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Finance service representative jobs in Pueblo, CO

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  • Full-Time Bilingual preferred - Spanish - Member Service Representative - Pueblo, CO

    Ent Credit Union 4.5company rating

    Finance service representative job in Pueblo, 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 on 01/20/2026 and requires 2 weeks of mandatory paid training at Ent Headquarters in Colorado Springs, CO. Service Center will be determined upon hire and location will vary within Pueblo/Pueblo West area. Required availability for this position is Monday through Friday 8:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:30 am to 12:30 pm. Please Note: Upon hire, you may be placed in a temporary assignment until a permanent opening becomes available. This assignment may be at a different location based on operational needs. The primary purpose of this position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ent's full range of products and services. This is accomplished through accurate and professional member transactions, enhanced member awareness of existing products and services, and regularly meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures, as well as financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau). The Member Service Representative must excel in service, quality communication, product knowledge, sales, and accuracy while meeting all service, performance, and safety standards. Essential Functions Providing quality member service through accurate and professional face-to-face member interactions including basic monetary transactions, new member account creation, and account maintenance, with a focus on member retention and acquisition. Accountable for discovering and meeting member needs by regularly achieving monthly sales standards through product offering in all areas including, but not limited to deposit and lending products, credit and debit cards, investments, and business banking. Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Union's Policies and Procedures documents, as well as financial regulations to include, but not limited to, BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau). Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act. Qualifications This position is projected to start on 01/20/2026 and requires 2 weeks of mandatory paid training at Ent Headquarters in Colorado Springs, CO. Service Center will be determined upon hire and location will vary within Pueblo/Pueblo West area. Required availability for this position is Monday through Friday 8:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:30 am to 12:30 pm. Please Note: Upon hire, you may be placed in a temporary assignment until a permanent opening becomes available. This assignment may be at a different location based on operational needs. Minimum Formal Qualifications for this Position High School Diploma/G.E.D. or Equivalent. 6+ months Customer Service experience in Financial Services or Retail Delivery. Required 6+ months Sales experience. preferred Technical or Specialized Knowledge/Skills: Enthusiastic attitude regarding helping our community. Strong emphasis on member service and offering appropriate cross-sell / upsell opportunities to the member. Strong attention to detail and accuracy of all transactions is of critical importance. Professional and courteous communication skills are of critical importance. Proficient in basic math (addition, subtraction, multiplication, and division). Comfortable handling physical money with a high level of accuracy with members directly. Exposure to Microsoft Outlook and web based transactional systems to complete day to day member requests. Able to use 10-Key by touch is preferred. Certifications Required: None Environmental, Physical and Psychological Requirements Standing - Occasionally Walking - Occasionally Sitting - Frequently Lifting - Rarely (40 Lbs) Carrying - Rarely Pushing - Rarely Pulling - Rarely Balancing - Rarely Stooping - Rarely Kneeling - Rarely Crouching - Rarely Crawling - Rarely Reaching - Occasionally Handling - Occasionally Grasping - Occasionally Feeling - Occasionally Talking - Frequently Hearing - Frequently Repetitive Motions - Frequently Eye/Hand/Foot Coordination - Occasionally Noises louder than normal speaking volume - Occasionally Temperature Changes - Rarely Atmospheric Conditions - Rarely Additional Information This position is projected to start on 01/20/2026 and requires 2 weeks of mandatory paid training at Ent Headquarters in Colorado Springs, CO. Service Center will be determined upon hire and location will vary within Pueblo/Pueblo West area. Required availability for this position is Monday through Friday 8:00 am to 6:00 pm (shift will vary within these hours) and Saturdays from 8:30 am to 12:30 pm. Please Note: Upon hire, you may be placed in a temporary assignment until a permanent opening becomes available. This assignment may be at a different location based on operational needs. The pay range for this position is: $18.75 to $19.75 per Hour (S10) Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity. This position is eligible for a monthly incentive plan. Benefits Summary Sheet At Ent 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 12/26/2025. 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)
    $18.8-19.8 hourly 12h ago

  • Customer Service Representative - Pueblo, CO

    Kedia Corporation

    Finance service representative job in Pueblo, CO

    Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system Scanners Standalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email Customer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM Electronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook Network conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat Spreadsheet software - Microsoft Excel Knowledge Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Speaking - Talking to others to convey information effectively. Service Orientation - Actively looking for ways to help people. Persuasion - Persuading others to change their minds or behavior. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Writing - Communicating effectively in writing as appropriate for the needs of the audience. Coordination - Adjusting actions in relation to others' actions. Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Negotiation - Bringing others together and trying to reconcile differences. Abilities Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. Oral Expression - The ability to communicate information and ideas in speaking so others will understand. Speech Clarity - The ability to speak clearly so others can understand you. Speech Recognition - The ability to identify and understand the speech of another person. Written Expression - The ability to communicate information and ideas in writing so others will understand. Near Vision - The ability to see details at close range (within a few feet of the observer). Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Written Comprehension - The ability to read and understand information and ideas presented in writing. Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense. Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional Information If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
    $29k-37k yearly est. 12h ago

  • Customer Service Representative

    Scott Gaskell-Farmers Insurance

    Finance service representative job in Pueblo, CO

    Job Description Are you looking to grow? So are we! Scott Gaskell - Farmers Insurance in PUEBLO, Colorado, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Administration / CSR. In this role you will provide exceptional customer service to our customers, addressing all of their queries. Your positive attitude, rapport-building, and desire to help may make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience. If you are ready to make a change in your life and are looking to join a company that cares about both our customers and you , apply today! Benefits Hourly Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Mon-Fri Schedule Hands on Training Responsibilities Process customer policy change requests. Secure all Trailing Documents from customers. Handle all incoming claim calls from customers and follow-up. Immediately greet all customers, entering the office, in a friendly and helpful manner. Take premium payments from customers. Maintain knowledge of new products and services. Generating insurance quotes. Provide exceptional customer service and support. Requirements Proficiency to multi-task, follow-thru and follow-up. Confident, self-starter who works well independently. Professional phone etiquette. Works well with other employees and is a team player with a positive attitude. A Property & Casualty insurance license is required. Ability to identify and solve problems, think critically, and make decisions quickly.
    $29k-37k yearly est. 30d ago

  • Customer Service Representative - State Farm Agent Team Member

    Tyler Fahrenbruch-State Farm Agent

    Finance service representative job in Pueblo, CO

    Job DescriptionBenefits: License reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: I opened my agency in 2019, but Ive been licensed since 2011. Before becoming an agent with State Farm, I owned several small businesses most notably a trucking and logistics company. As a Colorado native and one of six siblings, Ive always valued community, teamwork, and building something meaningful. Our office is warm and welcoming quite literally, thanks to our two office dogs (at least one of them is here most days). Were proud to be active in many local charities, sponsorships, and community events, and weve earned over 375 five-star Google reviews thanks to our teams dedication to serving people well. We offer a free financial coaching course sponsored by me, a 5% 401(k) match, and periodic opportunities for bonuses throughout the year. Health insurance benefits are also on the way. Our culture is built on teamwork and shared responsibility everyone helps, everyone contributes, and no one ever says, thats not my job. We take pride in maintaining a great work/life balance, and I make it a priority to ensure my team feels supported both professionally and personally. When it comes to bringing on new team members, I look for two things above all: competency and integrity. I want people who are natural winners whether through sports, accomplishments, or personal drive and who always do the right thing, even when no one is watching. This is a team that takes care of one another and takes pride in doing excellent work. ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Tyler Fahrenbruch - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.
    $29k-37k yearly est. 29d ago

  • Customer Service Representative

    Systems Integration 4.3company rating

    Finance service representative job in Colorado Springs, CO

    Systems Integration, Inc. (SII) is a leading provider of turnkey contact center infrastructure solutions and IT services. With decades of combined experience in IT and systems integration, we have helped US Government agencies and commercial businesses elevate their customer satisfaction with our portfolio of solutions and services. Join our customer service team to discover a professionally and financially rewarding career in an exciting, fast-paced, and growing government-contracting industry! We are hiring Tier 1 Customer Service Center Representatives to work at a site in Colorado Springs, CO location. Must be available to work between a shift during the hours of operation which are 2:30am to 7:30pm MST (7) days per week, 365 days per year. Shift schedules are 2:30am to 11am and 11am to 7:30pm including weekends and holidays. Please note, this position is an on-site position. Call Center Representatives will be able to confer with customers by telephone to provide information and conduct research to resolve questions. They will verify that appropriate responses were provided to resolve customer inquiries and keep detailed records of customer interactions. Representatives will be able to use Customer Relationship Management (CRM) software as well as research extensive commercial and government databases. Work Authorization/Security Clearance Must be a US Citizen and be able to obtain a public trust security clearance. The successful applicant will have: Proven knowledge and experience in the principles and processes for providing customer service including customer needs assessment, meeting quality standards for services and evaluation of customer satisfaction. Must have knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar to produce clear documentation of calls. Call Center Reps will be adept at active listening, effective speaking skills to convey information effectively, be service oriented actively seeking ways to help and resolve problems. Must excel at reading comprehension understanding written work in work related documents. Must employ critical thinking skills using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. SII is an equal opportunity employer, offering competitive pay and performance-based incentives, including 10 paid holidays per year. Must be able to pass a federal background check that inlcudes a credit check.
    $30k-36k yearly est. 60d+ ago

  • Part Time Associate Banker Southern CO Colorado Springs (30 hours)

    JPMC

    Finance service representative job in Colorado Springs, CO

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $36k-74k yearly est. Auto-Apply 60d+ ago

  • Customer Service Representative

    The Overhead Door 3.8company rating

    Finance service representative job in Colorado Springs, CO

    1-3 years Customer Service experience, door industry preferred. Attention to detail and problem solving. Excellent telephone, written and verbal communication skills while interfacing with all levels of staff and customers. Working knowledge of PC's and related software including MS Word, Excel, Access, Lotus Notes, etc. Basic math skills required. Willingness to learn product and processes. Education High School Diploma or GED Physical / Work Environment Requirements Ability to stand for long periods of time in a non-climate controlled environment. Ability to lift up to 50 pounds Light clerical work including answering / screening / telephone calls to the appropriate person, resolution of calls (orders, quotes, etc). Ability to use hand tools and assist or complete modifications to products i.e. glazing, section width changes, insulating, etc. and fork truck operation. Respond to customer requests for information concerning order tracking, order expediting and product availability. Perform order entry at both sales invoicing level and request for products from supply plants. Notify customers of potential backorders, credit issues, order availability and any other information regarding orders. Act as a liaison between sales center and plant departments, gather the necessary information and respond appropriately. Process all necessary paperwork for the daily operation of the sales center as required. Delivery responsibilities as required. Including driver qualified (valid license). Assist in unloading and loading vendor and customer vehicles. Monitor completion of daily customer LTL shipment including UPS. Assist the GM and AGM with inventory controls including but not limited to cycle counts, daily review inventory levels, scrap processing and loss prevention. Other duties as assigned.
    $36k-41k yearly est. Auto-Apply 60d+ ago

  • Unit Service Representative

    Watermill Express

    Finance service representative job in Pueblo, CO

    Watermill Express is the best tasting water available anywhere! We are the largest drive-up pure drinking water company in the nation and the green alternative to prepackaged water and ice. Watermill Express services customers 24/7 at nearly 1,300 refill locations across the country. This position will perform light cleaning, litter pick up, recording water readings, and light mechanical to clear occasional coin jams at our refill stations. This is an hourly non-exempt position starting at $15.16 at approximately 7 hours a week with an increase to 14 hours in the very near future. DUTIES AND RESPONSIBILITIES Follow safety guidelines and act in safe manner Demonstrate and support the company's Pledge of Conduct Clean and sanitize the outside vending areas Pick up trash around the unit Clean signs, posts, caps, and doors Verify component functionality Complete and review appropriate reports Notify supervisor or designated operations personnel of any problems at the machines as they are observed QUALIFICATIONS, KNOWLEDGE, SKILLS AND ABILITIES Team player with positive attitude Ability to clean and take pride in a job well done Detail/task oriented Acceptable work attendance to perform job Must have a valid drivers license PHYSICAL REQUIREMENTS: Capable of walking, standing, stooping and bending Ability to work safely in limited space inside water kiosk Ability to work in heat **************************************************************************************************************** Right to Work/E-Verify
    $15.2 hourly Auto-Apply 21d ago

  • Customer Service Representative

    Cutter Holding Co

    Finance service representative job in Colorado Springs, CO

    Full-time Description $17.00/hr starting pay, increases to $20.00/hr after successful completion of probationary period. (Applicant understands this is an entry level position and some key components of the successful completion of the probationary period are: attendance, behavior and learning ability). Summary Cutter Aviation is currently searching for energetic and knowledgeable customer service professionals. The Customer Service Representative (CSR) will function as the primary face of Cutter Aviation and must be an exceptional relationship builder with the drive to provide world-class customer service. The CSR is effectively the Company's store-front at the facility. He/she is the internal representative of our company, to our aircraft owners, operators, business partners, and to the business aviation community. Key Duties Actively uses the following to meet customer needs: Catering to customers; confer with customers by telephone or in person in order to provide information about products and services. Reservation process; keep records of customer interactions and transactions. Record details of inquiries. Determine charges for services requested, collect payments, or arrange for billing. Acknowledge customer dissatisfaction and resolve complaints. Refer unresolved customer grievances to designated departments. Complete contract forms, prepare change of address records, and issue service discontinuance orders, using computers. Check and verify correct orders i.e. fuel and catering, are placed & dispatched to Line Service Technicians. Solicit sale of new or additional services or products. Ensure proper FAA and TSA rules and regulations are followed. Perform airfield management activities, which may include escorting passengers and or crew member's airfield via different traveling modes i.e. walking or driving of company vehicle. Driving of passengers and or crew members on and off airfield to designation i.e. hotel, main airport, aircraft etc. Monitor the arrival, parking, refueling, loading, and departure of all aircraft. Maintain air-to-ground and point-to-point radio contact with aircraft. Direct activities related to dispatching, routing, and tracking transportation vehicles such as aircraft. Other duties and responsibilities as assigned. Benefits Available with employment: Medical, Dental, Vision and Supplemental Plans Requirements Requirements and Skills 1-3 years of Customer Service Experience. Must have computer skills. Ability to use radio communication, phonetic alphabet and military time. Strong interpersonal and communication skills. Excellent Organizational and Customer Service skills with a sincere desire to assist customers. Have professional appearance and mannerisms. Must be able to multitask. What to Expect: Applicants selected for employment will be required to pass a pre-employment drug screening, MVD and background check. Salary Description $17/hr
    $17-20 hourly 60d+ ago

  • Private Client Banker - Nevada and Southgate, Colorado Springs CO- Southern CO

    Jpmorganchase 4.8company rating

    Finance service representative job in Colorado Springs, CO

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm 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: **************************************************************************
    $34k-65k yearly est. Auto-Apply 15d ago

  • Financial Services Representative

    Intellitec College-Colorado Springs

    Finance service representative job in Colorado Springs, CO

    Job Description Financial Aid Representative IntelliTec College - Colorado Springs Full-Time IntelliTec College is recruiting for a full-time Financial Aid Advisor at our Colorado Springs campus. The Financial Aid Representative is responsible for assisting students throughout the financial aid process and updating student files and associated records. Essential Duties: Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options Follow-up with new and prospective students to ensure all necessary paperwork is completed Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility Determine student eligibility for FSA funds based on ISIR (Institutional Student information Report), resolve issues that arise, and complete all necessary paperwork Complete all established Financial Aid processes, such as verification, award letters, loan originations, etc. to allow for accurate and timely payment of Federal Student Aid Funds Handle the yearly refinancing process with students to ensure timely receipt of second-year funding Establish student work study eligibility and work with HR liaison to complete new hire paperwork Meet with students prior to graduation for exit counseling and to review student loan repayment information Develop and maintain current working knowledge of all applicable financial aid regulations Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting any student as needed Secondary Duties: Present at new student orientations and attend meetings for Financial Aid Lead/Manager when needed Other duties as assigned Minimum Qualifications: Education: Associate's degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of additional experience may be substituted in lieu of a formal degree Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or related field License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems Working Hours: Schedule may vary between the hours of 8:00 AM - 7:30 PM Monday - Thursday and 8:00 AM - 5:00 PM on Friday in order to meet departmental and student needs. Physical Demands and Working Conditions: This position requires light work, occasionally lifting up to 20 pounds while frequently lifting up to 10 pounds. Administrative work requires sitting for long periods of time and consistent use of a computer. Position is required to express complex topics through speech and written communication. The worker is not substantially exposed to chemicals or adverse environmental conditions. This position may require driving to satellite campus locations. 40 hours a week, Monday - Friday 40 hours a week, Monday - Friday
    $26k-37k yearly est. 5d ago

  • Financial Services Representative - State Farm Agent Team Member

    Mike Wuest-State Farm Agent

    Finance service representative job in Colorado Springs, CO

    Job DescriptionBenefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development About the Agency: This busy insurance and 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.
    $26k-37k yearly est. 5d ago

  • Customer Service Representative/Case Management Analyst

    Amentum

    Finance service representative job in Colorado City, CO

    Case Management Support Analyst I Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in science, security and sustainability. Our people apply undaunted curiosity, relentless ambition and boundless imagination to challenge convention and drive progress. Our commitments are underpinned by the belief that safety, collaboration and well-being are integral to success. Headquartered in Chantilly, Virginia, we have approximately 50,000 employees in more than 70 countries across all 7 continents. If you are an experienced Case Management Analyst seeking a way to positively impact U.S. National Security, Amentum is looking for you to join our existing contract with the Transportation Security Administration (TSA)! We have full time positions supporting TSA's Springfield, VA facility for experienced Case Management Analysts who are excited about supporting TSA's role in supporting members of the public enrolling in TSA programs and those with questions about their interaction with TSA's vetting programs to ensure the Security of the nation's transportation systems. The successful candidate will bring at least one year of experience managing queues in a call center environment. Work includes identifying, researching, and resolving questions/issues from applicants to TSA security programs including but not limited to the TSA PreCheck, and the Transportation Worker Identification Credential (TWIC) programs. Essential duties and responsibilities for the position include the following: Provide customer relationship management to program applicants including performing and conduct queue management based on cases received for vetting program populations including processing cases, emails, phone calls and develop associated queue reports. Triage cases/tickets. Complete case management actions according to customer procedures for various vetting program populations, including assisting in applicant information updates to include uploading documents, responding to inquiries and customer service tickets. Maintain communication with customers and immediately report any issues or concerns to Program Leads. Work efficiently in a hybrid role from home/office while staying on task. Perform customer service tasks (e.g., answering telephone calls, typing, filing, scanning, faxing, copying, & correspondence management). Respond to telephone calls, email, and personnel requests for TSA application support according to customer procedures. Document, track, and monitor customer problems to ensure a timely resolution. Use Microsoft Office suite to perform job duties. Apply internet skills to perform searches and navigate within web sites and other legal research sites as required. Apply effective listening, customer service, and problem resolution skills. Courteously handle unsatisfied customers. Responds to and diagnose problems through discussion with users. Ensure a timely process through which problems are controlled. Includes problem recognition, research, isolation, resolution, and follow-up steps. Recommend systems modifications to reduce user problems. Minimum Experience, Education and Licensure: Bachelor's degree (BA or BS) The Basic Qualifications for this position are as follows: Must be able to obtain and maintain facility credentials/authorization. Note: US Citizenship is required for facility credentials/authorization at this work location. 1+ years' experience in: Supporting a call center/case management environment providing Tier II or Tier III support to address issues escalated from lower levels. Handling customers Experience supporting TSA or another Federal Agency is desired but not required. Minimum Knowledge, Skills and Abilities: Computer skills required: Experience using Microsoft Calendar/Outlook, Word, Excel, PowerPoint and Adobe Acrobat. Express and exchange ideas clearly in the English language, written and verbal Ability to work effectively and efficiently in a team environment and relate well to others Ability to show initiative and commitment to the company's goals Ability to readily adapt to changing requirements Strong commitment to performing and producing at the highest level of quality at all times Ability to manage individual workflow effectively Ability to communicate clearly and effectively with coworkers both in written and verbal communications Positive attitude focused on customer satisfaction Attention to detail Ability to relate to others in a friendly, courteous, and business-like manner Physical Demands: While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands and fingers to handle or feel objects office equipment; use fingers and hands to type or write; reach with hands and arms; talk or hear. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Ability to Lift up to 20 pounds, bend, reach, carry, stoop, kneel, climb, etc. Work Environment: This position is performed in a traditional office environment. Compensation: The starting hourly rate for this position is $24.04 per hour. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate. Benefits: Amentum offers the following benefits for this position, subject to applicable eligibility requirements: medical dental and vision insurance, 401(k) retirement plan, life insurance, long term and short-term disability insurance, 3 weeks of paid time off, and parental leave. Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.
    $24 hourly Auto-Apply 60d+ ago

  • Customer Service Representative

    Caliber Holdings

    Finance service representative job in Colorado Springs, CO

    Service Center Colorado Springs - North Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monitoring work volume scheduled for the center and recommend load level requests when necessary, coordinating Rental Car/Tow companies to provide one-stop service to all customers while maintaining a broad knowledge base of insurance partner requirements regarding authorizations, billing and load level processes. OUR COLLISION CUSTOMER SERVICE REPRESENTATIVE FOR THIS POSITION CAN MAKE UP TO: $16-18 per hour BENEFITS OF JOINING CALIBER Benefits from day one: Immediately eligible for medical, dental and vision Industry Comparable Pay - Paid weekly and eligible for overtime Paid Vacation & Holidays - Begin accruing day 1 Career growth opportunities - We promote from within! A career for life - You'll gain hands-on experience within a production shop REQUIREMENTS 1+ years of experience within a customer facing environment ABILITIES/SKILLS/KNOWLEDGE Effective verbal and written communication skills Ability to navigate multiple software systems, i.e., Microsoft Office Suite Work through competing priorities and adapt easily to a fast-paced environment Ability to provide personable, friendly customer service to internal and external customers Ability to work in a collaborative environment Caliber has grown beyond 1700 centers nationwide and features a full range of automotive services, including Caliber Collision, one of the nation's largest auto collision repair provider across 41 states; Caliber Auto Glass for glass repair and replacement, Protech Automotive Services for mobile diagnostic scanning and calibration, powered by hands-on experts and Caliber Fleet Services for all services, which includes collision repair and full-service auto care - offering you a holistic solution to fleet care. With the Purpose of Restoring the Rhythm of Your Life , Caliber's more than 30,000 teammates are committed to getting customers back on the road safely - and back to the rhythm of their lives - every day. By joining Caliber, you can help us Restore the Rhythm of our Customers Lives. We see the potential in every member of our team and look for every opportunity to advance their careers. We believe in consistent career training on leadership skills and new technologies to make sure every teammate has an opportunity to achieve their career goals. Caliber is an Equal Opportunity Employer
    $16-18 hourly Auto-Apply 28d ago

  • Customer Service Representative

    The Glass Guru 3.7company rating

    Finance service representative job in Colorado Springs, CO

    Benefits: Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance Roles & Responsibilities: As the primary person on the front lines of customer service, the Customer Service Rep handles inbound & outbound contact with customers including, but not limited to: Answer inbound phone calls promptly during business hours Respond to any voicemails and/or messages from answering service (if applicable) Respond to inbound email correspondence, forward on as appropriate Greet customers and all other visitors to the showroom (if applicable) Screen incoming leads/potential customers Schedule estimate appointments Quote product by telephone for clients/customers (if applicable) Assist Estimators with follow up on pending sales/ quotes by phone and/or email Strategically schedule work appointments for Installation Technicians, along with customers accordingly Troubleshoot issue from field if needed, working with GM/vendors and techs to find solutions Check order confirmations from fabricators/vendors for size and pricing accuracy Filing of daily work orders and estimates Ordering of all office / shop supplies Keeping office clean/tidy Qualifications & Educational Requirements: HS Diploma or equivalent All candidates must be able pass initial background check and drug test Preferred Skills: Excellent verbal/written communications skills Microsoft Office proficient (Word, Excel) Hardworking, motivated, with excellent organizational and time-management skills *Eligibility for company benefits contingent upon completion of initial employee probationary period and at the discretion of the Franchise Owner. Compensation: $18.00 per hour
    $18 hourly Auto-Apply 60d+ ago

  • Customer Service Rep

    Roll Off Solutions 3.8company rating

    Finance service representative job in Penrose, CO

    Job Title: Customer Service Rep Job Type: Full-Time will remain open until filled Pay: $16.00 - $20.00 Hourly About Us: We are dedicated to providing exceptional waste management services to our community. We believe in safety, reliability, and environmental responsibility. Our team is committed to ensuring waste is collected, handled, and disposed of in a sustainable and efficient manner. Are you passionate about delivering exceptional customer service? Do you thrive in a fast-paced environment where your communication skills make an impact? If so, we want YOU to join our team as a Customer Service Representative at Apex Waste Solutions, a trusted leader in waste management services. Job Summary: As a Customer Service Representative, you will be the first point of contact for our customers. You'll handle inquiries, resolve service issues, and provide expert guidance with a friendly and professional attitude. Your role is crucial in ensuring smooth operations and delivering top-tier service to residents, businesses, and municipalities. Key Responsibilities: Answer customer inquiries via phone, email, and in person promptly and professionally. Assist with new service setups, account inquiries, billing questions, and service changes. Process billing inquiries and payments. Ensure all customer service activities comply with company policies, industry regulations, and safety standards. Handle customer complaints and work to find effective solutions. Coordinate with dispatch and operations teams to resolve service issues efficiently. Maintain accurate customer records and update information in our system. Provide a positive and helpful customer experience at all times Identify trends and common issues to suggest improvements to services and processes. Other job-related duties as assigned Qualifications: Minimum of two years of experience in customer service, preferably in the waste management industry or a related field. Education: High school diploma or equivalent. Experience: Strong communication and interpersonal skills to handle a high volume of customer interactions Ability to multitask and work effectively in a fast-paced environment Proactive problem-solving mindset with a focus on customer satisfaction Proficiency in Microsoft Office and CRM systems (experience with industry-specific software is a plus) Working Conditions: Full-time position, Monday through Friday. In Office Frequent use of a computer, phone, and headset. Compensation & Benefits: $16.00 - $20.00 Hourly Medical, Dental, & Vision Insurance Matching 401k Long Term & Short Term Disability Life Insurance Paid Time Off As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.
    $16-20 hourly Auto-Apply 60d+ ago

  • Medical Equipment Setup, CSR

    Carsonvalleyhealth

    Finance service representative job in Colorado Springs, CO

    This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center. Job Responsibilities: Performs CPAP/RAD setups in a timely and professional manner May also perform setup of oxygen equipment and other DME in patients' homes as well This includes completion of all required documentation, instructs patient on the safe and proper use of equipment Cleans rental equipment when returned to the center, in accordance with policies and procedures Maintain cleanliness and organization of warehouse/storage area Monitors CPAP/RAD Compliance report and follows up with non-compliant patients Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient Monitors md INR Compliance report and follows up with non-compliant patients Manage the center's oximetry process Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning Responsible for participating in on-call responsibilities for the center The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility Represents the company through professional personal appearance, patient care activities May serve as a backup to other employees for vacation, illness, or other periods of absenteeism Requires use of personal vehicle and a valid driver's license #DD
    $29k-37k yearly est. 22h ago

  • Medical Equipment Setup, CSR

    TCH Group, LLC 2.9company rating

    Finance service representative job in Colorado Springs, CO

    This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center. Job Responsibilities: Performs CPAP/RAD setups in a timely and professional manner May also perform setup of oxygen equipment and other DME in patients' homes as well This includes completion of all required documentation, instructs patient on the safe and proper use of equipment Cleans rental equipment when returned to the center, in accordance with policies and procedures Maintain cleanliness and organization of warehouse/storage area Monitors CPAP/RAD Compliance report and follows up with non-compliant patients Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient Monitors md INR Compliance report and follows up with non-compliant patients Manage the center's oximetry process Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning Responsible for participating in on-call responsibilities for the center The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility Represents the company through professional personal appearance, patient care activities May serve as a backup to other employees for vacation, illness, or other periods of absenteeism Requires use of personal vehicle and a valid driver's license #DD
    $29k-37k yearly est. 21h ago

  • Part-Time Customer Service and Sales Representative

    Brian Galetta Agency-Farmers Insurance

    Finance service representative job in Colorado Springs, CO

    Job Description Customer Service and Sales Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy/account - related questions. We are looking for an individual who values a fun and professional work environment, and can deliver the unmatched level of customer service that we promise our clients. No matter the circumstance, our clients should know and feel that we have a culture of caring, and will always do our best to serve them. Benefits Hourly Base Salary Based on Experience Job benefits are determined on an individual basis, but typically include; Base Salary + Opportunity For Commissions and Bonuses PTO and Sick Pay Work Sponsored Retirement Options Group Health Benefits Various Other Incentives/Benefits Responsibilities Determine customer requirements and expectations in order to help the customer identify specific products and solutions Solicit, sell, and negotiate new business policies Review renewal business and identify appropriate follow-up action based on degree of change Cross-sell/up-sell products to existing customers Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers needs Perform risk analysis and field underwriting Client/Claims liaison Refer unresolved customer grievances or complex customer interactions to senior team member Implement/adhere to company and Agency guidelines General customer service duties as presented Performs other duties as assigned Requirements License required. Excellent phone etiquette, verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work Attention to detail - Maintain accurate and descriptive accounts of all customer interactions Ability to meet deadlines- Having the initiative to get done the things that need to get done before they are due Problem solving -Able to research and identify timely solutions to customer related problems
    $29k-37k yearly est. 27d ago

  • Customer Service Representative - State Farm Agent Team Member

    Drew Mau-State Farm Agent

    Finance service representative job in Colorado Springs, CO

    Job DescriptionBenefits: License Reimbursement End of Year Bonuses Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Drew Mau - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.
    $29k-37k yearly est. 11d ago

Learn more about finance service representative jobs

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

The average finance service representative in Pueblo, 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 Pueblo, CO

$31,000
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