Customer Service Representative
Finance service representative job in Colorado Springs, CO
Systems Integration, Inc. (SII) is a leading provider of turnkey contact center infrastructure solutions and IT services. With decades of combined experience in IT and systems integration, we have helped US Government agencies and commercial businesses elevate their customer satisfaction with our portfolio of solutions and services. Join our customer service team to discover a professionally and financially rewarding career in an exciting, fast-paced, and growing government-contracting industry!
We are hiring Tier 1 Customer Service Center Representatives to work at a site in Colorado Springs, CO location. Must be available to work between a shift during the hours of operation which are 2:30am to 7:30pm MST (7) days per week, 365 days per year. Shift schedules are 2:30am to 11am and 11am to 7:30pm including weekends and holidays. Please note, this position is an on-site position.
Call Center Representatives will be able to confer with customers by telephone to provide information and conduct research to resolve questions. They will verify that appropriate responses were provided to resolve customer inquiries and keep detailed records of customer interactions. Representatives will be able to use Customer Relationship Management (CRM) software as well as research extensive commercial and government databases.
Work Authorization/Security Clearance
* Must be a US Citizen and be able to obtain a public trust security clearance.
The successful applicant will have:
* Proven knowledge and experience in the principles and processes for providing customer service including customer needs assessment, meeting quality standards for services and evaluation of customer satisfaction.
* Must have knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar to produce clear documentation of calls.
* Call Center Reps will be adept at active listening, effective speaking skills to convey information effectively, be service oriented actively seeking ways to help and resolve problems.
* Must excel at reading comprehension understanding written work in work related documents.
* Must employ critical thinking skills using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
SII is an equal opportunity employer, offering competitive pay and performance-based incentives, including 10 paid holidays per year.
Must be able to pass a federal background check that inlcudes a credit check.
Customer Service Representative
Finance service representative job in Colorado Springs, CO
1-3 years Customer Service experience, door industry preferred. Attention to detail and problem solving. Excellent telephone, written and verbal communication skills while interfacing with all levels of staff and customers. Working knowledge of PC's and related software including MS Word, Excel, Access, Lotus Notes, etc. Basic math skills required. Willingness to learn product and processes.
Education
High School Diploma or GED
Physical / Work Environment Requirements
Ability to stand for long periods of time in a non-climate controlled environment. Ability to lift up to 50 pounds Light clerical work including answering / screening / telephone calls to the appropriate person, resolution of calls (orders, quotes, etc). Ability to use hand tools and assist or complete modifications to products i.e. glazing, section width changes, insulating, etc. and fork truck operation. Respond to customer requests for information concerning order tracking, order expediting and product availability. Perform order entry at both sales invoicing level and request for products from supply plants. Notify customers of potential backorders, credit issues, order availability and any other information regarding orders. Act as a liaison between sales center and plant departments, gather the necessary information and respond appropriately. Process all necessary paperwork for the daily operation of the sales center as required. Delivery responsibilities as required. Including driver qualified (valid license). Assist in unloading and loading vendor and customer vehicles. Monitor completion of daily customer LTL shipment including UPS. Assist the GM and AGM with inventory controls including but not limited to cycle counts, daily review inventory levels, scrap processing and loss prevention. Other duties as assigned.
Auto-ApplyFull-Time Bilingual - Spanish - Call Center-Member Service Representative I or II
Finance service representative job in Colorado Springs, CO
This position is projected to start 1/5/2025 and requires 5 weeks of mandatory paid training at our Headquarters in Colorado Springs, Colorado. This is an in-office position based out of Ent Credit Union Headquarters in Colorado Springs. This is not a fully remote eligible position.
Required availability for this position is Monday through Friday, 7:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:00 am to 3:00 pm.
Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.
Job Description
This position is projected to start 1/5/2025 and requires 5 weeks of mandatory paid training at our Headquarters in Colorado Springs, Colorado. This is an in-office position based out of Ent Credit Union Headquarters in Colorado Springs. This is not a fully remote eligible position.
Required availability for this position is Monday through Friday, 7:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:00 am to 3:00 pm.
The Member Service Representative I must provide accurate information regarding member inquiries while actively cross-selling and educating members on Credit Union products and services. Outstanding service must be delivered while remaining professional, responsive, and encouraging. In addition the MSR I is responsible for understanding and complying with credit union policies/procedures and industry regulations while seeking to protect the assets of members and the credit union.
Essential Functions
Member Service Representative Call Center I:
Member Service - the representative must accurately process member requests received through incoming calls. Representatives must provide individual member service at a high-standard professional level while updating the existing database with any changes requested by the member. Members must be verified using Ent's most current procedures to minimize fraudulent activity. The representative must possess the skill to identify and escalate priority issues to the proper area.
Sales - Accountable for meeting member needs through maintaining a strong knowledge of products and services available to members, regularly providing referrals to such products and services in all areas including, but not limited to lending, investments, electronic banking, wealth management, and business banking.
Knowledge - Maintains knowledge and remains current in the position by taking a proactive approach with participating in on-going training, side by sides, quality control sessions, online BVS courses, and utilizing Outlook and Element on a daily basis resulting in the delivery of world class service to our members.
Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Member Service Representative Call Center II:
Member Sales & Service: In order to build and retain member relationships, the representative must answer incoming calls from members, accurately answer inquiries and troubleshoot problems. Members must be verified using the processes and procedures in place, minimizing fraudulent activity. Representative possesses the skill to identify and escalate priority issues. A higher skillset is required to perform certificate maintenance and handle all online banking inquiries. MSR II is expected to resolve member concerns properly and provide solutions to avoid escalations in all areas of member service. The representatives must have extensive knowledge of all products and services by actively listening and determining the product that best fit the member's needs. Products and services include but are not limited to: investment services, online banking and credit cards. In the area of credit cards, the representative will obtain the skillset to submit both consumer and business credit card applications.
Knowledge: Maintains knowledge and remains current in the position by taking a proactive approach with participating in on-going training, side by sides, quality control sessions, online BVS courses, and utilizing Outlook and Element on a daily basis resulting in the delivery of world class service to our members.
Qualifications
This position is projected to start 1/5/2025 and requires 5 weeks of mandatory paid training at our Headquarters in Colorado Springs, Colorado. This is an in-office position based out of Ent Credit Union Headquarters in Colorado Springs. This is not a fully remote eligible position.
Required availability for this position is Monday through Friday, 7:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:00 am to 3:00 pm.
Minimum Formal Qualifications for this Position
Member Service Representative Call Center I:
High School Diploma/G.E.D. or equivalent.
6+ months experience in customer service. Preferred
Inbound phone experience. Preferred
Sales experience. Preferred
Previous financial institution experience. Preferred
Bilingual - Spanish
Member Service Representative Call Center II:
High School Diploma/G.E.D. or equivalent.
1+ years' combined experience to include inbound phone experience and financial services experience, required
Sales Experience, preferred
Bilingual - Spanish
Each year of relevant work experience may be exchanged for a year in a relevant degree program or vice versa. For example, a requirement of a bachelor's degree in accounting and 2+ years of account experience could be substituted for a high school diploma and 6 years of relevant accounting work experience or a master's degree in accounting and 0 years of work experience.
Technical or Specialized Knowledge/Skills:
Member Service Representative Call Center I:
Strong Customer Service focus.
Basic understanding of typical products, offerings, and resources within the banking/credit union environment.
Must have proficient computer skills, including the ability to use Windows, Microsoft Word and Office.
Symitar experience beneficial.
Strong communication skills.
Organizational skills required.
Typing, computer, and ten-key required.
Member Service Representative Call Center II:
Excellent Customer Service focus.
Strong proficiency in relevant credit union products, offerings, and resources.
General understanding of Online Banking and Business Credit Card products and procedures required.
Must have proficient computer skills, including the ability to use Windows, Microsoft Word and Office.
Ability to complete multiple tasks utilizing various databases concurrently is required.
Strong communication and writing skills.
Organizational skills required.
Typing, computer, and ten-key required.
Symitar experience strongly preferred.
Certifications Required:
None
Environmental, Physical and Psychological Requirements
Standing - Occasionally
Walking - Occasionally
Sitting - Frequently
Lifting - Rarely (40 Lbs)
Carrying - Rarely
Pushing - Rarely
Pulling - Rarely
Balancing - Rarely
Stooping - Rarely
Kneeling - Rarely
Crouching - Rarely
Crawling - Rarely
Reaching - Occasionally
Handling - Occasionally
Grasping - Occasionally
Feeling - Occasionally
Talking - Frequently
Hearing - Frequently
Repetitive Motions - Frequently
Eye/Hand/Foot Coordination - Occasionally
Noises louder than normal speaking volume - Occasionally
Temperature Changes - Rarely
Atmospheric Conditions - Rarely
Additional Information
This position is projected to start 1/5/2025 and requires 5 weeks of mandatory paid training at our Headquarters in Colorado Springs, Colorado. This is an in-office position based out of Ent Credit Union Headquarters in Colorado Springs. This is not a fully remote eligible position.
Required availability for this position is Monday through Friday, 7:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:00 am to 3:00 pm.
The hourly ranges for the positions are:
Member Service Representative Call Center I: $18.75 - $19.75 (S10).
Member Service Representative Call Center II: $20.60 - $23.48 (S11).
This position is eligible for a monthly incentive plan.
This position is eligible for a bilingual (Spanish) stipend.
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.
Benefits Summary Sheet
At Ent Credit Union, we offer a comprehensive benefits package, including:
Health Benefits: Affordable insurance, 24/7 doctor access, and a nationwide provider network.
401(k): 3% automatic contribution after six months, plus up to 6% matching.
Paid Time Off: During your first year, enjoy 16 days of paid time off (PTO) plus 9 paid holidays. And it grows from there.
Volunteer Time Off: Paid time off to give back to the community.
Education Support: Up to $10,000 annually for higher education and assistance for certifications.
Exclusive Discounts: Significant savings on home, car, and personal loans.
For more information about our outstanding benefits please visit our careers page at ********************
We anticipate this position to close on 12/15/2025. Please submit your application at your earliest convenience to be considered.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Financial Services Representative - State Farm Agent Team Member
Finance service representative job in Colorado Springs, CO
Job DescriptionBenefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
About the Agency:
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement.
If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
Come work with an energetic, fun team at Mike Wuest - State Farm Agent!
Role Description:
As a Financial Services Representative - State Farm Agent Team Member with Mike Wuest - State Farm Agent, you will successfully market the products that manage everyday risks. Your proficient knowledge of insurance reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Series 6/63/65 or 7 licenses and SIE designation preferred.
1+ years of experience in insurance.
Financial Services Representative
Finance service representative job in Colorado Springs, CO
Job Description
Financial Aid Representative
IntelliTec College - Colorado Springs
Full-Time
IntelliTec College is recruiting for a full-time Financial Aid Advisor at our Colorado Springs campus.
The Financial Aid Representative is responsible for assisting students throughout the financial aid process and updating student files and associated records.
Essential Duties:
Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options
Follow-up with new and prospective students to ensure all necessary paperwork is completed Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility
Determine student eligibility for FSA funds based on ISIR (Institutional Student information Report), resolve issues that arise, and complete all necessary paperwork
Complete all established Financial Aid processes, such as verification, award letters, loan originations, etc. to allow for accurate and timely payment of Federal Student Aid Funds
Handle the yearly refinancing process with students to ensure timely receipt of second-year funding
Establish student work study eligibility and work with HR liaison to complete new hire paperwork
Meet with students prior to graduation for exit counseling and to review student loan repayment information
Develop and maintain current working knowledge of all applicable financial aid regulations
Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting any student as needed Secondary Duties:
Present at new student orientations and attend meetings for Financial Aid Lead/Manager when needed
Other duties as assigned
Minimum Qualifications:
Education: Associate's degree in Finance, Accounting, Business Administration, or a related field.
Two (2) years of additional experience may be substituted in lieu of a formal degree
Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or related field
License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems
Working Hours:
Schedule may vary between the hours of 8:00 AM - 7:30 PM Monday - Thursday and 8:00 AM - 5:00 PM on Friday in order to meet departmental and student needs.
Physical Demands and Working Conditions:
This position requires light work, occasionally lifting up to 20 pounds while frequently lifting up to 10 pounds. Administrative work requires sitting for long periods of time and consistent use of a computer. Position is required to express complex topics through speech and written communication. The worker is not substantially exposed to chemicals or adverse environmental conditions. This position may require driving to satellite campus locations.
40 hours a week, Monday - Friday
40 hours a week, Monday - Friday
Financial Services Representative
Finance service representative job in Colorado Springs, CO
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative 📍 Colorado Springs - Garden of the Gods Branch 💼 Full-Time
💡 Why You'll Love Working Here:
Work in a supportive, team-focused environment
Build lasting relationships with customers
Professional growth opportunities
Competitive pay + benefits package
About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.
What You'll Do:
Greet customers and process transactions quickly and accurately
Balance and maintain your cash drawer daily
Open and close accounts (checking, savings, CDs, NOW accounts, etc.)
Provide exceptional customer service and build long-term relationships
Cross-sell banking products and services based on customer needs
Perform basic loan administration as needed
Follow all policies, procedures, and regulations
What We're Looking For:
Cash handling experience
Strong customer service & communication skills
Ability to multitask and pay close attention to detail
Professional appearance and demeanor
Sales experience preferred (but not required)
College degree may be substituted for experience - we'll train the right person
Perks & Benefits:
Competitive pay
Health, dental, and vision insurance
401(k) with employer match after one year
Paid time off & holidays
Ongoing training and career growth opportunities
Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!
Banker - Pueblo Main Bank, Full Time
Finance service representative job in Pueblo, CO
PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service.
Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.
We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community.
Position Overview: PB&T Bank is seeking a Signature Banker to provide professional customer service, process financial transactions, and promote banking products. This role requires strong attention to detail, compliance with banking regulations, and the ability to build lasting customer relationships.
Key Responsibilities:
* Process deposits, withdrawals, and payments accurately
* Assist customers with account inquiries and financial services
* Promotion of banking products and services
* Maintain compliance with banking regulations and security policies
Qualifications:
* High school diploma or GED preferred
* Minimum 1 year of cash handling, customer service, and sales experience
* Excellent communication, problem-solving, and organizational skills
Job Type: Full-Time
Pay Range: $16-$20 Hourly Depending on experience, knowledge, skills, abilities, education, and geographical location.
Job Posting Closing Date: December 5, 2025 at the earliest
To apply: For consideration, applicants must submit a completed application through the provided careers link:
Member Services Representative
Finance service representative job in Pueblo, CO
Job DescriptionWho 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 2,000 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 Member Services Representative position:
You:
Exhibit a positive and upbeat attitude.
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 and dependable.
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
The Member Services Representative will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests while ensuring an exceptional "Judgement Free" experience.
Daily Duties and Responsibilities include:
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 and transferring memberships.
Answer phones in a friendly manner and assist callers with a variety of questions.
Perform prospective member calls and tours of the facility; assessing their membership needs.
Proficient knowledge of retail products and performance of retail transactions with accuracy.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Daily and consistent cleaning and sanitizing of all exercise equipment and Black Card spa amenities.
Ensuring Locker Rooms are clean and sanitized, stocked and clutter free by following the routine daily schedule.
Promptly address maintenance and facility concerns such as broken/missing equipment, leaky faucets, etc.
Frequently perform walk throughs of all club areas; addressing supply needs, cleanliness concerns and safety/policy issues.
About Your Qualifications/Requirements:
6-12 months experience in a customer service environment is preferred.
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 Member Services Representative:
Continual standing and walking during shift.
Continual in person communication or on the phone during shift.
Occasional climbing, balancing, bending, twisting and kneeling during shift.
Must be able to occasionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
More Reasons to Join Our Team:
Awesome and fun work environment!
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.
Banker - Pueblo North, Full Time
Finance service representative job in Pueblo, CO
PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service.
Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.
We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community.
Position Overview: PB&T Bank is seeking a Signature Banker to provide professional customer service, process financial transactions, and promote banking products. This role requires strong attention to detail, compliance with banking regulations, and the ability to build lasting customer relationships.
Key Responsibilities:
Process deposits, withdrawals, and payments accurately
Assist customers with account inquiries and financial services
Promotion of banking products and services
Maintain compliance with banking regulations and security policies
Qualifications:
High school diploma or GED preferred
Minimum 1 year of cash handling, customer service, and sales experience
Excellent communication, problem-solving, and organizational skills
Job Type: Full-Time
Pay Range: $16-$20 Hourly Depending on experience, knowledge, skills, abilities, education, and geographical location.
Job Posting Closing Date: December 5, 2025 at the earliest
To apply: For consideration, applicants must submit a completed application through the provided careers link: ****************************
Location: Pueblo North Branch at 2127 Jerry Murphy Blvd, Pueblo, CO 81001
Benefits
Comprehensive health, dental, vision, and life insurance
401(k) retirement plan with bank contributions
Paid vacation, sick time, and birthday off
Employee assistance and referral incentive programs
PB&T Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age (40+), ancestry, race, color, creed, religion, sex, pregnancy and related conditions, sexual orientation, marital status, gender identity, gender expression, national origin, disability, genetic information, or status as a protected veteran. In accordance with and under the circumstances described by Colorado law, PB&T Bank does not discriminate on the basis of marriage to a co-worker.
Please reach out to ************** for assistance with accommodations needed during the application and interview process.
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.
Please note that unsolicited resumes from recruiting/talent agencies will not be accepted or considered.
Personal Banking Representative I - Colorado Springs
Finance service representative job in Colorado Springs, CO
General Purpose The Personal Banking Representative (PBR) I provides excellent customer service by establishing a working relationship with internal and external customers through effective communication. They have developed proficiency in all duties and functions related to Customer Service Representative.
Essential Duties/Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Regular and Reliable on-site attendance is required as an essential function of this position.
* Practices exceptional service with customers using available training programs and measurement tools.
* Proficiency in deposit processing duties including cash handling and cash drawer balancing.
* Uses numerous software applications to accomplish daily tasks with minimal errors.
* Understands the features and benefits of Alpine Bank consumer and business products and services.
* Completes New Accounts training; opens and maintains consumer and commercial bank accounts for Alpine Bank customers.
* Demonstrates proficiency in the following operational functions: wires, endorsements, basic bookkeeping, ATM settlement, vault balancing, vault cash ordering, safe deposit box entry/exit functions, and basic fraud detection and location security.
* Generates correspondence to secure additional customer information to resolve customer concerns.
* Performs other duties as assigned.
Employees are held accountable for all duties of this job.
Job Qualifications
Knowledge, Skills, and Ability:
* A customer service oriented individual with excellent written and verbal communication skills.
* Problem solving and analytical ability.
* Good time management skills. Ability to manage multiple tasks in a fast-paced environment.
* Works well in a team environment.
* Basic mathematical and cash handling skills.
* Basic keyboard navigation ability.
* Exhibits exceptional organizational skills and maintains detailed files and notes for documentation as necessary.
* Utilizes tools and training programs available to exceed customer expectations and achieves satisfactory scores on Mystery Shops.
* Understanding and application of banking compliance regulations.
* Current possession, or ability to obtain, a Notary Public is a plus.
* Bilingual abilities are a plus.
Education or Formal Training:
* No specific education or formal training required.
* Possession of, or ability to obtain, a valid State of Colorado Driver's License is required.
Experience:
* Some customer service experience a plus.
* An entry-level position requiring little or no banking experience.
* Previous cash handling and/or customer service experience preferred.
Working Conditions
Working Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Prolonged periods of standing and/or sitting. Ability to function in a fast-paced environment. May include some weekend and evening hours. Occasional travel may be required.
Physical Activities:
These are representative of those which must be met to successfully perform the essential functions of this job.
Physical demands standing for long periods of time, good eyesight and hand/finger dexterity, and ability to handle some mental stress when dealing with upset customers. May spend significant time doing computer work while occasionally needing to travel for conferences or meetings. While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 50 pounds. Repetitive motion likely.
Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
Starting Rate of Pay is between $18.50 to $23.50 per hour, depending on experience.
For an overview of our employee benefits please visit: Alpine Bank Careers Page
Position anticipated to close January 10, 2026, or until filled.
Associate Relationship Banker - Uptown CO Springs, Colorado Springs - Southern CO
Finance service representative job in Colorado Springs, CO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate 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, Financial Services, 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: ****************************************************************
Auto-ApplyPersonal Banker
Finance service representative job in Pueblo, CO
Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.
**Responsibilities**
+ Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
+ Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
+ Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
+ Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
+ Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
+ Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
+ Works closely with clients and business partners to refer products and services to other business lines.
+ Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
+ Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
+ Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
+ When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
+ Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
+ Protect all client and bank information confidentially and follow all company policies.
+ Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
+ Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
+ Working at the worksite during regular business hours and/or assigned hours.
+ Other specified duties as assigned.
**Compensation & Benefits**
The Personal Banker position pays a minimum of $18.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**Skills**
+ Strong written and verbal communication skills required.
+ Strong attention to detail and ability to complete work accurately.
+ Ability to organize work.
+ Strong sales skills.
+ Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.
+ Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
+ Ability to be NMLS licensed and registered.
**Education & Experience**
+ High school diploma, GED, or equivalent, required, Associate degree or higher preferred.
+ Previous banking experience preferred.
+ 6 months in a client service experience role preferred.
+ 6 months sales experience preferred.
+ Minimum 6 months cash handling experience preferred.
+ Ability to be NMLS licensed and registered and obtain a state notary license.
**Physical Requirements**
The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
Member Service Representative (Part-Time) - North Colorado Springs
Finance service representative job in Colorado Springs, CO
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
* Provide basic counseling on available products and services to meet member needs
* Assist members with opening and maintaining deposit accounts, loans, and other financial products
* Research and resolve basic account discrepancies and service requests
* Identify opportunities to cross-service products and enhance member relationships through education
* Understand and comply with all relevant federal and institutional regulations related to financial products and services
* Support team members by sharing knowledge and best practices as experience grows
* Ensure cash and other negotiable instruments are handled properly and securely
* Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
* Perform other duties as assigned
* Experience in building effective relationships through rapport, trust, diplomacy, and tact
* Effective research, analytical, and problem-solving skills
* Experience working independently and in a team environment
* Experience maintaining composure in a high-production and changing environment
* Experience navigating multiple systems efficiently and adapt to evolving technologies
* Effective skill exercising sound judgment and make informed decisions
* Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
* Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
* Working knowledge of deposit and loan products, services, and operational procedures
* Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 5278 N Nevada Ave Ste 180, Colorado Springs, Colorado 80918
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
* Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Auto-ApplyAssociate Relationship Banker - Uptown CO Springs, Colorado Springs - Southern CO
Finance service representative job in Colorado Springs, CO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate 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, Financial Services, 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: ****************************************************************
Auto-ApplyCustomer Service Representative
Finance service representative job in Colorado Springs, CO
Systems Integration, Inc. (SII) is a leading provider of turnkey contact center infrastructure solutions and IT services. With decades of combined experience in IT and systems integration, we have helped US Government agencies and commercial businesses elevate their customer satisfaction with our portfolio of solutions and services. Join our customer service team to discover a professionally and financially rewarding career in an exciting, fast-paced, and growing government-contracting industry!
We are hiring Tier 1 Customer Service Center Representatives to work at a site in Colorado Springs, CO location. Must be available to work between a shift during the hours of operation which are 2:30am to 7:30pm MST (7) days per week, 365 days per year. Shift schedules are 2:30am to 11am and 11am to 7:30pm including weekends and holidays. Please note, this position is an on-site position.
Call Center Representatives will be able to confer with customers by telephone to provide information and conduct research to resolve questions. They will verify that appropriate responses were provided to resolve customer inquiries and keep detailed records of customer interactions. Representatives will be able to use Customer Relationship Management (CRM) software as well as research extensive commercial and government databases.
Work Authorization/Security Clearance
Must be a US Citizen and be able to obtain a public trust security clearance.
The successful applicant will have:
Proven knowledge and experience in the principles and processes for providing customer service including customer needs assessment, meeting quality standards for services and evaluation of customer satisfaction.
Must have knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar to produce clear documentation of calls.
Call Center Reps will be adept at active listening, effective speaking skills to convey information effectively, be service oriented actively seeking ways to help and resolve problems.
Must excel at reading comprehension understanding written work in work related documents.
Must employ critical thinking skills using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
SII is an equal opportunity employer, offering competitive pay and performance-based incentives, including 10 paid holidays per year.
Must be able to pass a federal background check that inlcudes a credit check.
Customer Service Representative
Finance service representative job in Colorado Springs, CO
Light clerical work including answering / screening / telephone calls to the appropriate person, resolution of calls (orders, quotes, etc). Ability to use hand tools and assist or complete modifications to products i.e. glazing, section width changes, insulating, etc. and fork truck operation.
Respond to customer requests for information concerning order tracking, order expediting and product availability.
Perform order entry at both sales invoicing level and request for products from supply plants.
Notify customers of potential backorders, credit issues, order availability and any other information regarding orders.
Act as a liaison between sales center and plant departments, gather the necessary information and respond appropriately.
Process all necessary paperwork for the daily operation of the sales center as required.
Delivery responsibilities as required. Including driver qualified (valid license).
Assist in unloading and loading vendor and customer vehicles.
Monitor completion of daily customer LTL shipment including UPS.
Assist the GM and AGM with inventory controls including but not limited to cycle counts, daily review inventory levels, scrap processing and loss prevention.
Other duties as assigned.
1-3 years Customer Service experience, door industry preferred.
Attention to detail and problem solving.
Excellent telephone, written and verbal communication skills while interfacing with all levels of staff and customers.
Working knowledge of PC's and related software including MS Word, Excel, Access, Lotus Notes, etc.
Basic math skills required.
Willingness to learn product and processes.
Education
High School Diploma or GED
Physical / Work Environment Requirements
Ability to stand for long periods of time in a non-climate controlled environment.
Ability to lift up to 50 pounds
Auto-ApplyFull-Time Call Center-Member Service Representative I or II - Colorado Springs, CO
Finance service representative job in Colorado Springs, CO
Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.
Job Description
This position is projected to start 1/5/2025 and requires 5 weeks of mandatory paid training at our Headquarters in Colorado Springs, Colorado. This is an in-office position based out of Ent Credit Union Headquarters in Colorado Springs. This is not a fully remote eligible position.
Required availability for this position is Monday through Friday, 7:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:00 am to 3:00 pm.
The Member Service Representative II must provide accurate information regarding member inquiries while actively cross-selling and educating members on Credit Union products and services. Outstanding service must be delivered while remaining professional, responsive, and encouraging. In addition, this role is responsible for understanding and complying with credit union policies/procedures and industry regulations while seeking to protect the assets of members and the credit union.
Essential Functions
Member Service Representative Call Center I:
Member Service - the representative must accurately process member requests received through incoming calls. Representatives must provide individual member service at a high-standard professional level while updating the existing database with any changes requested by the member. Members must be verified using Ent's most current procedures to minimize fraudulent activity. The representative must possess the skill to identify and escalate priority issues to the proper area.
Sales - Accountable for meeting member needs through maintaining a strong knowledge of products and services available to members, regularly providing referrals to such products and services in all areas including, but not limited to lending, investments, electronic banking, wealth management, and business banking.
Knowledge - Maintains knowledge and remains current in the position by taking a proactive approach with participating in on-going training, side by sides, quality control sessions, online BVS courses, and utilizing Outlook and Element on a daily basis resulting in the delivery of world class service to our members.
Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Member Service Representative Call Center II:
Member Sales & Service: In order to build and retain member relationships, the representative must answer incoming calls from members, accurately answer inquiries and troubleshoot problems. Members must be verified using the processes and procedures in place, minimizing fraudulent activity. Representative possesses the skill to identify and escalate priority issues. A higher skillset is required to perform certificate maintenance and handle all online banking inquiries. MSR II is expected to resolve member concerns properly and provide solutions to avoid escalations in all areas of member service. The representatives must have extensive knowledge of all products and services by actively listening and determining the product that best fit the member's needs. Products and services include but are not limited to: investment services, online banking and credit cards. In the area of credit cards, the representative will obtain the skillset to submit both consumer and business credit card applications.
Knowledge: Maintains knowledge and remains current in the position by taking a proactive approach with participating in on-going training, side by sides, quality control sessions, online BVS courses, and utilizing Outlook and Element on a daily basis resulting in the delivery of world class service to our members.
Qualifications
This position is projected to start 1/5/2025 and requires 5 weeks of mandatory paid training at our Headquarters in Colorado Springs, Colorado. This is an in-office position based out of Ent Credit Union Headquarters in Colorado Springs. This is not a fully remote eligible position.
Required availability for this position is Monday through Friday, 7:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:00 am to 3:00 pm.
Minimum Formal Qualifications for this Position
Member Service Representative Call Center I:
High School Diploma/G.E.D. or equivalent.
6+ months of experience in customer Service. Preferred
Sales experience. preferred
Previous financial institution experience. Preferred
Member Service Representative Call Center II:
High School Diploma/G.E.D. or equivalent.
1+ years' combined experience to include inbound phone experience and financial services experience, Required
Sales Experience, Preferred
Technical or Specialized Knowledge/Skills:
Excellent Customer Service focus.
Strong proficiency in relevant credit union products, offerings, and resources.
General understanding of Online Banking and Business Credit Card products and procedures required.
Must have proficient computer skills, including the ability to use Windows, Microsoft Word and Office.
Ability to complete multiple tasks utilizing various databases concurrently is required.
Strong communication and writing skills.
Organizational skills required.
Typing, computer, and ten-key required.
Symitar experience strongly preferred.
Certifications Required:
None
Environmental, Physical and Psychological Requirements
Standing - Occasionally
Walking - Occasionally
Sitting - Frequently
Lifting - Rarely (40 Lbs)
Carrying - Rarely
Pushing - Rarely
Pulling - Rarely
Balancing - Rarely
Stooping - Rarely
Kneeling - Rarely
Crouching - Rarely
Crawling - Rarely
Reaching - Occasionally
Handling - Occasionally
Grasping - Occasionally
Feeling - Occasionally
Talking - Frequently
Hearing - Frequently
Repetitive Motions - Frequently
Eye/Hand/Foot Coordination - Occasionally
Noises louder than normal speaking volume - Occasionally
Temperature Changes - Rarely
Atmospheric Conditions - Rarely
Additional Information
This position is projected to start 1/5/2025 and requires 5 weeks of mandatory paid training at our Headquarters in Colorado Springs, Colorado. This is an in-office position based out of Ent Credit Union Headquarters in Colorado Springs. This is not a fully remote eligible position.
Required availability for this position is Monday through Friday, 7:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:00 am to 3:00 pm.
The hourly ranges for the positions are:
Member Service Representative Call Center I: $18.75 - $19.75 (S10).
Member Service Representative Call Center II: $20.60 - $23.48 (S11).
Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.
This position is eligible for a monthly incentive plan.
Benefits Summary Sheet
At Ent Credit Union, we offer a comprehensive benefits package, including:
Health Benefits:
Affordable insurance, 24/7 doctor access, and a nationwide provider network.
401(k):
3% automatic contribution after three months, plus up to 6% matching.
Paid Time Off:
During your first year, enjoy 16 days of paid time off (PTO) plus 9 paid holidays. And it grows from there.
Volunteer Time Off:
Paid time off to give back to the community.
Education Support:
Up to $10,000 annually for higher education and assistance for certifications.
Exclusive Discounts:
Significant savings on home, car, and personal loans.
For more information about our outstanding benefits please visit our careers page at ********************
We anticipate this position to close on 12/15/2025. Please submit your application at your earliest convenience to be considered.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Member Services Representative
Finance service representative job in Pueblo, 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 2,000 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 Member Services Representative position:
You:
Exhibit a positive and upbeat attitude.
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 and dependable.
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 The Member Services Representative will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests while ensuring an exceptional "Judgement Free" experience.
Daily Duties and Responsibilities include:
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 and transferring memberships.
Answer phones in a friendly manner and assist callers with a variety of questions.
Perform prospective member calls and tours of the facility; assessing their membership needs.
Proficient knowledge of retail products and performance of retail transactions with accuracy.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Daily and consistent cleaning and sanitizing of all exercise equipment and Black Card spa amenities.
Ensuring Locker Rooms are clean and sanitized, stocked and clutter free by following the routine daily schedule.
Promptly address maintenance and facility concerns such as broken/missing equipment, leaky faucets, etc.
Frequently perform walk throughs of all club areas; addressing supply needs, cleanliness concerns and safety/policy issues.
About Your Qualifications/Requirements:
6-12 months experience in a customer service environment is preferred.
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 Member Services Representative:
Continual standing and walking during shift.
Continual in person communication or on the phone during shift.
Occasional climbing, balancing, bending, twisting and kneeling during shift.
Must be able to occasionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
More Reasons to Join Our Team:
Awesome and fun work environment!
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: $14.81 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.
Auto-ApplyMember Service Representative (Part-Time) - North Colorado Springs
Finance service representative job in Colorado Springs, CO
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 5278 N Nevada Ave Ste 180, Colorado Springs, Colorado 80918
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Auto-ApplyRelationship Banker - Southern CO Market, Colorado Springs CO
Finance service representative job in Colorado Springs, CO
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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: **************************************************************************
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