Experienced Investment Banking Analyst
Investment Banker Job 44 miles from Loveland
Quadriga Partners - Experienced Investment Banking Analyst
Founded in 2009, Quadriga Partners is a Denver-based healthcare investment bank providing comprehensive transaction and strategic advisory services. The firm specializes in mergers and acquisitions, debt and equity capital raises, and leveraged buyouts. Quadriga's team brings expertise from diverse transactional backgrounds, including bulge bracket and middle-market M&A, private equity, and corporate finance.
About the Role
Analysts at Quadriga play a critical role in supporting senior bankers with market research, financial analysis, deal execution, client presentations, and business development. Analysts gain exposure to a wide variety of healthcare transactions and are expected to contribute to multiple live deal teams simultaneously.
Quadriga Analysts are given a tremendous amount of responsibility. They are expected to operate autonomously throughout every stage of the deal and manage individual workstreams accordingly. Financial modeling and presentation development skills are critical given candidate(s) will be staffed on live deal teams and expected to contribute immediately.
Key Responsibilities
Conduct research and prepare analyses on companies, industries, capital markets, historical financials, and prospective financial data
Develop financial models, valuation analyses, debt and capital adequacy assessments, marketing materials, and client presentations
Support transaction due diligence and related project execution
Assist in researching and preparing marketing pitch books for prospective clients, industries, and advisory initiatives
Maintain and enhance databases for financing sources, investors, and clients to streamline deal marketing and execution
Identify and evaluate deal-appropriate investors
Mentor junior analysts and interns
What We're Looking For
Successful analysts thrive in a fast-paced, team-oriented environment, managing multiple projects with professionalism, strong analytical skills, and keen attention to detail. Quadriga values energetic, self-motivated individuals who bring enthusiasm to the team. Candidates should have a strong academic background and prior experience in investment banking or a related field such as private equity, leveraged finance, or corporate development.
Qualifications
1+ year of investment banking experience (required)
Bachelor's degree in Finance, Accounting, Economics, or a related field
Strong proficiency in Microsoft Excel, PowerPoint, and Word
Experience in financial modeling, financial statement analysis, and valuation techniques
Excellent written and verbal communication skills
High attention to detail and ability to work efficiently under pressure
Proven experience executing financial and operational due diligence
Ability to manage multiple transaction workstreams simultaneously
Compensation and Benefits
The base salary range for this role is: $100,000-$130,000
Competitive annual bonus
401(k) with generous company match
Superior health & dental benefits
Quadriga Partners is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Investment Banking Analyst - M&A and Capital Raising
Investment Banker Job 44 miles from Loveland
Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for our clients. Our unique approach includes delivering deep senior experience, leveraging unconventional strategies, and utilizing cutting-edge technology to move quickly and deliver maximum value for our clients. With over $85 billion in deal experience and 100+ years of industry and entrepreneurial expertise, Forbes Partners consistently achieves outlier results in M&A and capital raising.
Position Overview
We are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our growing team. This role offers hands-on experience in executing M&A and capital raising transactions while working closely with senior bankers and clients. The ideal candidate is a team player with strong analytical skills, a passion for critical thinking and creativity, and a willingness to embrace technology to improve efficiency and execution aligning with Forbes Partners' forward-thinking strategy.
This role provides a challenging and rewarding opportunity to develop core investment banking skills and work on high-impact transactions with experienced professionals.
Key Responsibilities
Financial Analysis & Modeling: Build and maintain financial models, valuations, and transaction analyses to support deal execution.
Transaction Execution: Assist in preparing marketing materials, presentations, and due diligence documents for M&A and capital raise transactions.
Industry & Company Research: Conduct in-depth research on industries, companies, and market trends to support deal sourcing and client advisory.
Client & Investor Engagement: Support senior bankers in coordinating client meetings, investor outreach, and transaction processes. Present investment theses and detailed analyses to sophisticated clients and investors.
Technology Integration: Utilize AI tools and automation (such as GPTs and financial modeling software) to enhance workflow efficiency.
Process Management: Track deal progress, manage data rooms, and ensure smooth execution of transaction-related tasks.
Team Collaboration: Work closely with associates and senior bankers to learn best practices and contribute to a high-performing team.
Firm-Building: All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training.
