Member Service Representative (Call Center), Hybrid

Canvas Credit Union

Posted 3 months ago

Full Time

Lone Tree, Colorado

Hybrid

Smart Summary

Responsibilities

Provide ethical financial product solutions and educate members on services to help them build strong financial futures. Process a variety of transactions including transfers, payments, IRAs, and CDs while maintaining professional service standards.

Qualifications

You are passionate about helping others and possess a strong understanding of financial products and services, similar to a Relationship Banker or Personal Banker. You are comfortable and confident recommending and processing financial products like loans, and have a proven track record of service excellence.

Must Have Skills for ATS

IRAs

CDs

wire transfers

loans

Job Description

There are 3 schedules for this position - candidates need to have availability to work any of the three shifts below:    8am-6pm (or end of call queue) Monday-Friday, Saturday 9am-1pm, 1 day off during week Tuesday-Thursday 7:50am-4:50pm Monday-Friday  8:30am-5:30pm Monday-Friday    Training is fully in-office 8am-5pm Monday-Friday.    

We’re Canvas Credit Union

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. 

Canvas "It's About More" Video - YouTube (Click here - or, visit https://www.youtube.com/watch?v=z8WAm_TDRdk )

Why Canvas?

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
That’s right. This is about you:

  • Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans (That includes cars and houses!). The starting pay range for this position is $19.50-$23.50 hourly, and final pay rate will be determined based on experience, education, skills, and internal equity factors. 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 incentives or discretionary bonus based on results
  • This is a career: The Member Service Representative 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’ll be a financial services guru: You’ll be a cooperative finance rock star. We’ll arm you with all the knowledge you need on service, financial products, 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.  

What you’ll do

Want to see what it's like to work in Canvas' Communication Center? Click here to check out our Day in the Life video, or visit https://vimeo.com/1011095559/d92d7d3fc2?share=copy

You’ll be working in our fast-paced communications center at our corporate headquarters in Lone Tree, CO, and here’s what we expect of you:

  • LEARN about our members and hear them and understand their situations.
  • EDUCATE our members on the ways we can help them afford life.
  • PROVIDE meaningful, careful, focused and ethical product solutions.
  • PROCESS transactions like transfers and payments with courtesy and consummate professionalism.
  • PERFORM advanced transactions like IRAs, CDs, open accounts, 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 teammates over our peaks and valleys.

Who You Are
Here's who you are…or who you think you are, or who you really want to be:

  • 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 AND CONFIDENT 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 EMBRACE CHANGE and 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 BELIEVE you can change the world for people and are making it happen!
  • Multi-lingual capabilities to include Spanish is a plus! 

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. Canvas conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).

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. 

    Other Important Information
    You’ll be asked to work a flexible schedule Monday thru Saturday — 40 hours per week. You’ll use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets. The position also requires manual dexterity, the ability to lift files, and flex paperclips. You may be required to bend, stoop, or stand on one leg while multiplying fractions and compounding daily, variable interest in your head. Just kidding — nobody can do that on one leg. Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, hybrid or remote work arrangements, and activities may change at any time.

    Applications for this position will be accepted through June 12, 2026. For consideration, applications must be received by 11:59 PM MST on June 12, 2026.

    #LI-Hybrid 

    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 branches across 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.
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