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Patient's Choice Medical
Finance service representative job in Denver, CO
Patient's Choice, a DME - Durable Medical Equipment company, specializes in wheelchair and mobility products. We are looking for a new member of our team to support our Sales Staff out in the Field. The company was founded in 2007 in Rolling Meadows, IL and is a leader in the Durable Medical Equipment Industry. This is a full-time employment position with great benefit package.
We are looking for someone that has some background and/or aptitude to learn Medicare and Medicaid Policy as it relates to the Home Medical Equipment market. This individual would support the Sales Reps in the field along with Customer Service.
Responsibilities
Full-time Position - comes with full Benefits Package + Incentives
Aptitude to multi task and have a highly self-disciplined work ethic
Must be highly organized, focused, and motivated to work in our "Denver, CO " office -working with our own Sales Representatives in their process of working referrals to making the delivery and helping our patients improve their mobility needs.
Due to Medicare / Medicaid Policy changing frequently is critical to stay relevant.
Require individual to be an excellent communicator.
Activities includes phone calls to/from our patients, assist with scheduling deliveries, & support the paperwork workflow.
Work in a collaborative environment where we learn and apply as a team.
Qualifications and Compensation
EXPERIENCE & EDUCATION
Some College Preferred or Experience with Administrative Tasks
COMPENSATION
Salary is commensurate with experience
Medical and Dental - (Full Time)
401K - Company Matching (Full Time)
FSA - Flexible Spending Account (Full Time)
Vacation and Holidays (Full Time)
PC Gains - Profit Sharing
We look forward to meeting serious candidates that have the aptitude to continue to learn. Please submit resume and references if you feel you would be a good match for this position.
Best regards,
Patient's Choice Management
$29k-37k yearly est. 5d ago
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Oil & Gas New Engine Sales & Service Representative
Smith Power Products, Inc. 3.7
Finance service representative job in Frederick, CO
About the Role
Smith Power Products is hiring an Oil & Gas New Engine Sales & ServiceRepresentative to grow market share and serve as the primary, boots-on-the-ground customer contact across the Mountain West. This role blends new engine sales, technical support, and customer relationship management, with a strong emphasis on field presence and long-term account growth.
What You'll Do
Grow market share by developing new customers and expanding existing accounts
Be the face of Smith Power Products in the field with consistent on-site customer engagement
Identify, develop, and close new engine sales opportunities
Support engine installations, commissioning, and startup activities
Coordinate service support, warranty claims, and maintenance programs
Act as the technical liaison between customers, service teams, and OEMs
Gather market and competitor intelligence to support territory growth
What We're Looking For
Experience in oil & gas engine sales or service
Strong knowledge of diesel and/or natural gas engines
Proven ability to build trust and relationships in the field
Comfortable working independently across a large territory
Willingness to travel extensively within NM, UT, WY, and CO
Preferred Experience
Familiarity with CAT, Cummins, MTU, Waukesha, Kohler, or similar engines
Mechanical or technical background
Exposure to drilling, compression, or production operations
Why Smith Power Products
High-impact role focused on territory growth and market share expansion
Autonomy to manage your territory and customer relationships
Strong internal service and technical support team
Competitive compensation with performance-based incentives
$28k-38k yearly est. 5d ago
Residential Whole Loan Trader
Janus Henderson Investors 4.8
Finance service representative job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
+ Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
+ Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
+ Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
+ Perform levered cash flow modeling for whole loan pools and securitization structures.
+ Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
+ Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
+ Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
+ Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
+ Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
+ Track portfolio performance against expectations and market benchmarks.
+ Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
+ Track all recent whole loan market activity and color.
+ Stay current on mortgage market trends, regulatory developments, and investor behavior.
+ Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ Corporate membership to ClassPass and other health and well-being benefits
+ Unique employee events and programs including a 14er challenge
+ Complimentary beverages, snacks and all employee Happy Hours
Must have skills
+ Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
+ Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
+ Technical Skills:
+ Proficiency in cash flow modeling and loan-level analytics.
+ Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
+ Strong programming skills in Python, R, or SQL for data manipulation and model development.
+ Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
+ Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
+ Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** .
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** .
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$180k-210k yearly 60d+ ago
Immigration Services Officer
Department of Homeland Security 4.5
Finance service representative job in Denver, CO
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$71k-104k yearly est. 5d ago
Relationship Banker II | Ulster/Denver
First Busey Corporation 4.5
Finance service representative job in Denver, CO
The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financialservices to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank's services
Duties & Responsibilities
Customer Service & Relationship Management
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Provide guidance to customers on financial products and services that best meet their needs.
Sales & Cross-Selling
Actively identify and promote all bank products and services.
Ask clients targeted questions to learn about their financial needs and goals.
Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
Account Management and Support
Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
Process and assist with customer loan applications, including personal loans and home equity lines of credit.
Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
The basic tenets of lending and assessing a customer's financial needs
Ability to:
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Explain products and services to current and potential customers
In concert with Banking Center leadership and other LOB, participate in cross-selling
Education and Training:
Requires a High School diploma.
2 years of banking experience with lending responsibilities required
1 year of previous training and/or combination of mentorship, military or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $24-$28/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$24-28 hourly Auto-Apply 7d ago
Residential Whole Loan Trader
GWP 4.3
Finance service representative job in Denver, CO
Why work for us?
A career at Janus Henderson is more than a job, it's about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
Perform levered cash flow modeling for whole loan pools and securitization structures.
Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
Track portfolio performance against expectations and market benchmarks.
Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
Track all recent whole loan market activity and color.
Stay current on mortgage market trends, regulatory developments, and investor behavior.
Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
Hybrid working and reasonable accommodations
Generous Holiday policies
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace - the mindfulness app
Corporate membership to ClassPass and other health and well-being benefits
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Must have skills
Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
Technical Skills:
Proficiency in cash flow modeling and loan-level analytics.
Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
Strong programming skills in Python, R, or SQL for data manipulation and model development.
Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
No
Potential for growth
Mentoring
Leadership development programs
Regular training
Career development services
Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$46k-76k yearly est. 60d+ ago
Part Time (30 Hours) Associate Banker, Washington Thornton Branch, Thornton, CO Bilingual Spanish Required
JPMC
Finance service representative job in Thornton, CO
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$35k-71k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Northglenn, CO
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$29k-35k yearly est. Auto-Apply 60d+ ago
Associate Banker
NBH Bank 3.9
Finance service representative job in Evans, CO
It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
This type of position is ideal for someone looking to build a career in finance. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.
As an Associate Banker, you will:
Work as an individual contributor at a steady, even pace without a great dependence on other team members to achieve your results.
Operate in a role that has clear direction with established processes and expectations.
Provide support and service to others in an environment free from competition.
Deliver detailed and accurate work by adhering to specific guidelines.
Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.
As an Associate Banker, you will have an opportunity to meet and provide exceptional service to a diverse audience. This will include responsibility for a variety of tasks including introducing clients to new products, services and digital solutions. You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals. Additionally, Associate Bankers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position.
Minimum Requirements:
High school diploma or equivalent
Desired Skills: Ideal candidates for this position should possess some or all of the following skills:
Previous banking, cash handling or financialservice experience
6+ Months of demonstrated successful sales experience
Bilingual language skills
Passionate and motivated self-starter
A passion for educating clients on banking products and digital technologies available at the bank
Strong work ethic and ability to complete work accurately
Ability to think logically in order to analyze situations and make sound decisions
Ability to handle multiple tasks simultaneously
Capacity to work with multiple computer and software systems
Ability to calculate figures and amounts such as cash back and percentages
Work Environment:
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
We are committed to our core value of meritocracy and supporting our associates in growing within their role
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
An associate must be able to work overtime to the extent necessary (typically no more than 5%).
Flexible scheduling as business needs allow.
Incentive and Benefits:
This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation. Incentives are earned monthly based on the associate's performance against the defined metrics as outlined in the score card.
In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
$52k-88k yearly est. 14d ago
Associate Banker
Community Banks of Colorado 4.2
Finance service representative job in Evans, CO
It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity . When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
This type of position is ideal for someone looking to build a career in finance. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.
As an Associate Banker, you will:
Work as an individual contributor at a steady, even pace without a great dependence on other team members to achieve your results.
Operate in a role that has clear direction with established processes and expectations.
Provide support and service to others in an environment free from competition.
Deliver detailed and accurate work by adhering to specific guidelines.
Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.
As an Associate Banker, you will have an opportunity to meet and provide exceptional service to a diverse audience. This will include responsibility for a variety of tasks including introducing clients to new products, services and digital solutions. You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals. Additionally, Associate Bankers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position.
Minimum Requirements:
High school diploma or equivalent
Desired Skills: Ideal candidates for this position should possess some or all of the following skills:
Previous banking, cash handling or financialservice experience
6+ Months of demonstrated successful sales experience
Bilingual language skills
Passionate and motivated self-starter
A passion for educating clients on banking products and digital technologies available at the bank
Strong work ethic and ability to complete work accurately
Ability to think logically in order to analyze situations and make sound decisions
Ability to handle multiple tasks simultaneously
Capacity to work with multiple computer and software systems
Ability to calculate figures and amounts such as cash back and percentages
Work Environment:
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
We are committed to our core value of meritocracy and supporting our associates in growing within their role
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
An associate must be able to work overtime to the extent necessary (typically no more than 5%).
Flexible scheduling as business needs allow.
Incentive and Benefits:
This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation. Incentives are earned monthly based on the associate's performance against the defined metrics as outlined in the score card.
In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
$46k-91k yearly est. 2d ago
Corporate & Finance, Mid-Level Banking Associate
Hogan Lovells
Finance service representative job in Denver, CO
Hogan Lovells is seeking mid-level associate to join our US banking and loan finance team. Located in the world's key financial hubs, Hogan Lovells' Finance practice operates one of the leading global practices with more than 450 lawyers located in 30 offices. Our multi-jurisdictional teams combine industry experience to provide an integrated service and capability to our clients, which include the world's leading financial institutions and companies. Our US banking and loan finance team is a fully integrated cross-office national practice that represents lenders, private equity sponsors and public and private companies, both domestically and abroad, in all aspects of lending transactions, including acquisition finance and asset-based lending. Associates on the US banking team will have opportunities to work on a highly varied portfolio of transactions for clients on both the borrower and lender side, including lines of credit for public and private companies, syndicated TLA/TLB transactions, direct lending transactions, note purchase agreement private placements, receivables financings, equipment financings and structured financings.
Among other things, ideal candidates will have significant transactional experience in bank financing transactions and related UCC matters, strong interpersonal skills with the ability to interact effectively with sophisticated client teams, a commitment to excellence and a desire to contribute to a friendly and collegial culture within our corporate and finance group and firm as a whole. We have a strong preference for candidates to be located in our New York or Washington DC office but will also consider candidates with at least four years of directly relevant experience for our Denver office.
A resume or CV is a must for our application system. We also encourage you to include a cover letter to tell us why you are interested in this position and a law school transcript (or the equivalent). Candidates for lawyer opportunities in the U.S. must have a law degree from an ABA-accredited law school and be a member of the Bar in the United States.
All search firm submissions should be sent to ***********************************, Attn: Suzanne Hudgens, Lateral Associate Recruitment Manager, National. Submissions must include a resume and law school transcript.
The expected base salary range for this role is $260,000 to $365,000 per year. This range reflects a good-faith estimate of pay at the time of posting; the actual compensation offered may vary depending on factors such as the candidate's qualifications. This position is eligible for additional forms of compensation, which may include annual performance bonuses and discretionary bonuses. Employees in this role are also eligible for benefits offered by the firm, subject to applicable plan terms and conditions, which currently include medical, dental, and vision insurance; a 401(k) retirement plan; and paid time off. Additional benefits may include relocation. Please review this link for more information regarding employee benefits in the United States.
We will consider for employment qualified applicants with arrest and conviction records in a manner consistent with the requirements of applicable law, including the San Francisco Fair Chance Ordinance and City of Los Angeles Fair Chance Initiative for Hiring Ordinance.
This job description sets forth the responsibilities of this position and may be changed from time to time as shall be determined.
Hogan Lovells is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected Veteran status, or other factors protected by law.
Hogan Lovells complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Benefits Department at LeaveofAbsence_*******************.
$35k-72k yearly est. Auto-Apply 10d ago
Part Time Associate Banker (30 Hrs) Westminster, CO, CO METRO NORTH Bilingual Spanish English Required
Chase 4.4
Finance service representative job in Westminster, CO
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Bilingual Spanish English Required
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$31k-67k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Yield Solutions Group LLC
Finance service representative job in Englewood, CO
Job Description
Company
Based in the Denver Tech Center, Yield Solutions Group/RefiJet is dedicated to providing exceptional finance solutions through transparency, security and education. Our vision is to deliver the most innovative experience through focus on service, technology, our corporate culture and core values. These core values drive our every decision:
Integrity
Respect
Accountability
Compliance
Collaboration
Passion
Appreciation
Job Summary
We are seeking experienced FinancialServices and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their automobiles.
You will be discussing finance options with qualified leads (no cold calling required) and educating them in the financial risks of auto loans.
$26k-37k yearly est. 29d ago
Part Time Associate Banker CO Metro Southeast (30 hours)
Jpmorgan Chase 4.8
Finance service representative job in Aurora, CO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Aurora,CO $20.00 - $27.60 / hour
$20-27.6 hourly 60d+ ago
Associate Banker
Bank of Montreal
Finance service representative job in Louisville, CO
Application Deadline:
03/30/2026
Address:
865 E. South Boulder Rd.
Job Family Group:
Retail Banking Sales & Service
Part Time 20hrs/wk; Louisville North branch
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 43d ago
Financial Service Representative - $1000 Sign On Bonus
Arapahoe Credit Union 3.6
Finance service representative job in Centennial, CO
Job Description
Arapahoe Credit Union is seeking a full time (40 hour) FinancialServiceRepresentative (Member ServiceRepresentative) for Centennial and Englewood Branch locations, Monday - Friday. New account and Credit Union banking relationship proficiency is required; IRA background is a plus. The applicant must be skilled at building and strengthening relationships and creating member loyalty while anticipating and exceeding their financial needs through active promotion, sales and delivery of our products and services. The applicant suited for this position also must have superior in person, telephone, and written communication skills. Credit Union or Banking experience is required. Bilingual (Spanish) is preferred but not required.
Hiring immediately - $1000 sign on bonus!
Choice Pay Structure available - earn an extra $2.20 an hour. This pay structure is NOT eligible for paid time off or paid holidays.
Duties
The FinancialServiceRepresentative is primarily accountable for establishing and maintaining member relationships through active listening and matching credit union products and service to the members' needs while simultaneously handling a wide variety of duties and responsibilities, which include:
Assists members and potential members with their credit union needs in person and over the phone
Identifies cross sell opportunities and successfully cross sells ACU's products and services
Assist members with IRA requests
Identifies and makes recommendations regarding steps to improve the department's operating methods and procedures
Identifies transactions/situations to which BSA documentation should be completed and submitted
Assist teller line by receiving and processing member financial transactions, including deposits, withdrawals and loan payments.
Maintains a high level of accuracy
Qualifications
The qualified applicant must have superior communication skills in person, over the phone, and through written form. They must provide friendly, prompt, professional and accurate service to all members and co-workers. The applicant is also expected to maintain a professional work environment and business-like appearance and represent the credit union in a professional manner at all times. Additionally, the applicant must maintain a dependable record of attendance and timeliness.
At a minimum, the applicant needs to have one to twelve months of similar or related experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
Benefits:
Competitive salary
Incentive opportunities
Monday through Friday work week
Health insurance including medical, dental and vision
Retirement benefits
Employer paid life insurance, short term and long-term disability policies
Paid Time Off
Flexible Spending Accounts (FSA)
Tuition Reimbursement
$26k-30k yearly est. 11d ago
Financial Services Representative
Adams Bank and Trust 4.0
Finance service representative job in Longmont, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
FinancialServicesRepresentative
$29k-33k yearly est. 16d ago
Financial Services Representative - State Farm Agent Team Member
Weston Leake-State Farm Agent
Finance service representative job in Arvada, CO
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Position Overview:
Are you an experienced financialservices and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Train and mentor team members on customer needs analysis and sales conversations
Preferred Qualifications:
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 7 and 63 licenses preferred
Previous experience in financialservices and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
If youre ready to combine your expertise in financialservices with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.
$26k-37k yearly est. 7d ago
Investment Real Estate Rep
Vertigo Real Estate Ventures
Finance service representative job in Denver, CO
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
$28k-55k yearly est. Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
Erin Levan-State Farm Agent
Finance service representative job in Fort Collins, CO
Job DescriptionBenefits:
401(k) matching
Competitive salary
ROLE DESCRIPTION: As a financialservicesrepresentative with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financialservice licenses.
Proven experience working as a financialservicesrepresentative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
$26k-37k yearly est. 30d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Thornton, CO?
The average finance service representative in Thornton, 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 Thornton, CO