Finance Associate Jobs in Colorado Springs, CO

Financial Representative Trainee (Sales) - Denver, CO Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $18.29/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales) - Sacramento, CA California | 503428 Financial Representative Trainee (Sales)--Milwaukee, WI Wisconsin | 503419 Financial Representative Trainee (Sales)--Miami, FL Florida | 503421

Macdonald & Company are proudly partnered with a rapidly growing real estate investor and developer based in the Monument/Colorado Springs area. The firm acquire, develop, and operate a variety of real estate assets, inclusive of retail, office, mixed-use, self-storage, multifamily, and single-family properties. They boast a strong pipeline of active projects, and operate assets exceeding $190MM in value. I have been retained to appoint a Financial Analyst to join a tight-knit and collaborative Finance & Accounting team, as their project portfolio continues to grow. This is a fast-paced job that combines skills across forecasting, analysis, budgeting, and presentation within a supportive team-oriented environment. Core Responsibilities Forecasting and Analysis: Develop financial models for potential projects, collaborating with the executive leadership team to establish key assumptions and variables. Draft investment prospectuses for presenting new project opportunities to potential investors. Deliver monthly forecast updates for ongoing projects, including comparative reports of current projections against original or previous versions. Ensure the team is promptly notified of new project initiations or significant updates. Maintain digital records of all assumptions and calculations used in financial models and scenarios. Budgeting: Organize and facilitate monthly project budget review meetings. Implement budget modifications in the Yardi software system. Liaise with the Accounting department regarding the setup of new project budgets and jobs in Yardi. Ensure job costs in Yardi are reconciled with the general ledger. Regularly update the team on the status of projects, comparing actual performance to budgeted figures. Target Experience Argus Developer Financial modelling Degree in Finance, Accounting or related field Yardi (desirable) On Offer Competitive salary, discretionary annual bonus, healthcare benefits, 401k match.

Req #2028 **Job Description** Posted Thursday, October 31, 2024 at 11:00 PM **What you would be a part of:** Focus on the Family is a Christian non-profit media ministry that offers practical, everyday help to families at every age and stage of their journey. We encourage kids and adults to grow in their faith; we prepare men and women for marriage and show them how to cherish one another for a lifetime; we provide training and support for moms and dads so they can navigate real-time parenting challenges; and we stand up for all human life, from conception to natural death. We are unashamedly pro-family, pro-life, and pro-Jesus. The Finance team is responsible for finance and accounting for the ministry. As an intern on this team, you would be able to see several different facets of finance including purchasing, payables, fixed assets and inventory. * Inventory management - cycle counts, inventory adjustments, reconciling inventory accounts, ecommerce, and Focus on the Family bookstore * Vendor payments - work toward moving vendors from check payment to ACH (Automated Clearing House) payment * Weekly forecast for payables and tracking accuracy from forecast to actuals * Learning purchasing and receivings procedures * Reconciling accounts at month end close * Processing invoices within doclink * Learn about the role of finance in a large organization * Learn the procure to pay process * Learn about inventory management * Learn common terms used in finance procedures and responsibilities * Gain experience in weekly procedures for getting payments to vendors * See a month end close and what that entails * Pursuing a bachelor's degree in Finance, Accounting, Business Administration or similar * Excellent Excel understanding and skills * High attention to detail * Interest in understanding all of the roles and tasks that reside in a finance department * Teachable and excited to learn new things * Aptitude for completing procedures correctly and efficiently **As a non-profit ministry, Focus on the Family is committed to hiring staff who are dedicated to sharing the gospel and live by biblical truths. Therefore, all candidates must:** * Exemplify Ephesians 5:1-2, “Therefore be imitators of God as dear children and walk in love, as Christ also has loved us and given Himself for us...” * Pursue the Great Commission given by Jesus Christ in Matthew 28:19-20, “Go therefore and make disciples of all the nations, baptizing them in the name of the Father and of the Son and of the Holy Spirit, teaching them to observe all things that I have commanded you; and lo, I am with you always, even to the end of the age.” * Be a consistent witness for Jesus Christ; maintaining a courteous, Christ-like attitude in dealing with people within and outside of Focus; adhering to the and ; upholding Focus on the Family's ministry in prayer * Demonstrate behaviors aligned with **Additional Notes:** This position is an intern position only. There will be no compensation or pay with this position, but a $3500 honorarium, workday lunch, and housing for out-of-town students will be provided. Only upperclassmen college students need apply for the summer internship. Transportation is the responsibility of the intern and may be a condition of acceptance. Colorado Residents: In any materials you submit, you may redact or remove any age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Helping Families Thrive in Christ! Focus on the Family is a 501c3 Christian Non-Profit Ministry. **Job Details** Employment Indicator Internship Education Level Some College Job Start Date Monday, June 2, 2025 Job End Date Friday, August 8, 2025 Scan this QR code and apply! 8605 Explorer Dr, Colorado Springs, CO 80920, USA For more information, refer to .

Job Description Join the Revenue Team at the CCC, where you will be an critical part of ensuring proper order and revenue recognition in all business areas including Sales, Support and Solution orders, based on SOX requirements. Tasks shared below are a part of this role to ensure orders and revenue are recognized timely and accurately. Review Statement of Work, related documents (e.g. Exhibit B, cover letter etc,) and provide instructions to CSRs on the revenue recognition methodology (for every project order) Review all closed projects monthly to ensure correct revenue recognition in accordance to ASC606 Review project order documents (e.g. all POD, acceptance etc.) and provide confirmation to CSRs for invoicing. Provide consultation to CSRs on project (custom and solution) orders when required. Responsible for review and correction of monthly operational reports to Global Revenue Operations Management of forecasting of Unbilled inventory and associated SOX controls Job Qualifications Knowledge of revenue contract language for review of non-standard Purchase and Master Agreements. Understanding of Oracle ERP and SalesForce tools to review order data for proper revenue recognition Ability to effectively communicate to all levels of management both in verbal and written form Business Knowledge of Quote to Cash policies and process Demonstrated Critical Thinking Skills and Leadership Proficient in Excel, Power Point (i.e. pivot tables) Job Function Shift: Day Job Schedule: Full Time (F) Travel Required: None Duration (Temp Positions Only): Not Applicable Colorado Pay Range: $55,530 - $92,250 US Employees may be eligible for the following benefits: • Medical, dental and vision • Health Savings Account • Health Care and Dependent Care Flexible Spending Accounts • Life, Accident, Disability insurance • Business Travel Accident and Business Travel Health • 401(k) Plan • Flexible Time Off, Paid Holidays • Paid Family Leave • Discounts, Perks • Tuition Reimbursement • Adoption Assistance • ESPP (Employee Stock Purchase Plan) ___________________________________________________________________________________ Careers Privacy Statement ***Keysight is an Equal Opportunity Employer.*** Keysight Technologies Inc. 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, protected veteran status, disability or any other protected categories under all applicable laws. Candidates can be considered to work from the following locations: Americas : United States : Colorado : Colorado Springs Job ID : 39372

Contract type: Full-time Industry: Financial Services Date published: 11-01-2024 **About the role** Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. **About Modern Woodmen of America** Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. * Our representatives provide financial guidance and products to help members protect their families and their futures. * Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. * Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. **About you** * Show integrity and character. * Demonstrate leadership skills. * Team-oriented. * Focus on results/success driven. * Can or have overcome adversity. * Grow by helping others. * Show volunteer spirit in the community. * Look for self-improvement opportunities. * Enjoy building long-term relationships. * Credible, trustworthy and honest. **Education and training** Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. **Qualifications** * Passion for bettering members' financial lives. * Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). * Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. **Benefits and perks** * Paid medical and dental insurance. * 401(k) retirement plan with company match. * Noncontributory pension plan. * Group term life insurance. * Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

**Manage Consent Preferences** Always Active NameDescriptiontecolote-cookie-preferences\_GRECAPTCHA Used to help keep malicious software from attacking the site. Used when creating an account of submitting a form. Set by recaptcha.net. Analytics Active NameDescription\_ga, \_ga\_4L234JBKEQ, \_\_utma, \_\_utmz Used by Google Analytics to track statistical data on how the users use the site. Active NamePrivacy Policy Link guest\_id, guest\_id\_ads, guest\_id\_marketing, mbox, personalization\_id, \_ga, \_ga\_34PHSZMC42, external\_referer NamePrivacy Policy Link fcookie, bcookie, fid, JSESSIONID, lidc, G\_ENABLED\_IDPS, lang, AnalyticsSyncHistory, bscookie, UserMatchHistory, li\_sugr ** Air Force Financial Analyst** **Colorado Springs , Colorado** Share | Overview Tecolote Research sets the standard for delivering excellence in the federal marketplace. We provide our employees with a challenging and supportive work environment, paired with a competitive salary and an industry-leading benefits. We are looking for a Senior Budget Support Analyst to join our team supporting Colorado Springs Responsibilities * Engage in the lifecycle cost management and resource cost estimating for multi-year projects and activities * Manage the collection, validation and update of financial execution data to budget execution databases and other customized organizational decision-support tools on a recurring basis * Responsible for various recurring reports that track and forecast spending at the program, project and component level * Modify database queries and reports to meet analytical demands as required * Provide analysis, produce briefing charts, and generate supporting documentation * Prepare, coordinate and transmit funding documents from multiple funding streams and appropriations to support program efforts across numerous partner organizations * Monitor major program-level contracts and provide data and/or recommendations to support fiscal-oriented decisions * Provide key support in the development and implementation of a requirement validation and prioritization process. Skills Required * At least eight (8) years of relevant experience and have a Bachelor's Degree in Business, Economics, Finance, and/or Accounting; in lieu of Bachelor's degree candidates must have a high school diploma and a minimum of eight (10) years of relevant experience * Financial management experience in a Department of Defense (DoD) environment, budget execution experience in a DoD Acquisition/Sustainment program, and experience in the DoD PPBE and Process are required * Experience with DoD Space Programs is desired * Analytical experience providing decision support and program advocacy inputs/products to DoD management is required * Experience with Microsoft Office Suite is required * Competency and experience with CCaR, DEAMS, CRIS, and FM Suite systems is highly desired * Experience with Air Force (AF) proprietary systems to include ABSS, DTS, DoD EDS, DTIMS, WAWF, AF accounting experience is a plus * Knowledge of the budget process for a DoD acquisition or sustainment program is required * Expertise managing and providing product/analysis support for FYDP programming/budgeting (to include the AF POM and OSD BES) is desired * Current Secret Security Clearance required * Salary range: $85,000 - $115,000/year, DOE Education Bachelor's degree required, preferably in math, engineering, business, or the sciences. watch\_later **Full-Time** verified\_user **Security Clearance** groups **Senior-Level** home\_work **Hybrid** Benefits We offer competitive salaries commensurate with education and experience. We have an excellent benefits package that includes: **Health & Welfare** Company Paid * Major Medical Insurance for employees and family members * Dental Insurance for employees and family members * Vision Insurance for employees (employee-paid for family members) * Group Life Insurance * Accidental Death and Dismemberment Insurance * Travel Accident Insurance * Long-Term Disability Voluntary * Short-Term Disability * Supplemental Life Insurance * Flexible Spending Account (pre-tax deferrals for health care expenses) **Retirement** * Money Purchase Pension Plan - 100% Company funded defined contribution retirement plan. One-year entry waiting period and 5-year vesting. Core Funds available and a self-directed brokerage account option. * Employee Stock Ownership Plan - 100% Company funded discretionary contribution. 