Finance service representative jobs in Colorado

About the Role Were are seeking dedicated Customer Service Representatives 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

About the Role Short-Term Power Trader - Denver, CO Guzman Energy is seeking a Junior Cash/short-term Power Trader to support and strengthen our short-term trading operations. This role focuses on DA/cash and intraday trading, providing peer leadership, situational coordination, and tactical decision support to the Real-Time desk during fast-moving market conditions. While not a formal manager, the Cash Trader acts as a mentor, strategy driver, and first point of coordination on the desk when markets are active. The ideal candidate is an experienced RT or cash power trader who thrives under volatility, collaborates effectively, and leads by example. This role provides an opportunity to grow into future leadership positions within Guzman Energy while influencing the culture and performance of the short-term trading team. Base Compensation: Base salary of $120,000 per year, plus an annual targeted performance bonus. Responsibilities Desk Leadership & Team Support Serve as a peer-leader of the Real-Time desk, supporting traders during 24/7 operations. Provide daily mentorship, trade guidance, and constructive peer feedback to enhance performance and decision quality. Act as the coordinating point during periods of market volatility, ensuring clear communication and aligned trading responses. Promote a high-performance culture consistent with Guzman Energy's mission and trading principles. Cash & Real-Time Trading Operations Execute DA/cash, hourly, and intraday power trades across Western markets and applicable ISO/RTOs. Coordinate closely with Real-Time Traders to ensure alignment between cash, intraday, and real-time positions. Monitor system conditions, load deviations, and market signals to manage short-term risk and capture near-term opportunities. Support accurate transmission procurement, E-tagging, and scheduling, ensuring reliability and compliance with NERC, ISO/RTO, and Risk Management policies. Strategy, Optimization, & Market Alignment Work with RT and cash/term traders to align short-term strategy across DA and RT horizons. Identify, communicate, and execute value-enhancing opportunities within the cash and intraday windows. Provide actionable market insights, pricing perspectives, and feedback to the Manager of Real-Time Trading. Contribute to shaping desk processes, playbooks, and tactical trading approaches. Compliance, Reporting, & Performance Ensure all trades comply with applicable regulatory, market, and corporate standards. Support desk reporting, dashboards, market notes, and after-action reviews. Collaborate with peers on data-driven performance assessments and process improvements. Uphold high standards of operational discipline, reliability, and communication. Required Qualifications Bachelor's degree in business, Economics, Engineering, Finance, or a related quantitative discipline. 2-5 years of experience in real-time power trading, system operations, or energy market analytics. Proven ability to perform under pressure in a fast-paced, dynamic trading environment. Strong communication and leadership skills with the ability to direct a team in real-time. Proficiency with trading platforms such as OATI WebTrader, web SmartOASIS, and web SmartTag, as well as Microsoft Excel. Ability and willingness to work rotating 12-hour shifts (including overnights, weekends, and holidays) as part of a 24/7 operation. Preferred Qualifications Supervisory, peer-leadership, or team lead experience in a trading or operations environment. Familiarity with ISO/RTO markets such as CAISO, ERCOT, SPP, MISO, and PJM. Certifications such as NERC or PJM are a plus. Technical skills (Python, R, SQL, or dashboard tools) for data-driven decision making. Strong understanding of NERC reliability standards and energy scheduling protocols. Demonstrated ability to make fast, informed decisions in high-pressure settings. Alignment with Guzman Energy's mission to deliver innovative, equitable, and sustainable energy solutions. What the Guz Offers We offer a comprehensive pay package that includes competitive compensation, annual company and performance-based incentive bonuses, unlimited paid time off, medical benefits, 401(k) program with employer match, and nineteen company holidays in 2025. The position will be fully in-person in Guzman's Denver, CO office. Pay range and compensation package Base Compensation: Base salary ranging of $120,000 per year, plus an annual targeted performance bonus. Equal Opportunity Statement Guzman is an equal opportunity employer and hires without regard to race, color, religion, ancestry, sex, citizenship, national origin, marital, military and veteran status, age, disability, medical condition, genetic information, gender identity, gender expression, sexual orientation, family status, pregnancy, or any other characteristic protected by federal, state, or local law.