Qualifications
Bachelor's degree in Finance, Economics, or related field.
Strong financial modeling, valuation, and analytical skills.
Proficiency in Excel, PowerPoint, and financial databases (Bloomberg, CapIQ, etc.).
Excellent written and verbal communication skills.
Ability to multitask and work in a fast-paced, deadline-driven environment.
Interest in utilizing technology and automation to enhance efficiency.
Prior internship or relevant experience in investment banking, private equity, or corporate finance is a plus.
Willingness to obtain SIE, Series 79 & 63 (or currently held)
Why Join Forbes Partners?
Forbes Partners is committed to building a collaborative and rewarding culture. We offer:
Entrepreneurial, Partner-Driven Culture: Our firm fosters an environment that supports individual initiative and collective success.
Dual-Producer System: Our unique teaming structure allows for higher closing success rates, more deal flow, and reduced risk.
High-Quality Deal Flow: We maintain a rigorous process to work on high-quality transactions, targeting exciting and transformational deals.
Competitive Compensation: We offer a competitive compensation package, made up of a strong substantial base salary and strong bonuses paid quarterly. Bonuses are tied to individual performance and overall firm success and have no upper limit.
Global Reach, Local Access: With offices in Denver, Salt Lake City, and Charlotte, we maintain a national presence and deep connectivity with thousands of strategic acquirers and lenders worldwide.
Hybrid Work Environment: 1-2 days of remote week offered per week based on tenure ensures personal connection and collaboration at the office, along with personal flexibility. Multiple paid volunteer days each year.
Clear Career Progression: Frequent direct mentorship from senior bankers designed to provide clear pathways for career progression and personal goal achievement.
Apply Today
To apply, please visit our website at ******************************* or send your resume and cover letter to Blake Shear, *******************************.
EOE AA/M/F/V/D
Forbes Partners 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, or protected veteran status, and will not be discriminated against on the basis of a disability.
Investment Banking Analyst II
Investment Banker Job 44 miles from Loveland
Title: Investment Banking Analyst
Company Summary: We are working with a top tier Investment Banking team in the Denver, CO area looking to add an Investment Banking Analyst to their growing Healthcare M&A team. You will have the opportunity to support end-to-end deal execution process, continue to gain extensive M&A experience as well as gain direct client facing experience with a lean deal team.
The Investment Banking Analyst will be responsible for:
Preparing and delivering presentations throughout the deal execution period.
Assist in the coordination of internal and external resources in the due diligence process for M&A transactions.
Assisting in the execution of M&A transactions, mostly on buy-side M&A.
Conducting extensive industry, market, and company-specific research.
Building and maintaining client relations with established and prospective clients.
The Investment Banking Analyst should have the following qualifications:
1+ years within Investment Banking.
Bachelors in Finance, Economics, Business or related fields.
Strong closed M&A deal experience.
If you are interested in the Investment Banking Analyst role, then please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat.
Bilingual Personal Banker Tiffany Plaza
Investment Banker Job 44 miles from Loveland
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
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
Bilingual speaking and listening proficiency in Spanish/English
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
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
Must take and pass required language assessment
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(s):
7800 E. Hampden - Denver, Colorado
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$18.00 - $25.14
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:
16 Sep 2024
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: 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.
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.
Financial Rep - Upcoming Grad - Starting at $16/hr
Investment Banker Job 40 miles from Loveland
Financial Representative Trainee (Sales) - Denver, CO
Work Type: Full Time Regular Application Closes: Open Until Filled
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Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Hourly Wage: $18.29/hour during the trainee period, which lasts up to 30 days.
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Need help? Email Us Apply Now Great place to work
Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”.
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An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
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Finance Associate
Investment Banker Job 44 miles from Loveland
Crescent Real Estate LLC (“Crescent”) is a real estate operating company and investment advisor, founded by Chairman John C. Goff, with more than 120 employees and assets under management, development and investment capacity of more than $10 billion. Crescent's unique fund structure allows the company to be strategic in timing, property type and the structure in which it invests. Crescent has a broad real estate investment mandate, but primarily invests in hotels, multifamily and office - both existing acquisitions and new development. Crescent invests alongside institutional and ultra-high net worth clients in real estate and real estate related assets.
