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Canvas Consultant; Universal Banker

Job in Windsor, Weld County, Colorado, 80551, USA
Listing for: Canvas Credit Union
Full Time position
Listed on 2025-12-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Services, Bank Customer Service
Job Description & How to Apply Below
Position: Canvas Consultant (Universal Banker)

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:

What’s In It For You
  • Seriously good 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 incentives or discretionary bonus based on results
  • This is a career The Consultant 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.
  • You will be a financial services guru You’ll be a cooperative finance rock star. We’ll arm you with knowledge of products and services, and compliance with financial regulations. This knowledge will prepare you for many, many career opportunities.
  • You help members afford life At Canvas, you have the opportunity to make a difference. The joy that comes with making a member’s day, and maybe helping them buy their first house or go to college, is an indescribably good feeling.

If this location is too far from your home and family, check out our other postings. If you don’t find what you’re looking for, apply to this listing and tell us where you want to work. There may already be an opening that we haven’t listed yet.

Here’s what a Consultant’s day looks like:

  • LEARN about our members, hear them, and understand their situations.
  • EDUCATE our members on the ways we can help them afford life.
  • PROVIDE meaningful, careful, focused and ethical lending solutions.
  • PROCESS transactions like deposits, withdrawals, transfers, and payments with consummate professionalism.
  • PERFORM advanced frontline transactions like IRAs, CDs, wire transfers, and calmly handle disputes.
  • GROW with us by immersing in financial industry trends, products, services and technological advances.
  • SHARE your knowledge on effective practices, competitive intelligence, and business opportunities.
  • STAND shoulder-to-shoulder with our members and your Canvas teammates through our peaks and valleys.
  • PROVIDE members with excellent service through face-to-face interactions on a daily basis.
Who You Are
  • You are authentic and passionate about helping others.
  • You enjoy learning and want a career…not just a paycheck.
  • You understand financial products and services, much like a Relationship Banker or Personal Banker.
  • You’re comfortable recommending and processing financial products like loans.
  • You’ve won service excellence awards and earned high fives and fist bumps for your awesomeness.
  • You hold an informal or formal leadership position at your current workplace.
  • You seek new ways to serve our members and the community.
  • You work well with others, even when things don’t go as planned.
  • You are innovative and thrive on challenges.
  • You embrace change and a fast pace. We do think we can change the world for people and are making it happen!

We know you might not have every qualification we’ve listed. Passion and potential matter here. If you know you’re right for the position, let us know. We’re good at spotting talent.

For Current Canvas Employees:

To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments.

NMLS

This role at Canvas requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct…

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