Brandywine Global Investment Management is a multi-year winner of Pension & Investments Best Places to Work in Money Management. Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect. We believe in the power of value investing. Acting with conviction and discipline, we look beyond short-term, conventional thinking to rigorously pursue long-term value for our clients. Where others see risk, we see potential. Since 1986, our global experience has provided clients with investment insights and a range of differentiated fixed income, equity, and alternative solutions. We thrive in a culture of debate that encourages ideas, respects diverse viewpoints, and invites candid discussion. By challenging one another and conventional thinking, we make better investment decisions and create value for our clients. Brandywine Global, as a Specialist Investment Manager of Franklin Resources, Inc., offers the advantages of an investment boutique backed by the resources and infrastructure of one of the world's leading asset managers. With headquarters in Philadelphia and offices in London and Singapore, we are committed to bringing value to all our relationships. One of our core values is to build strong, diverse relationships. We recognize that each employee's unique experiences, perspectives, and viewpoints add value to our ability to create and deliver the best possible service to our clients and partners. For more information about our firm and products, please visit ************************ or visit us on Twitter @BrandywineGIM. About the Opportunity The High Yield/Corporate Credit team, which is part of BGIM's Global Fixed Income Investment team, is based in Columbus, Ohio and employs a unique approach to high yield and adjacent asset classes with structural advantages and a strong team culture. The High Yield Trader/Analyst will be responsible for executing trades and conducting research for the high yield, corporate credit, and related strategies managed out of the Columbus office. The BrandywineGLOBAL High Yield Fund and the BrandywineGLOBAL Corporate Credit Fund are managed by this team. The High Yield Trader/Analyst will also support other BGIM strategies as appropriate. This position requires knowledge of corporate credit markets with comprehensive understanding of investment strategies, trading conventions, and execution strategies. This position will be located in Columbus, Ohio and the High Yield Trader/Analyst is expected to work in office 5 days per week. What are the ongoing responsibilities of this role? Provide input into portfolio management decisions relating to credit security selection. Be knowledgeable of portfolio positioning and evolving investment decisions; participate in investment research meetings. Provide analysis and news to help keep the investment team informed of corporate issuers and market conditions. Participate in client, prospect, audit, and due diligence meetings as required. Contribute to the improvement and continuous evolution of the research function. What ideal qualifications, skills, and experience would help someone to be successful? Bachelor's degree with strong financial, mathematical, and analytical skills preferred. CFA, MBA, and other industry licenses a plus. Minimum of 3+ years of demonstrable trading experience in fixed-income securities, with a primary focus on corporate credit (high yield and investment grade). Deep understanding of financial markets and the ability to participate in an investment process that evaluates opportunities across a broad range of corporate credit securities. Strong analytical, quantitative, and problem-solving skills, with the ability to interpret complex financial data and make quick, logical decisions under pressure. Advanced proficiency with market data platforms and trade execution and booking systems. Excellent communication, interpersonal, and negotiation skills, with the ability to build and maintain strong internal and external relationships. Highly organized, detail-oriented, and capable of managing multiple projects simultaneously in a fast-paced, dynamic environment. Self-motivated with a strong drive for continuous learning and professional development. Ability to work effectively both independently and as part of a collaborative team. When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed. Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for a bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays), and a motivational well-being program. We expect the annual salary for this position to range between 125,000 to 175,000, depending on location and level of relevant experience. #MID_SENIOR_LEVEL #LI-Onsite This position requires an individual who possesses the personal attributes and the professional experience consistent with the Firm's high standards of conduct and performance. In performing the job, the individual must demonstrate behaviors consistent with the company core values including: Act with Integrity Demonstrates values and ethics aligned to BGIM and is looked to for guidance on standards and norms Follows through on commitments Viewed as direct and truthful Shows consistency between words and actions Keeps confidences Take Ownership Feels a sense of personal responsibility in seeing tasks to completion Works and thinks like a team member - owns their responsibilities while also considering the enterprise impact Takes personal accountability for decisions, actions and outcomes. Takes an active role in managing their own career development Be Curious. Challenge Conventional Thinking Introduces new ways of looking at problems Experiments and finds new solutions Has the courage to push back and ask questions that advance the group's thinking Debate with an Open Mind Uses compelling arguments in representing own interests while actively seeking to understand different perspectives Steps up to address difficult issues, says what needs to be said Champions an idea or position despite dissent or political risk Build Strong Diverse Relationships Relates openly and comfortably with diverse groups of people. This includes diversity in the broadest sense - diversity of thought and functional expertise in addition to race, gender, ethnicity, sexual orientation. Builds effective formal and informal relationships inside and outside the organization - including co-workers, clients, vendors and parent company, Franklin Templeton. Draws upon multiple relationships to exchange ideas, resources and know-how Embraces the spirit of collegiality, mutual respect and teamwork Strive For Balance Prioritizes business needs with an understanding personal realities Understands and considers competing agendas and priorities within the firm when making decisions Brandywine Global Investment Management, LLC is an Equal Opportunity Employer. Disclaimer: The statements herein are intended to describe the general nature and level of work performed by employees, but are not a complete list of responsibilities, duties and skills required of employees so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Firm.

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

Job Details Denver, CO Not Specified $60000.00 - $79825.00 SalaryDescription Booyah Advertising is seeking a driven, detail-oriented, full-time Programmatic Media Trader to manage all aspects of executing and analyzing various clients' media (display, video, audio, etc.) campaigns. The Programmatic Media Trader is knowledgeable of the nuances across DSP platforms and has a passion for using data to drive decisions. This person serves as the day-to-day client contact for programmatic media efforts and is accountable for improving the performance of media campaigns. Responsibilities include campaign execution, ongoing optimization, and analysis of self-serve DSPs platforms. This role requires a team player who is hard working, self-driven and passionate about advertising technology. Additionally, this role may include mentoring and managing Programmatic Coordinator(s), providing guidance on campaign execution, optimization strategies, and platform best practices. Areas of Responsibilities: Be an “expert” on all Trade Desk offerings and opportunities including: all ad units, targeting options/providers and inventory sources Be comfortable operating within various DSP platforms, understanding their core functionalities, ad offerings, differences from other DSPs, targeting capabilities, and inventory sources Fully executes multiple clients' media plans from trafficking to technical troubleshooting to optimization to management Collaborate with cross-channel teams (Search, Social, Analytics, Creative) to ensure programmatic media aligns with broader marketing strategies and business objectives Leads weekly/bi-weekly client calls to discuss account performance, interpretation of data, and action plans based on findings Ensure quality control of campaigns, implementing and adhering to a rigorous QA process Once campaigns are live, optimize performance based on agreed-upon key performance indicators Maintains a positive working relationship with client while clearly communicating the value of overall programmatic efforts Identifies and presents new opportunities and areas for growth to client to improve their media programs and generate upsell opportunities Reviews all reporting metrics comprehensively, analyzes and identifies performance drivers, and communicates account health through data storytelling and impactful insights Manages budgeting on a daily, weekly, monthly, and quarterly basis Leverages and maintains strong relationships with media partners, works with partners on an ongoing basis to consult on status and performance of campaigns Develop client presentations and present to the client when needed Creates and executes ongoing testing plans for ad units, creative, landing pages, industry betas, etc. Serves as a mentor/coach to Coordinators Onboard new clients from the ground up including account creation, billing, pixeling, audience creation and QA Stay up to date on emerging programmatic trends, DSP platform updates, and industry best practices to drive innovation and enhance campaign performance Qualifications 1.5+ years of client-facing experience within programmatic media Must have experience managing budgets upwards of $1MM/month Hands on experience in DSPs, including but not limited to campaign planning, trafficking, development, execution, and optimization Experience with ad server technology, preferably Campaign Manager 360 Demonstrated history of optimizing campaigns to KPIs such as ROAS and CPA, CPC, CTR, etc. Knowledge of remarketing and advanced targeting tactics, including dynamic creative, CRM, site retargeting, search retargeting, keyword contextual, affinity, lookalikes, etc. In depth knowledge of Microsoft Excel, PowerPoint, and Data Analytics tools Demonstrated analytical mindset and skills An eagerness for career progression in AdTech Excellent interpersonal skills, including both written and verbal communication; comfortable talking on the phone, emailing, and seeking answers to questions in a timely manner A self-starter with strong multi-tasking ability and close attention to detail Strong understanding of creative and ad copy best practices to optimize campaign performance and effectively guide teams and clients Ambition and drive to produce great results for clients Understanding of responsibility and willingness/desire to go above and beyond given tasks Ability to work under pressure Skillshop or Edge Academy certifications desired Salary: $60,000 to $79,825 Wage differential is based on seniority, merit, education, training and experience. Who is Booyah Advertising? Booyah Advertising is a full-service digital agency headquartered in vibrant Denver, Colorado. We specialize in helping companies leverage digital strategies to propel their businesses forward. Our comprehensive services include digital advertising-paid search, paid social, media, Amazon-SEO, content marketing, and creative solutions. With authentic and straightforward relationships at the heart of everything we do, we proudly manage over $100M in annual media for leading brands like Ria Financial, Illegal Pete's, Bona, Howler Bros, Aspen Skiing Company, and Patrick Ta. At Booyah, we believe our people are our greatest asset. That's why we've built our agency around a people-first philosophy. Every decision we make centers on supporting our teams, fostering transparency, and encouraging personal and professional growth. We're dedicated to helping our employees thrive at work and enjoy fulfilling lives outside of it. Our company culture speaks for itself and has earned us recognition from leading publications: #1 on The Denver Post's Top Workplaces #9 on Ad Age's Best Places to Work #10 on Outside's 50 Best Places to Work Honoree on Inc.'s Best Workplaces and Built In Colorado's Best Places to Work Why You'll Love Working at Booyah You'll feel right at home at Booyah if: You're excited to join a driven, growth-focused team that prioritizes collaboration over ego. You thrive on hard work, love learning new skills, and embrace challenges with enthusiasm. You value building meaningful, supportive relationships with colleagues, clients, and industry partners. You believe in working for a company that invests in your growth and development. You're passionate about making a tangible impact on real client outcomes. Employee Benefits We're proud to offer a competitive benefits package designed to support your well-being and growth: Competitive salary Medical, dental, and vision insurance with HSA and FSA options 401(k) with company match Unlimited PTO to recharge and prioritize life outside work Award-winning management training programs Regular 360 feedback surveys and biannual performance reviews Quarterly team and company-wide events 5-year anniversary trip to celebrate your contributions Join us at Booyah and experience a workplace where your talents are valued, your growth is supported, and your impact is celebrated.

We have a passion 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

It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. This type of position is ideal for someone looking to build a career in finance. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization. As an Associate Banker, you will: * Work as an individual contributor at a steady, even pace without a great dependence on other team members to achieve your results. * Operate in a role that has clear direction with established processes and expectations. * Provide support and service to others in an environment free from competition. * Deliver detailed and accurate work by adhering to specific guidelines. * Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others. As an Associate Banker, you will have an opportunity to meet and provide exceptional service to a diverse audience. This will include responsibility for a variety of tasks including introducing clients to new products, services and digital solutions. You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals. Additionally, Associate Bankers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position. Minimum Requirements: * High school diploma or equivalent Desired Skills: Ideal candidates for this position should possess some or all of the following skills: * Previous banking, cash handling or financial service experience * 6+ Months of demonstrated successful sales experience * Bilingual language skills * Passionate and motivated self-starter * A passion for educating clients on banking products and digital technologies available at the bank * Strong work ethic and ability to complete work accurately * Ability to think logically in order to analyze situations and make sound decisions * Ability to handle multiple tasks simultaneously * Capacity to work with multiple computer and software systems * Ability to calculate figures and amounts such as cash back and percentages Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: * We are committed to our core value of meritocracy and supporting our associates in growing within their role * When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead. * An associate must be able to work overtime to the extent necessary (typically no more than 5%). * Flexible scheduling as business needs allow. Incentive and Benefits: This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation. Incentives are earned monthly based on the associate's performance against the defined metrics as outlined in the score card. In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

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 financial services 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.

Job DescriptionBenefits: 401(k) matching Competitive salary ROLE DESCRIPTION: As a financial services representative with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office

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. Chase is a leading financial services 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** Denver,CO $22.50 - $27.60 / hour

Job Description Financial Aid Representative IntelliTec College - Colorado Springs Full-Time IntelliTec College is recruiting for a full-time Financial Aid Advisor at our Colorado Springs campus. 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 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 Finance, Accounting, Education, Customer Service, or related field License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems Working Hours: Schedule may vary between the hours of 8:00 AM - 7:30 PM Monday - Thursday and 8:00 AM - 5:00 PM on Friday in order to meet departmental and student needs. 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. 40 hours a week, Monday - Friday 40 hours a week, Monday - Friday

Job DescriptionBenefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development About the Agency: This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Mike Wuest - State Farm Agent! Role Description: As a Financial Services Representative - State Farm Agent Team Member with Mike Wuest - State Farm Agent, you will successfully market the products that manage everyday risks. Your proficient knowledge of insurance reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Series 6/63/65 or 7 licenses and SIE designation preferred. 1+ years of experience in insurance.

Job Description Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust! Financial Services Representative

Benefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back. We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001 Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072 Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631 Expansion across Jackson, WY. A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer: How long with NM? Joined Northwestern Mutual 7 years ago. Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM. Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family. Bailey Bergstrom - Director of Recruitment and Selection: How long with NM? Been with Northwestern Mutual for 2 years. Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM. Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 29 years. Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM. Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance. Cory Schroeder - Managing Partner, Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 5 years. Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM. Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members. Josh Schilt - Financial Advisor: How long with NM? Been with Northwestern Mutual for a year and a half. Prior Experience? Former college student and also worked on a fencing crew building fences for cattle. Passionate About? Loves spending time with family as well as hunting and hiking in the mountains. Brian Campbell - Growth and Development Director: How long with NM? Been with Northwestern Mutual for 19 years. Prior Experience? Began his career with NM as an intern while attending Colorado State University. Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively. About the Financial Representative Role:As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $65,000.00 - $85,000.00 per year

Job DescriptionBenefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back. We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001 Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072 Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631 Expansion across Jackson, WY. A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Haley Stevens - Chief Operating Officer: How long with NM? Joined Northwestern Mutual 7 years ago. Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM. Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family. Bailey Bergstrom - Director of Recruitment and Selection: How long with NM? Been with Northwestern Mutual for 2 years. Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM. Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 29 years. Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM. Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance. Cory Schroeder - Managing Partner, Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 5 years. Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM. Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members. Josh Schilt - Financial Advisor: How long with NM? Been with Northwestern Mutual for a year and a half. Prior Experience? Former college student and also worked on a fencing crew building fences for cattle. Passionate About? Loves spending time with family as well as hunting and hiking in the mountains. Brian Campbell - Growth and Development Director: How long with NM? Been with Northwestern Mutual for 19 years. Prior Experience? Began his career with NM as an intern while attending Colorado State University. Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Business Services Principal Professional/ Business and Finance Specialist - 38507 University Staff Description University of Colorado Anschutz Medical Campus Department of Surgery | Center for Surgical InnovationJob Title: Business Services Principal Professional/ Business and Finance SpecialistPosition #00843500: - Requisition #:38507 Job Summary:The University of Colorado Anschutz is currently seeking applications for a Business and Finance Specialist for the Department of Surgery - Center for Surgical Innovation. The Business and Finance Specialist oversees the fiscal and operational responsibilities that ensure CSI's financial health and compliance with University of Colorado standards. This role manages customer revenue processes-including estimates, invoicing, payments, and cost analyses-while also leading departmental financial transactions, reconciliations, and reporting. As the primary procurement contact, the position coordinates vendor onboarding, purchasing activities, and compliance with procurement policies. In addition, the Specialist supports strategic and operational excellence by maintaining fiscal compliance through ongoing education and by researching and implementing best practices for bioskills lab operations. This position requires strong attention to detail, fiscal accountability, and the ability to partner effectively with leadership, vendors, and University offices. Key Responsibilities:Financial Transactions & Reconciliation (35%) Review and process internal department claim financial transactions with correct documentation for audit review Complete monthly reconciliation for all claim financial transactions Perform fiscal administrative duties, including bank deposits and bank reconciliations Complete expense reports and financial reporting and reconciliation Maintain fiscal responsibility through continuing education and Skillsoft courses to ensure compliance with CU policies and standards Using independent decision-making, responsible for the regular review of expenditures and providing regular updates and reporting to leadership on financial status ensuring compliance with policies and procedures of the university, department and federal and other funding sources. Serve as the primary expert on University and CU Medicine fiscal policies, processes, and best practices Plays a pivotal role in supporting the financial and administrative management with ensuring compliance with institutional, federal and sponsoring regulations while proving financial oversight and operational support to executive director. Develop and manage annual budget forecasts and salary distribution plans based on a comprehensive understanding of multiple project timelines, personnel and operational needs and the overall mission of the team. Liaise with various university departments and industry partners to ensure timely invoicing, fund transfers, reconciliations, and reporting. Based on a thorough understanding of future project scope, develop budgets and budget justifications. Customer & Revenue Management (25%) Create and provide estimates for customers interested in CSI services Invoice all customers for lab services Ensure timely payments from customers Conduct annual cost analysis of CSI prices and work with the executive director on updates Provide monthly financial updates to the executive director Procurement & Vendor Relations (25%) Serve as departmental procurement contact and liaison with Procurement Service CenterCreate purchase orders, requisitions, payment vouchers, SPOs, and SPO vouchers in CU MarketplaceInitiate and process office procurement using CU Marketplace and CU Procurement CardCoordinate with new vendors and ensure all business information is valid Act as a resource to staff on purchasing activities and provide direct training as needed Serve as point of contact with suppliers, procurement, travel, and expense questions Business Services (15%) Liaise with DOS HR on recruiting efforts for new CSI employees, including job description development, job posting, recruitment, and hiring Work alongside CSI Director to onboard new employees, and offboard exiting employees Assist the CSI Director with other HR-related responsibilities, including ticket submissions, responding to HR inquiries, and participating in team meetings as requested Provide project support by assisting the Manager with data collection, data entry, and other project-related tasks as assigned. Research and implement best practices in bioskills lab environments Assists with onboarding process for all new within CSI. Work Location:Hybrid - this role is eligible for a hybrid schedule of 1 days per week on campus and as needed for in-person meetings. Why Join Us:The Center for Surgical Innovation (CSI) at the University of Colorado is a multidisciplinary surgical training center dedicated to promoting educational courses and development of leading-edge surgical techniques and technologies. CSI was created as a local, national, and international center of excellence in the evolving field of surgery. CSI is dedicated to teaching and disseminating leading edge surgical techniques to practicing surgeons, residents, and medical students. Our comprehensive multi-specialty/multi-disciplinary group of faculty span all surgical specialties available at the University of Colorado Hospital. Why work for the University? We have AMAZING benefits and offer exceptional amounts of holiday, vacation and sick leave! The University of Colorado offers an excellent benefits package including: Medical: Multiple plan options Dental: Multiple plan options Additional Insurance: Disability, Life, VisionRetirement 401(a) Plan: Employer contributes 10% of your gross pay Paid Time Off: Accruals over the year Vacation Days: 22/year (maximum accrual 352 hours) Sick Days: 15/year (unlimited maximum accrual) Holiday Days: 10/year Tuition Benefit: Employees have access to this benefit on all CU campuses ECO Pass: Reduced rate RTD Bus and light rail service There are many additional perks & programs with the CU Advantage. Qualifications:Minimum Qualifications:A bachelor's degree in Bachelor's degree in business, business administration, finance, accounting, education, social or behavioral sciences, healthcare administration, higher education administration, public administration, pubic policy, communications, and information systems. 3-5 years of professional finance or business experience in a related lab or medical settingA combination of education and related technical/military/paraprofessional experience may be substituted for a bachelor's degree on a year for year basis. Applicants must meet minimum qualifications at the time of hire. Preferred Qualifications:3 years' experience working in a healthcare or academic setting Experience with CU University systems (HCM, Marketplace) Experience with SmartsheetKnowledge, Skills and Abilities:Intermediate to advanced skills in Excel including pivot tables, v-lookups, x-lookups, conditional formatting, and other advanced functions Skilled in using Excel plug-ins and keyboard shortcuts Familiarity with various business compliance needs (HIPAA, NIH) Ability to communicate effectively, both in writing and orally. Strong analytical and financial skills, including budgeting, forecasting, and financial analysis Must be able to work independently and be flexible Interpersonal skills with the ability to provide excellent customer service, while ensuring fiscal compliance and policy/rule adherence Ability to establish and maintain effective working relationships with employees at all levels throughout the institution. Demonstrated commitment and leadership ability to advance diversity and inclusion. Ability to maintain confidentiality. Advanced skills in Microsoft Office Suite, technically adept, software savvy. How to Apply:For full consideration, please submit the following document(s):A letter of interest describing relevant job experiences as they relate to listed job qualifications and interest in the position Curriculum vitae / ResumeThree to five professional references, including name, address, phone number (mobile number if appropriate), and email address Questions should be directed to: Sarah Massena -sarah. massena@cuanschutz. edu Screening of Applications Begins:Immediately and continues until position is filled. For best consideration, apply by 12/17/25 Anticipated Pay Range:The starting salary range (or hiring range) for this position has been established as HIRING RANGE at a . 5 FTE $33,806-$43,001The above salary range (or hiring range) represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting. This position may be eligible for overtime compensation, depending on the level. Your total compensation goes beyond the number on your paycheck. The University of Colorado provides generous leave, health plans and retirement contributions that add to your bottom line. Total Compensation Calculator Equal Employment Opportunity Statement: 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. ADA Statement:The University will provide reasonable accommodations to applicants with disabilities throughout the employment application process. To request an accommodation pursuant to the Americans with Disabilities Act, please contact the Human Resources ADA Coordinator at hr. adacoordinator@cuanschutz. edu . Background Check Statement:The University of Colorado Anschutz Medical Campus is dedicated to ensuring a safe and secure environment for our faculty, staff, students and visitors. To assist in achieving that goal, we conduct background investigations for all prospective employees. Vaccination Statement:CU Anschutz strongly encourages vaccination against the COVID-19 virus and other vaccine preventable diseases. If you work, visit, or volunteer in healthcare facilities or clinics operated by our affiliated hospital or clinical partners or by CU Anschutz, you will be required to comply with the vaccination and medical surveillance policies of the facilities or clinics where you work, visit, or volunteer, respectively. In addition, if you work in certain research areas or perform certain safety sensitive job duties, you must enroll in the occupational health medical surveillance program. Application Materials Required: Cover Letter, Resume/CV, List of References Job Category: Business Services Primary Location: Hybrid Department: U0001 -- Anschutz Med Campus or Denver - 20306 - SOM-SRG-CH GENERAL OPERATIONS Schedule: Part-time Posting Date: Dec 12, 2025 Unposting Date: Dec 18, 2025, 6:59:00 AM Posting Contact Name: Sarah Massena Posting Contact Email: sarah. massena@cuanschutz. edu Position Number: 00843500

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 financial services 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 financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor If youre ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.

Stop Scrolling Life Licensed Agents! Take a look at this I am so excited that you are reading this We have been in business for over 20 years mentoring agents into becoming partners with us. Established offices all over Colorado. Yes, you have an office to work from, without the office expense. You service the clients who come to the office. (Who can honestly say that? WE CAN!) This is for you if you are either someone who wants to become a licensed agent, is a rookie agent or has been in the business for a long time but hasn't been able to scale. If you are already thinking "Yes, yes, yes! I want to learn more." Then I invite you to APPLY ... AND if you want to learn things like: How to have success in a lucrative business What it looks like to be supported every step of the way Build a business, within a business Are you in? Apply and book your interview now Si hablas español, tenemos una oportunidad muy grande para ti, atendiendo a la comunidad hispana en el Estado de Illinois.

The purpose of the Financial Services 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 Financial Services 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 Financial Services 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.