Member Service Representative (Call Center), Hybrid

Canvas Credit Union is dedicated to transforming financial services and is seeking a Member Service Representative to work in their fast-paced Communications Center. The role involves educating members about financial products, processing transactions, and providing ethical product solutions while fostering a supportive environment.

Responsibilities

• 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

Skills

• Availability to work any of the three shifts: 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
• Comfortable and confident recommending and processing financial products like loans
• Understanding of financial products and services, much like a Relationship Banker or Personal Banker
• Ability to work well with others, even when things don't go as planned
• Authentic and passionate about helping others
• Enjoy learning and want a career, not just a paycheck
• Embrace change and seek new ways to serve members and the community
• Innovative and thrive on challenges
• Believe you can change the world for people and are making it happen
• Willingness to learn about members and understand their situations
• Ability to educate members on ways to help them afford life
• Provide meaningful, careful, focused, and ethical product solutions
• Process transactions like transfers and payments with courtesy and professionalism
• Perform advanced transactions like IRAs, CDs, open accounts, wire transfers, and handle disputes calmly
• Grow by immersing in financial industry trends, products, services, and technological advances
• Share knowledge on effective practices, competitive intelligence, and business opportunities
• Stand shoulder-to-shoulder with members and teammates over peaks and valleys
• Ability to work a flexible schedule Monday thru Saturday — 40 hours per week
• Use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets
• Manual dexterity, ability to lift files, and flex paperclips
• Multi-lingual capabilities to include Spanish is a plus!

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

Company Overview