Search for full-time Canvas Consultant roles in Lakewood, CO, particularly in the financial services industry, with 2+ years of experience, and requiring NMLS registration.

Okay, I've searched for full-time Canvas Consultant roles in Lakewood, CO within the financial services industry, requiring 2+ years of experience and NMLS registration. I have found 25 positions available for you.

Canvas Consultant

Lakewood, CO

Financial Services

2 years + Experience

NMLS Registration

Can you help me to analyze the job description and company culture?

Sure. Here's the analysis:

Job Analysis:

The Canvas Consultant (Universal Banker) role is fundamentally about empowering members through financial education and personalized service, embodying the credit union's mission of prioritizing people over profits. This position involves deep listening to understand members' financial situations, then educating them on tailored solutions and processing various transactions with care and professionalism. Beyond routine banking tasks, the consultant will engage in advanced transactions like IRAs and wire transfers, demanding a strong grasp of financial products and regulatory compliance. The emphasis on being a 'financial services guru' indicates the expectation for continuous learning and adaptation to industry trends, positioning the role as integral to both member support and organizational growth. Success in this role will require balancing the heart of service with accountability and resourcefulness, as defined by the company culture, which aims to create a supportive environment for both staff and members alike. Key performance indicators will likely include member satisfaction and service excellence, as achieving these will affirm the candidate's capacity to create meaningful member relationships and contribute to the credit union's mission.

Company Analysis:

Canvas Credit Union, with its 80-plus years of history, occupies a unique niche in the financial services industry as a member-owned, not-for-profit cooperative. This positioning fosters a culture steeped in community support and dedication to improving member well-being. The company's focus on transforming the financial experience suggests that employees in the consultant role will not only interact with members but also play a part in a broader mission of advocacy and education within the industry. Given the cooperative nature of Canvas, an understanding of democratic processes and community engagement will be crucial. The culture, as highlighted by their core behaviors—Humble, Empathetic, Accountable, Resourceful, and Tenacious (HEART)—indicates a collaborative and vibrant work environment where relationships and mutual support are paramount. Candidates will likely find that success in this role is tied to how well they embody these values, prioritizing not just individual achievements but the collective success of their team and the membership they serve. The Canvas Consultant role is strategically important; it serves both to enhance operational capacity and to cement the credit union's reputation as a supportive and transformative financial institution.

Mock up some interview questions based on the job description.

Absolutely. Here are some mock interview questions that could come up:

Tell me about a time when you had to resolve a conflict with a team member while keeping the team's larger goals in mind.
Describe a situation where you successfully educated a customer about a complex financial product. What was your approach?
Can you provide an example of when you went above and beyond to assist a member or client? What motivated you?
How do you manage multiple tasks and prioritize your responsibilities in a fast-paced environment?
How would you handle a member who is dissatisfied with a service you provided?
What strategies do you employ to stay current with financial regulations and industry trends?
How would you educate a member about the advantages of using an IRA for retirement savings?
Imagine a member approaches you with multiple financial needs, such as applying for a loan and questions about savings rates. How would you approach assisting them?
Why are you interested in working at Canvas Credit Union specifically?
What aspects of our mission to support member well-being resonate most with you?
How would you describe the importance of community engagement in a credit union setting?
What do you think it means to prioritize 'people-over-profits' in a financial services environment?
What questions do you have about our training and development opportunities for employees?

Job Details

Overview Company

Universal Banker

$20.50/h-$23.00/h

Canvas Credit Union

14 days ago

Highlight

OnsiteFull-timeMid

Summary

Canvas Credit Union is seeking a Canvas Consultant (Universal Banker) to join their team in Lakewood, CO. The role involves providing financial services, educating members, and offering ethical lending solutions.

About the Role

As a Canvas Consultant, you will learn about members' situations, educate them on financial products, provide lending solutions, process transactions, and perform advanced frontline transactions. You will also grow with the company by staying updated on industry trends and sharing knowledge with teammates.

About You

Required:

Authentic and passionate about helping others.
Understanding of financial products and services.
Comfortable recommending and processing financial products like loans.
Ability to work well with others and embrace change.

Preferred:

Experience in a leadership position.
Innovative and thrives on challenges.

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
Eligibility for incentives or discretionary bonus based on results

Canvas Credit Union

We’re an eight-decade-old, Colorado-based credit union known for going all in for our members. Like, all in. We’re not the bank you’re used to, because we’re not a bank at all. We’re a people-over-profits, won’t-ever-apologize-for-it kind of place. We’re a transform-the-way-you-experience-financial-services-and-won’t-sleep-until-we-do kind of place.

We’re committed to helping our members Live Well(er) in all facets of wellbeing, including physically, mentally, socially, and of course, financially. In fact, in 2020, we partnered with Filene Research Institute to measure Canvas members’ wellness compared to the average Coloradan. Canvas members scored higher than the average Coloradan in every single category of measured wellness.

We’re a not-for-profit, state-chartered, member-owned financial cooperative. Our members are credit union owners, empowered with the ability to elect the volunteer Board of Directors, and to determine how their credit union is operated — and we wouldn’t want it any other way. Credit union earnings are returned to members in the form of higher savings rates and lower loan rates.

We’ve been safe, secure, and insured since 1938, and we think we look pretty good for over 80 years old.

Today, we have over $3.8 billion in assets and 284,000 dedicated members. Our members can access their accounts and conduct transactions at our 33 branches, as well as at over 200 CO-OP Shared Branches in Colorado. Plus, through our partnership with the CO-OP ATM network, our members have fee-free access to over 30,000 ATMs across the country.

Lakewood, CO