Member Advocate II (Consumer Lending)

The Member Advocate II (Consumer Lending) role involves assisting members with various services, advising on credit union products and services, and providing high-quality member service. The position requires embracing Canopy's Service Standard and making moments matter. The role involves lending, account opening, financial coaching, and promoting marketing efforts. The successful candidate will maintain attention to detail, ensure quality of work, and comply with applicable laws and regulations.

What You Will Do

The main day-to-day responsibilities include assisting members with a wide variety of services, advising on credit union products and services, and providing high-quality member service. The role involves lending, account opening, financial coaching, and promoting marketing efforts. The successful candidate will also be responsible for maintaining a high attention to detail and ensuring quality of work.

Why It Might Be a Fit

The candidate will be a good fit if they are passionate about growing a happier and healthier community through financial inclusion. The role requires a purpose-driven individual who is committed to Canopy's core values and is willing to try new things and grow. The successful candidate will be part of a fun, playful, and hardworking family committed to the growth of each other, members, and the community.

Requirements

• Six months to two years of related experience (sales, retail, financial)
• Proficient in the use of 10-key calculator
• Typing skills required
• Good PC skills a must
• Good organizational skills
• High level of attention to detail
• Ability to prioritize work

Benefits

• Monthly cash incentives based off of production
• Competitive PTO accrual with paid sabbatical program
• Options for individual medical, dental, and vision insurance coverage at NO cost to the employee
• 401k match of 7%
• Career Development: certifications, webinars, in house training's, job shadowing
• Opportunity to work with some of the leading technology in the financial services industry
• Office putt putt competitions, potlucks, meme sharing, BINGO