment background checks covering various aspects, including criminal history, employment verification, and more.

Additional Information:
You will be expected to work a flexible schedule, typically ranging from 35 to 40 hours per week, Monday through Saturday. The role involves using standard office equipment such as computers, phones, and printers. Manual dexterity and the ability to lift files are also required.

Please note that this job description is not exhaustive and may evolve over time as needed.


Canvas Credit Union is an Equal Opportunity Employer, welcoming applications from all qualified individuals.