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Oil & Gas New Engine Sales & Service Representative
Smith Power Products, Inc. 3.7
Finance service representative job in Frederick, CO
About the Role
Smith Power Products is hiring an Oil & Gas New Engine Sales & ServiceRepresentative to grow market share and serve as the primary, boots-on-the-ground customer contact across the Mountain West. This role blends new engine sales, technical support, and customer relationship management, with a strong emphasis on field presence and long-term account growth.
What You'll Do
Grow market share by developing new customers and expanding existing accounts
Be the face of Smith Power Products in the field with consistent on-site customer engagement
Identify, develop, and close new engine sales opportunities
Support engine installations, commissioning, and startup activities
Coordinate service support, warranty claims, and maintenance programs
Act as the technical liaison between customers, service teams, and OEMs
Gather market and competitor intelligence to support territory growth
What We're Looking For
Experience in oil & gas engine sales or service
Strong knowledge of diesel and/or natural gas engines
Proven ability to build trust and relationships in the field
Comfortable working independently across a large territory
Willingness to travel extensively within NM, UT, WY, and CO
Preferred Experience
Familiarity with CAT, Cummins, MTU, Waukesha, Kohler, or similar engines
Mechanical or technical background
Exposure to drilling, compression, or production operations
Why Smith Power Products
High-impact role focused on territory growth and market share expansion
Autonomy to manage your territory and customer relationships
Strong internal service and technical support team
Competitive compensation with performance-based incentives
$28k-38k yearly est. 1d ago
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Roofing Sales representative
Kapella Roofing
Finance service representative job in Cheyenne, WY
💰 Roofing Sales Representative | Uncapped Commission
📍 Cheyanne, WY , Larimer, WY, Loveland, CO, Fort Collins, CO
| Full-Time | On-Site
Ready to turn your hustle into serious income?
Kapella Roofing & Global Construction is growing fast-and we're hiring high-energy, results-driven Sales Representatives to join our winning team. If you're competitive, coachable, and ready to earn $150K+ annually (commission based), this is your shot.
🔥 What You Get:
Potential base pay during ramp-up + Uncapped commission
Weekly bonuses and cash incentives
Full training - no experience required
Projects that close fast = you get paid faster
Support from a strong production & admin team
💪 What You Bring:
Drive to win and close deals
Strong communication & follow-up skills
Willingness to canvass, generate leads, and own your pipeline
Coachable attitude with a hunger to grow in sales or construction
⭐ Bonus if you've worked in:
Door-to-door sales, car sales, bartending/serving, appointment setting, or any high-interaction, customer-facing role.
📈 If you're ready to build a six-figure career with a company that
backs what you sell
- let's talk.
You bring the hustle. We'll bring the ladder.
$150k yearly 4d ago
CLIENT SERVICE REP - Larimer Campus
Noco Humane 4.1
Finance service representative job in Loveland, CO
Job Title: Client ServicesRepresentative (CSR) Department: Shelter - 02 Job Classification: Full-Time or Part-Time, Hourly, Non-Exempt Position. Job Relationships: Reports to Client Services Supervisor(s) and/or Shelter Supervisor(s). Provides support and training to assigned volunteers
This position represents the Organization in a professional and courteous manner and provides quality client service at the Shelter's front desk. This position requires learning a wide range of policies and procedures and the ability to enter complete and accurate data into our computer system. The position includes animal handling responsibilities. Tasks include assistance with adoptions, intakes, returns and more. Animals in our care include dogs, cats, small mammals and more. CSR positions may be either full-time or part-time providing client services. Work schedules will include at least one weekend day shift and overtime as required. Shifts vary and cover 8:30AM - 6:30PM Monday-Friday and 8:30AM - 6:00PM Saturday-Sunday and are subject to change.
Major Duties and Responsibilities:
• Provides quality in-person and telephone client service
• Educates clients on responsible animal guardianship, animal care and local ordinances
• Conducts animal adoption counseling, has a good understanding of evaluations, medical history and any other paperwork that needs to be covered with client
• Completes animal adoptions and returns to owners, ensuring all transaction payments, paperwork and computer records are complete and accurate
• Processes stray and relinquished animals, enters computer data, vaccinates and completes necessary paperwork
• Ensures that lost reports and morning/closing checklists are done accurately and completed as assigned
• Conducts post adoption follow up calls with clients
• Becomes animal handling certified and consistently follows safe animal handling and work procedures
• Photographs animals
• Becomes vaccination certified and administers animal vaccinations
• Completes daily record keeping, scanning and filing tasks
• Completes disease control and cleaning of public areas daily and ongoing throughout the day
• Adheres to the standards of professional conduct and communicates in a professional manner with clients, staff, management and volunteers
• Maintains solid attendance and punctuality
Other Duties:
• Solicits donations from clients and assists with in-kind donations
• Informs Veterinary Staff, Behavior Staff, and/or Supervisor(s) about animal health or behavior concerns
• Performs liaison duties as needed
• Serves on committees and task forces as assigned
• Cross-trains in other shelter departments and supports other departments and staff
• May provide transportation of shelter animals as needed
• Other duties as assigned
January 2025
Qualifications
Job Qualifications:
Education/Experience: Minimum of high school diploma or GED; Minimum of 1 full year of customer service work experience in a fast-paced environment with a variety of client needs. Previous animal welfare work and handling experience is a plus. Bilingual English/Spanish reading, writing, speaking and understanding is a plus and includes a wage premium.
Knowledge: Knowledge of animal breed, behavior, and handling; Must become animal handling certified; Knowledge of Chameleon or associated shelter software a plus; Knowledge of Microsoft Office applications (Access and Excel)
Skills/Abilities: Effective and professional verbal communication skills for in person and telephone contact; Excellent customer service skills, particularly with a variety of client situations; Able to prioritize duties and perform multiple tasks; Able to work in a high-stress, fast-paced environment; Solid computer skills; Ability to learn, retain and communicate a wide variety of information; Detail orientation. Must have emotional intelligence, work ethics and integrity skills including the ability to communicate in a professional manner and work collaboratively with members of staff at all levels. Able to work with the animals within the Shelter's care. This includes the ability to work visually and audibly, with animals both alive and deceased, including dogs, cats, small mammals and more; Able to learn specialized software quickly; Able to work with disinfectants and cleaning supplies; Able to perform physical work including scrubbing, mopping, lifting, walking, and bending. Able to quickly learn and maintain adherence to the Organization's Standards of Professional Conduct. Ability to maintain solid attendance and punctuality expectations. Able to work a flexible schedule including evenings and weekends as required.
Other: Must be at least 18 years of age. For employees 21 years of age or older, Valid Colorado Driver's License and insurable driving record required. Must maintain personal vehicle insurance requirements. Employees under 21 years of age are restricted from driving a vehicle on behalf of the Organization due to insurance restrictions. Overtime will be required for full time employees.
Working Conditions:
Work Environment: Work is primarily performed in the animal shelter setting; Potential for exposure to zoonotic diseases and cleaning chemicals; Potential for exposure to dangerous and fractious animals; Potential exposure to high noise levels when in kennel area; Potential for animal bites and scratches while handling animals; Potential exposure to hay and dust; Potential exposure to deceased animals; Potential for exposure to various weather conditions when working outside.
Physical Activities: Occasional lifting of up to 50 pounds without assistance and more with assistance; Potential for standing on feet and/or sitting for 8 to 10 hours per day; Work includes answering phones and performing data entry; kneeling; squatting; lifting; bending; cleaning rooms and cages; scrubbing; mopping; walking dogs on a leash; animal restraint; and handling needles and syringes. Audibly hearing; verbally communicating and visually seeing. Occasional driving may be required (if 21 years of age or older).
NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job. NOCO Humane conducts background checks, DMV checks and requires drug testing of all employment candidates.
We are an Equal Opportunity Employer. Benefits for full-time employees include options for medical and life, dental, vision and supplemental accident insurance; STD/LTD insurance; a matching 403b plan; paid time off (PTO) accrual; 9 paid holidays and more. Benefits for part-time employees include paid time off (PTO); a matching 403b plan and more.
January 2025
$28k-35k yearly est. 10d ago
Part Time Associate Banker Northern CO (30 hours)
JPMC
Finance service representative job in Fort Collins, CO
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$35k-70k yearly est. Auto-Apply 60d+ ago
Customer Service Rep (CSR) - Dispatcher
Titus Electrical Services 3.6
Finance service representative job in Mead, CO
Job Description
Join the Titus Electrical Services team as a full-time Customer Service Rep (CSR) - Dispatcher at our Frederick, CO office. We're seeking an empathetic individual to provide excellent customer care and dispatch electrical technicians over the phone. Have you been searching for an administrative job that allows you to enjoy weekends off? Would you like to join an established company that treats its employees like family? Yeah, you would! Keep reading because it gets even better...
