Power Trader
Investment banker job in Denver, CO
About the Role
Short-Term Power Trader - Denver, CO
Guzman Energy is seeking a Junior Cash/short-term Power Trader to support and strengthen our short-term trading operations. This role focuses on DA/cash and intraday trading, providing peer leadership, situational coordination, and tactical decision support to the Real-Time desk during fast-moving market conditions. While not a formal manager, the Cash Trader acts as a mentor, strategy driver, and first point of coordination on the desk when markets are active. The ideal candidate is an experienced RT or cash power trader who thrives under volatility, collaborates effectively, and leads by example. This role provides an opportunity to grow into future leadership positions within Guzman Energy while influencing the culture and performance of the short-term trading team.
Base Compensation: Base salary of $120,000 per year, plus an annual targeted performance bonus.
Responsibilities
Desk Leadership & Team Support
Serve as a peer-leader of the Real-Time desk, supporting traders during 24/7 operations.
Provide daily mentorship, trade guidance, and constructive peer feedback to enhance performance and decision quality.
Act as the coordinating point during periods of market volatility, ensuring clear communication and aligned trading responses.
Promote a high-performance culture consistent with Guzman Energy's mission and trading principles.
Cash & Real-Time Trading Operations
Execute DA/cash, hourly, and intraday power trades across Western markets and applicable ISO/RTOs.
Coordinate closely with Real-Time Traders to ensure alignment between cash, intraday, and real-time positions.
Monitor system conditions, load deviations, and market signals to manage short-term risk and capture near-term opportunities.
Support accurate transmission procurement, E-tagging, and scheduling, ensuring reliability and compliance with NERC, ISO/RTO, and Risk Management policies.
Strategy, Optimization, & Market Alignment
Work with RT and cash/term traders to align short-term strategy across DA and RT horizons.
Identify, communicate, and execute value-enhancing opportunities within the cash and intraday windows.
Provide actionable market insights, pricing perspectives, and feedback to the Manager of Real-Time Trading.
Contribute to shaping desk processes, playbooks, and tactical trading approaches.
Compliance, Reporting, & Performance
Ensure all trades comply with applicable regulatory, market, and corporate standards.
Support desk reporting, dashboards, market notes, and after-action reviews.
Collaborate with peers on data-driven performance assessments and process improvements.
Uphold high standards of operational discipline, reliability, and communication.
Required Qualifications
Bachelor's degree in business, Economics, Engineering, Finance, or a related quantitative discipline.
2-5 years of experience in real-time power trading, system operations, or energy market analytics.
Proven ability to perform under pressure in a fast-paced, dynamic trading environment.
Strong communication and leadership skills with the ability to direct a team in real-time.
Proficiency with trading platforms such as OATI WebTrader, web SmartOASIS, and web SmartTag, as well as Microsoft Excel.
Ability and willingness to work rotating 12-hour shifts (including overnights, weekends, and holidays) as part of a 24/7 operation.
Preferred Qualifications
Supervisory, peer-leadership, or team lead experience in a trading or operations environment.
Familiarity with ISO/RTO markets such as CAISO, ERCOT, SPP, MISO, and PJM.
Certifications such as NERC or PJM are a plus.
Technical skills (Python, R, SQL, or dashboard tools) for data-driven decision making.
Strong understanding of NERC reliability standards and energy scheduling protocols.
Demonstrated ability to make fast, informed decisions in high-pressure settings.
Alignment with Guzman Energy's mission to deliver innovative, equitable, and sustainable energy solutions.
What the Guz Offers
We offer a comprehensive pay package that includes competitive compensation, annual company and performance-based incentive bonuses, unlimited paid time off, medical benefits, 401(k) program with employer match, and nineteen company holidays in 2025.
The position will be fully in-person in Guzman's Denver, CO office.
Pay range and compensation package
Base Compensation: Base salary ranging of $120,000 per year, plus an annual targeted performance bonus.
Equal Opportunity Statement
Guzman is an equal opportunity employer and hires without regard to race, color, religion, ancestry, sex, citizenship, national origin, marital, military and veteran status, age, disability, medical condition, genetic information, gender identity, gender expression, sexual orientation, family status, pregnancy, or any other characteristic protected by federal, state, or local law.
