Retail Banking Consultant

Ultipro; Littleton (CO); On-site; USD 27,000 - 39,000; Full time

Benefits offered by this job

Seriously good benefits

Paid Vacation

Paid Sick Time

Paid Holidays

Paid Wellness Day

Flexible Spending Account

Health Savings Account

World Class 401(k) Plan

Tuition Reimbursement

Rate Discounts on Qualifying Loans

Incentives or discretionary bonus

Job summary

Canvas Credit Union in Littleton, CO is seeking a Consultant to deliver exceptional in‑person financial guidance and lending solutions. You will educate members on financial products and help them plan for major purchases or life events in a fast-paced retail environment.

The role emphasizes building trust, growing with a structured Retail Step Program, and advancing within the organization. Expect on-site work hours, competitive benefits, and a clear pathway for career development.

Qualifications

• Experience with banking products and services is preferred.
• Strong interpersonal and communication skills are essential.
• Ability to learn and apply Canvas policies and procedures quickly.

Responsibilities

• Learn about our members, hear them, and understand their situations.
• Educate members on how Canvas can help them afford life.
• Provide meaningful, careful, focused and ethical lending solutions.
• Process deposits, withdrawals, transfers, and payments with professionalism.
• Perform advanced frontline transactions like IRAs, CDs, wire transfers, and handle disputes calmly.
• Grow with us by staying current on financial industry trends and products.
• Share knowledge on effective practices and opportunities.
• Stand shoulder-to-shoulder with members and teammates during peak times.
• Provide members with excellent service through face-to-face interactions daily.

Skills

Customer service

Learning mindset

Financial products knowledge

Team collaboration

Leadership

Job description

Canvas Credit Union in Littleton, CO is seeking a Consultant to deliver exceptional in‑person financial guidance and lending solutions. You will educate members on financial products and help them plan for major purchases or life events in a fast-paced retail environment.

The role emphasizes building trust, growing with a structured Retail Step Program, and advancing within the organization. Expect on-site work hours, competitive benefits, and a clear pathway for career development.