100% vested after one-year entry waiting period. **Time Off** Tecolote's generous paid time off benefits give employees the flexibility they need to relax, recharge and take care of the unexpected. * Annual Leave * Bereavement Leave * Holidays * Jury Duty/Witness Leave * Military Leave * Sick Leave Location Colorado Springs Operations 985 Space Center Drive, Suite 305 Colorado Springs , Colorado 80915-3627 ************** **Tracking Number:** 033-24-6 Click to view the Equal Employment Opportunity poster in or . If you require accommodation to complete your application or any aspect of the hiring process, please contact: Corporate Human Resources. As a federal contractor, Tecolote is required to participate in E-Verify. For more information about this program, please visit: or . Click to view the Right to Work poster: in or . 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Job Details Colorado Springs - Main - Colorado Springs, CO $18.00 - $19.00 Full -Time - Monday - Friday EducationDescription Financial Aid Representative IntelliTec Colleges - (Colorado Springs, CO) We are currently seeking a Financial Aid Representative, for our Colorado Springs, CO campus. Prior customer service representatives or administrative assistants with an interest in Financial Aid and Education are welcome to apply! Benefits: IntelliTec College offers a comprehensive benefits package for our full time employees which includes a generous amount of paid time off starting at 144 hours a year, Medical, Dental, Vision, HSA, HSA Matching, 401k, Company paid life insurance, company paid Long term disability, 401k, Short Term Disability, employee assistance access, etc. Job Summary: The Financial Aid Representative is responsible for assisting students throughout the financial aid process and updating student files and associated records. Essential Duties: Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options Follow-up with new and prospective students to ensure all necessary paperwork is completed Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility Determine student eligibility for FSA funds based on ISIR (Institutional Student information Report), resolve issues that arise, and complete all necessary paperwork Complete all established Financial Aid processes, such as verification, award letters, loan originations, etc. to allow for accurate and timely payment of Federal Student Aid Funds Handle the yearly refinancing process with students to ensure timely receipt of second-year funding Establish student work study eligibility and work with HR liaison to complete new hire paperwork Meet with students prior to graduation for exit counseling and to review student loan repayment information Develop and maintain current working knowledge of all applicable financial aid regulations Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting any student as needed Physical Demands and Working Conditions: This position requires light work, occasionally lifting up to 20 pounds while frequently lifting up to 10 pounds. Administrative work requires sitting for long periods of time and consistent use of a computer. Position is required to express complex topics through speech and written communication. The worker is not substantially exposed to chemicals or adverse environmental conditions. This position may require driving to satellite campus locations. About IntelliTec: We offer technical trades programs in topics ranging from automotive repair to assisting in a medical environment. Program offerings are based on the anticipated need of the communities we live and work in, and we consistently meet with local employers to ensure our students leave with the skills they need in order to be successful. Qualifications Working Hours Schedule may vary between the hours of 8:00 AM - 8:00 PM Monday - Thursday and 8:00 AM - 5:00 PM on Friday in order to meet departmental and student needs. One Saturday per term may be required. Minimum Qualifications: Education: Associate's degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of experience may be substituted in lieu of a formal degree Experience: 1+ year(s) of experience in Financial Aid, Accounting, Education, Customer Service, or related field License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems Unsure if you qualify? Apply and see!

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us. Role Summary As a T. Rowe Price Financial Advisor, you will develop relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will perform a thorough analysis of the client's financial situation using a consultative approach specifically aimed at discovering the drivers behind the client's decision-making process. This prepares you to recommend a strategy for investment allocation aligned to the client and their goals, including retirement savings and income needs. As the clients' primary point of contact, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the on-going management of their relationships with us. Responsibilities Assess client needs, identify/recommend solutions, and build/manage client relationships Demonstrate holistic knowledge of goal-based financial planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning Present financial plans to pre-retirees and retirees with a focus on key recommendations Interact professionally with clients by phone and/or video to update the client's profile and financial situation/needs Complete appointment dictations (using Salesforce CRM) to document conversations, follow up appropriately with clients in the process of enrolling accounts, and effectively follow up on opportunities Diligently manage time and pipeline priorities based on customer's needs and likelihood of expanding relationship with T. Rowe Price Maintain up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education Take responsibility for client satisfaction regarding a wide variety of solutions managed by advisory services for assigned clients Understand the basics of how to determine a client's appetite for risk and how that aligns with different advice solutions Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Previous success in building relationships, uncovering needs, and recommending solutions Demonstrated organizational skills Strong written and verbal communication skills FINRA Series 7 and 66, or 63/65 licenses Preferred: CFP designation highly desirable - Assistance provided to obtain professional designation 2-5+ years' experience in financial services offering investment management Exceptional listening and presentation skills Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $82,000 - $114,000 for the location of: Maryland, Colorado, Washington and remote workers $82,000 - $114,000 for the location of: Washington, D.C. $82,000 - $114,000 for the location of: New York, CaliforniaThis job is eligible for overtime pay. Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 04/30/2025 Commitment to Diversity, Equity, and Inclusion We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex client servicing issues. Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome expectations. Participate in and occasionally facilitate morning huddles and end of day debriefs. Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma GED, or equivalent business experience (required) Experience Qualifications Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced in cash handling. (required) General understanding of PC with Windows based applications and calculator. (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). Strong work ethic and high level of integrity. Excellent Time management skills. Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $22 to $26 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 03/21/2025 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Please complete this application using your full legal name as it appears on your government issued forms of identification when you have time to go from start to finish. Application details cannot be saved along the way, and you must complete and submit the application in one sitting. If you leave your computer and return later, you may time out. REMINDER: Current DCSD employees must apply through their district log-on, this application is for external candidates only! Job Posting Title: Financial Analyst Job Description: Supports the District's planning for and execution of strategic initiatives, entity-wide budgeting and financial planning, and analysis functions as a member of the Business Services Department. Supports the budget process including budget development, ongoing budget monitoring, analysis of budget to actual variances, long range planning and forecasting, and communicating with key constituents. Maintains multi-year financial forecasts which senior management may rely upon to drive performance and make informed decisions. Develops and promotes good community relations among various school, department and community clientele. Position reports to the Director of Budget. Position Specific Information (if Applicable): Responsibilities: Address workflows associated with systems, budget transfers, journal entries, etc. in a timely fashion Provide excellent customer service through a strategic financial relationship with site-level budget owners such as school principals, department directors and bookkeepers Utilize financial data to analyze budget to actual variances and provide explanations of variances in terms of programmatic initiatives Performs other related duties as assigned or requested Create, implement and maintain tools to help schools and departments track spending, estimate carry over and forecast future spending Develop and continually refine current and multi-year revenue and expenditure projections Act as an ambassador of