Investment Banking Intern
Investment banker job in Denver, CO
SUMMER INTERN, INVESTMENT BANKING
COMPANY: GLC Advisors & Co., LLC
Investment Banking Summer Intern
EMPLOYMENT TYPE: Internship
GLC is a leading independent investment banking firm that delivers objective, senior- level advice within a number of industries including: business services, consumer & retail, energy & power, financial services, gaming, general industrials, healthcare, media & telecom, metals & mining and technology.
GLC was founded in 2009 and brings financial advisory experience from both Wall Street and specialized boutique investment banking firms. With over 60 professionals, we have worked through multiple economic cycles dating back to the 1980's and have led more than 900 transactions representing over $800 billion in total transaction value.
Our comprehensive service offerings involve all aspects of sell-side and buy-side M&A, capital raising and restructuring.
Our offices are in New York, Denver, Los Angeles and San Francisco. For more information visit *************
RESPONSIBILITIES:
Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include:
Building financial models and performing valuation analyses
Preparing presentations, company offering memorandums, management presentations, and other marketing materials
Analyzing company historical financial statements and prospective financial information
Conducting extensive industry and company research
Collaborating within M&A execution teams
PREFERRED QUALIFICATIONS:
Current undergraduate or graduate student with an expected graduation date in Summer 2027
Prior experience in corporate finance, accounting, private equity, investment banking, or related financial services
Pursuing a Bachelor's or Master's degree in Finance, Accounting, Business Administration or Management, Economics, or other degree from an accredited university or college
Proficient in Excel and PowerPoint, as well as preferred experience with other financial information tools such as S&P Capital IQ and PitchBook
Excellent written and oral communication skills with a high level of attention to detail
Outstanding work ethic with ability to perform in a fast-paced environment
Strong desire to develop modeling and financial statement analysis skills
Ability and willingness to work hard beyond typical work week hours
OFFERING:
We offer an exciting work environment with an entrepreneurial spirit. This position offers the opportunity to gain in-depth and diverse work experience in investment banking.
Please include in your cover letter why you are interested in our Denver team and Denver, CO more broadly.
Auto-ApplyInvestor Relations Associate
Investment banker job in Denver, CO
Job Description
Title: Investor Relations Associate
Scale IR is hiring on behalf of a private investment sponsor raising capital under Rule 506(c). This firm is an alternative asset manager specializing in private real estate and private credit, focused on value-add multifamily properties. The platform offers institutional-quality investments, managing all aspects of property and construction in-house, and provides deal-by-deal access, as well as private fund offerings.
The firm is looking for a full-cycle Investor Relations Associate with a proven track record in capital raising, who can own the investor relationship from first contact through to close.
Key Responsibilities
Own the full investor journey: from first contact through to commitment
Qualify inbound and reengaged leads for timeline, liquidity, accreditation, and fit
Educate prospects on the firm's investment thesis, offerings, and process
Guide prospects through next steps: diligence, calls, document access, and Q&A
Involve partners or senior IR professionals as needed to close high-potential leads
Maintain pipeline tracking and reporting in CRM
Follow up with leads throughout the funnel to maximize conversion and retention
Hit activity and conversion goals aligned to meetings, movement, and closes
Work with the IR and marketing teams to develop investor decks, case studies, and branded collateral
What Were Looking For
3+ years in a client-facing role with measurable success across revenue or retention
Proven ability to manage a sales or engagement pipeline end-to-end
Comfortable navigating investor objections and managing complex conversations
Familiar with CRM platforms (HubSpot, Salesforce, Active Campaign, etc.)
Background in financial services, private equity, or high-ticket consultative sales is a plus
Self-starter comfortable working remotely and meeting weekly performance goals
Ongoing support with investors, feedback on products/collateral or industry/market research is all a plus
Qualifications
3+ years of professional experience in investor relations with measurable success in capital raising, private equity, real estate investment, wealth management, or financial sales
Familiarity with accredited investor and institutional sales processes
Strong organizational skills with an ability to manage multiple priorities and follow through on details
Skills & Competencies
Excellent communication and presentation skills; comfortable interacting with investors and stakeholders at all levels
Strong sales skills; comfortable with financial models, KPIs, forecasts, and performance metrics
Financial acumen - comfortable discussing investment structures, returns, and performance metrics
Proficient in CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite; experience with investor portals a plus
Team-oriented with a proactive, self-starter mindset
Why Join
Work directly with a fast-growing investment platform and senior leadership team
Gain hands-on exposure to both retail and institutional capital markets
Career growth potential in a rapidly expanding IR function
Competitive base salary, performance-based bonuses, and participation in project profit interests
Hybrid work flexibility and a collaborative, entrepreneurial team culture in Denvers investment community
Commercial Banking Intern - Summer 2026 (Denver, CO) (Denver, CO, US, 80202)
Investment banker job in Denver, CO
Areas of Interest: Commercial Banking Pay Transparency Salary Range: 45760 Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Not Bonus Eligible
Summary
Start your career in financial services by gaining broad knowledge of our industry and organization. Our Internship program is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on-the-job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation.
Job Description
The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10-week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal training programs and self-study courses in order to develop skills to be used on the job; specific focus on the Bank's operations, markets and strategies.
Team Culture
We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships.
How You'll Spend Your Time
* You will participate in classroom, self-study, and hands-on curriculum.
* You will build relationships with managers, mentors, and peers.
* You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required.
* You will participate in Battle of the Interns on a project team.
Education & Experience Requirements
This level of knowledge is normally acquired through work towards completion of a Bachelor's degree.
Working Conditions & Physical Requirements
Office - 20 lbs
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_********************* with any questions.
Easy ApplySummer 2026 Commercial Banking Intern Denver, CO
Investment banker job in Denver, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Program Overview:Our Commercial Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to Commercial Banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our Commercial Banking team, gaining hands-on exposure to market-leading financial solutions and industry insights that drive client success and community impact.Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You'll develop a deep understanding of our corporate and credit culture while engaging in professional development, analytical training, networking, and community involvement. Key program components include:
Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our business.
Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical skills and gain insight into critical banking processes.
Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally.
Speaker Series: Hear from senior leaders about industry trends and how to maximize your internship experience.
Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives.
In This Role, You Will:
Participate in internship program activities, including workshops, training sessions, and special projects.
Conduct market research and financial analysis to identify client needs and recommend tailored banking solutions.
Assist with financial spreads, due diligence on potential borrowers or guarantors, and loan document reviews to support client transactions.
Collaborate with relationship managers, credit analysts, and team leaders to contribute to real-time business initiatives.
Support marketing activities to enhance client engagement and promote banking services.
Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment.
Qualifications and Education Requirements:
Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Business Management, Mathematics, Accounting, Finance, or a related field; Rising Senior graduating in 2027.
Skills: Proficient in Microsoft Excel and Word; strong analytical mindset and eagerness to learn.
Attributes: Detail-oriented, proactive, and able to work effectively under pressure.
Training Requirements:
Complete mandatory new hire compliance training and New Employee Orientation.
Physical Demands:
Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
This internship provides a unique opportunity to immerse yourself in Commercial Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience!WORK ENVIRONMENTThis position is onsite in an office environment 5 days a week: 40hours a week. In accordance with Colorado law: Colorado pay for this position is anticipated to be between $33,743.00 - $50,614.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 11-07-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
Auto-ApplySummer 2026 Commercial Banking Intern Denver, CO
Investment banker job in Denver, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
Program Overview:
Our Commercial Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to Commercial Banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our Commercial Banking team, gaining hands-on exposure to market-leading financial solutions and industry insights that drive client success and community impact.
Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You'll develop a deep understanding of our corporate and credit culture while engaging in professional development, analytical training, networking, and community involvement. Key program components include:
* Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our business.
* Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical skills and gain insight into critical banking processes.
* Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally.
* Speaker Series: Hear from senior leaders about industry trends and how to maximize your internship experience.
* Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives.
In This Role, You Will:
* Participate in internship program activities, including workshops, training sessions, and special projects.
* Conduct market research and financial analysis to identify client needs and recommend tailored banking solutions.
* Assist with financial spreads, due diligence on potential borrowers or guarantors, and loan document reviews to support client transactions.
* Collaborate with relationship managers, credit analysts, and team leaders to contribute to real-time business initiatives.
* Support marketing activities to enhance client engagement and promote banking services.
* Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment.
Qualifications and Education Requirements:
* Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Business Management, Mathematics, Accounting, Finance, or a related field; Rising Senior graduating in 2027.
* Skills: Proficient in Microsoft Excel and Word; strong analytical mindset and eagerness to learn.
* Attributes: Detail-oriented, proactive, and able to work effectively under pressure.
Training Requirements:
* Complete mandatory new hire compliance training and New Employee Orientation.
Physical Demands:
* Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
This internship provides a unique opportunity to immerse yourself in Commercial Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience!
WORK ENVIRONMENT
This position is onsite in an office environment 5 days a week: 40hours a week.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $33,743.00 - $50,614.00 , actual offers to be determined based on applicant's skills, experience and education.
While the anticipated deadline for the job posting is 11-07-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
Wintrust 2026 Summer Internship - Commercial Banking (Denver)
Investment banker job in Denver, CO
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Experience what it's like to work for a company invested in the community, dedicated to giving back, and ready to show you how fun banking can be! Apply now for a Wintrust Summer 2026 Internship. Come join our team this summer and let us show you why Wintrust was named a Chicago Tribune TOP WORKPLACE 11 years in a row. Wintrust's Commercial Banking internship experience allows the opportunity to build a professional network and develop technical skills in a credit analyst role.
Commercial Banking Intern Job Responsibilities:
Work closely with colleagues to meet business objectives and priorities defined by the specific line of commercial business.
Learn approval process for commercial loans.
Analyze credit and financial information of businesses and individuals to determine the degree of risk associated with the extension of credit.
Generate and interpret financial ratios for the purpose of evaluating an applicant's financial condition.
Spread balance sheets and income statements in financial statement spreading software.
Perform collateral analysis of current and prospective customers.
Underwrite and present an entire Credit Approval Presentation for both annual reviews and renewals.
Details:
The 2026 program will run Tuesday, May 19th - Friday, August 7th.
Full time, paid summer internship.
This is an in-person internship located in Denver, CO.
Participate in intern program activities, events, community service projects, and professional development opportunities with your cohort.
Compensation:
The hourly rate for this role is $19.00/hour.
Qualifications:
Currently enrolled in a U.S. college or university, with preference for students entering their senior year.
Concentrations in Finance, Accounting, Economics, or Business preferred.
Cumulative GPA of 3.0 or higher on a 4.0 scale.
Able to work in person at our Denver location.
Strong Analytical and problem solving skills, can work independently, strong business writing skills, open minded and willingness to learn and retain new information.
Leadership, extra-curricular, or volunteering experience skills with a passion for results.
You must be authorized to work permanently in the U.S. now and in the future to participate in Wintrust's Commercial Banking Internship Program. Due to the high volume of applicants we receive, we do not offer immigration sponsorship (including OPT and CPT) for this program.
To apply, please visit ************************* If selected, our team will reach out to you with additional details. Applications will be reviewed on a rolling basis, and positions will remain open until programs are at capacity.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyInvestment Real Estate Rep
Investment banker job in Denver, CO
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
Auto-ApplyPrivate Client Banker - Arapahoe and Yosemite, Greenwood Village CO - Metro Southeast
Investment banker job in Greenwood Village, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
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**
Greenwood Village,CO $22.50 - $30.29 / hour
Spanish Speaking Financial Representative
Investment banker job in Denver, CO
Stop Scrolling Life Licensed Agents! Take a look at this
I am so excited that you are reading this
We have been in business for over 20 years mentoring agents into becoming partners with us. Established offices all over Colorado.
Yes, you have an office to work from, without the office expense.
You service the clients who come to the office. (Who can honestly say that? WE CAN!)
This is for you if you are either someone who wants to become a licensed agent, is a rookie agent or has been in the business for a long time but hasn't been able to scale.
If you are already thinking "Yes, yes, yes! I want to learn more." Then I invite you to APPLY
... AND if you want to learn things like:
How to have success in a lucrative business
What it looks like to be supported every step of the way
Build a business, within a business
Are you in? Apply and book your interview now
Si hablas español, tenemos una oportunidad muy grande para ti, atendiendo a la comunidad hispana en el Estado de Illinois.
Immediate Banking Opening
Investment banker job in Denver, CO
We are seeking a Bank Operations Specialist to join our team! You will perform clerical and administrative functions in order to drive company success
Duties: Responsible for processing all aspects related to incoming and outgoing cash funds such as wire transfers, ACHs, and checks. Works on functions such as processing incoming funds, processing outgoing wire / ACH/ and check files, handling exception items as required, as well as helping to actively identify, recommend, and implement ways to improve processes to ensure Gold Standard service Works on various projects at the request of the Cash Settlement Supervisor.
Any Banking experience will work - We will train in ACH department!
Qualifications:
3 years of financial experience
Preferred working knowledge of trust accounting systems, IRAs, and alternative assets
IRA/IRS rules and regulations knowledge and experience is preferred
Private Client Banker - Milwaukee and 3rd - Denver, CO - CO METRO CENTRAL
Investment banker job in Denver, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplySpanish Speaking Financial Representative
Investment banker job in Denver, CO
Job Description
Stop Scrolling Life Licensed Agents! Take a look at this
I am so excited that you are reading this
We have been in business for over 20 years mentoring agents into becoming partners with us. Established offices all over Colorado.
Yes, you have an office to work from, without the office expense.
You service the clients who come to the office. (Who can honestly say that? WE CAN!)
This is for you if you are either someone who wants to become a licensed agent, is a rookie agent or has been in the business for a long time but hasn't been able to scale.
If you are already thinking "Yes, yes, yes! I want to learn more." Then I invite you to APPLY
... AND if you want to learn things like:
How to have success in a lucrative business
What it looks like to be supported every step of the way
Build a business, within a business
Are you in? Apply and book your interview now
Si hablas español, tenemos una oportunidad muy grande para ti, atendiendo a la comunidad hispana en el Estado de Illinois.
#hc140001
Financial Services Representative
Investment banker job in Windsor, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative
Private Client Banker - Kent Place, Englewood CO - Metro Southwest
Investment banker job in Englewood, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
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
Englewood,CO $20.00 - $30.29 / hour
Private Client Banker - Vrain and 120th - Broomfield, CO - CO METRO NORTHWEST
Investment banker job in Broomfield, CO
You have an obsession 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
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: *********************************************************************
Auto-ApplyFinancial Services Representative
Investment banker job in Longmont, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative
Private Client Banker - Wadsworth and Belleview, Lakewood CO - Metro Southwest
Investment banker job in Lakewood, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
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**
Lakewood,CO $22.50 - $30.29 / hour
Private Client Banker - Pearl and 30th - Boulder, CO - CO METRO NORTHWEST
Investment banker job in Boulder, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinancial Services Representative
Investment banker job in Firestone, CO
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative 💼 Full-Time
💡 Why You'll Love Working Here:
Work in a supportive, team-focused environment
Build lasting relationships with customers
Professional growth opportunities
Competitive pay + benefits package
About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.
What You'll Do:
Greet customers and process transactions quickly and accurately
Balance and maintain your cash drawer daily
Open and close accounts (checking, savings, CDs, NOW accounts, etc.)
Provide exceptional customer service and build long-term relationships
Cross-sell banking products and services based on customer needs
Perform basic loan administration as needed
Follow all policies, procedures, and regulations
What We're Looking For:
Cash handling experience
Strong customer service & communication skills
Ability to multitask and pay close attention to detail
Professional appearance and demeanor
Sales experience preferred (but not required)
College degree may be substituted for experience - we'll train the right person
Perks & Benefits:
Competitive pay
Health, dental, and vision insurance
401(k) with employer match after one year
Paid time off & holidays
Ongoing training and career growth opportunities
Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!