financial services consultant

A+ Federal Credit Union

<div><h2 class="jobSectionHeader"><b>Financial Services Consultant- Teller / Personal Banker (Part Time)</b></h2>
<p>Job Type: Part Time</p>
<p>Exemption Type: Non-Exempt</p>
<p>Wage Amount: $19.50 hourly minimum</p>
<h3 class="jobSectionHeader"><b>The primary purpose of the Financial Services Consultant I is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction. In accordance with established policies and procedures, the Financial Services Consultant I will engage in consultative conversations with members, identify their financial needs, and recommend valuable solutions to improve their financial well-being and quality of life.</b><b> </b><b>This entry level position is a great way to start your financial services career!</b></h3>
<p><b>Member Consultation</b></p>
<ul><li>Engage in meaningful consultative conversations, uncovering members&rsquo; needs and recommend products and services to improve their financial lives.</li>
<li>Embody sincere empathy and display a deep passion for helping members achieve their financial goals.</li>
<li>Assist members and prospective members with opening/closing deposit products and services.</li>
<li>Recommend lending products/services and assist members with loan applications through video lending or refer to a branch lender.</li>
<li>Identify and refer investment opportunities to A+ Wealth Management.</li>
</ul>
<p><b>Financial Transactions</b></p>
<ul><li>Process financial transactions and service requests.</li>
<li>Operate, maintain, and balance a cash drawer.</li>
<li>Assist members with disputes and fraudulent transactions.</li>
<li>Perform updates to members&rsquo; accounts (including but not limited to ownership changes, adding/removing beneficiaries, changes of address, etc.).</li>
<li>Assist members with Safe Deposit Box entry (where applicable).</li>
</ul>
<p><b>Branch Support</b></p>
<ul><li>Meet or exceed goals to support branch growth and the overall member experience.</li>
<li>Perform or assist with vault teller responsibilities (balancing, buy/sells, and cash recycler management).</li>
<li>Assist with the loading of ATMs (where applicable).</li>
<li>Perform or assist with daily branch tasks (including but not limited to opening/closing duties, prepare outgoing currency shipment, etc.).</li>
<li>Participate in branch meetings and trainings.</li>
<li>Assist other branch locations as needed.</li>
<li>Maintain knowledge of credit union products/services and policies/procedures.</li>
<li>All other duties as assigned.</li>
</ul>
<p><b>Community and Business Development</b></p>
<ul><li>Volunteer to participate in business development and community events.</li>
<li>Represent the A+FCU brand and mission within the communities we serve; observe the highest standards of professionalism at all times.</li>
<li>Deepen relationships at community/business development events by recommending A+FCU products and services.</li>
</ul>
<p><b>Compliance</b></p>
<ul><li>Adhere to all A+FCU policies and procedures.</li>
<li>Maintain adherence and compliance to all laws, rules, regulations, and internal controls.</li>
<li>Complete required regulatory training as assigned.</li>
</ul>
<p><b>Education and Experience</b></p>
<ul><li>High school diploma or G.E.D. equivalent required.</li>
<li>Six months&rsquo; work experience required (personal banker, sales, and/or teller experience preferred).</li>
</ul>
<p><b>Knowledge, Skills &amp; Abilities</b></p>
<ul><li>Strong interpersonal skills, including the ability to demonstrate empathy, compassion, and understanding of others.</li>
<li>Demonstrate and utilize professional communication skills, both written and verbal.</li>
<li>Strong attention to detail and ability to follow-through on assigned tasks.</li>
<li>Ability to work independently and as part of a team, with the flexibility to adapt to change.</li>
<li>Strong time management and organizational skills.</li>
<li>Basic knowledge of math/computer skills.</li>
<li>Microsoft Office Suite product knowledge preferred.</li>
<li>Must have the ability to travel between branch locations (as assigned).
<ul><li>Floater branch &ndash; at least 25% of the time.</li>
<li>Non-Floater branch &ndash; at least 5% of the time.</li>
</ul></li></ul><p><b>Physical Requirements</b></p>
<ul><li>Must be able to stand for long periods of time.</li>
<li>Part-time team members must have the ability/stamina to work at least 28 hours per week.</li>
<li>Full-time team members must have the ability/stamina to work at least 40 hours per week.</li>
<li>Will frequently reach, bend, stoop, carry, finely manipulate and key in data.</li>
<li>Must be able to engage in problem-solving skills to help identify and resolve member issues.</li>
<li>Must be able to communicate extensively through in-person, e-mail, written, and telephone communications.</li>
</ul>
<p><b>Decision-Making Capabilities</b></p>
<ul><li>Types of Decisions requiring supervisory approval: Exceptions outside of role limits, legal questions, and situations outside A+FCU policies and procedures.</li></ul></div>

Financial Services Consultant- Teller/ Banker (Part Time)

Metropolitan Council on Jewish Poverty

<div><p><b>Position Type: </b>Consultant (Part-Time)</p>
<p><b>Hours Per Week: </b>8-10 hours a month</p>
<div><p><i>Met Council is America&rsquo;s largest Jewish charity dedicated to serving the needy. We fight poverty through comprehensive social services and by treating each client with compassion, integrity, and respect. Our programs are staffed by experts who help over 325,000 clients each year and advocate on behalf of all needy New Yorkers. Our services include 100% affordable housing at 21 locations, family violence services, Holocaust survivor assistance, geriatric social work, crisis intervention and the largest free kosher food distribution program in the world. Our network of 120 food pantries, affordable housing sites, and JCCs provide services directly in neighborhoods across New York City.</i></p>
<p><b>Position Summary:</b></p>
<p>The Financial Empowerment Consultant will design and lead monthly interactive educational workshops for older crime victims to promote awareness of financial scams, risk prevention, and tools for financial stability. The consultant will integrate a trauma-informed, person-centered approach in the provision of engaging sessions that translate complex financial concepts into practical life skills training for older adults.</p>
<p><b>Principal Responsibilities:</b></p>
<ul><li>Develop and deliver monthly group workshops (virtually and in-person) on financial scam awareness and help older adults understand their personal risk.</li>
<li>Educate participants on identifying, evaluating, and responding to financial scams.</li>
<li>Provide life skills training that includes practical strategies and tools for protecting and managing personal finances including money management.</li>
<li>Work with Geriatric Services staff to connect participants to additional resources to stay safe.</li>
<li>Create and maintain plain-language materials and toolkits tailored for older adults and culturally diverse audiences.</li>
<li>Track attendance, participant feedback and skill gain to measure program impact.</li>
<li>Participate in monthly coordination meetings to align program objectives and participant needs.</li>
</ul>
<p><b>Competencies:</b></p>
<ul><li>Experience designing and facilitating group trainings for older adults or vulnerable populations.</li>
<li>Strong facilitation skills with the ability to translate complex concepts into action steps and practical tools.</li>
<li>Patience and ability to manage clients with complex and multiple needs.</li>
<li>Ability to work autonomously and take initiative to seek out information and resources to support client needs.</li>
<li>Strong interpersonal skills.</li>
</ul>
<p><b>Skill and Education:</b></p>
<ul><li>Certification or formal training in financial education, financial coaching or related fields (i.e. CFEI).</li>
<li>Knowledge of fraud prevention, asset protection, and benefits/entitlements navigation.</li>
</ul>
<p><b>Compensation: </b><i>$400 per session (inclusive of preparation, delivery, and post-session responsibilities). Each session typically requires 8&ndash;10 hours of total effort, including pre-session planning and alignment with program stakeholders, session delivery, and post-session evaluation and synthesis of insights to inform future sessions. </i><i>This position is for an independent contractor position, not an employee. The consulting agreement between the selected consultant and Met Council will include more detailed terms.</i></p></div></div>

