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  • Receptionist/Client Services Representative

    Samuel Engineering, Inc. 3.8company rating

    Finance service representative job in Greenwood Village, CO

    We are looking for a personable, professional, and highly organized Receptionist and Client Services Representative to be the welcoming face of our office. This role is ideal for individuals who thrive in a dynamic, team-oriented environment and are passionate about delivering exceptional client experiences. Success in this role requires excellent communication skills, a personable and friendly demeanor, proficiency in basic scheduling and computer tasks, and the ability to remain composed in a fast-paced setting. A strong customer service mindset is essential to consistently exceed client expectations and contribute to a positive office environment. Samuel offers unparalleled benefits, including free medical insurance, free dental insurance, free life insurance and free long-term disability. We've frequently earned recognition as a top employer, including repeat awards of USA Today's Top Work Places. Our strong culture supports employees and their families and is the reason many stay for 20+ years. ESSENTIAL JOB FUNCTIONS Please note: The job descriptions may not be inclusive of all assigned duties, responsibilities, etc. of the job; duties and responsibilities include, but not limited to - Receptionist/Client Services Mobilize resources (e.g., administrative staff, IT Team, etc.) to execute an excellent client experience Greet and assist clients, visitors, and employees with professionalism and warmth Maintain a clean, organized, and welcoming reception area Coordinate client visits and check-ins to ensure a smooth experience Provide hospitality services such as refreshments, conference room setup, scheduling support and general assistance Maintain positive client relationships, representing Samuel with integrity and dedication Monitor and respond to client needs with a service-oriented mindset Gather feedback and contribute ideas to improve client experience and office operations Remain calm, flexible, and professional in a fast-paced environment Maintain and update Samuel resumes for staff as needed for project proposals and business development Coordinate distribution and management of business access cards and parking passes for employees and visitors Assist with monthly Samuel newsletters and organize employee celebrations, such as birthdays and work anniversaries Provide consistent front desk and phone coverage, directing calls and visitors with professionalism Distribute company-wide communications, including electronic publications updates and internal announcements Maintain and update emergency evacuation lists, including daily sign-in sheets Support planning and execution of Lunch & Learn sessions and other employee events Prepare new hire name plates and welcome materials in coordination with HR
    $32k-43k yearly est. 23h ago
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  • Customer Service Representative

    Patient's Choice Medical

    Finance service representative job in Denver, CO

    Patient's Choice, a DME - Durable Medical Equipment company, specializes in wheelchair and mobility products. We are looking for a new member of our team to support our Sales Staff out in the Field. The company was founded in 2007 in Rolling Meadows, IL and is a leader in the Durable Medical Equipment Industry. This is a full-time employment position with great benefit package. We are looking for someone that has some background and/or aptitude to learn Medicare and Medicaid Policy as it relates to the Home Medical Equipment market. This individual would support the Sales Reps in the field along with Customer Service. Responsibilities Full-time Position - comes with full Benefits Package + Incentives Aptitude to multi task and have a highly self-disciplined work ethic Must be highly organized, focused, and motivated to work in our "Denver, CO " office -working with our own Sales Representatives in their process of working referrals to making the delivery and helping our patients improve their mobility needs. Due to Medicare / Medicaid Policy changing frequently is critical to stay relevant. Require individual to be an excellent communicator. Activities includes phone calls to/from our patients, assist with scheduling deliveries, & support the paperwork workflow. Work in a collaborative environment where we learn and apply as a team. Qualifications and Compensation EXPERIENCE & EDUCATION Some College Preferred or Experience with Administrative Tasks COMPENSATION Salary is commensurate with experience Medical and Dental - (Full Time) 401K - Company Matching (Full Time) FSA - Flexible Spending Account (Full Time) Vacation and Holidays (Full Time) PC Gains - Profit Sharing We look forward to meeting serious candidates that have the aptitude to continue to learn. Please submit resume and references if you feel you would be a good match for this position. Best regards, Patient's Choice Management
    $29k-37k yearly est. 1d ago
  • Finance Associate

    Shamrock Recruiting

    Finance service representative job in Denver, CO

    Finance Associate Upstream O&G Denver, CO In this high exposure role that will take part in deal evaluation and large scale transactions. The Finance Associate will be instrumental in planning and executing the financial strategy of the company. The individual will report to the Director of Finance and will work with the entire team to deliver their long-term strategic goals. Responsibilities •Build and maintain corporate financial models to guide budget processes and strategic commercial decision making •Help manage reserve-based loan programs •Assist in the structuring of asset backed securitization issuances •Compile Board, investor, bank, and rating agency presentations •Prepare and maintain various financial and operational analyses •Strengthen relationships with investors, banks, attorneys, auditors, and consultants •Work directly with senior leadership and team members from accounting, engineering, geology, land, and software to develop and implement operational improvements •Help manage hedging, and insurance programs •Play a key role in the development and maintenance of the company's reserve reports •Manage and maintain market research including comps and macro O&G trends •Work closely with accounting department on financial reporting to investors •Collaborate with data science and software teams to develop software and data analytics products Desired Qualifications and Skills •Bachelor's in Finance, Business, or Accounting preferred •Previous investment banking and/or private equity experience focused on oil and gas with at least2 years of experience •Self-starter with the ability to work independently with minimal supervision •Integrity, humility, creativity, and team-oriented are essential Salary Range •$120,000-160,000
    $27k-46k yearly est. 60d+ ago
  • Oil & Gas New Engine Sales & Service Representative

    Smith Power Products, Inc. 3.7company rating

    Finance service representative job in Frederick, CO

    About the Role Smith Power Products is hiring an Oil & Gas New Engine Sales & Service Representative 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
  • Residential Whole Loan Trader

    Janus Henderson Investors 4.8company rating

    Finance service representative job in Denver, CO

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting + Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. + Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. + Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring + Perform levered cash flow modeling for whole loan pools and securitization structures. + Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. + Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration + Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. + Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. + Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring + Track portfolio performance against expectations and market benchmarks. + Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research + Track all recent whole loan market activity and color. + Stay current on mortgage market trends, regulatory developments, and investor behavior. + Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). + Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. + Technical Skills: + Proficiency in cash flow modeling and loan-level analytics. + Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. + Strong programming skills in Python, R, or SQL for data manipulation and model development. + Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. + Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. + Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
    $180k-210k yearly 60d+ ago
  • Programmatic Trader

    Booyah Advertising 4.4company rating

    Finance service representative job in Denver, CO

    Booyah Advertising is seeking a driven, detail-oriented, full-time Programmatic Media Trader to manage all aspects of executing and analyzing various clients' media (display, video, audio, etc.) campaigns. The Programmatic Media Trader is knowledgeable of the nuances across DSP platforms and has a passion for using data to drive decisions. This person serves as the day-to-day client contact for programmatic media efforts and is accountable for improving the performance of media campaigns. Responsibilities include campaign execution, ongoing optimization, and analysis of self-serve DSPs platforms. This role requires a team player who is hard working, self-driven and passionate about advertising technology. Additionally, this role may include mentoring and managing Programmatic Coordinator(s), providing guidance on campaign execution, optimization strategies, and platform best practices. Areas of Responsibilities: Be an “expert” on all Trade Desk offerings and opportunities including: all ad units, targeting options/providers and inventory sources Be comfortable operating within various DSP platforms, understanding their core functionalities, ad offerings, differences from other DSPs, targeting capabilities, and inventory sources Fully executes multiple clients' media plans from trafficking to technical troubleshooting to optimization to management Collaborate with cross-channel teams (Search, Social, Analytics, Creative) to ensure programmatic media aligns with broader marketing strategies and business objectives Leads weekly/bi-weekly client calls to discuss account performance, interpretation of data, and action plans based on findings Ensure quality control of campaigns, implementing and adhering to a rigorous QA process Once campaigns are live, optimize performance based on agreed-upon key performance indicators Maintains a positive working relationship with client while clearly communicating the value of overall programmatic efforts Identifies and presents new opportunities and areas for growth to client to improve their media programs and generate upsell opportunities Reviews all reporting metrics comprehensively, analyzes and identifies performance drivers, and communicates account health through data storytelling and impactful insights Manages budgeting on a daily, weekly, monthly, and quarterly basis Leverages and maintains strong relationships with media partners, works with partners on an ongoing basis to consult on status and performance of campaigns Develop client presentations and present to the client when needed Creates and executes ongoing testing plans for ad units, creative, landing pages, industry betas, etc. Serves as a mentor/coach to Coordinators Onboard new clients from the ground up including account creation, billing, pixeling, audience creation and QA Stay up to date on emerging programmatic trends, DSP platform updates, and industry best practices to drive innovation and enhance campaign performance Qualifications 1.5+ years of client-facing experience within programmatic media Must have experience managing budgets upwards of $1MM/month Hands on experience in DSPs, including but not limited to campaign planning, trafficking, development, execution, and optimization Experience with ad server technology, preferably Campaign Manager 360 Demonstrated history of optimizing campaigns to KPIs such as ROAS and CPA, CPC, CTR, etc. Knowledge of remarketing and advanced targeting tactics, including dynamic creative, CRM, site retargeting, search retargeting, keyword contextual, affinity, lookalikes, etc. In depth knowledge of Microsoft Excel, PowerPoint, and Data Analytics tools Demonstrated analytical mindset and skills An eagerness for career progression in AdTech Excellent interpersonal skills, including both written and verbal communication; comfortable talking on the phone, emailing, and seeking answers to questions in a timely manner A self-starter with strong multi-tasking ability and close attention to detail Strong understanding of creative and ad copy best practices to optimize campaign performance and effectively guide teams and clients Ambition and drive to produce great results for clients Understanding of responsibility and willingness/desire to go above and beyond given tasks Ability to work under pressure Skillshop or Edge Academy certifications desired Salary: $60,000 to $79,825 Wage differential is based on seniority, merit, education, training and experience. Who is Booyah Advertising? Booyah Advertising is a full-service digital agency headquartered in vibrant Denver, Colorado. We specialize in helping companies leverage digital strategies to propel their businesses forward. Our comprehensive services include digital advertising-paid search, paid social, media, Amazon-SEO, content marketing, and creative solutions. With authentic and straightforward relationships at the heart of everything we do, we proudly manage over $100M in annual media for leading brands like Ria Financial, Illegal Pete's, Bona, Howler Bros, Aspen Skiing Company, and Patrick Ta. At Booyah, we believe our people are our greatest asset. That's why we've built our agency around a people-first philosophy. Every decision we make centers on supporting our teams, fostering transparency, and encouraging personal and professional growth. We're dedicated to helping our employees thrive at work and enjoy fulfilling lives outside of it. Our company culture speaks for itself and has earned us recognition from leading publications: #1 on The Denver Post's Top Workplaces #9 on Ad Age's Best Places to Work #10 on Outside's 50 Best Places to Work Honoree on Inc.'s Best Workplaces and Built In Colorado's Best Places to Work Why You'll Love Working at Booyah You'll feel right at home at Booyah if: You're excited to join a driven, growth-focused team that prioritizes collaboration over ego. You thrive on hard work, love learning new skills, and embrace challenges with enthusiasm. You value building meaningful, supportive relationships with colleagues, clients, and industry partners. You believe in working for a company that invests in your growth and development. You're passionate about making a tangible impact on real client outcomes. Employee Benefits We're proud to offer a competitive benefits package designed to support your well-being and growth: Competitive salary Medical, dental, and vision insurance with HSA and FSA options 401(k) with company match Unlimited PTO to recharge and prioritize life outside work Award-winning management training programs Regular 360 feedback surveys and biannual performance reviews Quarterly team and company-wide events 5-year anniversary trip to celebrate your contributions Join us at Booyah and experience a workplace where your talents are valued, your growth is supported, and your impact is celebrated.
    $60k-79.8k yearly 12d ago
  • Residential Whole Loan Trader

    GWP 4.3company rating

    Finance service representative job in Denver, CO

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring Perform levered cash flow modeling for whole loan pools and securitization structures. Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring Track portfolio performance against expectations and market benchmarks. Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research Track all recent whole loan market activity and color. Stay current on mortgage market trends, regulatory developments, and investor behavior. Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Complimentary subscription to Headspace - the mindfulness app Corporate membership to ClassPass and other health and well-being benefits Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours Must have skills Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. Technical Skills: Proficiency in cash flow modeling and loan-level analytics. Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. Strong programming skills in Python, R, or SQL for data manipulation and model development. Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities No Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
    $46k-76k yearly est. 60d+ ago
  • Financial Service Representative I

    Native American Bank N A

    Finance service representative job in Denver, CO

    ←Back to all jobs at NATIVE AMERICAN BANK N A Financial Service Representative I SummaryNative American Bank is a one-of-kind institution that is an Agent of Change for Native Communities. At our core, we are committed to the vision and mission of the Bank. We believe our employees are our greatest asset, and we are at our best through teamwork. We are seeking a dedicated and knowledgeable individual to join our team. The Financial Services Representative role focuses on delivering excellent customer service in banking, including transaction handling, account management, and compliance with policies. Responsibilities involve using digital banking tools, auditing records, resolving customer inquiries, and participating in ongoing training to enhance branch operations. *This role is only open to candidates currently residing within a 45 miles radius from Denver, CO at this time. Responsibilities Demonstrates working knowledge and is compliant of all company policies and related procedures and regulations. Provides an elevated level of customer service, in person, by phone and email, and assists with resolving issues, banking and financial education and transactional research. Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately. Assists in daily in-branch responsibilities to review specific reports sent by the Deposit Operations Department including, the Non-Sufficient Funds, Non-Post, Substitute Checks, and Dormant/Upcoming Dormant Accounts. Opens and maintains a variety of account products including consumer and business checking and savings accounts and Certificates of Deposits. Familiar with and complies with CIP requirements; verifies and updates customer identification program information to maintain data accuracy. Familiar with consumer and business deposit suites, to include cash management services, including benefits, services charges, and restrictions. Identifies and escalates observed customer and working environment issues to senior branch staff to seek issue resolution and guidance. Completes required training within established timelines to support ongoing development (Reg U, JH University, internal recorded training). Conducts interaction with peer group and interdepartmental staff in a courteous and professional manner providing prompt, efficient, and accurate service. Takes initiative to familiarize oneself with an understanding of our digital banking tools (Online eBanking, Mobile App, Debit Card and ATM products). Demonstrates a willingness to assist Subject Matter Experts or product managers on updated branch initiatives or enhancements to procedures. Auditing retention files to ensure account documentation has been successfully imaged to our core system. Determines and assists with changes to branch security including an update of signals for opening and closing procedures and tasked with communication of updates to internal staff. Recommends and implements solutions based on analysis of issues and implications for the bank and clients; identifies emerging issues and trends to inform decision making. Contributes and participates in meetings such as All Hands Call to establish accountability and knowledge around branch processes and procedures Performs other related duties as necessary or assigned. Qualifications Bachelor's degree or equivalent work experience in bank/branch operations or related field. A minimum of two years' experience in financial services, banking, or sales. Possesses a thorough understanding of standard banking principles and branch operations, including deposits, sales, customer service and transaction processing. Excellent verbal and written communication skills. Proficient in Microsoft Office Suite or related software. Ability to work independently and in a fast-paced environment. Ability to anticipate work needs and interact professionally. Excellent organizational skills and attention to detail. Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Benefits Competitive salary and benefit package Professional development opportunities Health, Dental and Vision Insurance Health Savings Account with company contribution Employer paid Short-term and Long-term disability insurance Employer paid Life Insurance 401(k) plan and matching RTD Eco Pass (Denver) / ORCA (Seattle) Pet Insurance Paid Time Off Volunteer Time Off Company CultureNative American Bank is a full-service community bank committed to meeting the financial needs of individuals, businesses, and non-profits within the Native American community and beyond. Our focus is on delivering a personalized banking experience that honors cultural sensitivities. Since our founding in 2001, our mission has been to empower Native American and Alaskan Native individuals, enterprises, and governments by providing affordable and flexible banking and financial services tailored to their unique goals. We take pride in cultivating personal relationships with our customers while upholding the highest standards of professionalism. Our diverse range of services includes personal and business banking, lending solutions, and more, all designed to support our clients' aspirations. At Native American Bank, we go beyond traditional banking by encouraging our employees to engage in community service through our Mission in Motion program. We believe in giving back and nurturing a collaborative spirit among our neighbors. By joining Native American Bank, you play a crucial role in helping our community thrive while ensuring that our financial practices are guided by our cherished traditional values. Additional Information Pass background check prior to hire This position requires a 100% in-office schedule to candidates currently residing within a 45 miles radius from Denver, CO at this time. The hourly salary range for this full-time position: $24.00/hr - $29.00/hr. Please visit our careers page to see more job opportunities.
    $24-29 hourly 7d ago
  • Part Time (20 Hours) Associate Banker, Boulder Downtown Branch, Boulder, CO

    JPMC

    Finance service representative job in Boulder, CO

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $35k-71k yearly est. Auto-Apply 60d+ ago
  • Part Time Associate Banker CO Metro Southwest (30 hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Littleton, 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Littleton,CO $22.50 - $27.60 / hour; Englewood,CO $20.00 - $27.60 / hour; Lakewood,CO $22.50 - $27.60 / hour
    $22.5-27.6 hourly 60d+ ago
  • Corporate & Finance, Mid-Level Banking Associate

    Hogan Lovells

    Finance service representative job in Denver, CO

    Hogan Lovells is seeking mid-level associate to join our US banking and loan finance team. Located in the world's key financial hubs, Hogan Lovells' Finance practice operates one of the leading global practices with more than 450 lawyers located in 30 offices. Our multi-jurisdictional teams combine industry experience to provide an integrated service and capability to our clients, which include the world's leading financial institutions and companies. Our US banking and loan finance team is a fully integrated cross-office national practice that represents lenders, private equity sponsors and public and private companies, both domestically and abroad, in all aspects of lending transactions, including acquisition finance and asset-based lending. Associates on the US banking team will have opportunities to work on a highly varied portfolio of transactions for clients on both the borrower and lender side, including lines of credit for public and private companies, syndicated TLA/TLB transactions, direct lending transactions, note purchase agreement private placements, receivables financings, equipment financings and structured financings. Among other things, ideal candidates will have significant transactional experience in bank financing transactions and related UCC matters, strong interpersonal skills with the ability to interact effectively with sophisticated client teams, a commitment to excellence and a desire to contribute to a friendly and collegial culture within our corporate and finance group and firm as a whole. We have a strong preference for candidates to be located in our New York or Washington DC office but will also consider candidates with at least four years of directly relevant experience for our Denver office. A resume or CV is a must for our application system. We also encourage you to include a cover letter to tell us why you are interested in this position and a law school transcript (or the equivalent). Candidates for lawyer opportunities in the U.S. must have a law degree from an ABA-accredited law school and be a member of the Bar in the United States. All search firm submissions should be sent to ***********************************, Attn: Suzanne Hudgens, Lateral Associate Recruitment Manager, National. Submissions must include a resume and law school transcript. The expected base salary range for this role is $260,000 to $365,000 per year. This range reflects a good-faith estimate of pay at the time of posting; the actual compensation offered may vary depending on factors such as the candidate's qualifications. This position is eligible for additional forms of compensation, which may include annual performance bonuses and discretionary bonuses. Employees in this role are also eligible for benefits offered by the firm, subject to applicable plan terms and conditions, which currently include medical, dental, and vision insurance; a 401(k) retirement plan; and paid time off. Additional benefits may include relocation. Please review this link for more information regarding employee benefits in the United States. We will consider for employment qualified applicants with arrest and conviction records in a manner consistent with the requirements of applicable law, including the San Francisco Fair Chance Ordinance and City of Los Angeles Fair Chance Initiative for Hiring Ordinance. This job description sets forth the responsibilities of this position and may be changed from time to time as shall be determined. Hogan Lovells is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected Veteran status, or other factors protected by law. Hogan Lovells complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Benefits Department at LeaveofAbsence_*******************.
    $35k-72k yearly est. Auto-Apply 16d ago
  • Financial Services Representative

    Yield Solutions Group LLC

    Finance service representative job in Englewood, CO

    Job Description Company Based in the Denver Tech Center, Yield Solutions Group/RefiJet is dedicated to providing exceptional finance solutions through transparency, security and education. Our vision is to deliver the most innovative experience through focus on service, technology, our corporate culture and core values. These core values drive our every decision: Integrity Respect Accountability Compliance Collaboration Passion Appreciation Job Summary We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their automobiles. You will be discussing finance options with qualified leads (no cold calling required) and educating them in the financial risks of auto loans.
    $26k-37k yearly est. 6d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Evergreen, CO

    Application Deadline: 03/30/2026 Address: 3779 Evergreen Pkwy. Job Family Group: Retail Banking Sales & Service Evergreen branch Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50.5k yearly Auto-Apply 48d ago
  • Financial Services Representative II

    Meritrust Credit Union

    Finance service representative job in Centennial, CO

    We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box. When you join the Meritrust team, your benefits will include: Comprehensive medical insurance plan Dental and vision insurance Generous paid-time-off 12 paid holidays 401(k) plan Wellness program Tuition assistance Employee loan discount Employee Assistance Program (EAP) Life and disability coverage What sets working for Meritrust apart? Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more. Supportive and engaging work environment. A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first. A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally. Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don't meet every one of our qualifications listed. This is a full-time position working 40 hours a week, Monday-Friday 8:30am - 5:30pm. ESSENTIAL FUNCTIONS: •Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service •Presenting oneself in a professional manner in all interactions and communications while displaying the highest level of quality, honesty, integrity, and confidentiality •Maintain member and Credit Union privacy, security, and confidentiality •Responsible and compliant with Regulations, Policies and Procedures •Responsible for outside Business Development, outbound call efforts and participate in PMCU Community Outreach programs •Greet and welcome every member, acknowledge by their name if known •Accountable for day-to-day interactions between members, co-workers, managers, and volunteers •Assist members in achieving financial goals and objectives by offering PMCU products and services •Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service •Provide additional support and/or overflow assistance to the Contact Center as requested •Exercise appropriate judgment when seeking guidance, support, and/or direction •Knowledgeable of our online and mobile banking to assist members as needed •Perform opening and closing procedures •Assure that proper cash handling procedures and dual controls are being followed according to policy and guidelines •Process a variety of transactions and member service items while providing members with a positive experience each and every time •Responsible and knowledgeable of vault teller duties and functions to include but not limited to balancing vault, cash buys/sells, preparing tickets to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels and balancing •Teller line support will be necessary •Responsible for the completion of month end tasks and branch audits in accordance with procedure •Open new membership types to include but not limited to consumer, minor, business, special entity, CUTMA trust, estate, memorial, probate, and representative payee, IRA/HSA •Responsible for loan generation and goal and referral requirements set forth by the Credit Union through in branch member traffic and business development opportunities •Responsible for ensuring all PMCU quality control standards are consistently achieved • Assist members with basic lending needs by accepting all non-real estate loan applications and collecting required documentation to present a concise summary to underwriting • Perform loan closings and system related maintenance on non-real estate loans as needed • Responsible for account maintenance on newly opened and close accounts • Responsible for additional member service items such as fraud affidavits, ACH etc. • Perform all duties and works independently with minimal supervision • Perform other duties as required or assigned Qualifications KNOWLEDGE, EDUCATION AND SKILL REQUIREMENTS: • High school diploma, GED or equivalent with 6 months member service experience • A minimum of one year member service/financial institution experience preferred, but not required • Demonstrate proficiency in math, cash handling and problem solving • Excellent communication and member service skills • High level of accuracy and attention to detail • Excellent computer skills to include but not limited to Microsoft, Outlook, Word and Excel • Knowledge of regulatory and legal requirements • Ability to pass CO state Notary Certification Program and STAMP Program and perform Notary and Medallion Signature Guarantees WORKING CONDITIONS • Standard office conditions • May require long periods of standing • Ability to lift 25 pounds in limited situations • Long periods of computer and member interactions In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors. s are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice. 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. We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply! Thank you for your interest in Meritrust Credit Union.
    $26k-37k yearly est. 15d ago
  • Financial Service Representative - $1000 Sign On Bonus

    Arapahoe Credit Union 3.6company rating

    Finance service representative job in Centennial, CO

    Job Description Arapahoe Credit Union is seeking a full time (40 hour) Financial Service Representative (Member Service Representative) for Centennial and Englewood Branch locations, Monday - Friday. New account and Credit Union banking relationship proficiency is required; IRA background is a plus. The applicant must be skilled at building and strengthening relationships and creating member loyalty while anticipating and exceeding their financial needs through active promotion, sales and delivery of our products and services. The applicant suited for this position also must have superior in person, telephone, and written communication skills. Credit Union or Banking experience is required. Bilingual (Spanish) is preferred but not required. Hiring immediately - $1000 sign on bonus! Choice Pay Structure available - earn an extra $2.20 an hour. This pay structure is NOT eligible for paid time off or paid holidays. Duties The Financial Service Representative is primarily accountable for establishing and maintaining member relationships through active listening and matching credit union products and service to the members' needs while simultaneously handling a wide variety of duties and responsibilities, which include: Assists members and potential members with their credit union needs in person and over the phone Identifies cross sell opportunities and successfully cross sells ACU's products and services Assist members with IRA requests Identifies and makes recommendations regarding steps to improve the department's operating methods and procedures Identifies transactions/situations to which BSA documentation should be completed and submitted Assist teller line by receiving and processing member financial transactions, including deposits, withdrawals and loan payments. Maintains a high level of accuracy Qualifications The qualified applicant must have superior communication skills in person, over the phone, and through written form. They must provide friendly, prompt, professional and accurate service to all members and co-workers. The applicant is also expected to maintain a professional work environment and business-like appearance and represent the credit union in a professional manner at all times. Additionally, the applicant must maintain a dependable record of attendance and timeliness. At a minimum, the applicant needs to have one to twelve months of similar or related experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Benefits: Competitive salary Incentive opportunities Monday through Friday work week Health insurance including medical, dental and vision Retirement benefits Employer paid life insurance, short term and long-term disability policies Paid Time Off Flexible Spending Accounts (FSA) Tuition Reimbursement
    $26k-30k yearly est. 18d ago
  • Part Time Associate Banker CO Metro Southeast (30 hours)

    Chase 4.4company rating

    Finance service representative job in Aurora, CO

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $31k-67k yearly est. Auto-Apply 60d+ ago
  • Financial Services Specialist

    Worldventure 3.5company rating

    Finance service representative job in Englewood, CO

    The purpose of the Financial Services Specialist is to assist in / serve keeping missionaries on the field by allocating funds to and from missionary accounts in a timely and accurate manner via the traditional Accounts Receivable (AR) and Accounts Payable (AP) roles. The qualified candidate will be assigned a primary role (either AR or AP) where they will work a majority of the time and be cross-trained to back up the secondary role. The responsibilities of this position “turns the wheels” of the financial operations at WorldVenture, because they are responsible for processing incoming contributions and depositing the funds that are then used to accomplish our mission around the world. The Financial Services Specialist will also process payment of expense reports and vendor invoices in accordance with set schedules so that the work of the mission around the world is able to be accomplished in a timely manner. This role serves the missionary, donor, and staff at WorldVenture by providing friendly financial support. The qualified candidate will experience a good mixture of task-accomplishment and helping others in the organization as they carry out their daily responsibilities. Position Responsibilities: Receive all inbound phone calls to WorldVenture for set hours during the day. Assist WorldVenture global workers, giving partners, churches and prospects with financial case related issues like, but not limited to, website navigation, financial transactions, account maintenance and problem resolution in a timely manner with a relational and servant mindset Proactively make outbound calls to WorldVenture giving partners conveying a sense of sincere gratitude so that they are aware of the impact of their generosity and value of their partnership with WorldVenture Record, deposit, and balance donor contributions on a daily basis Reconcile donor commitment records against monthly contribution aging reports and donor contributions Update donor information (name, address, and other changes) in accounting software Identify and return checks that cannot be processed by the organization Respond accurately to donor and global worker phone inquiries, with attention to donor authentication and confidentiality Process contribution mail delivered to the Financial Services Office; accurately identifying, sorting, and batching donor checks and other mail into defined categories Process returned donor mail, using available resources to attempt to locate a current address, and update donor accounts as appropriate Prepare, file, and archive contribution documentation. Dispose of backup receivable documentation based on defined schedules and document retention policies. Process and pay all WorldVenture bills and expense reports Process corporate credit card statements Create general ledger journal entries as needed Correspond with staff regarding questions on corporate expense policy, practices, and guidelines Process benefit and life insurance payments Dispense and account for petty cash File and maintain Accounts Payable records Perform other duties as required or assigned Essential Knowledge, Skills and Abilities: Detail-oriented and organized and able to work independently in a high volume environment that requires a work product that is highly accurate and timely Excellent listening, written, and verbal communication skills Can effectively use a computer, basic office equipment, and office software, such as email and Microsoft Office Software Thrives while working in a team environment Flexible and adaptable to change, unexpected demands, and interruptions Maintain a pleasant and helpful phone presence, even when under pressure Able to organize and prioritize work to meet deadlines and maintain a highly productive work environment Personal Qualifications: Proven commitment to a personal relationship with God and a desire to serve Him in global ministry Christian character that reflects our values as an organization and dedication to WorldVenture's ministries Affirmation of the doctrinal statement, sexual conduct policy, and child safety policy Demonstrated warmth, empathy, and trustworthiness in relationships Respect for those from nations and cultures other than their own Service-oriented attitude toward others Team player displaying humility and a learner's attitude Education and Formal Training: High school diploma or equivalent. Prior experience in Accounts Payable, Accounts Receivable, or data processing preferred. Work Environment/Physical Activities: Office Benefits: Medical, dental and vision insurance; life insurance; Flexible Spending Account; long-term disability insurance; and Aflac Insurance offered Vacation, sick leave, bereavement, jury duty, and 11 paid holidays Job descriptions are not intended, and should not be construed, to be exhaustive lists of responsibilities, skills, efforts or working conditions associated with a job. They are meant to be accurate reflections of the principal job elements essential for making fair pay decisions.
    $27k-36k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Weston Leake-State Farm Agent

    Finance service representative job in Arvada, CO

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities: Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Train and mentor team members on customer needs analysis and sales conversations Preferred Qualifications: Active Life & Health license (required or ability to obtain quickly) FINRA Series 7 and 63 licenses preferred Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor If youre ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.
    $26k-37k yearly est. 14d ago
  • Investment Real Estate Rep

    Vertigo Real Estate Ventures

    Finance service representative job in Denver, CO

    At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.
    $28k-55k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Adams Bank and Trust 4.0company rating

    Finance service representative job in Longmont, CO

    Job Description Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust! Financial Services Representative
    $29k-33k yearly est. 22d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Highlands Ranch, CO?

The average finance service representative in Highlands Ranch, 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 Highlands Ranch, CO

$31,000

What are the biggest employers of Finance Service Representatives in Highlands Ranch, CO?

The biggest employers of Finance Service Representatives in Highlands Ranch, CO are:
  1. Charles Schwab
  2. First Interstate BancSystem
  3. Arapahoe Credit Union
  4. Meritrust Credit Union
  5. Yield Solutions Group LLC
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