Member Success Specialist

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 $19.46-$23.29/hourly ($40,476.80-$48,443.20/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:
• Paid Vacation
• Paid Sick Time
• Paid Holidays
• Paid Wellness Day
• 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 home base for this dream job is at our Home Office in Lone Tree. You’ll be in a call center environment unlike any other. Laughter and compliments will be the normal chatter heard here. The following is a sneak peek into what a Member Success Specialist's Day looks like:

The Member Success Specialist 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.

• 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.

Enough about us. Here you are...or who you think you are, or who you really want to be:

• You are delightfully off-beat: you’re different and proud of it!
• You are authentic…