What would you gain by joining our customer care team? How does a competitive wage of $16 - $25/hr sound? Maybe you'd also enjoy a great benefits package, including health & life insurance, frequent bonuses based on performance, paid holidays, PTO, flex time off, a wellness plan, 401(k) matching, and Roth IRA account. Our Customer ServiceRepresentatives enjoy ongoing training with opportunities for advancement. Do we have your attention yet? Then apply for this administrative office job today!
TITUS ELECTRICAL SERVICES: OUR ORIGIN STORY
With a reputation for dependable, trustworthy, and speedy service, we are known as your neighborhood electrician. Our family-owned company has over 50 years of combined experience as well as the knowledge, skills, and expertise to meet any electrical need. We are always upfront and we do the right thing even when no one is looking. Our commitment is to make sure that nobody in our community has to live in the dark, be zapped by a wire, or shocked by a charge.
In order to do this, we must assemble the most elite team of electricians available. Superpowers are not required but the ability to handle power safely and treat citizens with respect is a must! We aren't just any old electrical company, we are truly like a family. Protecting and supporting each other while working hard and having fun in the process! A love for our craft and pride in our work combined with our winning mindset makes for a successful and happy team. If you're with us, your opportunities for growth are endless, as are the benefits and perks that you enjoy!
SAVING THE DAY AS A CUSTOMER SERVICE REP (CSR) - DISPATCHER
As a Customer Service Rep (CSR) - Dispatcher, you save the day by providing administrative and dispatch support for our customers and field technicians. You handle a high volume of inbound phone calls, emails, and chats, managing your time well as you prioritize multiple requests. Whether you're helping someone set up a new account, navigate our website, or pay their bill, you treat each person like your favorite customer. Self-motivated and independent, you proactively resolve problems and seek to make every customer a happy one!
Your data entry skills come in handy as you manage scheduling and dispatch duties in our office. Our crew relies on you to provide accurate, detailed information about their electrical job orders over the phone. You demonstrate patience and maintain a cheerful demeanor as you dispatch urgent service requests. As a true team player, you're open to constructive feedback and value opportunities for ongoing training. You're proud of the role you play on our team and find satisfaction in answering the call for help!
WHAT WE'RE LOOKING FOR IN A CUSTOMER SERVICE REP (CSR) - DISPATCHER
We're seeking someone with a positive attitude and a friendly personality who has the following qualifications:
Excellent phone skills
Computer and data entry skills, including proficiency with Microsoft Word and Excel
Other job duties as assigned by management.
Experience in a customer-facing role is preferred. Are you punctual and dependable? Can you effectively prioritize multiple administrative tasks? Are you organized and attentive to detail? Do you have strong communication and customer care skills? Then you might be the perfect person for this office job!
YOUR SCHEDULE AS A CUSTOMER SERVICE REP (CSR) - DISPATCHER
This administrative customer care position works Monday - Friday, 8 am - 4:30 pm. Enjoy your weekends off!
ARE YOU READY TO JOIN OUR DISPATCH TEAM?
If you can deliver excellent customer care over the phone and feel that you would be right for this office job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
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$16-25 hourly 27d ago
Associate Banker
Community Banks of Colorado 4.2
Finance service representative job in Evans, 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.
$46k-91k yearly est. 4d ago
Associate Banker
NBH Bank 3.9
Finance service representative job in Evans, 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.
$52k-88k yearly est. 15d ago
Financial Representative Career Changer
Yoder District-Northwestern Mutual
Finance service representative job in Fort Collins, CO
Job DescriptionBenefits:
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 financialservices 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 FinancialRepresentative Role:
As a FinancialRepresentative 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 financialservices, 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.
$26k-39k yearly est. 20d ago
Financial Representative Entry Level
Yoder District
Finance service representative job in Fort Collins, CO
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 financialservices 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 FinancialRepresentative Role:As a FinancialRepresentative 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 financialservices, 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
$26k-39k yearly est. Auto-Apply 24d ago
Outbound Customer Service Representative
ABC Legal Services 4.1
Finance service representative job in Longmont, CO
Job Description
Docketly is an appearance counsel provider, covering simple creditors rights hearings. We find attorneys to stand-in on short, procedural hearings. We are looking for a team player that can roll up their sleeves and learn from the bottom up, and be able to pick up multiple job duties quickly, and efficiently. We are looking for critical thinkers who are self-starters and are natural born leaders! This position is full-time in Docketly's HQ Office in Longmont, Colorado.
Key Responsibilities:
Learn how we deliver scripted dialogue to schedule attorneys for hearings
Learn how the business operates quickly, and be able to make calls frequently. Portray our standards of customer support specialist
Ability to meet or exceed specific set goals and metrics
Daily stand-up meetings with the team
Qualifications:
A solutions-focused mindset and ability to work in an environment which demands the ability to identify problems and drive appropriate solutions Excellent verbal and written, organizational, presentation, and communication skills
Technical savviness
Strong analytic capability - the ability to transform data into insight
Ability to function in a fast-paced and innovative environment
Ability to read, write and speak English
Being a Docketly employee means:
Comprehensive Medical, Dental Vision Coverage
401K plan with company matching
Transit benefits
Excellent growth opportunities
People who should apply for our Docketly Support Specialist (Sales):
Eager to grow with a scaling business
Comfortable in a fast-paced environment
Confident on the phone
Learn to solve problems before they exist
Comfort with high volume workload; not being afraid to "roll up your sleeves"
Leverage strategic thinking, influencing and coaching skills.
Pay Range: $20.00 to $22.00 per hour
Schedule: Monday through Friday, This position is full-time in Docketly's HQ Office in Longmont, Colorado.
$20-22 hourly 11d ago
Financial Services Representative State Farm Agent Team Member
Erin Levan-State Farm Agent
Finance service representative job in Fort Collins, CO
Job DescriptionBenefits:
401(k) matching
Competitive salary
ROLE DESCRIPTION: As a financialservicesrepresentative 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 financialservice licenses.
Proven experience working as a financialservicesrepresentative.
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
$26k-37k yearly est. 31d ago
Financial Services Representative
Adams Bank and Trust 4.0
Finance service representative job in Fort Collins, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
FinancialServicesRepresentative
$29k-33k yearly est. 29d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Northglenn, CO
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$29k-35k yearly est. Auto-Apply 60d+ ago
Associate Banker
Bank of Montreal
Finance service representative job in Louisville, CO
Application Deadline:
03/30/2026
Address:
865 E. South Boulder Rd.
Job Family Group:
Retail Banking Sales & Service
Part Time 20hrs/wk; Louisville North branch
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 44d ago
Customer Service Rep IV
Intelliswift 4.0
Finance service representative job in Broomfield, CO
My name is Soujanya. Kothuri My contact number ************ and I'm a staffing specialist at Intelliswift, a global staffing and IT consulting company. We are constantly on the lookout for professionals to fulfil the staffing needs of our clients and we currently have a job opening that may interest you. Below is a summary of the position
Job ID: VMWJP00003247
Job Title: Customer Service Rep IV
Job Duration : 4 Months
Client: VMware Inc
Location: Broomfield, CO United States
Job Description:
Description This is not a technical position.
This position is responsible for:
monitoring and triaging phone queues
working with call center managers to ensure resources are available to answer phones
some scheduling
other duties as needed
Provides front-end non-technical support for Client's Internal and External Customers. Follows call handling procedures to ensure excellence in customer service.
Work hours comprise of shift patterns, weekends, and holidays to cover a 24 X 7 period.
Create, research and update service requests. Route service requests to appropriate product support teams.
Interface with Global support teams and Field personnel. Implement escalation procedures as required. Execute Business Continuity procedures if needed, according to established protocols.
Business Continuity to be defined as Disaster Recovery operations due to a variety of reasons, i.e.
problems with the network, operating system, telephony, etc. Performs contract entitlement checking and works with customer to establish PO documentation for services if the customer is not entitled for service.
Performs Tiered Services enforcement based upon customer's contract level and routes these customers appropriately Performs other duties as required.
Alternate Job Title
Customer Service Rep IV
Thank You & Regads……
Soujanya. Kothuri
Sr. Technical Recruiter
Additional Information
NICE TO HAVE:
$30k-37k yearly est. 2d ago
Personal Banker
Firstier Bank 4.0
Finance service representative job in Fort Collins, CO
FirsTier Bank is a family-owned community bank currently servicing 12 branch markets throughout Colorado, Wyoming and Nebraska. We are currently searching for a Personal Banker to join our Fort Collins, Colorado team.
Enjoy a rewarding career while providing exceptional service to our valued customers.
Job Description:
The Personal Banker will be the first point of contact for customers, both in person and over the telephone. The Personal Banker provides superior customer service, in a friendly and courteous manner.
Duties/Responsibilities:
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals.
Accepts deposits, confirming accuracy of transaction.
Prepares, verifies, and issues cashiers' checks.
Enters transactions in bank's recordkeeping system, recording all transactions and producing customer receipts.
Calculates daily transactions using appropriate technology.
Balances all monies in cash drawers at the end of shifts.
Maintains a work area that ensures the safety of all negotiable instruments and confidential records.
Answers customer inquiries and refers customers to appropriate personnel.
Provides information and answers questions regarding bank products, services, interest rates, fees and bank policies.
Ability to open a variety of new accounts for customers including checking, certificates of deposits, savings, IRA's and others.
Identifies and capitalizes on opportunities to promote new banking services.
Use the essential skills of effective communication and listening to meet the financial needs of customers and develop customer relationships.
Other duties as assigned by branch management.
Job Type: Full-time; Monday to Friday; 40 hours per week
Physical setting: Professional Office
Work Location: In person
Qualifications:
Customer Service & Cash Handling: 2 years (required)
Skills/Abilities:
Excellent verbal communication skills.
Excellent math skills.
Trustworthiness and the ability to act with integrity.
Thorough understanding of customer service.
Physical Requirements:
Must be able to lift up to 15 pounds.
May need to stand for long periods of time.
Education and Experience:
High school diploma or equivalent is required.
Previous experience working directly with the public preferred.
FISERV experience desired
Benefits include:
401(k)
Health insurance
Dental insurance
Vision insurance
Flexible spending account
Health savings account
Life insurance
Paid time off
Pay Range: $19.00 - $23.00 per hour. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience.
FirsTier Bank is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to including race, religion, color, national origin, gender, sexual orientation, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
$19-23 hourly Auto-Apply 13d ago
Assoc Relationship Banker - McCaslin - Louisville, CO - CO METRO NORTHWEST
Jpmorgan Chase 4.8
Finance service representative job in Louisville, 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 Relationship Banker in a Chase Branch, 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. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ 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**
+ 1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Louisville,CO $22.50 - $30.29 / hour
$22.5-30.3 hourly 29d ago
Associate Banker
BMO Harris Bank 4.1
Finance service representative job in Louisville, CO
Application Deadline:
03/30/2026
Address:
865 E. South Boulder Rd.
Job Family Group:
Retail Banking Sales & Service
Part Time 20hrs/wk; Louisville North branch
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 44d ago
Overnight Custodian / Member Services Representative
Rocky Mountain Planet Fitness
Finance service representative job in Loveland, CO
Who We Are: At Planet Fitness our mission has always been to enhance people's lives by providing a high-quality fitness experience in a welcoming judgement free environment. We are proud to be a franchisor and operator of one of the largest and fastest-growing fitness centers worldwide with over 2,500 locations!
Who You Are:
All of our Team Members at Planet Fitness share one thing in common - a passion for our amazing brand and a desire to make our members feel welcome in our Judgement Free Zone!
Characteristics that will make you a perfect match for our Overnight Custodian / Member ServicesRepresentative position:
You:
A habitually active “night owl”! Can work a 10:00pm - 6:00am shift.
Exhibit an energetic, positive and upbeat attitude.
Attention to detail.
Have a passion for delivering a consistent and exceptional experience to our members, guests and fellow PF Team Members.
Pride yourself on your work while being punctual, reliable, dependable and trustworthy.
Strong work ethic, self-starter, independent thinker and problem solver.
Handle all interactions with diplomacy and exhibit a genuine motivation for helping others.
Act with integrity and show respect for everyone around you.
Exhibit strong communications skills and have the ability to listen and empathize.
Inspire and motivate others to achieve their goals.
Are a quick study with the ability to apply what you have learned during online and hands on training.
Job Summary
Overnight Custodian / Member ServicesRepresentativeThe Overnight Custodian / Member ServicesRepresentative is responsible for the overall cleanliness of all areas of the facility to ensure a positive member experience as well as providing a superior level of customer service to Planet Fitness members, prospective members, and guests.
Please note this Planet Fitness facility is open 24/5 and therefore this position requires both Custodial and Member Services responsibilities and duties.
Daily Duties and Responsibilities
Custodial:
Thoroughly clean and sanitize all restrooms and locker room areas
Including but not limited to: shower stalls, changing stalls, toilets, sinks, floors, mirrors, lockers, etc.
Clean, organize, and restock locker maintenance rooms
Thoroughly clean and sanitize fitness equipment and gym floor
Including but not limited to: operating floor scrubber, vacuuming, mopping, dusting, sanitizing all surfaces
Thoroughly clean and sanitize the Black Card Spa equipment
Including but not limited to: interior/exterior of tanning beds, hydromassage beds and massage chairs, walls, doors and floors.
Maintain, clean and restock all storage/maintenance closets and areas for cleaning supplies
Emptying all trash receptacles in the facility and disposing of trash.
Dusting fans, walls, ceilings, ceiling tiles and signage.
Stock all areas of the facility with proper supplies/paper products
Proficiency in handling basic maintenance repairs.
Promptly address maintenance and facility concerns such as broken/missing equipment, leaky faucets, etc.
Member ServiceRepresentative:
Greet members, prospective members and guests as they enter and exit, assisting with questions and concerns.
Perform member related functions such as sign ups, contact/billing information updates, cancellations, collecting unpaid balances, transferring memberships and processing retail transactions.
Answer phones in a friendly manner and assist callers with a variety of questions.
Perform prospective member calls and tours of the facility when needed; assessing their membership needs.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Ensure safety of members, team members and club property
About Your Qualifications/Requirements:
Ability to work the 3rd shift - 10:00 pm to 6:00 am
Custodial experience is preferred.
Prefer some experience in a customer service environment.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Basic computer and Point of Sale proficiency.
Willing to become CPR/AED Certified (Training provided by Planet Fitness)
Bilingual preferred but not required (English/Spanish)
Physical Demands of the Overnight Custodian / Member ServiceRepresentative:
Continual standing and walking during eight-hour shift.
Continual reaching with hands/fingers/arms during shift.
Occasional climbing, balancing, twisting, kneeling and crouching in small areas during shift.
Must be able to occasionally lift up to 75 pounds.
Occasional moving and repositioning of heavy exercise equipment
Will occasionally encounter toxic chemicals
More Reasons to Join Our Team:
Awesome and fun work environment, that makes it feel like a family!
Free Black Card membership while employed + a free Black Card membership for one family member living within the same household.
Employee discounts on Planet Fitness branded merchandise.
Advancement Opportunities.
Flexible Schedules.
Health and Safety Requirements: Our members and our team members are our top priority! Planet Fitness follows super-strict safety and cleaning protocols and every team member is responsible for contributing to a safe and healthy workplace. Team members are expected to be active participants in health and safety by following all applicable policies and protocols, reporting unsafe conditions and/or at-risk behaviors to leadership and conducting work in a safe manner. Compensation: $17.00 per hour
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$17 hourly Auto-Apply 60d+ ago
Insurance Customer Service Representative - Allstate Insurance
Blue Skies Insurance Services LLC
Finance service representative job in Windsor, CO
Benefits:
Bonus based on performance
401(k) matching
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Benefits/Perks
A positive work environment awaits you. We believe in the power of team work to accomplish our goals. The goal to be the Premier
Insurance Agency in Colorado by providing value through our products, our competence, and our desire to serve our clients.
Come be a part of our team and work in an environment that values and recognizes your accomplishments and encourages your growth.
Our Ideal Candidate:
A positive, and self-motivated individual who thrives in a dynamic multi-tasking environment
A team-player who cares about helping others and has initiative
Cares about professional and personal growth and development
Desires additional bonus/income by cross selling products to existing cleints
Job Description
We are seeking a professional and personable Customer ServiceRepresentative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products and desires to review client's insurance program and cross sell additional products.
Responsibilities
Answer customer questions via phone, email, and in-person
Assist clients with new quotes, updating policies, payments, and other services
Schedule appointments and maintain calendar
Maintain detailed records of client interactions
Review audits and/or policies
Collaborate with colleagues to provide comprehensive customer service
Qualifications
Knowledge of insurance products
High school diploma/GED required, Bachelors degree preferred
Excellent customer service skills
Highly organized with strong time management skills
Familiarity with Microsoft Office and other software applications
$30k-37k yearly est. 23d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Fort Collins, CO?
The average finance service representative in Fort Collins, CO earns between $23,000 and $42,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Fort Collins, CO
$31,000
What are the biggest employers of Finance Service Representatives in Fort Collins, CO?
The biggest employers of Finance Service Representatives in Fort Collins, CO are: