Finance service representative jobs in Colorado Springs, CO - 513 jobs
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Financial Services Specialist
El Paso County, Co 3.9
Finance service representative job in Colorado Springs, CO
Salary to commensurate with qualifications The Sheriff's Office provides public safety at all times and therefore every position is deemed essential. All positions are in-person and not eligible for remote work. Every position is also subject to recall based on the needs of the Office to keep the community safe.
This position has an anticipated work schedule of Monday - Friday, 8:00am - 4:30pm, subject to change.
Please be advised this position may close without advance notice, should we receive a sufficient number of qualified applications
Coordinates and performs manual and computerized bookkeeping activities in accordance with established procedures. Maintains accounts payables and receivables, processes purchase orders, prepares financial reports to ensure accurate and efficient financial operations and assists with annual budget preparation.
* Audits expenditures, encumbrances, and revenues for each division budget; reconciles with County Finance accounting system summaries.
* Processes vendor invoices in the County Finance accounting system to initiate timely and accurate payments.
* Prepares and issues purchase orders, requisitions, and invoices for services rendered.
* Prepares and distributes monthly financial reports, quarterly reports to federal agencies and verifies reimbursements are received via electronic deposits.
* Coordinates the issuance of purchase and travel cards to employees and monitors expenses to verify guidelines are being followed.
* Reconciles purchase/travel card transactions and vendor statements and verifies account accuracy and resolves and discrepancies.
* Tracks travel and training expenses for employees.
* Manages petty cash disbursements and compiles receipts for reimbursement through the County Finance accounting system.
* Collects all revenue received by the Sheriff's Office and remits deposits to the County Finance Department.
* Assists with Capital Assets: Additions, Deletions, and Annual Inventories.
* Assists divisions with budget preparation and requests.
* Conducts research and provides financial data analysis within the accounting system as needed.
* Performs other duties as required.
Knowledge, Skills, and Abilities:
* Must be honest, truthful, trustworthy, and possess a high degree of personal integrity.
* Knowledge of general accounting practices and procedures.
* Knowledge of and ability to use office equipment, including computer, calculator, copier and telephone.
* Proficiency in computer Microsoft Office applications.
* Ability to perform math calculations quickly and accurately.
* Must be detail oriented and ensure accuracy in work.
* Maintain regular and punctual attendance.
Required Education and Experience:
* High school diploma or equivalent education
* Minimum two years experience in accounting or accounts payable
Preferred Education and Experience:
* College degree in accounting
Licenses/Certificates:
* Must possess and maintain a valid driver's license
* Must obtain and maintain Criminal Justice Information System (CJIS) Compliance within six months of employment
Pre-Employment Requirements:
* Must pass conditional post offer background investigation, truth verification examination, motor vehicle record check, and drug screen.
Duties are primarily performed in an office environment. Occasional overtime on weeknights and/or weekends may be necessary.
$30k-36k yearly est. 10d ago
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Customer Service Representative
Systems Integration, Inc. 4.3
Finance service representative job in Colorado Springs, CO
Systems Integration, Inc. (SII) is a leading provider of turnkey contact center infrastructure solutions and IT services. With decades of combined experience in IT and systems integration, we have helped US Government agencies and commercial businesses elevate their customer satisfaction with our portfolio of solutions and services. Join our customer service team to discover a professionally and financially rewarding career in an exciting, fast-paced, and growing government-contracting industry!
We are hiring Tier 1 Customer Service Center Representatives to work at a site in Colorado Springs, CO location. Must be available to work between a shift during the hours of operation which are 2:30am to 7:30pm MST (7) days per week, 365 days per year. Shift schedules are 2:30am to 11am and 11am to 7:30pm including weekends and holidays. Please note, this position is an on-site position.
Call Center Representatives will be able to confer with customers by telephone to provide information and conduct research to resolve questions. They will verify that appropriate responses were provided to resolve customer inquiries and keep detailed records of customer interactions. Representatives will be able to use Customer Relationship Management (CRM) software as well as research extensive commercial and government databases.
Work Authorization/Security Clearance
* Must be a US Citizen and be able to obtain a public trust security clearance.
The successful applicant will have:
* Proven knowledge and experience in the principles and processes for providing customer service including customer needs assessment, meeting quality standards for services and evaluation of customer satisfaction.
* Must have knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar to produce clear documentation of calls.
* Call Center Reps will be adept at active listening, effective speaking skills to convey information effectively, be service oriented actively seeking ways to help and resolve problems.
* Must excel at reading comprehension understanding written work in work related documents.
* Must employ critical thinking skills using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
SII is an equal opportunity employer, offering competitive pay and performance-based incentives, including 10 paid holidays per year.
Must be able to pass a federal background check that inlcudes a credit check.
$30k-36k yearly est. 60d+ ago
Associate Banker
NBH Bank 3.9
Finance service representative job in Colorado Springs, CO
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 financialservice 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.
$54k-90k yearly est. 6d ago
Part Time Associate Banker Southern CO Colorado Springs (30 hours)
JPMC
Finance service representative job in Colorado Springs, 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.
$36k-74k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
The Overhead Door 3.8
Finance service representative job in Colorado Springs, CO
1-3 years Customer Service experience, door industry preferred. Attention to detail and problem solving. Excellent telephone, written and verbal communication skills while interfacing with all levels of staff and customers. Working knowledge of PC's and related software including MS Word, Excel, Access, Lotus Notes, etc. Basic math skills required. Willingness to learn product and processes.
Education
High School Diploma or GED
Physical / Work Environment Requirements
Ability to stand for long periods of time in a non-climate controlled environment. Ability to lift up to 50 pounds Light clerical work including answering / screening / telephone calls to the appropriate person, resolution of calls (orders, quotes, etc). Ability to use hand tools and assist or complete modifications to products i.e. glazing, section width changes, insulating, etc. and fork truck operation. Respond to customer requests for information concerning order tracking, order expediting and product availability. Perform order entry at both sales invoicing level and request for products from supply plants. Notify customers of potential backorders, credit issues, order availability and any other information regarding orders. Act as a liaison between sales center and plant departments, gather the necessary information and respond appropriately. Process all necessary paperwork for the daily operation of the sales center as required. Delivery responsibilities as required. Including driver qualified (valid license). Assist in unloading and loading vendor and customer vehicles. Monitor completion of daily customer LTL shipment including UPS. Assist the GM and AGM with inventory controls including but not limited to cycle counts, daily review inventory levels, scrap processing and loss prevention. Other duties as assigned.
$36k-41k yearly est. Auto-Apply 60d+ ago
Part-Time Member Service Representative - El Paso County, CO
Ent Credit Union 4.5
Finance service representative job in Colorado Springs, 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
This part-time position is projected to start on 02/02/2026 and requires 2 weeks of mandatory paid training at our Ent headquarters in Colorado Springs, CO. Service Center assignment will be determined upon hire and location will vary within El Paso County.
Required availability for this position is Monday through Friday 8:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:30 am to 12:30 pm.
Please Note:
Upon hire, you may be placed in a temporary assignment until a permanent opening becomes available. This assignment may be at a different location based on operational needs.
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
This part-time position is projected to start on 02/02/2026 and requires 2 weeks of mandatory paid training at our Ent headquarters in Colorado Springs, CO. Service Center assignment will be determined upon hire and location will vary within El Paso County.
Required availability for this position is Monday through Friday 8:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:30 am to 12:30 pm.
Please Note:
Upon hire, you may be placed in a temporary assignment until a permanent opening becomes available. This assignment may be at a different location based on operational needs.
Minimum Formal Qualifications for this Position
High School Diploma/G.E.D. or Equivalent.
6+ months Customer Service experience in FinancialServices or Retail Delivery. Required
6+ months Sales experience. preferred
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
This part-time position is projected to start on 02/02/2026 and requires 2 weeks of mandatory paid training at our Ent headquarters in Colorado Springs, CO. Service Center assignment will be determined upon hire and location will vary within El Paso County.
Required availability for this position is Monday through Friday 8:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:30 am to 12:30 pm.
Please Note:
Upon hire, you may be placed in a temporary assignment until a permanent opening becomes available. This assignment may be at a different location based on operational needs.
The pay range for this position is: $18.75 to $19.75 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/Wings 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 six 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 01/12/2026. 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)
$18.8-19.8 hourly 1d ago
Customer Service Rep
TCH Group, LLC 2.9
Finance service representative job in Colorado Springs, CO
Offering $15.16 to $23 per hour
This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS:
Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system
Assesses customer need for additional products/services
Assesses customer compliance with physician orders
Answers questions and provides customer education regarding products/services
Documents calls in computerized record keeping system
Enters customer orders in computerized system
Verifies and updates demographic information such as address and telephone number in computerized records
$15.2-23 hourly 1d ago
Customer Service Rep
Carsonvalleyhealth
Finance service representative job in Colorado Springs, CO
Offering $15.16 to $23 per hour
This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS:
Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system
Assesses customer need for additional products/services
Assesses customer compliance with physician orders
Answers questions and provides customer education regarding products/services
Documents calls in computerized record keeping system
Enters customer orders in computerized system
Verifies and updates demographic information such as address and telephone number in computerized records
$15.2-23 hourly 1d ago
Customer Service Rep
Roll Off Solutions 3.8
Finance service representative job in Colorado Springs, CO
Job Title: Customer Service Rep
Job Type: Full-Time
will remain open until filled
Pay: $19.00 - $21.00 Hourly
About Us:
We are dedicated to providing exceptional waste management services to our community. We believe in safety, reliability, and environmental responsibility. Our team is committed to ensuring waste is collected, handled, and disposed of in a sustainable and efficient manner.
Are you passionate about delivering exceptional customer service? Do you thrive in a fast-paced environment where your communication skills make an impact? If so, we want YOU to join our team as a Customer ServiceRepresentative at Apex Waste Solutions, a trusted leader in waste management services.
Job Summary:
As a Customer ServiceRepresentative, you will be the first point of contact for our customers. You'll handle inquiries, resolve service issues, and provide expert guidance with a friendly and professional attitude. Your role is crucial in ensuring smooth operations and delivering top-tier service to residents, businesses, and municipalities.
Key Responsibilities:
Answer customer inquiries via phone, email, and in person promptly and professionally.
Assist with new service setups, account inquiries, billing questions, and service changes.
Process billing inquiries and payments.
Ensure all customer service activities comply with company policies, industry regulations, and safety standards.
Handle customer complaints and work to find effective solutions.
Coordinate with dispatch and operations teams to resolve service issues efficiently.
Maintain accurate customer records and update information in our system.
Provide a positive and helpful customer experience at all times
Identify trends and common issues to suggest improvements to services and processes.
Other job-related duties as assigned
Qualifications:
Minimum of two years of experience in customer service, preferably in the waste management industry or a related field.
Education:
High school diploma or equivalent.
Experience:
Strong communication and interpersonal skills to handle a high volume of customer interactions
Ability to multitask and work effectively in a fast-paced environment
Proactive problem-solving mindset with a focus on customer satisfaction
Proficiency in Microsoft Office and CRM systems (experience with industry-specific software is a plus)
Working Conditions:
Full-time position, Monday through Friday.
In Office
Frequent use of a computer, phone, and headset.
Compensation & Benefits:
$19.00 - $21.00 Hourly
Medical, Dental, & Vision Insurance
Matching 401k
Long Term & Short Term Disability
Life Insurance
Paid Time Off
As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.
$19-21 hourly Auto-Apply 12d ago
Customer Service Rep
Apex Waste Solutions
Finance service representative job in Colorado Springs, CO
Job Description
Job Title: Customer Service Rep
Job Type: Full-Time
will remain open until filled
Pay: $19.00 - $21.00 Hourly
About Us:
We are dedicated to providing exceptional waste management services to our community. We believe in safety, reliability, and environmental responsibility. Our team is committed to ensuring waste is collected, handled, and disposed of in a sustainable and efficient manner.
Are you passionate about delivering exceptional customer service? Do you thrive in a fast-paced environment where your communication skills make an impact? If so, we want YOU to join our team as a Customer ServiceRepresentative at Apex Waste Solutions, a trusted leader in waste management services.
Job Summary:
As a Customer ServiceRepresentative, you will be the first point of contact for our customers. You'll handle inquiries, resolve service issues, and provide expert guidance with a friendly and professional attitude. Your role is crucial in ensuring smooth operations and delivering top-tier service to residents, businesses, and municipalities.
Key Responsibilities:
Answer customer inquiries via phone, email, and in person promptly and professionally.
Assist with new service setups, account inquiries, billing questions, and service changes.
Process billing inquiries and payments.
Ensure all customer service activities comply with company policies, industry regulations, and safety standards.
Handle customer complaints and work to find effective solutions.
Coordinate with dispatch and operations teams to resolve service issues efficiently.
Maintain accurate customer records and update information in our system.
Provide a positive and helpful customer experience at all times
Identify trends and common issues to suggest improvements to services and processes.
Other job-related duties as assigned
Qualifications:
Minimum of two years of experience in customer service, preferably in the waste management industry or a related field.
Education:
High school diploma or equivalent.
Experience:
Strong communication and interpersonal skills to handle a high volume of customer interactions
Ability to multitask and work effectively in a fast-paced environment
Proactive problem-solving mindset with a focus on customer satisfaction
Proficiency in Microsoft Office and CRM systems (experience with industry-specific software is a plus)
Working Conditions:
Full-time position, Monday through Friday.
In Office
Frequent use of a computer, phone, and headset.
Compensation & Benefits:
$19.00 - $21.00 Hourly
Medical, Dental, & Vision Insurance
Matching 401k
Long Term & Short Term Disability
Life Insurance
Paid Time Off
As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.
$19-21 hourly 14d ago
Financial Services Representative
Intellitec College-Colorado Springs
Finance service representative job in Colorado Springs, CO
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
$26k-37k yearly est. 23d ago
Financial Services Representative - State Farm Agent Team Member
Mike Wuest-State Farm Agent
Finance service representative job in Colorado Springs, CO
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 financialservices 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 FinancialServicesRepresentative - 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.
$26k-37k yearly est. 22d ago
Customer Service Representative
The Glass Guru 3.7
Finance service representative job in Colorado Springs, CO
Benefits:
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
Roles & Responsibilities: As the primary person on the front lines of customer service, the Customer Service Rep handles inbound & outbound contact with customers including, but not limited to:
Answer inbound phone calls promptly during business hours
Respond to any voicemails and/or messages from answering service (if applicable)
Respond to inbound email correspondence, forward on as appropriate
Greet customers and all other visitors to the showroom (if applicable)
Screen incoming leads/potential customers
Schedule estimate appointments
Quote product by telephone for clients/customers (if applicable)
Assist Estimators with follow up on pending sales/ quotes by phone and/or email
Strategically schedule work appointments for Installation Technicians, along with customers accordingly
Troubleshoot issue from field if needed, working with GM/vendors and techs to find solutions
Check order confirmations from fabricators/vendors for size and pricing accuracy
Filing of daily work orders and estimates
Ordering of all office / shop supplies
Keeping office clean/tidy
Qualifications & Educational Requirements:
HS Diploma or equivalent
All candidates must be able pass initial background check and drug test
Preferred Skills:
Excellent verbal/written communications skills
Microsoft Office proficient (Word, Excel)
Hardworking, motivated, with excellent organizational and time-management skills
*Eligibility for company benefits contingent upon completion of initial employee probationary period and at the discretion of the Franchise Owner. Compensación: $18.00 per hour
$18 hourly Auto-Apply 60d+ ago
Customer Service Representative - Colorado Springs, CO
Kedia Corporation
Finance service representative job in Colorado Springs, CO
Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field
Job Description
Tasks
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers' problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Review insurance policy terms to determine whether a particular loss is covered by insurance.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
Tools
used in this occupation:
Autodialers
- Autodialing systems; Predictive dialers
Automated attendant systems
- Voice broadcasting systems
Automatic call distributor ACD
- Automatic call distribution ACD system
Scanners
Standalone telephone caller identification
- Calling line identification equipment; Dialed number identification systems DNIS
Technology
used in this occupation:
Contact center software
- Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email
Customer relationship management CRM software
- Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM
Electronic mail software
- Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook
Network conferencing software
- Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat
Spreadsheet software
- Microsoft Excel
Knowledge
Customer and Personal Service
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Qualifications
Skills
Active Listening
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking
- Talking to others to convey information effectively.
Service Orientation
- Actively looking for ways to help people.
Persuasion
- Persuading others to change their minds or behavior.
Reading Comprehension
- Understanding written sentences and paragraphs in work related documents.
Critical Thinking
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
Coordination
- Adjusting actions in relation to others' actions.
Social Perceptiveness
- Being aware of others' reactions and understanding why they react as they do.
Negotiation
- Bringing others together and trying to reconcile differences.
Abilities
Oral Comprehension
- The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
- The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity
- The ability to speak clearly so others can understand you.
Speech Recognition
- The ability to identify and understand the speech of another person.
Written Expression
- The ability to communicate information and ideas in writing so others will understand.
Near Vision
- The ability to see details at close range (within a few feet of the observer).
Problem Sensitivity
- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Written Comprehension
- The ability to read and understand information and ideas presented in writing.
Deductive Reasoning
- The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning
- The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Additional Information
If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
$29k-37k yearly est. 1d ago
Customer service/Sales Rep
RTA of Iowa
Finance service representative job in Colorado Springs, CO
Join Our Team at RTA in Colorado Springs!
We are looking for dynamic and motivated individuals to join our team as a Customer Service/Sales Representative. As a key member of our team, you will be responsible for providing exceptional customer service and driving sales to help us achieve our goals.
Key Responsibilities:
Provide excellent customer service to all clients and customers
Assist customers with inquiries, concerns, and product information
Process sales transactions accurately and efficiently
Meet and exceed sales targets
Build strong relationships with customers to drive repeat business
Maintain a clean and organized work appearance
Stay up-to-date on product knowledge and industry trends
Qualifications:
Previous experience in customer service and sales is preferred but not required
Excellent communication and interpersonal skills
Ability to work in a fast-paced environment
Strong attention to detail and organizational skills
Positive attitude and a willingness to learn
Ability to work independently and as part of a team
If you are passionate about providing outstanding customer service, enjoy interacting with people, and thrive in a sales environment, we want to hear from you!
$500 fast start bonus based on production
*Ask about our 3-6 month Management training Program
$29k-37k yearly est. 60d+ ago
Customer Service Rep(06263) - 6033 Barnes Rd
Domino's Franchise
Finance service representative job in Colorado Springs, CO
Job Description ABOUT THE JOB You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, variable hours. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you.
We are searching for qualified customer service reps with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the thing for you.
ADVANCEMENT
Many of our team members began their careers as delivery drivers and today are successful Domino's franchise owners. From customer servicerepresentative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity.
DIVERSITY
Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members, because of their differences, can reach their highest potential.
SUMMARY STATEMENT
We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first!
JOB REQUIREMENTS
You must be 16 years of age or older.
General Job Duties For All Store Team Members
· Operate all equipment.
· Stock ingredients from delivery area to storage, work area, walk-in cooler.
· Prepare product.
· Receive and process telephone orders.
· Take inventory and complete associated paperwork.
· Clean equipment and facility approximately daily.
Training
Orientation and training provided on the job.
Communication Skills
· Ability to comprehend and give correct written instructions.
· Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person.
Essential Functions/Skills
· Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator).
· Must be able to make correct monetary change.
· Verbal, writing, and telephone skills to take and process orders. Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed.
· Ability to enter orders using a computer keyboard or touch screen.
Work Conditions
EXPOSURE TO
· Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks.
· In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas.
· Sudden changes in temperature in work area and while outside.
· Fumes from food odors.
· Exposure to cornmeal dust.
· Cramped quarters including walk-in cooler.
· Hot surfaces/tools from oven up to 500 degrees or higher.
· Sharp edges and moving mechanical parts.
SENSING
· Talking and hearing on telephone. Near and mid-range vision for most in-store tasks.
· Depth perception.
· Ability to differentiate between hot and cold surfaces.
TEMPERAMENTS
The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgments and decisions.
Additional Information PHYSICAL REQUIREMENTS , including, but not limited to the following:
Standing
Most tasks are performed from a standing position. Walking surfaces include ceramic tile "bricks" with linoleum in some food process areas. Height of work surfaces is between 36" and 4".
Walking
For short distances for short durations
Sitting
Paperwork is normally completed in an office at a desk or table
Lifting
· Bulk product deliveries are made twice a week or more and are unloaded by the team member using a hand truck.
· Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'.
· Cases are usually lifted from floor and stacked onto shelves up to 72" high.
Carrying
· Large cans, weighing 3 pounds, 7 ounces, are carried from the workstation to storage shelves.
· Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store.
· Trays of pizza dough are carried three at a time over short distances, and weigh approximately 12 pounds per tray.
Pushing
· To move trays which are placed on dollies.
· A stack of trays on a dolly is approximately 24" - 30" and requires a force of up to 7.5 pounds to push.
· Trays may also be pulled.
Climbing
Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance.
Stooping/Bending
· Forward bending at the waist is necessary at the pizza assembly station.
· Toe room is present, but workers are unable to flex their knees while standing at this station.
· Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day.
· Forward bending is also present at the front counter and when stocking ingredients.
Crouching/Squatting
Performed occasionally to stock shelves and to clean low areas.
Reaching
· Reaching is performed continuously; up, down and forward.
· Workers reach above 72" occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves.
· Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes.
· Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones.
Hand Tasks
· Eye-hand coordination is essential. Use of hands is continuous during the day.
· Frequently activities require use of one or both hands. Shaping pizza dough requires frequent and forceful use of forearms and wrists.
· Workers must manipulate a pizza peel when removing pizza from the oven, and when using the rolling cutter.
· Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes.
· Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes.
Machines, Tools, Equipment, Work Aids
Team Members may be required to utilize pencils/pens, computers, telephones, calculators, TDD equipment, pizza cutter and pizza peel.
$29k-37k yearly est. 3d ago
Customer Service Representative - State Farm Agent Team Member
Jenni King-State Farm Agent
Finance service representative job in Colorado Springs, CO
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Jenni King - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$29k-37k yearly est. 4d ago
Part-Time Customer Service and Sales Representative
Brian Galetta Agency-Farmers Insurance
Finance service representative job in Colorado Springs, CO
Job Description
Customer Service and Sales Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy/account - related questions. We are looking for an individual who values a fun and professional work environment, and can deliver the unmatched level of customer service that we promise our clients. No matter the circumstance, our clients should know and feel that we have a culture of caring, and will always do our best to serve them.
Benefits
Hourly Base Salary Based on Experience
Job benefits are determined on an individual basis, but typically include;
Base Salary + Opportunity For Commissions and Bonuses
PTO and Sick Pay
Work Sponsored Retirement Options
Group Health Benefits
Various Other Incentives/Benefits
Responsibilities
Determine customer requirements and expectations in order to help the customer identify specific products and solutions
Solicit, sell, and negotiate new business policies
Review renewal business and identify appropriate follow-up action based on degree of change
Cross-sell/up-sell products to existing customers
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers needs
Perform risk analysis and field underwriting
Client/Claims liaison
Refer unresolved customer grievances or complex customer interactions to senior team member Implement/adhere to company and Agency guidelines
General customer service duties as presented
Performs other duties as assigned
Requirements
License required.
Excellent phone etiquette, verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Attention to detail - Maintain accurate and descriptive accounts of all customer interactions
Ability to meet deadlines- Having the initiative to get done the things that need to get done before they are due
Problem solving -Able to research and identify timely solutions to customer related problems
$29k-37k yearly est. 14d ago
Customer Service Representative - State Farm Agent Team Member
Kreg Kell-State Farm Agent
Finance service representative job in Colorado Springs, CO
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency has been serving the community for over 11 years, with two locations in Fountain and Colorado Springs, CO. We have a dedicated team of nine professionals who believe in a work hard/play hard mentality. We set high standards for ourselves and have fun reaching our goals together. If you are a disciplined team player who truly cares about people, we can train the rest.
With a background in Exercise Science, our agency owner is actively involved in the local sports community, coaching across multiple sports fields. We take pride in supporting local schools, churches, and non-profits. Our team enjoys a supportive and energetic environment, along with great benefits, including a 401k plan, group life insurance, paid time off, sick leave, and early closings at 4:00 PM on Fridays.
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Kreg Kell - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$29k-37k yearly est. 24d ago
Customer Service Representative
Planet Fitness-PF Baseline Fitness
Finance service representative job in Colorado Springs, CO
Job DescriptionJob Title: Customer ServiceRepresentative Reports to: Club Manager Status: Full Time/Part Time/Non-Supervisor/Non-Exempt Responsible for new member sales and creating a positive member experience by providing a superior level of customer service to members, prospective members, and guests.
Essential Duties and Responsibilities
Greet/meet potential members, providing a great customer experience.
Handle front desk related tasks:
o Answering phone calls in a polite and friendly manner to assist with questions or concerns.
o Taking info calls and tours
o Assist in member check-ins, sign-ups, cancellations, BCM amenity usage, and updating member account information.
Facilitate member services issues and questions and forward to Club Manager/Manager in Training/Team Lead as needed.
Help maintain the neatness/cleanliness of the club.
Essential Behavior Requirements
Customer Service: communicates and interacts with customers (including coworkers and the public) in a way that exceeds the customers wants and needs.
Listening: actively listens to customers, (includes coworkers and the public) empathizes (sees the situation from the customers perspective) and works together to solve the problem.
Problem Solving: recognizes and defines problems; analyzes relevant information; encourages alternative solutions and plans to resolve situations; seeks additional assistance when needed.
Diplomacy: demonstrates tact and skill in all interactions while using appropriate behavior and language.
Communication: Ability to communicate questions, concerns or issues to a supervisor in a timely manner.
Minimum Qualifications
Honesty and good work ethic
Strong customer service skills
Basic computer proficiency
Physical Demands
Standing and walking at least 75% of the shift
Talking in person or on the phone at least 75% of the shift
Must be able to lift to 50 lbs. less than 30% of the time.
Benefits
Dollars for Scholars Program
Employee Appreciation Program
Free Membership for self and one family member or friend
Team Member Support Team
Health, Dental and Vision Insurance
Critical Illness Insurance
Short Term Disability Insurance
Accident Insurance
Voluntary Life Insurance
Pet Insurance
HSA
- Advancement Opportunities
Check us out on LinkedIn at: Planet Fitness - PF Baseline Fitness
$29k-37k yearly est. 26d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Colorado Springs, CO?
The average finance service representative in Colorado Springs, 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 Colorado Springs, CO
$31,000
What are the biggest employers of Finance Service Representatives in Colorado Springs, CO?
The biggest employers of Finance Service Representatives in Colorado Springs, CO are: