Member Success Specialist II - Hybrid

Home Office
9990 Park Meadows Dr
Lone Tree, CO 80124, USA

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.

At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:

That’s right. This is about you:

• You’ll be a financial service guru: You’ll be a cooperative finance rock star. We’ll arm you with all the knowledge you need on service, products, and compliance regulations. You’ll also be our member’s right-hand man! It’s a superhero job, just without the big lycra cape.
• This is a career: 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.
• Seriously good benefits: beyond healthcare, dental, and life insurance, we have a pretty sweet package. Canvas employees get up to a 10% company contribution to their 401K and an employee discount on loans (that includes cars and homes)! The starting pay range for this position is $19.45-$24.31 hourly ($40,448.63-$50,572.32/annual), and final pay rate will be determined based on experience and internal equity factors.
  
  In addition, this position is eligible for incentive pay. Canvas benefits include:
  • 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

The Member Success Specialist II 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.

• Field telephone inquiries regarding new accounts and loans, assist members in completing applications, and serve as the primary point of contact through the application process.
• Manage a portfolio of online applicants, serving as the primary point of contact through the application process.
• Explain, promote, review and sell all Canvas products and services to current and prospective members with the purpose of increasing product and service mix usage, overall member engagement and loyalty, and member retention.
• Execute on target lists provided by Product Management and Business Intelligence to generate the highest level of member engagement and revenue.
• Engage effectively with members through multi‑channel marketing, potentially including social media, outbound and inbound telephone contact, email, direct mail, letters, live chat, or any other relevant member communication channel.
• Manage a portfolio of members to ensure they are engaged at every life stage, increasing membership lifetime value, member retention and strengthening member loyalty to the.
• Help members afford life and accomplish their dreams and aspirations through the utilization of the credit union deposit (investments) and lending (borrowing) products.
• Achieve or exceed production and engagement goals.
• Maintain a high level of service, consistency and professionalism by delivering Canvas Core Values to both internal and external members at every engagement.
• Contribute suggestions to improve member satisfaction and further Member Success team development.
• Resolve member issues in a timely, consistent, and professional manner.
• Exhibit support for the…