Skip to main content
Tallo logoTallo logo

Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details

Back to Results

Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

Total Quality Consulting

Bilingual Universal Banker

Career Insights for Financial Services Representative

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on Colorado data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$68,049 / year median in Colorado

-9% projected decline

Explore Career

Job Description

About Our Valued Client Our valued client, Climb Credit Union is looking for a Bilingual Universal Banker to join their team!
Description:
The Spanish Bilingual Universal Banker is the face of our organization and holds an essential role in delivering on our mission by providing outstanding member experiences. Responsible for serving as a financial consultant to members, conducting member financial profiles, identifying member needs, cross-selling, and up-selling. Attracts, expands, and retains member relationships and is responsible for contributing to the financial well-being of our members. Accountable for lobby management and in-branch member service interactions and performs a wide range of sales/transactional duties upholding quality, service, and brand standards. Works with the Branch Manager and Assistant Manager to achieve goals of deposit/loan growth, business relationship growth, and personal membership growth. The MSR also maintains current knowledge of competitor products, services, and current promotions. Why Climb Credit Union? As not-for-profits and member-owned financial cooperatives, credit unions are incredibly unique institutions. Earnings are returned to members in the form of better rates, lower fees, and great services. Be a part of a movement that pays it forward! Our Credit Union was founded in 1951. We're a stable, successful and growing financial institution, which is why we need you. A suite of outstanding benefits is available to employees who work 20 or more hours a week. In addition to healthcare, dental and life insurance, 401(k), personal time off, we offer employee discounts on loans and other perks as well. Learn a ton with our on-the-job training programs and set yourself up for career and personal financial success. Climb Credit Union has been recognized as a top place to work by The Denver Post in 2024,2025 & 2026! This award recognizes our positive work environment and goal of fostering employee satisfaction, and it's truly a testament to our efforts.
Requirements:
What will you be doing? Promptly, accurately, and efficiently process member financial transactions including but not limited to: deposits, withdrawals, check cashing, cash advances, loan payments, transfers, wire transfers, negotiable instruments, and necessary general ledger postings according to policies, procedures, and standards. Performs account maintenance to include but not limited to address changes, phone numbers, travel advisories, diary memos, etc. According to policies, procedures, and standards, responds to member inquiries and requests for account information such as loan payoffs, balances, check orders, maturity dates, payment history, late fees, rates, etc. Opens new accounts, analyzes credit bureau reports; interviews members in person or by telephone to identify financial needs and sales opportunities. Initiates computer-based credit applications; analyzes credit scores and makes routine business decisions; sells and cross-sells financial products and services to members; and answers member inquiries about products and financial services.
Qualifications:
Bilingual in Spanish and English Required. Banking or Credit Union experience is a plus. A high school education or GED. Strong communication skills, both oral and written. Ability to build trust and rapport with members. This is a full-time, non-exempt position with compensation of $23.00 hourly depending on experience, education, and qualifications. #IND3
Pay:
From $23.00 per hour
Benefits:
401(k) matching Dental insurance Employee discount Health insurance Paid time off Tuition reimbursement Vision insurance Volunteer time off
Experience:
banking/credit union: 1 year (Required)
Language:
Spanish (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Volunteer Time Off (VTO)
  • Financial Aid/Assistance
  • 401(k) Plans