Financial Empowerment Consultant

Workday

<div><div>Your work days are brighter here.</div><div></div><div>
We&rsquo;re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we&rsquo;re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you&rsquo;ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We&rsquo;re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you&rsquo;ll do meaningful work with Workmates who&rsquo;ve got your back. In return, we&rsquo;ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you&rsquo;ve found a match in Workday, and we hope to be a match for you too.</div><div></div><div>
About the Team</div>
Join our team and experience Workday!<br>
<br>
It's fun to work in a company where people truly believe in what they're doing. At Workday, we're committed to bringing passion and customer focus to the business of enterprise applications. We work hard, and we're serious about what we do. But we like to have a good time, too. In fact, we run our company with that principle in mind every day: One of our core values is fun.<div></div><div>
About the Role</div><div></div><div>
The Professional Services Financials Consultant will be tasked with ensuring the successful implementation of the Workday solution. They will provide Workday product and implementation expertise to their engagements. The Consultant will work with their clients to understand their business requirements and help configure and test the Workday solution. They will take direction and provide status to the Engagement Manager assigned to their project.</div><div></div><div><br>
o Become a specialist in the Workday Financials product suite</div><div>
o Lead design sessions for multiple financial functional areas</div><div>
o Drive client business requirements</div><div>
o Configure and Prototype the Workday solution</div><div>
o Support Client with Unit Testing, End to End Testing and User Testing</div><div>
o Work with the client and data conversion team to help convert legacy data into Workday</div><div>
o Complete the work assigned to you by the Engagement Manager within the budgeted time allocated</div><div>
o Assist integration consulting team with designing, configuring and testing both packaged and custom integrations</div><div>
o Learn, understand and advise on Workday&rsquo;s Deployment Methodology</div><div>
o Help mentor new Consultants</div><div>
o Ensure the client takes advantage of Workday best practices</div><div>
o Ensure the client is reference-able once they are in production</div><div>
o Participate in update training, supporting ecosystem and other events that help share one&rsquo;s product skills with other consultants</div><div></div><div><br>
As a Functional consultant, you will be evaluated on the following skills and will be expected to have an advanced or expert proficiency level to achieve the senior or principal consultant level:</div><div></div><ul><li><br>
 Strategic Business Consulting</li><li> Solutions Design</li><li> Mentorship</li><li> Industry Knowledge</li><li> Influencing Skills</li><li> Time Management</li><li> Teamwork</li><li> Communication</li><li> Task Management</li><li> Requirements Gathering</li><li> Relationship Management</li><li> Product knowledge</li></ul><div></div><div>
About You</div><div></div><div>
Basic Qualifications: Sr Financials Consultant (P4)</div><div></div><div><br>
o 6+ years implementing Financial solutions.</div><div>
o 6+ years of previous consulting experience either as a consultant with a consulting company or an internal consultant.</div><div>
o 6+ years of experience implementing Workday, SAP, Oracle, PeopleSoft, or similar applications</div><div>
o Experience (6+ years) with at least 2 functional areas:</div><div></div><div><br>
Financial Data Model (FDM)<br>
General Ledger<br>
Budgets<br>
Accounts Payable<br>
Accounts Receivable<br>
Governmental Accounting<br>
Financial Reporting</div><div></div><div><br>
Basic Qualifications: Principal Financials Consultant (P5)</div><div></div><div><br>
o 8+ years implementing Financial solutions.</div><div>
o 8+ years of previous consulting experience either as a consultant with a consulting company or an internal consultant.</div><div>
o <i>8+ years of experience implementing Workday.</i></div><div>
o Experience (8+ years) with at least 2 functional areas:</div><div></div><div><br>
Financial Data Model (FDM)<br>
General Ledger<br>
Budgets<br>
Accounts Payable<br>
Accounts Receivable<br>
Governmental Accounting<br>
Financial Reporting</div><div></div><div><br>
Other Qualifications:</div><div></div><div><br>
o Public Sector Industry experience</div><div>
o Passion for customer service</div><div>
o Project management experience</div><div>
o Technical experience a plus</div><div>
o Ability to handle multiple projects simultaneously</div><div>
o Willingness to commit to long-term projects</div><div>
o Business analysis and requirements gathering abilities</div><div>
o Ability to learn technology quickly through instruction and self-training</div><div>
o Experience with multiple financial applications</div><div>
o Strong industry knowledge is essential, including staying abreast of current trends, competitive landscapes, and regulatory environments to contribute to strategic planning, risk management, and identifying new opportunities</div><div>
o Proven solutions design skills, with the ability to analyze business challenges and develop effective solutions that leverage technology and optimize resources</div><div>
o Expertise in strategic business consulting, including market analysis, financial acumen, and strategic planning, to drive organizational growth and performance</div><div>
o Ability to travel 50% or more of the time</div><div></div><div><br>
Posting End Date: 04/30//26.<br>
Applications are accepted for this position on an ongoing basis, through the stated End Date.</div><div><br>
Workday Pay Transparency Statement</div><div></div><div>
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate&rsquo;s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday&rsquo;s comprehensive benefits, please <div>click here</div>.</div><div></div>
Primary Location: USA.GA.Atlanta<br>
<div></div>
Primary Location Base Pay Range: $117,000 USD - $175,400 USD<br>
<div></div>
Additional US Location(s) Base Pay Range: $111,000 USD - $197,300 USD<div></div><div>
Additional Considerations:</div><div></div><div><div><div><div><div><div><div><div>
The application deadline for this role is the same as the posting end date stated as below:</div></div></div></div></div></div></div></div><br>
04/30/2026<div><br>
Our Approach to Flexible Work</div><div><br>
With Flex Work, we&rsquo;re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote &quot;home office&quot; roles also have the opportunity to come together in our offices for important moments that matter.</div><div></div><div>
Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.</div><div></div><div>
Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.</div><div><br>
At Workday, we are committed to providing an accessible and inclusive hiring experience where all candidates can fully demonstrate their skills. If you require assistance or an accommodation at any point, please email <div>accommodations@workday.com</div>.</div><div></div><div>
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!</div><div>
At Workday, we value our candidates&rsquo; privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers.</div><div></div><div><br>
Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.</div><div></div><div><br>
In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.</div></div>

Financials Consultant, State & Local Government

FlagStar Bank

<div><div>Position Title</div>
Branch Banking &ndash; Client Consultant II<div></div><div><br>
Location</div>
South Bend, IN 46619<div></div><div><br>
Job Summary</div>
The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.<div></div><div><br>
Job Responsibilities:</div><div><div><ul><li><div>
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.</div></li><li><div>
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.</div></li><li><div>
Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.</div></li><li><div>
Performs more moderately complex special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.</div></li></ul><div></div><div>
Job Requirements:</div><ul><li><div>
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required</div></li><li><div>
4 &ndash; 5 years customer service and sales experience, (including in the financial services industry, required)</div></li><li><div>
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred. NMLS registration can be completed after job entry date</div></li><li><div>
Ability to train and mentor others, including products and platform procedures</div></li><li><div>
Experience with using and demonstrating digital products and self-service technologies, preferred</div></li></ul></div></div><div></div><div>
Flagstar is an Equal Opportunity Employer</div><div></div><div>
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: <div><i>Benefits | Flagstar Bank</i></div></div></div>

Branch Banking – Client Consultant II

NTT DATA

<div><b>Req ID:</b> 364505
<br>
<br>
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.<br>
<br>
We are currently seeking a Lending Snr. Consultant to join our team in the United States (US). Candidates must currently be a legal resident of the United States.<br>
<br>
Do you find yourself seeking the next big challenge? Step into a role where you are responsible for managing goals and expectations, one where you can see the finish line-and truly be part of the broad team's success in reaching it!<br>
<br>
<b>Our Company</b><br>
NTT DATA is a top 10 global services company recognized for excellence in our people practices as a Gold Certified Global Top Employer. We operate with over 140,000 professionals in 70 countries. Every day around the world we help clients explore new ways to respond to market dynamics with flexibility and speed, reduce costs with less risk, and increase productivity to enable growth.<br>
<br>
<b>Risk and Compliance Practice
</b><br>
Our Lending Practice includes management and technology consultants who help clients across consumer and commercial lending effectively navigate transformation of their businesses. We help clients drive to their target future state by helping them navigate operating model changes, core platform replacements, organizational redesign, future state process design, ecosystem redesign and the associated people, process and technology changes. This role is intended to support our financial services lending clients so experience in this space is critical.<br>
<br>
<b>The Role</b><br>
<br>
As a Senior Consultant, you will have access to building incredible opportunities with our clients. You will work collaboratively as part of a client-facing team to deliver value to our clients and help them meet their business objectives. While our clients tend to be located in the major financial services hubs throughout the country, the NTT Data Global presence will allow opportunities across the country and, possibly, internationally! Our client base and expertise span strategic financial services institutions including top 10 U.S. banks, global payment providers, and top wealth management firms. You will regularly interact with and learn from our industry experts and more experienced team members in driving business solutions and outcomes to help our client reduce risk and stay compliant as they achieve their digital, data and transformational goals.<br>
<br>
<b>Key Responsibilities</b><br>
<ul><li>
Work on large scale projects with complex business or technical issues.</li><li>
Build skills toward becoming a technical expert or advisor for one or more solutions.
</li><li>Participate on projects where analysis of programs, systems or data requires an in-depth evaluation of complex business process, system process, and industry standards.
</li><li>Regularly mentor and reviews the work of less experienced employees.</li><li>
Support the analysis of schedules, costs and documentation to ensure assigned projects come to successful conclusion.
</li><li>Assist in the preparation of project proposals and cost estimates.</li><li>
Assist with project initiation, project risk assessment, project team startup, project execution, and post-project review.
</li><li>Participate and often lead process improvement task forces.
</li><li>Contributor to the development of leading-edge consulting solutions.
</li>Develop and maintain effective relationships with junior executives in targeted companies.<br>
<li>
</li></ul><br>
<br>
<b>Basic Qualifications
</b><br>
<ul><li>Bachelor's degree in management consulting, business, computer science or a related field</li><li>
2+ years of experience working with data and technologies that support financial services lending functions.</li><li>
2+ years of experience in financial services.</li></ul><br>
<b>
Preferred Qualifications
</b><br>
<ul><li>Graduate degree preferred but not required</li><li>
2-3 years of experience in consumer of commercial lending supporting the Financial Services industry</li><li>
2+ years of experience in a Management Consulting firm (Big 4 preferred) that required daily client engagement and delivery excellence to complete client projects.</li></ul><br>
#LI-North America<br>
<br>
<b>About NTT DATA</b><br>
<br>
NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&amp;D.<br>
<br>
Where required by law, NTT DATA provides a reasonable range of compensation for specific roles. The starting pay range for this remote role is $93,816-$156,360. This range reflects the minimum and maximum target compensation for the position in the United States. Actual compensation will depend on a number of factors, including the candidate's actual work location, relevant experience, technical skills, and other qualifications. This position may also be eligible for incentive compensation based on individual and/or company performance. This position is eligible for company benefits including medical, dental, and vision insurance with an employer contribution, flexible spending or health savings account, life and AD&amp;D insurance, short and long term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally-required benefits.<br>
<br>
Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com, @global.nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, https://us.nttdata.com/en/contact-us.<br>
<br>
<b>NTT DATA endeavors to make </b><b>https://us.nttdata.com</b><b> accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at </b><b>https://us.nttdata.com/en/contact-us</b><b>. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click </b><b>here</b><b>. If you'd like more information on your EEO rights under the law, please click </b><b>here</b><b>. For Pay Transparency information, please click</b><b> here</b><b>.</b></div>

Lending Snr. Consultant

Canvas Credit Union

<p></p><div><p><b>We&rsquo;re Canvas Credit Union</b></p>
<p>
We&rsquo;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.</p>
<p>
Canvas &quot;It's About More&quot; Video - YouTube (Click here - or, visit https://www.youtube.com/watch?v=z8WAm_TDRdk )</p>
<p><b>
Why Canvas?</b></p>
<p>
At Canvas, we&rsquo;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.</p>
<p></p>
<p>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:</p>
<p></p>
<p><b>What&rsquo;s In It For You</b></p>
<ul>
<li><b>Seriously good benefits</b>: 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 $21.00-$24.00 hourly, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include:
<ul><li>Medical/Dental/Vision Insurance</li>
<li>Paid Vacation</li>
<li>Paid Sick Time</li>
<li>Paid Holidays</li>
<li>Paid Wellness Day</li>
<li>Paid Volunteer Time</li>
<li>Flexible Spending Account</li>
<li>Health Savings Account</li>
<li>World Class 401(k) Plan</li>
<li>Tuition Reimbursement</li>
<li>Rate Discounts on Qualifying Loans</li>
<li>May be eligible for incentives or discretionary bonus based on results</li>
</ul>
</li></ul><p></p><ul><li><b>This is a career</b>: 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.</li>
</ul><ul><li><b>You will be a financial services guru</b>: You&rsquo;ll be a cooperative finance rock star. We&rsquo;ll arm you with knowledge of products and services, and compliance with financial regulations. This knowledge will prepare you for many, many career opportunities.</li>
</ul><ul><li><b>You help members afford life</b>: At Canvas, you have the opportunity to make a difference. The joy that comes with making a member&rsquo;s day, and maybe helping them buy their first house or go to college, is an indescribably good feeling.
</li></ul><p></p><p><b>What you'll do</b></p>
<p>
Click here to see our Day in the Life of a Canvas Consultant video (or, visit https://vimeo.com/1015877965/711272dc0e?ts=0&amp;share=copy )</p>
<p>
If this location is too far from your home and family, check out our other postings. If you don&rsquo;t find what you&rsquo;re looking for, apply to this listing and tell us where you want to work. There may already be an opening that we haven&rsquo;t listed yet.</p>
<p>
Here&rsquo;s what a Consultant&rsquo;s day looks like:</p>
<ul><li>LEARN about our members, hear them, and understand their situations.
</li><li>EDUCATE our members on the ways we can help them afford life.
</li><li>PROVIDE meaningful, careful, focused and ethical lending solutions.
</li><li>PROCESS transactions like deposits, withdrawals, transfers, and payments with consummate professionalism.
</li><li>PERFORM advanced frontline transactions like IRAs, CDs, wire transfers, and calmly handle disputes.
</li><li>GROW with us by immersing in financial industry trends, products, services and technological advances.</li><li>SHARE your knowledge on effective practices, competitive intelligence, and business opportunities.</li><li>STAND shoulder-to-shoulder with our members and your Canvas teammates through our peaks and valleys.
</li><li>PROVIDE members with excellent service through face-to-face interactions on a daily basis.</li></ul>
<p></p>
<p><b>Who You Are</b></p>
<p>
Enough about us. Here's who you are, or who you think you are ... or who you really want to be:</p>
<ul><li>You are authentic and passionate about helping others.</li><li>You enjoy learning and want a career&hellip;not just a paycheck.</li><li>You understand financial products and services, much like a Relationship Banker or Personal Banker.</li><li>You&rsquo;re comfortable recommending and processing financial products like loans.
</li><li>You&rsquo;ve won service excellence awards and earned high fives and fist bumps for your awesomeness.</li><li>You hold an informal or formal leadership position at your current workplace.</li><li>You seek new ways to serve our members and the community.
</li><li>You work well with others, even when things don&rsquo;t go as planned.
</li><li>You are innovative and thrive on challenges.
</li><li>You embrace change and a fast pace. We do think we can change the world for people and are making it happen!</li></ul>
<p>
We know you might not have every qualification we&rsquo;ve listed. Passion and potential matter here. If you know you&rsquo;re right for the position, let us know. We&rsquo;re good at spotting talent.</p>
<p><b>
For Current Canvas Employees: </b>To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, <b>and</b> <b>must submit</b> an up-to-date resume <b>or</b> update your Work History profile with your current responsibilities and accomplishments.</p>
<p></p>
<p><b>NMLS</b></p>
<p>
This role at Canvas requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met. Not meeting or staying current may result in removal from role. Canvas also conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).</p>
<p>
Other Important Information</p>
<p>
You&rsquo;ll be asked to work a flexible schedule Monday thru Saturday, 35-40 hours per week. You&rsquo;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 &mdash; 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, and activities may change at any time.</p>
<p>
Applications for this position will be accepted through April 9, 2026. For consideration, applications must be received by 11:59 PM MST on April 9, 2026.</p>
<p><i>
#LI-Onsite</i></p></div>

Canvas Consultant (Universal Banker) Meadows

U.S. Bank

<p></p><div><p>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><div><p>
Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer&rsquo;s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.<br>
<br>
We&rsquo;re looking for people who want more than just a job &ndash; who want to make a difference in the communities where we live and work. Apply today and explore what&rsquo;s possible with a career at U.S. Bank.<br>
<br>
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.</p><p></p><p><i>
This role has multiple levels, open to candidates with [1 year to 5 years minimum experience in customer service and sales]. The successful candidate will be hired for the level of the position that aligns with their experience.</i></p></div><div><p><b><br>
Client Relationship Consultant 1</b></p><p></p><div><b>
Basic Qualifications</b><br>
<ul><li>High school diploma or equivalent</li><li>Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><p></p><div><b>
Preferred Skills/Experience</b><br>
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Basic knowledge of applicable bank and branch policies, procedures and support systems</li><li>Proven customer service and interpersonal skills</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated basic level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul></div><p></p><p><b>
Client Relationship Consultant 2</b></p><div><b>
Basic Qualifications</b><br>
<ul><li>High school diploma or equivalent</li><li>Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><p></p><div><b>
Preferred Skills/Experience</b><br>
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems</li><li>Proven customer service and interpersonal skills</li></ul>
- - Experience with using and demonstrating digital products and self-service technologies<br>
<ul><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated basic level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul></div><p></p><p><b>
Client Relationship Consultant 3</b></p><p></p><div><b>
Basic Qualifications</b><br>
<ul><li>High school diploma or equivalent</li><li>Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><p></p><div><b>
Preferred Skills/Experience</b><br>
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems</li><li>Thorough knowledge of all retail products and services</li><li>Proven customer service and interpersonal skills</li><li>Experience in participating in sales campaigns/promotions</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul></div><p></p><p><b>
Client Relationship Consultant 4</b></p><p></p><div><b>
Basic Qualifications</b><br>
<ul><li>High school diploma or equivalent</li><li>Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><p></p><div><b>
Preferred Skills/Experience</b><br>
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Advanced knowledge of applicable bank and branch policies, procedures and support systems</li><li>Thorough knowledge of all retail products and services</li><li>Proven customer service and interpersonal skills</li><li>Experience in participating in sales campaigns/promotions</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul></div><ul><li>Experience in the financial services industry preferred</li><li>Previous supervisory experience preferred</li></ul></div><p></p><p>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
</p><p></p><p><b>Benefits:</b></p><p>
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:</p><ul><li><p>
Healthcare (medical, dental, vision)</p></li><li><p>
Basic term and optional term life insurance</p></li><li><p>
Short-term and long-term disability</p></li><li><p>
Pregnancy disability and parental leave</p></li><li><p>
401(k) and employer-funded retirement plan</p></li><li><p>
Paid vacation (from two to five weeks depending on salary grade and tenure)</p></li><li><p>
Up to 11 paid holiday opportunities</p></li><li><p>
Adoption assistance</p></li><li><p>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</p></li></ul><p></p><p>
Review our full benefits available by employment status here.
</p><p></p><p>U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.</p><p></p><p><b>
E-Verify</b></p><p>
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.</p><p></p>
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $24.92 - 30.46<p></p><p>
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.</p><p></p><p>
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.</p><p></p><p><b>
Posting may be closed earlier due to high volume of applicants.</b></p></div>

Client Relationship Consultant 1-4 (Banker) – East King County, WA (20-40 hrs)

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