the budget office and project a high level of professionalism and transparency Empower site-based decision making and seeks to ensure maximization of site-level purchasing power Develop and implement training materials and presentations as needed Produces work products are considered timely, accurate, thorough, and complete Certifications: Education: Bachelor's Degree: Accounting (Required), Bachelor's Degree: Business (Required), Bachelor's Degree: Finance (Required) Skills: Collaborative team player, Effective oral and written communication skills., General Office Equipment, Maintains a generally positive attitude., Microsoft Excel, Observes all District policies and procedures., Strong organizational and time management skills, Verbal and written communication skills in English and a demonstrated ability to read and comprehend written/graphic and oral instructions Position Type: Regular Primary Location: West Support Center One Year Only (Yes or No): No Scheduled Hours Per Week: 40 FTE: 1.00 Approx Scheduled Days Per Year: 260 Work Days * (260 days indicates a year-round position. Time off [or Off-Track Days] are then granted based on the position. Any exceptions to the normal off-track time will be noted in the Additional Position Details section above, as scheduled work days.) Minimum Hire Rate: $67,649.15 USD Annual Maximum Hire Rate: $84,561.43 USD Annual Full Salary Range: $67,649.15 USD - $101,473.72 USD Annual * All salary amounts listed above are based on a full-time (1.0) FTE. If applicable, part-time salaries will be prorated according to the assigned FTE. Benefits: This position is eligible for health, vision, dental, health savings account (HSA), flexible spending accounts (FSA), District paid and voluntary additional (supplemental) life and accidental death and dismemberment insurance, short and long-term disability, critical illness and accident voluntary insurance, employee assistance program (EAP), voluntary 401(k), 403(b) and 457 retirement plan options. There is also a voluntary 403(b) savings plan with up to 4% District match for up to 5 years from date of hire. Time Off Plans: This position is eligible for paid off-track, sick and personal time. This position will be open until filled, but will not be open past: March 23, 2025

Personal Bankers are enthusiastic about understanding and promoting bank products and services to individuals and companies; delivering an excellent client experience; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. **Responsibilities** + Achieve specific sales goals on a monthly, quarterly and annual basis by performing activities in the bank's sales cycle, including identifying and engaging prospects, recommending products based on needs, ensuring superior product delivery for consumer and small business banking products and services, onboarding clients to maximize product benefits. Expand business with current clients, including through referrals to trusted colleagues, with the goal of earning 100% of the client's business. + Provide "fast, easy, and personal" service consistent with Company standards, including resolving problems, building relationships, and handling special requests. + Actively demonstrate digital expertise by using our digital platforms and educating clients about our digital products. This includes online banking, bill pay, mobile banking app, ATM/ITM's, and online chat features. + Conduct operational tasks for servicing clients, and ensuring accuracy and compliance to company policies, bank regulations and department procedures. + Protect all client and bank information confidentially and follow all company policies. + Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). + Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. + Working at the worksite during regular business hours and/or assigned hours. + Other specified duties as assigned. The Personal Banker position pays a minimum of $18.50. This position is eligible for additional incentive compensation monthly, quarterly and annually based on achievement of established incentive goals up to $12,100.00. **Compensation & Benefits** Full‐time associates are eligible for our benefits package: + Medical + Dental + Vision + 401(k) plan + Company paid life insurance + Short and Long-term disability insurance + Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired. **Skills** + Ability and desire to engage with people in a sales environment + Strong attention to detail and ability to complete work accurately + Ability to organize work + Strong written and verbal communication skills required + Basic math skills including cash counting + Proficient Microsoft Office suite of products **Education & Experience** + High school diploma or equivalent + Minimum 1 year of work experience required + Minimum 6 months sales and customer service experience required + Previous banking experience preferred + Minimum 6 months cash handling experience preferred **Physical Requirements** The work environment is typical of a standard office or retail banking setting. In addition to the content above, this involves frequent, sustained periods of sitting but also frequent sustained periods of standing. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires occasional lifting and/or the exerting of up to 25 pounds of force. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. If you need an accommodation for any part of the employment process, please e-mail ************************.

will remain open continuously until filled.* The **Town of Castle Rock****teamwork, cooperation**, and **quality communication.** We strive to provide exceptional public service to our customers and encourage creativity and innovation. We welcome all that share those values to apply. Working for the **Town of Castle Rock** includes: * The opportunity to make a difference in our community * Career Advancement Programs * Employee well-being program * Competitive total compensation with an excellent benefits package * Free membership to the MAC or Recreation Center * Public Service Student Loan Forgiveness eligible employer **Position Overview:** The Town of Castle Rock has an outstanding opportunity for a **Financial Analyst** in our Finance Department. This position performs professional budgetary, financial, and accounting work for the Town. Work includes annual budget development, monitoring and reporting budget status, data analysis, account reconciliation, and verification and tracking of contract information. P erforms duties in a manner consistent with the stated values of the organization. **Essential Duties and Responsibilities:** * Serves as business liaison with Town departments to provide financial support including analysis, planning, and problem solving. Collaborates with Town departments in gathering and processing financial and budgetary information. * Contributes to annual budget preparation and ongoing analysis including development of personnel projections, development of new budget requests, line-item revenue and expenditure forecasting, and development of annual budget documents. * Provides analysis of financial data to evaluate significant fluctuations, trends, and overall reasonableness of data; assists with research, documentation and communication of findings and recommendations. * Develops, prepares or assists with monthly and quarterly account reconciliations, capital carryforward schedules and financial schedules for both actual and budget by fund to provide detailed and summary level financial information to departments. * Prepares, reviews and monitors account balances and reports, including documentation and resolution of variances. Reconciles differences. Prepares, maintains, monitors, reviews, analyzes and reports internal and external financial information and account balances. Prepares monthly financial analysis report. * Verifies and monitors department contracts including amounts ensuring that services/products/materials are within contractual monetary/term/scope and within amount budgeted for contract/project. Analyzes project cost versus original budget. * Assists with department planning by monitoring cash balances and preparing cash flow analysis as required. Provides periodic reports of balances, including interpretation of information and recommendations. * Assist with preparation and implementation of budget amendments, budget transfers, capital carryforward, and other budget management tasks. * Responsible for completion of special project assignments that may include annual property and casualty insurance analysis and renewal, grant administration, TABOR analysis, custom department reporting, escrow account coordination, and/or others as assigned. * Prepares schedules, provides fund analysis narratives and other information. Assists with information requested for the annual CAFR as necessary. * Assists with other annual reporting requirements. * Develops, maintains and documents record systems for key financial items. * Develops, implements and documents financial procedures and record systems. * Assists external auditors as needed. * Performs other duties as assigned. **Minimum Qualifications:** *An equivalent combination of education, training, and experience that demonstrates required knowledge, skills, and abilities may be considered.* **Education:** Bachelor's Degree in Finance, Accounting, or closely related field from an accredited college or university **Experience:** At least three (3) years' experience in finance, budget, or accounting, including analysis; or an equivalent combination of education, training, and experience. ***Preferred qualifications:*** *Experience in Governmental finance* **Knowledge, Skills, and Abilities:** * Ability to exercise independent judgment and initi ative in identifying required work assignments and appropriate methods to be utilized. Ability to investigate variances, identify and implement solutions, and maintain forward thinking approach to a variety of work situations. * Ability to apply accounting and budgetary principles and relevant laws and regulations to the preparation and maintenance of fiscal, accounting and budgetary records and reports. * Ability to exercise independent judgment and initi ative in analyzing fiscal data and making recommendations regarding the operations of various Town activities. * Ability to exercise tact and discretion in contact with Federal, State, and Town officials and the public, and in handling confidential personnel information. * Ability to establish and maintain effective working relationships with other employees and the general public. * Ability to explain, develop and continually update departmental policies and procedures. * Knowledge of the application of generally accepted accounting principles, practices and techniques of accounting transactions. * Thorough knowledge of the principles and practices of record keeping and reporting. * Ability to prepare clear and concise reports and to compile and analyze financial statements and reports. Strong skills in Microsoft Office products including Excel, Word, PowerPoint, and Access needed. * Ability to develop and modify work procedures, methods and processes to improve efficiency. * Ability to establish and maintain moderately complex records and files, and to prepare reports from such data. * Ability to understand and follow oral and written instructions. * Ability to give detailed oral and written instructions. **Physical Demands:** * Sedentary work for long periods of time * Occasional physical work lifting no more than 10 pounds * Occasional lifting, carrying, walking and standing * Occasionally required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and stop, kneel, crouch or crawl * Frequent hand/eye coordination to operate personal computer and office equipment * Vision for reading, recording and interpreting information * Speech communication and hearing to maintain communication with employees and citizens **Work Environment:** * Works primarily in a clean, comfortable environment **Equipment Used:** * Uses standard office equipment including a personal computer system * This position may require the incumbent to occasionally use personal equipment (e.g. vehicle, cell phone, tools, etc.) in the course of their employment. Must satisfactorily complete a criminal background check prior to commencing employment. *The Town of Castle Rock is an equal opportunity employer.* **Skills** **Education** **Experience**

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Details Pueblo - Main - Pueblo, CO $35,000.00 - $37,000.00 Salary/year Full -Time - Monday - Friday EducationDescription Financial Aid Representative IntelliTec Colleges - (Pueblo, CO) We are currently seeking a Financial Aid Representative, for our Pueblo, CO campus. Do you enjoy multi-tasking, delivering outstanding customer service, and skilled at managing your time well? if so, the Financial Aid Representative at our Pueblo Campus could be a perfect fit for you! Ideal candidates will be enthusiastic, quick learners and have a strong desire to help students achieve their educational outcomes. Prior Financial Aid and/or basic accounting experience is desired, but not required. About IntelliTec: IntelliTec Colleges, founded in 1965, started with a simple goal to provide skilled workers to the Colorado Springs community. We shortly realized that education was more than just passing along a skill. We noticed that providing a student with an education for a specific skill set would often completely change their lives, and that inspired us to help make that change for as many students as we could. We've now been accomplishing our goal for over 50 years across our four campuses, three residing in Colorado and one in Albuquerque, NM. Our mission is to build a better community through quality and excellence in career training, and that means preparing our students as best we can to be successful employees when they walk out the door. For our employees, the best days of the year are at each graduation ceremony when we get to see the look of accomplishment on the faces of our graduates as they walk across the stage, knowing they're on to bigger and better things. Working at IntelliTec is about more than just paying the bills; it's about making a difference. Job Summary: The Financial Aid Representative is responsible for assisting students throughout the financial aid process and updating student files and associated records. Essential Duties: Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options Follow-up with new and prospective students to ensure all necessary paperwork is completed Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility Determine student eligibility for FSA funds based on ISIR (Institutional Student information Report), resolve issues that arise, and complete all necessary paperwork Complete all established Financial Aid processes, such as verification, award letters, loan originations, etc. to allow for accurate and timely payment of Federal Student Aid Funds Handle the yearly refinancing process with students to ensure timely receipt of second-year funding Establish student work study eligibility and work with HR liaison to complete new hire paperwork Meet with students prior to graduation for exit counseling and to review student loan repayment information Develop and maintain current working knowledge of all applicable financial aid regulations Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting any student as needed Secondary Duties: Present at new student orientations and attend meetings for Financial Aid Lead/Manager when needed Other duties as assigned Physical Demands and Working Conditions: This position requires light work, occasionally lifting up to 20 pounds while frequently lifting up to 10 pounds. Administrative work requires sitting for long periods of time and consistent use of a computer. Position is required to express complex topics through speech and written communication. The worker is not substantially exposed to chemicals or adverse environmental conditions. This position may require driving to satellite campus locations. Qualifications Working Hours Schedule may vary between the hours of 8:00 AM - 7:00 PM Monday - Friday. Minimum Qualifications: Education: Associate's degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of additional experience may be substituted in lieu of a formal degree Experience: 1+ year(s) of experience in Financial Aid, Accounting, Education, Customer Service, or related field License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems Salary Range is based on experience

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex client servicing issues. Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome expectations. Participate in and occasionally facilitate morning huddles and end of day debriefs. Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma GED, or equivalent business experience (required) Experience Qualifications Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced in cash handling. (required) General understanding of PC with Windows based applications and calculator. (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). Strong work ethic and high level of integrity. Excellent Time management skills. Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $22 to $26 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 03/21/2025 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.