Crescent is looking for an qualified associate or senior associate (
depending on experience
) to join our office team in Denver, Colorado. You will be working with our office acquisition and asset management teams in the acquisition process and will be preparing financial models and reports. You will assist with leasing, cash flow generation and analysis, reporting and asset management tasks. You will also participate in the strategy formulation process for the Office Team.
This is the perfect job for you if:
You can help with review of consolidated and various multi-level Company and asset level reports and analysis of financial packages including the Annual Budget, Reforecasts and monthly and quarterly operational packages.
You can assist in asset management, involving extensive coordination with property managers and asset managers in forecasting and cash flow analysis including the impact of capital projects.
You can support the leasing function for Company's office investments, involving extensive coordination among the Company's multiple partners. The leasing process includes preparation of terms as well as review of leases and calculations of net effective rents.
You can analyze property level financial statements, leases and cash flow projections.
You have extensive modeling in both Excel and Argus.
You also have an excellent working proficiency in Microsoft Word, PowerPoint, OneNote and Teams.
You are motivated and driven. You're going to take ownership of the time you spend with Crescent and truly make a difference.
Of course, you must have integrity and a strong sense of ethics.
As our Financial Associate, a typical day might include the following:
Assist in the underwriting, financial modeling, diligence, and internal memo preparation for office acquisitions and originations.
Work alongside office team to negotiate, structure, finance, and close acquisitions and investments.
Build and update advanced Argus and Excel models and reports that evaluate investment opportunities, fundamental economic/industry outlook, and currently owned/operated assets.
Being responsible for the assembly and documentation of exhibits and supporting materials for transactional documents.
Compiling market research reports to aid in identifying and selecting investment opportunities.
Assist in the coordination and preparation of formal packages to the Company's executive staff, including the Strategic Plan.
Help with review of consolidated and various multi-level Company reports and analysis of financial packages including the annual budget, reforecasts and monthly operational packages.
Assist in asset management, involving extensive coordination with property managers and asset managers in forecasting and cash flow analysis including the impact of capital projects.
Assists in the leasing function for Company's office investments, involving extensive coordination among the Company's multiple partners. The leasing process includes preparation of terms as well as review of leases and calculations of net effective rents.
You need to have:
A bachelor's degree
At least five years of office experience in real estate investment, financial banking, or private equity firms
A high level of experience with financial modeling in Excel
Experience with Argus is highly preferred and a familiarity of Yardi is a plus
You will also need to:
Be able to demonstrate analytical and financial modeling experience.
Have hands-on transactional due diligence and closing experience with the ability to prepare operating memorandums and/or detailed valuation presentations.
Have a proven outstanding work and/or academic track record with a demonstrated history of achievement.
Be able to travel up to 20%
Google to learn more about Crescent Real Estate
Our website crescent.com
Like us on Facebook @CrescentRealEstateLLC
Check us out on LinkedIn
Finance Associate
Investment Banker Job 44 miles from Loveland
The client is a well-funded growth mode DG developer led by a seasoned team with previous success building and scaling a renewables company.
They're looking for a Finance Associate to join the team. This role will involve developing and maintaining complex financial models, supporting project finance and M&A transactions, engaging with investors, and working across multiple internal teams to drive financial insights.
Key Responsibilities:
Financial Modeling: Develop, maintain, and refine financial models integrating tax equity, debt, and equity structures, ensuring they align with changing regulatory, project, and corporate assumptions.
Corporate Finance Support: Assist in corporate finance functions, including cash flow management, financial forecasting, budgeting, and strategic financial planning. Provide insights for optimizing capital structure and corporate financial performance.
Investment Committee Materials: Prepare and present detailed investment committee materials to inform decision-making for renewable energy projects, M&A transactions, and corporate financing strategies.
Project Finance & M&A Transactions: Support project finance and M&A transactions by managing financial due diligence, preparing financial analysis, and structuring deals to align with corporate and investor objectives.
Investor Relations: Engage with current and potential investors, providing them with detailed financial updates, performance reports, and strategic insights. Assist in the preparation of investor communications, including presentations, quarterly reports, and fundraising materials.
Qualifications:
Experience: 2-4 years of experience in renewable energy project finance, corporate finance, or investor relations, with a strong foundation in financial modeling, analysis, and reporting. Experience with tax equity and debt financing structures is a plus.
Analytical Skills: Strong ability to assess financial risks, model complex scenarios, and develop creative solutions to financial challenges. Deep understanding of corporate finance principles and investor relations best practices.
Financial Modeling Expertise: Advanced proficiency in building and adapting financial models for project finance, corporate finance, and investment analysis, with experience working on diverse types of projects and portfolios.
Transaction & Underwriting Experience: Prior exposure to project finance underwriting, M&A transactions, or corporate finance transactions is highly preferred.
Investor Relations: Experience in managing investor communications, preparing quarterly reports, and engaging with investors on performance metrics and strategic financial initiatives.
Role is based in Denver, CO but open to remote candidates as well.
Investment Associate
Investment Banker Job 44 miles from Loveland
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
This position is based in our Denver, CO office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Investment Associate
We are looking to add a driven, team-oriented Investment Associate to our Denver office. This individual will grow their knowledge of our business and practices by supporting a team of Advisors, ultimately advancing into an Investment Advisor position, and managing their own portfolio of clients.
Core Responsibilities:
Support business development and the attraction of new clients to the Firm
Keep current with financial planning issues and subsequent effects on clients
Coordinate preparation of all financial plans for new and existing clients
Build investment planning recommendation presentations
Open, transfer and close customer accounts and maintain appropriate account records
Stay current with new investment products and market trends
Skills & Qualifications:
0-2 years of experience in the Financial Services industry
Bachelor's degree in related business field such as Finance, Marketing, or Economics
Preferably licensed with one or a combination of: Series 7, 63, 65, 66
Committed to obtaining the Series 65 within four months of joining, if not already licensed
Committed to working toward a CFP after joining, if not already certified
Preference to candidates with exposure to tools and technology related to investing, financial planning, and portfolio analysis (i.e. eMoney, Black Diamond, Schwab, Fidelity)
Excellent communication, presentation, and interpersonal skills
Exhibits the Capital Investment Advisors five core values in everything they do
Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.
J.P. Morgan Wealth Management - Private Client Investment Associate - Boulder, CO
Investment Banker Job 26 miles from Loveland
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Commercial Banking Intern - Summer 2025 (Denver, CO)
Investment Banker Job 44 miles from Loveland
Areas of Interest: Commercial Banking Pay Transparency Salary Range: 22.00 Application Deadline: 04/30/2025 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.
Denver, CO, US, 80202
Investments Intern - Summer 2025
Investment Banker Job 44 miles from Loveland
Reports To: Senior Acquisition Analyst About Us: We are a fully integrated Multifamily Development, Construction, and Property Management team with offices in Denver (CO), Indianapolis (IN), and Nashville (TN). Our team of experts work in unison to develop, build, and manage multifamily projects across the country. We are currently active in 6 states and have completed over 50 projects in 17 states. After delivering over 17,000 apartment homes since 2014, we have become industry leaders in forecasting trends and delivering living options that find quick success in the marketplace. At The Garrett Companies, we are passionate about turning visions into reality! As leaders in the multifamily industry, we pride ourselves in creating communities that positively impact the markets we are in, and our residents can proudly call home.
What You'll Be Doing:
The Investments Intern focuses on the financial underwriting and predevelopment aspects of multifamily development projects. The primary goals for an Investment Intern are to assist and provide support with the process of identifying new sites that meet development criteria, determining the best yield vs risk for those sites, and minimizing risk by promptly performing an essential set of due diligence items for each potential development. Major Objectives:
Gain Practical Investment Experience: Focus on the financial underwriting and predevelopment aspects of multifamily development projects.
Conduct Market Research and Analysis: Prepare market analysis reports and demographic analysis. Analyze data and gather information utilizing internal databases, real estate software, and external network.
Enhance Financial Modeling Skills: Build and refine financial models to forecast investment returns and assess project feasibility.
Support Due Diligence Efforts: Interpret data by considering land price, construction costs, stability, yield, economic influences, potential investment-risk trends and other factors that could impact the outcome of the investment.
Specific Duties & Responsibilities:
Due diligence research on rent, expenses, utilities, taxes and pre-development fees.
Analyze development and acquisition projects using Excel modeling spreadsheets.
Support investment team members.
Assist with various ad-hoc financial analysis.
Monitor research of US markets regarding rent, employment, impact fees, taxes, permits, and supply and demand trends (includes review and analysis of demographic software).
What We're Looking For: You are driven, actively demonstrating your willingness to learn from both from the internship program and from the team of professionals you will work alongside. You are:
A Passionate Learner: Eager to learn - bring your enthusiasm and curiosity!
A Team Player: Ability to collaborate effectively with others - teamwork is essential.
Detail-Oriented: Strong attention to detail and organizational skills
Have a Proactive Attitude: Self-motivated and proactive - take initiative and contribute positively to the team.
Skills for Success:
Strong Excel skills and related macro programming, power point, web search engines.
Strong written and verbal skills.
Ability to handle multiple tasks and for multiple projects.
Ability to work independently and with team of professionals as needed.
Educational Background:
Currently enrolled in Bachelor's or Master's degree in accounting, statistics, finance, mathematics or some other relevant field.
Must be an excellent verbal and written communicator.
Skills and experience with marketing, public speaking, and presentations is a plus.
Prerequisites (these are the most important items):
Positive attitude.
Relentless problem-solving skills.
Will never claim the work of others as their own.
We are trend setters and standards breakers. Our intent is to consistently surprise our audiences by being excellent.
Ability to anticipate.
Understanding the difference between causation and correlation.
We are all broom pushers. Every member of our team is willing to work and support at all levels.
Perks of the Internship:
Real-World Experience
Mentorship: Learn from industry experts and build relationships that will help facilitate your career.
Growth and Learning: At The Garrett Companies, we believe that Culture = People. That's why we provide an array of opportunities for our interns to grow as individuals, including applicable learning opportunities, professional development, and more.
Commercial Banking Intern - Summer 2025 (Denver, CO) (75522)
Investment Banker Job 44 miles from Loveland
Areas of Interest: Commercial Banking
Pay Transparency Salary Range: 22.00
Application Deadline: 04/30/2025
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 EligibleSummary
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.
Investment Banking Associate
Investment Banker Job 44 miles from Loveland
Investment Banking Associate (CO)
FMI Corporation is seeking a talented professional to join FMI Capital Advisors, the firm's investment banking group and registered broker/dealer. For over 65 years FMI has been the leading consulting and investment banking firm exclusively serving the engineering and construction industry. Our associates are placed on multiple M&A deal teams immediately upon joining the firm and play a critical role on each engagement. Clients hire FMI based on our unparalleled knowledge of the industry and access to leading firms. Successful associates thrive in our highly collaborative culture that rewards individual initiative and find unlimited opportunity for personal and professional success.
This full-time opportunity requires 10-30% travel and will be based in our Cherry Creek office in Denver, Colorado.
*All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship is not available at this time.
Responsibilities
Conducting industry, market and company-specific research
Performing financial analysis, valuation and financial modeling
Participating in client-engagement meetings
Developing transaction marketing materials, including pitch books, teasers, confidential information memorandums and management presentations
Assisting in the execution of M&A transactions, including the preparation and management of virtual data rooms and the coordination of client and third-party due diligence
Building relationships and maintaining contact with established and prospective clients and professional advisors
Researching and writing articles for publication in firm and industry journals
Performing other duties as assigned
Qualifications
Bachelor's degree required, major or concentration in business, finance, accounting or related field preferred.
3+ years of investment banking, private equity or corporate development experience OR 1+ years of similar experience with an MBA from a top-tier university is required.
Solid quantitative and analytical skills, including financial modeling and analysis.
Proven leadership skills and the ability to exercise sound independent judgment.
Superior organizational and time management skills, and the ability to efficiently manage multiple projects in a fast-paced work environment.
Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills.
Demonstrated maturity, integrity and the ability to perform in an entrepreneurial environment, both individually and as a team player.
Interest in the building and construction industry.
Experience with Pitchbook, S&P Capital IQ, and Deal Cloud is a plus.
Compensation
$140K-160K DOE plus bonus.
FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance and LT disability, as well as other benefit elections. FMI's package includes a strong 401(k) plan, PTO, and parental leave benefit.
FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
Private Client Banker II - Vrain and 120th - CO METRO NORTHWEST
Investment Banker Job 30 miles from Loveland
JobID: 210592681 JobSchedule: Full time JobShift: Base Pay/Salary: Broomfield,CO $22.50-$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: **************************************************************************
Private Client Banker II - Fort Collins South - Ft. Collins, CO - NORTHERN CO
Investment Banker Job 14 miles from Loveland
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: *********************************************************************
Personal Banker - Harmony Branch Fort Collins, CO
Investment Banker Job 14 miles from Loveland
**At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.** **Our Modern, Flexible Workplace:** We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.
It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
**Summary of the Job:**
At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.
**About this Role:**
**ROLE DESCRIPTION**
At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.
We're looking for someone who takes pride in helping people - no matter how big or small the task.
**THE GREAT BIG SMALL BANK**
FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.
**PRIMARY RESPONSIBILITIES**
+ Make every customer feel welcome in your FNBO branch
+ Help customers with transactions like deposits and withdrawals
+ Gain an understanding of your customer's unique financial needs
+ Make personalized recommendations to support them
+ Help guide your customers toward greater financial well-being
+ Deepen your relationship with customers through outreach
+ Comply with all bank policies, regulations and laws
**BENEFITS AND PERKS**
All full-time and part-time employees are eligible for the following benefits:
+ Competitive pay and an incentive plan for helping clients
+ 401(k) match
+ Paid time off and paid holidays
+ Medical/Dental/Vision/Life/Disability/Flex Plans
+ Employee Wellness Program
+ Career development training and coaching
+ Tuition Assistance Program
+ Employee banking benefits and other discounts
+ Culture of recognition and rewards from executive leadership/managers/peers/business partners
**The Ideal Candidate for This Role:**
+ Outgoing and enjoys engaging with people
+ Friendly with a positive attitude
+ A solution-oriented critical thinker
+ Excited to learn and take on new challenges
+ A team player
+ Motivated to do what's right
+ Collaborative and supportive
**QUALIFICATION REQUIREMENTS**
+ High School Diploma or GED
+ Bachelor's degree or equivalent work experience preferred
+ Retail banking experience preferred
+ Bilingual in Spanish preferred
**FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC**
**FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants).**
**Compensation:**
Compensation range (base pay): $39,795.00-$65,661.00
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
**Benefits Overview:**
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
+ Medical, Dental, Vision Insurance
+ 401k, With Matching Contributions
+ Time Off Programs
+ Health Savings Account (HSA)/Dependent Care
+ Employee Banking
+ Growth Opportunities
+ Tuition Assistance
+ Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ************************************** .
For additional information regarding compensation and benefits, e-mail FNBO at ***************** . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250090
**Registration Requirement:**
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
**Equity, Diversity, & Inclusion:**
FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.
See the full **FNBO Equity, Diversity, & Inclusion Statement** here (***************************************************
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
Click here (******************************************************************************************* to download **'EEO is The Law' Self-Print Poster**
Click here (***************************************************************************************************************** to download **'EEO is The Law' Supplement for Federal Contractors**
Click here (************************************************************************************************************* to download **'EEO is The Law' GINA Supplement**
**FNBO is an Equal** **Opportunity/Affirmative** **Action/Veterans/Disability** **Employer - Member FDIC**
**FNBO follows federal law regarding the use of marijuana** _(this applies to all non-California applicants)_
**Application Deadline:**
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Personal Banker - SW Plaza Branch Fort Collins, CO
Investment Banker Job 14 miles from Loveland
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Our Modern, Flexible Workplace:
We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
Summary of the Job:
At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.
About this Role:
ROLE DESCRIPTION
At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.
We're looking for someone who takes pride in helping people - no matter how big or small the task.
THE GREAT BIG SMALL BANK
FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.
PRIMARY RESPONSIBILITIES
Make every customer feel welcome in your FNBO branch
Help customers with transactions like deposits and withdrawals
Gain an understanding of your customer's unique financial needs
Make personalized recommendations to support them
Help guide your customers toward greater financial well-being
Deepen your relationship with customers through outreach
Comply with all bank policies, regulations and laws
BENEFITS AND PERKS
All full-time and part-time employees are eligible for the following benefits:
Competitive pay (Starting $22/hr.) plus an incentive plan for helping clients
401(k) match
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability/Flex Plans
Employee Wellness Program
Career development training and coaching
Tuition Assistance Program
Employee banking benefits and other discounts
Culture of recognition and rewards from executive leadership/managers/peers/business partners
The Ideal Candidate for This Role:
Outgoing and enjoys engaging with people
Friendly with a positive attitude
A solution-oriented critical thinker
Excited to learn and take on new challenges
A team player
Motivated to do what's right
Collaborative and supportive
QUALIFICATION REQUIREMENTS
High School Diploma or GED
Bachelor's degree or equivalent work experience preferred
Retail banking experience preferred
Bilingual in Spanish preferred
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants).
Compensation:
Compensation range (base pay): $39,795.00-$65,661.00
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250107
Registration Requirement:
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
Equity, Diversity, & Inclusion:
FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.
See the full FNBO Equity, Diversity, & Inclusion Statement here
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Patient Financial Services Representative Greeley Pediatrics
Investment Banker Job In Loveland, CO
**Primary City/State:** Loveland, Colorado **Department Name:** C/P-Pediatrics-Clinic **Work Shift:** Day **Job Category:** Revenue Cycle **Primary Location Salary Range:** $17.58 - $26.36 / hour, based on education & experience In accordance with State Pay Transparency Rules.
Health care is constantly changing, and at Banner Health, we are at the front of that change. We are leading health care to make the experience the best it can be. We want to change the lives of those in our care - and the people who choose to take on this challenge. If changing health care for the better sounds like something you want to be part of, we want to hear from you.
As a **Patient Financial Services Rep** with **Banner's Pediatrics Clinic** you will be responsible for running insurance eligibility and benefits to determine amounts due, collecting payments, checking patients in and out, scheduling appointments, as well as other administrative duties as needed.
**Location:** **Banner Health Clinic Pediatrics (2555 E 13th St, Suite 130 Loveland, Co)** with possible coverage at **Banner Health Clinic Pediatrics (2001 70th Ave, Suite 300 Greeley, Co)** based on staffing needs.
**Schedule: Monday, Wednesday and Friday from 8am-5pm**
At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.
POSITION SUMMARY
This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines.
CORE FUNCTIONS
1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary.
2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations
3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families.
4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes.
5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits.
6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS.
7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws.
8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient's care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors.
MINIMUM QUALIFICATIONS
High school diploma/GED or equivalent working knowledge.
Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently.
Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required.
PREFERRED QUALIFICATIONS
Work experience with the Company's systems and processes is preferred. Previous cash collections experience is preferred.
Additional related education and/or experience preferred
**Anticipated Closing Window (actual close date may be sooner):**
2025-06-04
**EEO Statement:**
EEO/Female/Minority/Disability/Veterans (*****************************************
Our organization supports a drug-free work environment.
**Privacy Policy:**
Privacy Policy (*********************************************************
EOE/Female/Minority/Disability/Veterans
Banner Health supports a drug-free work environment.
Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability
Personal Banker
Investment Banker Job 22 miles from Loveland
This person will uphold a tradition of honesty and integrity as you provide financial transactions to existing and potential customers. We are looking for an experienced, dynamic, self-motivated and results oriented personal banker. This position is responsible for processing all financial transactions, cash drawer, proper balancing procedures, proof/image machine and opening new accounts. Personal Banker must comply with all security and audit procedures. The right individual identifies customer servicing issues so that resolution can occur to the customer's satisfaction. This individual also recognizes customer needs for additional products/services and makes the appropriate referrals to other bank members on more complex opportunities. Growth within this position will occur by developing and maintaining a working knowledge of financial products and services.
Minimum Qualifications
We are looking for an individual with excellent communication, interpersonal and problem solving skills. Demonstrates attention to detail, organizational skills and can manage multiple tasks. Has the ability to listen, follow directions and identify the needs of others. High School Diploma or greater with cash handling and new account experience preferred.
Technical Skills
Windows based software including Excel, Word, Outlook and bank software. Additional equipment utilized includes: telephone, fax, copier and 10 key calculator.
Benefit Package
Points West Community Bank is an Affirmative Action and Equal Opportunity Employer. We offer highly competitive benefit packages. Points West Community Bank generally does not publish salary/benefit figures as discussions typically occur later in the recruiting process with qualified applicants.
Private Client Banker II - Boulder DT - Boulder, CO - NORTHERN CO
Investment Banker Job 26 miles from Loveland
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: *********************************************************************