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Customer Service Representative
Octagon Consulting, LLC
Finance service representative job in Broomfield, CO
About the Role
Were are seeking dedicated Customer ServiceRepresentatives to join our Toll Road Call Center team in Broomfield, Colorado. This role involves delivering high-quality customer support in a professional, fast-paced environment while navigating multiple computer systems and handling sensitive information.
Schedule
Regular Shift:
Mon-Thu: 11:00 AM - 8:00 PM
Fri: 9:00 AM - 6:00 PM
Rotating Saturday once every 4 weeks
Training Schedule (First 2 Weeks):
Mon-Fri: 8:00 AM - 5:00 PM
What We're Looking For
An ideal candidate is someone who brings professionalism, strong communication skills, and the ability to maintain composure under pressure. Successful Representatives excel at multitasking, resolving escalated calls, and upholding the standards of both the client and the Firm.
Key Qualifications
Basic computer skills and ability to move between multiple systems
Strong listening and clear communication abilities
Ability to compute basic math calculations
Capable of handling escalated or difficult calls professionally
Resourceful, competitive, and goal-driven mindset
Strong work ethic, punctuality, and consistent attendance
Ability to stay organized while processing payments and documenting interactions
Stress tolerance and ability to maintain a professional demeanor
Ability to multitask effectively in a structured environment
Team-oriented and dependable
$29k-37k yearly est. 3d ago
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Oil & Gas New Engine Sales & Service Representative
Smith Power Products, Inc. 3.7
Finance service representative job in Frederick, CO
About the Role
Smith Power Products is hiring an Oil & Gas New Engine Sales & ServiceRepresentative to grow market share and serve as the primary, boots-on-the-ground customer contact across the Mountain West. This role blends new engine sales, technical support, and customer relationship management, with a strong emphasis on field presence and long-term account growth.
What You'll Do
Grow market share by developing new customers and expanding existing accounts
Be the face of Smith Power Products in the field with consistent on-site customer engagement
Identify, develop, and close new engine sales opportunities
Support engine installations, commissioning, and startup activities
Coordinate service support, warranty claims, and maintenance programs
Act as the technical liaison between customers, service teams, and OEMs
Gather market and competitor intelligence to support territory growth
What We're Looking For
Experience in oil & gas engine sales or service
Strong knowledge of diesel and/or natural gas engines
Proven ability to build trust and relationships in the field
Comfortable working independently across a large territory
Willingness to travel extensively within NM, UT, WY, and CO
Preferred Experience
Familiarity with CAT, Cummins, MTU, Waukesha, Kohler, or similar engines
Mechanical or technical background
Exposure to drilling, compression, or production operations
Why Smith Power Products
High-impact role focused on territory growth and market share expansion
Autonomy to manage your territory and customer relationships
Strong internal service and technical support team
Competitive compensation with performance-based incentives
$28k-38k yearly est. 4d ago
Private Banker III
First Busey Corporation 4.5
Finance service representative job in Denver, CO
The Private Banker II manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.
Duties & Responsibilities
Develop Private Banking deposit and loan relationships with qualifying new and existing clients; refer clients to internal business partners as applicable.
Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
Drive deposit growth and wealth management opportunities.
Leverage centers of influence and develop new relationships through prospecting and building community networks at local events.
Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy.
Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
Proactively monitor current Private Banking portfolios.
Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
Negotiate terms and structure loans based on risk considerations; present credits for approval in accordance with the Bank's Loan Policy.
Analyze, synthesize and communicate complex financial data.
Monitor renewals and maturities as well as gather updated documents from clients.
Order inspections, review /budget, administer draw and funding process for Private Banking construction loans.
Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction.
Collaborate with the Digital Banking team to open new and service existing client accounts.
Education & Experience
Additional Job Description
Knowledge of:
Private Banking loan and deposit products and services.
Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
Strong financial analysis and credit underwriting skills.
Ability to analyze and understand personal financial statements and tax returns.
Strong oral and written communication skills
Strong sales and client service skills
Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
High Level of Retail and Business Banking customers and trends
Ability to:
Make independent decisions
Analyze and interpret numerical data
Perform duties and make decisions under frequent time pressures
Education and Training:
Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
5-8 years of banking or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $135,000 - $175,000)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Application Deadline: February 27th 2026
$50k-78k yearly est. Auto-Apply 6d ago
Residential Whole Loan Trader
Janus Henderson Group 4.8
Finance service representative job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
* Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
* Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
* Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
* Perform levered cash flow modeling for whole loan pools and securitization structures.
* Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
* Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
* Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
* Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
* Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
* Track portfolio performance against expectations and market benchmarks.
* Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
* Track all recent whole loan market activity and color.
* Stay current on mortgage market trends, regulatory developments, and investor behavior.
* Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
* Hybrid working and reasonable accommodations
* Generous Holiday policies
* Paid volunteer time to step away from your desk and into the community
* Support to grow through professional development courses, tuition/qualification reimbursement and more
* Maternal/paternal leave benefits and family services
* Complimentary subscription to Headspace - the mindfulness app
* Corporate membership to ClassPass and other health and well-being benefits
* Unique employee events and programs including a 14er challenge
* Complimentary beverages, snacks and all employee Happy Hours
Must have skills
* Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
* Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
* Technical Skills:
* Proficiency in cash flow modeling and loan-level analytics.
* Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
* Strong programming skills in Python, R, or SQL for data manipulation and model development.
* Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
* Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
* Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
* No
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Nearest Major Market: Denver
$180k-210k yearly 31d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Aurora, CO
Inside Customer ServiceRepresentative and Administration -- Signage, Graphics, and Printing -- Flexible hours or Part Time This industry is unique for many reasons, most importantly: 1.
Crafting a custom product
: You're responsible for making an idea into a tangible reality; being able to see your idea go from a sketch to a finished sign on a wall or graphic on a window in your community brings a sense of accomplishment that is hard to find in another job.
2.
Variety
: Each project is custom and there is constantly something different to learn and build. There is opportunity for learning, development, and growth.
2.
Our team
: You will work with a close-knit group of people that works together and supports each other on every project. We are a small, locally owned business, and each of us is a positive, motivated person that enjoys problem solving and the challenges this industry presents every day. Our culture and collaborative team atmosphere are essential to everyone who works here. Everyone here has a sense of humor and values a fun, professional environment. Each of us takes pride in our work, in helping each other, and in helping our clients.
About Us: We are a signage company, but first and foremost our focus is people, both our clients and each other. At its core, your job will be to help our team reach a solution that will best meet each clients' needs.
About You: A good fit for this job will enjoy new challenges and continually learning about new products and projects. If you have a positive mindset, are willing to be challenged, and are willing to learn and grow, you will be supported by everyone here and will be successful.
What You'll Be Doing:
You will be responsible for sales activities within our store and will be the first point of contact for walk-in, email, and telephone customers.
Your primary responsibilities are assisting customers with questions, providing quotes, placing orders, as well as following up with customers.
You will manage several projects and new inquiries every day; it is a fast-paced environment where you often will be juggling several things at once.
You will receive training and support, especially during the initial months while you get up to speed.
Skills You'll Need:
Requires basic computer knowledge, including Microsoft Office and web browsers, and the ability to pick up new software quickly.
Signage industry, large format or other printing experience is helpful, but not required.
Able to efficiently manage multiple projects and tasks at the same time.
Able to learn new things quickly and thrive on challenges.
Able to work well under deadlines and pressure.
Able to troubleshoot and solve problems.
Must demonstrate strong communication and interpersonal skills.
Must have a sense of humor; must be able to have fun while being professional.
Key Attributes We Value:
A positive mental attitude.
Take pride and ownership in everything you do.
A drive to improve and grow.
Persistence and resilience.
High personal and professional integrity.
Organized and paying attention to detail.
Creativity and problem solving.
What's In It For You:
Competitive hourly pay, and bonuses based on monthly sales targets and customer satisfaction feedback.
Paid vacation and holidays.
Option for health insurance.
Working on a team with dynamic and dedicated team members.
Predictable and/or flexible work hours (between 8:30 to 5:00 Monday to Friday).
Opportunity to grow within the business and take on as much responsibility as you would like and can fulfill at a high level. This position could transition to a salary + commission Outside Sales position for the right person.
We take pride in the work we provide our clients. If you are a fit with us, you will enjoy new challenges and continually learning about new products and projects. If you value helping people, are positive, willing to be challenged, willing to learn and grow, you will be supported by everyone here and will be successful.
Comprehensive training in all aspects of this position will be provided. If this describes you, we encourage you to apply!
We recruit and hire qualified candidates without regard to race, religion, sex, sexual orientation, age, national origin, ancestry, citizenship, disability, or veteran status. Compensación: $17.00 - $24.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$17-24 hourly Auto-Apply 60d+ ago
Licensed Customer Service Representative
State Farm Agency 4.4
Finance service representative job in Denver, CO
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer ServiceRepresentative - State Farm Agent Team Member.
We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus /bonus (based on experience and licenses)
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Property & Casualty license (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$31k-37k yearly est. 2d ago
Residential Whole Loan Trader
GWP 4.3
Finance service representative job in Denver, CO
Why work for us?
A career at Janus Henderson is more than a job, it's about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
Perform levered cash flow modeling for whole loan pools and securitization structures.
Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
Track portfolio performance against expectations and market benchmarks.
Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
Track all recent whole loan market activity and color.
Stay current on mortgage market trends, regulatory developments, and investor behavior.
Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
Hybrid working and reasonable accommodations
Generous Holiday policies
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace - the mindfulness app
Corporate membership to ClassPass and other health and well-being benefits
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Must have skills
Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
Technical Skills:
Proficiency in cash flow modeling and loan-level analytics.
Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
Strong programming skills in Python, R, or SQL for data manipulation and model development.
Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
No
Potential for growth
Mentoring
Leadership development programs
Regular training
Career development services
Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$46k-76k yearly est. 60d+ ago
Financial Services Representative
Credit Union of Denver 4.4
Finance service representative job in Lakewood, CO
Now Hiring: FinancialServicesRepresentative- Support Members and Grow Relationships.
Are you passionate about guiding people through important financial decisions? As a FinancialServicesRepresentative at the Credit Union of Denver, you'll assist members with opening all types of accounts and promoting products and services that help members achieve their goals. This is a dynamic, relationship focused role with the opportunity to make a meaningful impact in our members' lives every day. If you're skilled in customer service, detail-oriented, and eager to grow in financialservices, we encourage you to apply!
A Day in the Life as a FinancialServicesRepresentative:
Assist members with opening all types of accounts offered by Credit Union of Denver. Interview applicants in person and by phone for consumer and real estate loans. Assertively cross-sell credit union products and services.
For full job description and additional details about the position and requirements please visit this job posting on our Careers page at: ***************************************
What we are looking for:
Two-year college degree of completion of a specialized course of study preferred
Three to five years of similar or related experience. Related experience can include previous experience working in banking, financialservices, sales, lending, or customer service.
Schedule:
Monday to Friday 8:00 AM - 5:05 PM.
Rotating Saturdays 8:30 AM - 12:30 PM.
Salary Range:
$23.21 per hour base pay plus commission
Work Perks that Wow:
-
No nights!
(plus, limited weekend work hours).
-
Medical Insurance
- including a $0 cost plan option.
-
Dental
(2 plans to choose from, including orthodontic coverage)
and Vision Insurance.
-
Eleven Paid Holidays
-The ultimate benefit to working in the banking industry; relax, recharge and celebrate what matters most!
-
Vacation and Sick pay
-
Bereavement and Jury Duty Leave
-
Volunteer Time off
-Engage in meaningful community outreach and help make a positive impact where you live and work.
-
401(k) Plan
with early enrollment eligibility and generous employer match.
-
Employee Loan Rate Discounts
.
-
Employee Assistance Program and Employee Wellness Program
- we care about your mental and physical wellness!
-Paid Life, AD&D and Short-Term and Long-Term Disability Insurance
.
-
Mutual of Omaha Supplemental Insurance
(Including discounts on Travel Insurance and Will Preparation).
-
Flexible Spending Accounts
.
-
Profit Sharing Program and Service Awards
- Get rewarded for your service and helping our Credit Union succeed!
-
Educational and Certification Assistance-
We believe in investing in your future, we offer educational and certification assistance to help you reach your professional goals and stay ahead in the industry.
-
Early Access to earned wages
-
Employee Discounts
- Enjoy discounts on travel, hotels, childcare, groceries and much more, offered through LifeMart.
-
Ample parking at no cost!
About Credit Union of Denver:
Credit Union of Denver has been in business for over 90 years. We are not just another financial institution; we are member focused financial cooperative who prioritizes the financial well-being of our members.
Are you looking for more than "just a job"? We offer professional development opportunities and the chance to advance within our company through our Walk-a-Mile program and newly developed Career Pathways!
We are passionate about getting involved in our community and do so by providing all staff with paid volunteer time off opportunities.
We go the extra mile to show our appreciation for our employees on a regular basis by providing engaging activities and events such as: staff parties, health/wellness week, companywide fitness challenge, sports attire days, Employee Appreciation Day, and other fun activities.
Ready to make a difference in your community and grow your career in a supportive, values-driven environment?
Apply and now and be part of a team that truly cares about people, both inside and outside and outside the organization.
Join Credit Union of Denver Today!
$23.2 hourly 14d ago
Member Service Representative - Parker, CO
Ent Credit Union 4.5
Finance service representative job in Parker, CO
Ent Credit Union and Wings Credit Union are joining forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more ? empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership.
Join us during this transformative time and be part of shaping the future of banking! To learn more about the merger, click
here
.
Job Description
The primary purpose of this position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ent's full range of products and services. This is accomplished through accurate and professional member transactions, enhanced member awareness of existing products and services, and regularly meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures, as well as financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau). The Member ServiceRepresentative must excel in service, quality communication, product knowledge, sales, and accuracy while meeting all service, performance, and safety standards.
Essential Functions
Providing quality member service through accurate and professional face-to-face member interactions including basic monetary transactions, new member account creation, and account maintenance, with a focus on member retention and acquisition.
Accountable for discovering and meeting member needs by regularly achieving monthly sales standards through product offering in all areas including, but not limited to deposit and lending products, credit and debit cards, investments, and business banking.
Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Union's Policies and Procedures documents, as well as financial regulations to include, but not limited to, BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).
Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Qualifications
Minimum Formal Qualifications for this Position
High School Diploma/G.E.D. or Equivalent.
REQUIRED:
6+ months Customer Service experience in FinancialServices or Retail Delivery.
PREFERRED:
6+ months Sales experience.
Technical or Specialized Knowledge/Skills:
Enthusiastic attitude regarding helping our community.
Strong emphasis on member service and offering appropriate cross-sell / upsell opportunities to the member.
Strong attention to detail and accuracy of all transactions is of critical importance.
Professional and courteous communication skills are of critical importance.
Proficient in basic math (addition, subtraction, multiplication, and division).
Comfortable handling physical money with a high level of accuracy with members directly.
Exposure to Microsoft Outlook and web based transactional systems to complete day to day member requests.
Able to use 10-Key by touch is preferred.
Certifications Required:
None
Environmental, Physical and Psychological Requirements
Standing - Occasionally
Walking - Occasionally
Sitting - Frequently
Lifting - Rarely (40 Lbs)
Carrying - Rarely
Pushing - Rarely
Pulling - Rarely
Balancing - Rarely
Stooping - Rarely
Kneeling - Rarely
Crouching - Rarely
Crawling - Rarely
Reaching - Occasionally
Handling - Occasionally
Grasping - Occasionally
Feeling - Occasionally
Talking - Frequently
Hearing - Frequently
Repetitive Motions - Frequently
Eye/Hand/Foot Coordination - Occasionally
Noises louder than normal speaking volume - Occasionally
Temperature Changes - Rarely
Atmospheric Conditions - Rarely
Additional Information
The pay range for this position is: $20.62 - $21.72 per hour (S10)
Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.
This position is eligible for a monthly incentive plan.
Benefits Summary Sheet
At Ent Credit Union, we offer a comprehensive benefits package, including:
Health Benefits:
Affordable insurance, 24/7 doctor access, and a nationwide provider network.
401(k):
3% automatic contribution after three months, plus up to 6% matching.
Paid Time Off:
During your first year, enjoy 16 days of paid time off (PTO) plus 9 paid holidays. And it grows from there.
Volunteer Time Off:
Paid time off to give back to the community.
Education Support:
Up to $10,000 annually for higher education and assistance for certifications.
Exclusive Discounts:
Significant savings on home, car, and personal loans.
For more information about our outstanding benefits please visit our careers page at ********************
We anticipate this position to close on 01/13/2026. Please submit your application at your earliest convenience to be considered.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
$20.6-21.7 hourly 16h ago
Part Time (20 Hours) Associate Banker, Boulder Downtown Branch, Boulder, CO
JPMC
Finance service representative job in Boulder, CO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$35k-71k yearly est. Auto-Apply 60d+ ago
Associate Banker
Bank of Montreal
Finance service representative job in Greenwood Village, CO
Application Deadline:
03/30/2026
Address:
6050 S. Holly St.
Job Family Group:
Retail Banking Sales & Service
Part Time 20hrs/wk; Greenwood Village branch
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 27d ago
Part Time Associate Banker CO Metro Southeast (30 hours)
Chase 4.4
Finance service representative job in Aurora, CO
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$31k-67k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Yield Solutions Group LLC
Finance service representative job in Englewood, CO
Job Description
Company
Based in the Denver Tech Center, Yield Solutions Group/RefiJet is dedicated to providing exceptional finance solutions through transparency, security and education. Our vision is to deliver the most innovative experience through focus on service, technology, our corporate culture and core values. These core values drive our every decision:
Integrity
Respect
Accountability
Compliance
Collaboration
Passion
Appreciation
Job Summary
We are seeking experienced FinancialServices and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their automobiles.
You will be discussing finance options with qualified leads (no cold calling required) and educating them in the financial risks of auto loans.
$26k-37k yearly est. 13d ago
Residential Service Officer
University of Colorado 4.2
Finance service representative job in Boulder, CO
**Requisition Number:** 69270 **Employment Type:** University Staff **Schedule:** Full Time The Division of Public Safety at CU Boulder encourages applications for a Residential Services Officer (RSO)! The RSO Unit provides residential safety patrols to detect and enforce policy violations and support emergency and non-emergency needs within housing units in the CU Boulder campus community. This position maintains a visible presence through active patrols and serves as a liaison with CU Residence Life year-round. The RSO acts as a point of contact for Hall Directors, Night Staff, and Resident Advisors, ensuring safety and operational coordination. Daily communication with Residence Life staff and Division of Public Safety (DPS) staff is essential to maintain a safe environment during routine and emergency situations.
CU is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws governing nondiscrimination in employment. We are committed to creating a workplace where all individuals are treated with respect and dignity, and we encourage individuals from all backgrounds to apply, including protected veterans and individuals with disabilities.
**Who We Are**
**Division of Public Safety** seeks to facilitate and coordinate a culture that supports the Boulder campus' commitment to maintain the highest level of ethics, integrity, and safety in the conduct of its operations. We do this though services to enhance community safety, protect life and property, and foster safe, secure, and ethical practices.
The University of Colorado (CU) Boulder is one of America's leading research universities and the flagship of the CU System. As a comprehensive public doctoral Research University, CU Boulder is a member of the Association of American Universities and is classified as an R1 University. The university has nine schools and colleges offering over 150 academic programs and enrolling 35,000 degree-seeking undergraduate and graduate students.
At CU Boulder, we believe in supporting each other and valuing everyone who is part of our community. Our values are expected of all Buffs and lead our actions in the classroom, on campus and in our community. At CU Boulder, we commit to building a more diverse and inclusive campus community. We value different backgrounds, identities and perspectives and believe that engagement with a wide range of ideas and viewpoints can help students learn and grow.
**What Your Key Responsibilities Will Be**
Patrol and Detection of Violations
+ Conduct active foot patrols throughout residential facilities, including stairwells and hallways, for 8-10 hours per shift.
+ Patrol exterior grounds via foot, bicycle, or vehicle in all weather conditions.
+ Detect and investigate potential policy violations; take appropriate action to maintain safety and notify authorities.
+ Respond to emergency and non-emergency situations in the housing units, ensuring personal and community safety.
+ Communicate and document all interactions accurately using reporting systems.
+ Identify hazards and threats quickly and implement appropriate solutions.
+ Maintain proficiency in emergency response protocols.
Report Writing and Documentation
+ Prepare detailed, accurate reports of incidents using DPS systems.
+ Ensure reports meet professional standards.
Training and Auxiliary Projects
+ Complete ongoing training to maintain readiness for patrol, special events, and emergencies.
+ Stay current on public safety practices.
+ Maintain trainings/proficiency in First Responder, CPR/First Aid, AED, Incident Command Systems, and other safety skills.
+ Participate in special projects supporting departmental and community needs.
Other Duties as Assigned
**What We Can Offer**
The starting salary range for this position is $53,000 - $58,000 annually.
**Benefits**
At the University of Colorado Boulder (************************** , we are committed to supporting the holistic health and well-being of our employees. Our comprehensive benefits package (*************************************** includes medical, dental, and retirement plans; generous paid time off; tuition assistance for you and your dependents; and an ECO Pass for local transit. As one of Boulder County's largest employers, CU Boulder offers an inspiring academic community and access to world-class outdoor recreation. Explore additional perks and programs through the CU Advantage (******************************************* program.
**Be Statements**
Be flexible. Be talented. Be Boulder.
**What We Require**
+ Two years of experience in a related occupational field or equivalent education.
+ Valid Colorado Driver's License in good standing.
**What You Will Need**
+ Maintain a strong, visible presence in CU residential facilities through active foot, bike, and vehicle patrols.
+ Detect and respond promptly to policy violations and potential safety concerns.
+ Serve as a liaison with Residence Life staff, Hall Directors, and Student Affairs to ensure coordinated safety efforts.
+ Assist with emergency and non-emergency situations to protect the housing community members.
+ Prepare accurate, detailed incident reports using DPS reporting systems.
+ Demonstrate proficient verbal and written communication skills.
+ Adapt to varying shifts (day, evening, night), holidays, and special events with little notice.
+ Work outdoors in low-light conditions and extreme weather environments.
+ Proficiency in the use of radios, computers, ticketing systems, and other essential equipment.
Ability to pass all elements of the hiring process, including:
+ Full background/ criminal history/ references check.
+ Phase I psychological suitability test.
+ Integrity interview.
+ If conditionally offered employment: Phase II psychological exam, medical exam, drug screen, credit check.
**Special Instructions**
To apply, please submit the following materials:
1. A current resume.
2. A cover letter that specifically tells us how your background and experience align with the requirements, qualifications, and responsibilities of the position.
We may request references at a later time.
Please apply by **January 5, 2025** , for consideration.
Note: Application materials will not be accepted via email. For consideration, please apply through CU Boulder Jobs (*************************** .
In compliance with the Colorado Job Application Fairness Act, in any materials you submit, you may redact or remove 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.
**To apply, visit ************************************************************************** (******************************
Copyright 2025 Jobelephant.com Inc. All rights reserved.
Posted by the FREE value-added recruitment advertising agency (*****************************
jeid-652d3bbc099a304ba5e**********c82
The University of Colorado does not discriminate on the basis of race, color, national origin, sex, age, pregnancy, disability, creed, religion, sexual orientation, gender identity, gender expression, veteran status, political affiliation, or political philosophy. All qualified individuals are encouraged to apply.
$53k-58k yearly 10d ago
Associate Banker
BMO Harris Bank 4.1
Finance service representative job in Greenwood Village, CO
Application Deadline:
03/30/2026
Address:
6050 S. Holly St.
Job Family Group:
Retail Banking Sales & Service
Part Time 20hrs/wk; Greenwood Village branch
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 27d ago
Financial Services Specialist
Worldventure 3.5
Finance service representative job in Englewood, CO
The purpose of the FinancialServices Specialist is to assist in / serve keeping missionaries on the field by allocating funds to and from missionary accounts in a timely and accurate manner via the traditional Accounts Receivable (AR) and Accounts Payable (AP) roles. The qualified candidate will be assigned a primary role (either AR or AP) where they will work a majority of the time and be cross-trained to back up the secondary role. The responsibilities of this position “turns the wheels” of the financial operations at WorldVenture, because they are responsible for processing incoming contributions and depositing the funds that are then used to accomplish our mission around the world. The FinancialServices Specialist will also process payment of expense reports and vendor invoices in accordance with set schedules so that the work of the mission around the world is able to be accomplished in a timely manner. This role serves the missionary, donor, and staff at WorldVenture by providing friendly financial support. The qualified candidate will experience a good mixture of task-accomplishment and helping others in the organization as they carry out their daily responsibilities. Position Responsibilities:
Receive all inbound phone calls to WorldVenture for set hours during the day.
Assist WorldVenture global workers, giving partners, churches and prospects with financial case related issues like, but not limited to, website navigation, financial transactions, account maintenance and problem resolution in a timely manner with a relational and servant mindset
Proactively make outbound calls to WorldVenture giving partners conveying a sense of sincere gratitude so that they are aware of the impact of their generosity and value of their partnership with WorldVenture
Record, deposit, and balance donor contributions on a daily basis
Reconcile donor commitment records against monthly contribution aging reports and donor contributions
Update donor information (name, address, and other changes) in accounting software
Identify and return checks that cannot be processed by the organization
Respond accurately to donor and global worker phone inquiries, with attention to donor authentication and confidentiality
Process contribution mail delivered to the FinancialServices Office; accurately identifying, sorting, and batching donor checks and other mail into defined categories
Process returned donor mail, using available resources to attempt to locate a current address, and update donor accounts as appropriate
Prepare, file, and archive contribution documentation. Dispose of backup receivable documentation based on defined schedules and document retention policies.
Process and pay all WorldVenture bills and expense reports
Process corporate credit card statements
Create general ledger journal entries as needed
Correspond with staff regarding questions on corporate expense policy, practices, and guidelines
Process benefit and life insurance payments
Dispense and account for petty cash
File and maintain Accounts Payable records
Perform other duties as required or assigned
Essential Knowledge, Skills and Abilities:
Detail-oriented and organized and able to work independently in a high volume environment that requires a work product that is highly accurate and timely
Excellent listening, written, and verbal communication skills
Can effectively use a computer, basic office equipment, and office software, such as email and Microsoft Office Software
Thrives while working in a team environment
Flexible and adaptable to change, unexpected demands, and interruptions
Maintain a pleasant and helpful phone presence, even when under pressure
Able to organize and prioritize work to meet deadlines and maintain a highly productive work environment
Personal Qualifications:
Proven commitment to a personal relationship with God and a desire to serve Him in global ministry
Christian character that reflects our values as an organization and dedication to WorldVenture's ministries
Affirmation of the doctrinal statement, sexual conduct policy, and child safety policy
Demonstrated warmth, empathy, and trustworthiness in relationships
Respect for those from nations and cultures other than their own
Service-oriented attitude toward others
Team player displaying humility and a learner's attitude
Education and Formal Training:
High school diploma or equivalent.
Prior experience in Accounts Payable, Accounts Receivable, or data processing preferred.
Work Environment/Physical Activities:
Office
Benefits:
Medical, dental and vision insurance; life insurance; Flexible Spending Account; long-term disability insurance; and Aflac Insurance offered
Vacation, sick leave, bereavement, jury duty, and 11 paid holidays
Job descriptions are not intended, and should not be construed, to be exhaustive lists of responsibilities, skills, efforts or working conditions associated with a job. They are meant to be accurate reflections of the principal job elements essential for making fair pay decisions.
$27k-36k yearly est. 60d+ ago
Part Time (20 Hours) Associate Banker, Westminster Branch, Westminster, CO, Bilingual Spanish and English Required
Jpmorgan Chase 4.8
Finance service representative job in Westminster, CO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
+ Reading and speaking in both English and Spanish fluently is required for this role
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Westminster,CO $22.50 - $27.60 / hour
$22.5-27.6 hourly 41d ago
Financial Services Representative - State Farm Agent Team Member
Weston Leake-State Farm Agent
Finance service representative job in Arvada, CO
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Position Overview:
Are you an experienced financialservices and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Train and mentor team members on customer needs analysis and sales conversations
Preferred Qualifications:
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 7 and 63 licenses preferred
Previous experience in financialservices and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
If youre ready to combine your expertise in financialservices with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.
$26k-37k yearly est. 21d ago
Investment Real Estate Rep
Vertigo Real Estate Ventures
Finance service representative job in Denver, CO
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
$28k-55k yearly est. Auto-Apply 49d ago
Financial Services Representative
Adams Bank and Trust 4.0
Finance service representative job in Longmont, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
FinancialServicesRepresentative
$29k-33k yearly est. 29d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Centennial, CO?
The average finance service representative in Centennial, CO earns between $23,000 and $43,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Centennial, CO
$31,000
What are the biggest employers of Finance Service Representatives in Centennial, CO?
The biggest employers of Finance Service Representatives in Centennial, CO are: