Investment banker jobs in Colorado Springs, CO - 47 jobs

Department: SRSS Pt Access Fin Counseling Work Schedule: Full Time, 80.00 hours per pay period (2 weeks) Shift: Days Pay: $20.87 - $27.13 / hour. Pay is dependent on applicant's relevant experience This position is an onsite role and does not offer a hybrid or remote option Summary: Counsels patients and/or parties responsible for payment regarding payment responsibilities and options. Responsibilities: * Explains financial responsibilities for services received, payment options, and collection procedures. * Explains insurance benefits, eligibility, requirements, and estimated patient liability based upon analysis and verification of insurance benefits. * Recommends alternative sources of payment and/or financial assistance when appropriate. * Communicates with insurance carriers, alternative payment sources, and healthcare providers to act as an advocate for the patient. * Within scope of job, requires critical thinking skills, decisive judgement and the ability to work with minimal supervision. Must be able to work in a fast-paced environment and take appropriate action. Requirements: * High school diploma or GED. Employees are our number one asset. UCHealth promotes a culture that invests in professional success and personal well-being through a comprehensive total rewards program. * Recognition * Performance bonus: UCHealth offers a 3-Year Incentive Bonus to recognize employee contributions to our success in quality, patient experience, organizational growth, financial goals and tenure. The bonus accumulates annually each October and is paid out in October during the third year of employment. * Performance-based pay increase: The Annual Merit Pay Increase recognizes work performance that meets or consistently exceeds performance standards documented through UCHealth's established evaluation process and accounts for increased experience, skills and cost of living. * Market reviews: All UCHealth positions are reviewed annually to ensure UCHealth base pay aligns with market standards. Base pay rates are adjusted as needed to stay market competitive. Health and well-being * Medical, dental and vision coverage. * Access to 24/7 mental health and well-being support for employees and dependents. * Discounted gym memberships and fitness resources. * Free Care.com membership. * Voluntary benefits such as accident insurance, critical illness insurance, group legal plan, identity theft protection, pet insurance, auto and home insurance, and employee discount programs. * Time away from work: Paid time off (PTO), paid family and medical leave (inclusive of Colorado FAMLI), leaves of absence. * New employees receive an initial PTO load with first paycheck. * Employer-provided basic life and accidental death and dismemberment coverage with buy-up coverage options. * Employer-provided short-term disability and long-term disability with a buy-up coverage option. Retirement and savings * 403(b) plan with employer matching contribution. * Additional 457(b) plan may be available. * Flexible spending accounts for health care and dependent day care; health savings account available when enrolled in high-deductible (HD) medical plan. Education and career growth * UCHealth provides access to academic degrees and certificate programs to promote professional and personal growth. * Up to 100% of tuition, books and fees paid for by UCHealth for specific educational degrees. * Other programs may qualify for up to $10,000/year pre-paid by UCHealth or up to $5,250/year in the form of tuition reimbursement. * Access to LinkedIn Learning, which offers thousands of virtual courses and seminars, and internal professional development opportunities. * Employees have access to free assistance navigating the Public Service Loan Forgiveness program and submitting their federal student loans for forgiveness. * Eligibility for some programs is based on an employee's scheduled work hours. We improve lives. In big ways through learning, healing, and discovery. In small, personal ways through human connection. But in all ways, we improve lives. UCHealth always welcomes talent. This position will be open for a minimum of three days and until a top applicant is identified. UCHealth recognizes and appreciates the rich array of talents and perspectives that equal employment and diversity can offer our institution. As an equal opportunity employer, UCHealth is committed to making all employment decisions based on valid requirements. No applicant shall be discriminated against in ay terms, conditions or privileges of employment or otherwise be discriminated against because of the individual's race, color, national origin, language, culture, ethnicity, age, religion, sex, disability, sexual orientation, gender, veteran status, socioeconomic status, or any other characteristic prohibited by federal, state, or local law. UCHealth does not discriminate against any qualified applicant with a disability as defined under the Americans with Disabilities Act and will make reasonable accommodations, when the do not impose an undue hardship on the organization. Who We Are (uchealth.org)

Paul Mitchell The School Colorado Springs is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice" culture creates a uniquely wonderful learning environment that attracts the most qualified staff team members who always put our Future Professionals first. Not only do we offer an education second to none, we also make time for personal and communal growth through opportunities such as FUNraising monthly team trainings, student clubs and activities, fashion shows, photo shoots and much more. Financial Aid Leader Role The Financial Aid Leader creates and implements a customer-focused financial aid plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the school, and the Future Professionals. This is a vital position to the school, as this person prepares all paperwork pertaining to grants and loans and counsels and advises Future Professionals and parents on financial aid eligibility and guidelines. He or she conducts regular inspections of the financial files for compliance with all required documentation. Additionally, he or she has knowledge of current regulations pertinent to the release of student information. What We Are Looking For The ideal candidate will be able to interpret, apply, and comply with federal, state, and institutional guidelines and regulations related to financial aid. He or she provides support for various operational and problem-solving functions such as working reports and performing basic needs analysis. This person must demonstrate integrity, ethical behavior, and a high level of confidentiality in recognizing and working with confidential information and records concerning the personal finances of Future Professionals. The positon requires the ability to focus on a variety of tasks, and inspect and lead his or her team to do the same. He or she must maintain an organized and effective office and be able to set priorities, manage multiple projects, and meet deadlines in a fast-paced environment. Skills/Competencies Required: * Bachelor's degree or equivalent experience preferred * Computer and data entry skills required * Ability to multitask and coach others * Excellent interpersonal, oral, and written communication skills * Solid work history with verifiable references * Passion for the beauty industry * Honesty and professionalism * Knowledge in Paul Mitchell Schools' cultural and technical systems is preferred * A minimum of 5 years of experience in a similiar role required Paul Mitchell The School Colorado Springs is an equal opportunity employer.

Department: SRSS Pt Access Fin Counseling Work Schedule: Full Time, 80.00 hours per pay period (2 weeks) Shift: Days Pay: $20.87 - $27.13 / hour. Pay is dependent on applicant's relevant experience This position is an onsite role and does not offer a hybrid or remote option Summary: Counsels patients and/or parties responsible for payment regarding payment responsibilities and options. Responsibilities: + Explains financial responsibilities for services received, payment options, and collection procedures. + Explains insurance benefits, eligibility, requirements, and estimated patient liability based upon analysis and verification of insurance benefits. + Recommends alternative sources of payment and/or financial assistance when appropriate. + Communicates with insurance carriers, alternative payment sources, and healthcare providers to act as an advocate for the patient. + Within scope of job, requires critical thinking skills, decisive judgement and the ability to work with minimal supervision. Must be able to work in a fast-paced environment and take appropriate action. Requirements: + High school diploma or GED. Employees are our number one asset. UCHealth promotes a culture that invests in professional success and personal well-being through a comprehensive total rewards program. * Recognition + Performance bonus: UCHealth offers a 3-Year Incentive Bonus to recognize employee contributions to our success in quality, patient experience, organizational growth, financial goals and tenure. The bonus accumulates annually each October and is paid out in October during the third year of employment. + Performance-based pay increase: The Annual Merit Pay Increase recognizes work performance that meets or consistently exceeds performance standards documented through UCHealth's established evaluation process and accounts for increased experience, skills and cost of living. + Market reviews: All UCHealth positions are reviewed annually to ensure UCHealth base pay aligns with market standards. Base pay rates are adjusted as needed to stay market competitive. Health and well-being + Medical, dental and vision coverage. + Access to 24/7 mental health and well-being support for employees and dependents. + Discounted gym memberships and fitness resources. + Free Care.com membership. + Voluntary benefits such as accident insurance, critical illness insurance, group legal plan, identity theft protection, pet insurance, auto and home insurance, and employee discount programs. + Time away from work: Paid time off (PTO), paid family and medical leave (inclusive of Colorado FAMLI), leaves of absence. + New employees receive an initial PTO load with first paycheck. + Employer-provided basic life and accidental death and dismemberment coverage with buy-up coverage options. + Employer-provided short-term disability and long-term disability with a buy-up coverage option. Retirement and savings + 403(b) plan with employer matching contribution. + Additional 457(b) plan may be available. + Flexible spending accounts for health care and dependent day care; health savings account available when enrolled in high-deductible (HD) medical plan. Education and career growth + UCHealth provides access to academic degrees and certificate programs to promote professional and personal growth. + Up to 100% of tuition, books and fees paid for by UCHealth for specific educational degrees. + Other programs may qualify for up to $10,000/year pre-paid by UCHealth or up to $5,250/year in the form of tuition reimbursement. + Access to LinkedIn Learning, which offers thousands of virtual courses and seminars, and internal professional development opportunities. + Employees have access to free assistance navigating the Public Service Loan Forgiveness program and submitting their federal student loans for forgiveness. *Eligibility for some programs is based on an employee's scheduled work hours. We improve lives. In big ways through learning, healing, and discovery. In small, personal ways through human connection. But in all ways, we improve lives. UCHealth always welcomes talent. This position will be open for a minimum of three days and until a top applicant is identified. UCHealth recognizes and appreciates the rich array of talents and perspectives that equal employment and diversity can offer our institution. As an equal opportunity employer, UCHealth is committed to making all employment decisions based on valid requirements. No applicant shall be discriminated against in ay terms, conditions or privileges of employment or otherwise be discriminated against because of the individual's race, color, national origin, language, culture, ethnicity, age, religion, sex, disability, sexual orientation, gender, veteran status, socioeconomic status, or any other characteristic prohibited by federal, state, or local law. UCHealth does not discriminate against any qualified applicant with a disability as defined under the Americans with Disabilities Act and will make reasonable accommodations, when the do not impose an undue hardship on the organization. Who We Are (uchealth.org)

JobID: 210697583 JobSchedule: Full time JobShift: Base Pay/Salary: Woodland Park,CO $20.00-$27.88 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: **************************************************************************

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

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.

Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust! 💼 Full-Time Financial Services Representative (Universal Banker) 💡 Why You'll Love Working Here: Work in a supportive, team-focused environment Build lasting relationships with customers Professional growth opportunities Competitive pay + benefits package About the Role We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier. What You'll Do: Greet customers and process transactions quickly and accurately Balance and maintain your cash drawer daily Open and close accounts (checking, savings, CDs, NOW accounts, etc.) Provide exceptional customer service and build long-term relationships Cross-sell banking products and services based on customer needs Perform basic loan administration as needed Follow all policies, procedures, and regulations What We're Looking For: Cash handling experience Strong customer service & communication skills Ability to multitask and pay close attention to detail Professional appearance and demeanor Sales experience preferred (but not required) College degree may be substituted for experience - we'll train the right person Perks & Benefits: Competitive pay Health, dental, and vision insurance 401(k) with employer match after one year Paid time off & holidays Ongoing training and career growth opportunities Ready to Join Our Team? Apply now with your resume - we can't wait to meet you!

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution. Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services. Achieves specific sales goals on a daily, monthly, quarterly and annual basis. Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business. Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels. Works closely with clients and business partners to refer products and services to other business lines. Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. Protect all client and bank information confidentially and follow all company policies. Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Working at the worksite during regular business hours and/or assigned hours. Other specified duties as assigned. Compensation & Benefits The Personal Banker position pays a minimum of $18.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of mind of millions of investors. Renowned for our investment excellence and the trusted relationships we've built with clients over the past 85+ years, we are seeking talented advisors to help build on this legacy and meet the growing demand for financial advice. We are committed to helping investors achieve their goals and retire with confidence by providing high-quality financial advice. As an advisor at T. Rowe Price, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation-drivers of our significant growth in recent years. Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients. If you're passionate about helping clients achieve their financial goals and want to join a collaborative, forward-thinking team at the forefront of industry growth, T. Rowe Price offers the ideal environment to advance your career and maximize your impact. Responsibilities * Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions. * Prepares financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more. * Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects. * Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education. * Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change. * May assist with development and implementation within the department. * Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations. * Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction. * Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant. May resolve standard risk or compliance issues with the assistance of more senior staff * In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance. Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience AND * 5+ years of total relevant work experience * Previous success in building relationships, uncovering needs, and recommending solutions * Demonstrated organizational skills * Strong written and verbal communication skills * FINRA Series 7 and 66, or 63/65, licenses upon hire Preferred: * 5-8+ years of experience in financial services offering investment management * Exceptional listening and presentation skills * Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles * Prior experience building and/or managing a retail client book of business * Experience working with high-net-worth clients in relationship management and/or financial advisory capacity * CFP designation - Required for role FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers $98,500 - $146,000 for the location of: Washington, D.C. $98,500 - $146,000 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 03/18/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you. _We offer a competitive pay and bonus package. Starting compensation for this location ranges from $61,300 - $69,800 depending on related experience, plus an_ annual bonus opportunity of 10% of your base pay and other eligible earnings. Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more. **What you have** Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. **Required Qualifications** + Active FINRA Series 7 & 63 Licenses + Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs **Preferred Qualifications** + 1+ years of customer service experience + 1+ years of client relationship experience + Bachelor's degree or higher in Finance, Economics, or related field from accredited university + Ability to adapt to changes in the market and business + Robust communication, influencing and client engagement skills + Desire to be part of a supportive and collaborative team + Proficient in Client Relationship Management (CRM) platforms + Strong candidates will also have previous experience in Financial Representative role **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $21.59 - $41.25 / Hour What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service. Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work. We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community. Position Overview: PB&T Bank is seeking a Signature Banker to provide professional customer service, process financial transactions, and promote banking products. This role requires strong attention to detail, compliance with banking regulations, and the ability to build lasting customer relationships. Key Responsibilities: * Process deposits, withdrawals, and payments accurately * Assist customers with account inquiries and financial services * Promotion of banking products and services * Maintain compliance with banking regulations and security policies Qualifications: * High school diploma or GED preferred * Minimum 1 year of cash handling, customer service, and sales experience * Excellent communication, problem-solving, and organizational skills Job Type: Full-Time Pay Range: $16-$20 Hourly Depending on experience, knowledge, skills, abilities, education, and geographical location. Job Posting Closing Date: January 27, 2025 at the earliest To apply: For consideration, applicants must submit a completed application through the provided careers link:

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 747 Genoa Way CASTLE ROCK, CO 80109 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 9 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service. Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work. We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community. Position Overview: PB&T Bank is seeking a Signature Banker to provide professional customer service, process financial transactions, and promote banking products. This role requires strong attention to detail, compliance with banking regulations, and the ability to build lasting customer relationships. Key Responsibilities: Process deposits, withdrawals, and payments accurately Assist customers with account inquiries and financial services Promotion of banking products and services Maintain compliance with banking regulations and security policies Qualifications: High school diploma or GED preferred Minimum 1 year of cash handling, customer service, and sales experience Excellent communication, problem-solving, and organizational skills Job Type: Full-Time Pay Range: $16-$20 Hourly Depending on experience, knowledge, skills, abilities, education, and geographical location. Job Posting Closing Date: January 27, 2025 at the earliest To apply: For consideration, applicants must submit a completed application through the provided careers link: **************************** Location: Pueblo South Branch at 1217 S. Pueblo Blvd, Pueblo, CO 81005 Benefits Comprehensive health, dental, vision, and life insurance 401(k) retirement plan with bank contributions Paid vacation, sick time, and birthday off Employee assistance and referral incentive programs PB&T Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age (40+), ancestry, race, color, creed, religion, sex, pregnancy and related conditions, sexual orientation, marital status, gender identity, gender expression, national origin, disability, genetic information, or status as a protected veteran. In accordance with and under the circumstances described by Colorado law, PB&T Bank does not discriminate on the basis of marriage to a co-worker. Please reach out to ************** for assistance with accommodations needed during the application and interview process. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Please note that unsolicited resumes from recruiting/talent agencies will not be accepted or considered.

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

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location: 2195 N Highway 83 FRANKTOWN, CO 80116 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 8 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Woodland Park,CO $20.00 - $27.88 / hour

Job Description PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service. Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work. We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community. Position Overview: PB&T Bank is seeking a Signature Banker to provide professional customer service, process financial transactions, and promote banking products. This role requires strong attention to detail, compliance with banking regulations, and the ability to build lasting customer relationships. Key Responsibilities: Process deposits, withdrawals, and payments accurately Assist customers with account inquiries and financial services Promotion of banking products and services Maintain compliance with banking regulations and security policies Qualifications: High school diploma or GED preferred Minimum 1 year of cash handling, customer service, and sales experience Excellent communication, problem-solving, and organizational skills Job Type: Full-Time Pay Range: $16-$20 Hourly Depending on experience, knowledge, skills, abilities, education, and geographical location. Job Posting Closing Date: January 27, 2025 at the earliest To apply: For consideration, applicants must submit a completed application through the provided careers link: **************************** Location: Pueblo South Branch at 1217 S. Pueblo Blvd, Pueblo, CO 81005 Benefits Comprehensive health, dental, vision, and life insurance 401(k) retirement plan with bank contributions Paid vacation, sick time, and birthday off Employee assistance and referral incentive programs PB&T Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age (40+), ancestry, race, color, creed, religion, sex, pregnancy and related conditions, sexual orientation, marital status, gender identity, gender expression, national origin, disability, genetic information, or status as a protected veteran. In accordance with and under the circumstances described by Colorado law, PB&T Bank does not discriminate on the basis of marriage to a co-worker. Please reach out to ************** for assistance with accommodations needed during the application and interview process. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Please note that unsolicited resumes from recruiting/talent agencies will not be accepted or considered.

Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution. Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services. Achieves specific sales goals on a daily, monthly, quarterly and annual basis. Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business. Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels. Works closely with clients and business partners to refer products and services to other business lines. Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. Protect all client and bank information confidentially and follow all company policies. Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Working at the worksite during regular business hours and/or assigned hours. Other specified duties as assigned. Compensation & Benefits The Personal Banker position pays a minimum of $18.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired.