Retirement Service Agent
Member service representative job in Denver, CO
Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. Be tomorrow's Secret Service.
During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.Conducting criminal investigations pertaining to financial obligations of the United States.
* Planning and implementing security designs for National Special Security Events.
This is no ordinary job, and our special agents are no ordinary individuals. Show us you have the talent and background we need, and we'll show you the rewards that come with being a special agent in the U.Carry and use a firearm. Maintaining firearm proficiency is mandatory.
Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process.
You must obtain a Top Secret Clearance and retain it during your career.
Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye.
Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas.
Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.
By applying, you consent to your information being transmitted by Get It to the Employer, as data controller, through the Employer's data processor SonicJobs.
See United States Secret Service Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
Commercial Services Specialist
Member service representative job in Boulder, CO
LHH is looking for an energetic team member to support the commercial services department of a rapidly growing solar manufacturing company at their local office in Boulder, CO. This position will sit on the Commercial Services team, where you will be responsible for reviewing, summarizing, and responding to requests for information and pricing daily. The role will require daily customer engagement, as well as coordination between engineering, project management, logistics, outside sales, and operations teams. The ideal candidate will be proactive, a strong communicator, have strong attention to detail, and be passionate about providing outstanding customer support to a variety of clients. Prior experience in project sales development, commercial bidding, or solar experience, will all be a plus.
If you are looking for an exciting opportunity to challenge yourself as you support a remarkable team and company, apply today!
Location: HYBRID role in Boulder. Onsite 2-3 days per week after training.
Work Type: Contract-to-hire
Compensation: $25-$31/hr, depending on relevant experience
Responsibilities:
Responsible for reviewing RFI/RFPs and responding to clients
Connecting with clients (via phone and email) as needed to ensure accuracy and proper understanding of requests
Communicating summarized RFI/RFP information to various departments for review and providing a complete response package to clients
Entering and updating project information in the CRM
Providing design and installation assistance by generating detailed layouts and pricing proposals
Reviewing submitted project requests - analyzing them and providing feedback
Leading conference calls with installers, clients, outside sales, and other departments as needed
Assisting in developing and improving sales and operational processes
Communicating product feedback to support continuous improvement goals
Qualifications:
Associate or Bachelor's degree, preferred
At least five years of experience in a customer-facing environment
Demonstrable experience with organizing information and meeting deadlines
Strong MS Office skills, and Salesforce experience
Strong professional written and verbal communication skills
Extremely well organized with strong attention to detail
Ability to problem-solve and resolve customer issues with proactive communication
Curiosity to understand customer needs
A strong team player with a desire to win and grow business
Solar sales, design experience, or commercial bidding experience, all a plus
Benefit offerings during contract period include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Customer Service Representative
Member service representative job in Broomfield, CO
About the Role
Were are seeking dedicated Customer Service Representatives to join our Toll Road Call Center team in Broomfield, Colorado. This role involves delivering high-quality customer support in a professional, fast-paced environment while navigating multiple computer systems and handling sensitive information.
Schedule
Regular Shift:
Mon-Thu: 11:00 AM - 8:00 PM
Fri: 9:00 AM - 6:00 PM
Rotating Saturday once every 4 weeks
Training Schedule (First 2 Weeks):
Mon-Fri: 8:00 AM - 5:00 PM
What We're Looking For
An ideal candidate is someone who brings professionalism, strong communication skills, and the ability to maintain composure under pressure. Successful Representatives excel at multitasking, resolving escalated calls, and upholding the standards of both the client and the Firm.
Key Qualifications
Basic computer skills and ability to move between multiple systems
Strong listening and clear communication abilities
Ability to compute basic math calculations
Capable of handling escalated or difficult calls professionally
Resourceful, competitive, and goal-driven mindset
Strong work ethic, punctuality, and consistent attendance
Ability to stay organized while processing payments and documenting interactions
Stress tolerance and ability to maintain a professional demeanor
Ability to multitask effectively in a structured environment
Team-oriented and dependable
Customer Support Specialist
Member service representative job in Denver, CO
Are you interested in leading the transformation of cancer care through software that puts world-leading scientific knowledge in the hands of patients and their doctors? If so, join our growing team at VieCure, the company that is revolutionizing cancer care by putting A.I. driven technology tools and an unparalleled knowledge base into the hands of physicians.
We are now seeking an experienced full time, highly motivated Customer Support Specialist. The Customer Support Specialist plays a critical role in delivering high-quality service and support to clients, ensuring technical and functional issues are resolved effectively while maintaining an outstanding customer experience. Acting as the first point of escalation within the support team, the Specialist manages complex cases, collaborates with cross-functional teams, and contributes to the continuous improvement of support operations.
This role requires a combination of technical aptitude, customer-facing communication skills, and the ability to work in a structured but evolving environment. Our successful candidate will have substantial experience of working within a customer support team in the medical industry (ideally MedTech and oncology-focused), working with users, handling issues and requests on the phone and through digital channels.
Responsibilities
Essential job functions include, but are not limited to:
Handle and resolve customer support inquiries across multiple channels (phone, chat, email, case management).
Investigate and troubleshoot more complex product issues, escalating critical matters appropriately.
Document customer interactions, troubleshooting steps, and resolutions in the Zendesk platform.
Educate customers on system functionality and guide them toward effective use and self-service resources.
Provide follow-up with customers to ensure full resolution and satisfaction.
Create and update customer-facing knowledge base articles and internal troubleshooting documentation.
Collaborate with internal technical, product, and QA teams to report bugs, propose fixes, and drive resolution.
Act as a subject matter resource for junior support team members when needed.
Contribute feedback on support processes and tools to enable continuous improvement.
Maintain up-to-date product knowledge and participate in training to deepen expertise.
Education / Qualification
Bachelor's degree or equivalent experience in Healthcare, Information Technology, or Client Services preferred.
Experience
3-5 years of customer support experience, ideally in the MedTech or healthcare technology industry.
Demonstrated ability to manage complex customer cases from intake through resolution.
Experience using support platforms such as Zendesk.
Exposure to healthcare workflows and/or EMR/EHR software highly desirable.
Technical Competencies
Strong troubleshooting and problem-solving capabilities.
Familiarity with ticketing and case management systems (Zendesk preferred).
Ability to document and report software bugs clearly, including steps to reproduce.
Understanding of software applications in a healthcare or clinical environment.
Behavioral Competencies
Strong organizational and time management skills.
Excellent written and verbal communication, with a customer-centric approach.
Logical, methodical thinker with disciplined attention to detail.
Able to work independently and collaboratively within a team.
Adaptable and resilient in a fast-paced, evolving environment.
Some off-hours work may be required for deployments and emergency support.
We are headquartered in Denver, Colorado, and this role will be based onsite in Denver.
If you share our passion for revolutionizing the way cancer care is delivered, and in enabling better outcomes for patients, come join our team and help us shift the power balance in cancer care!
Customer Support Specialist
Member service representative job in Denver, CO
Customer Support & Onboarding Specialist (Spanish Preferred)
US Solar is a developer, owner, operator, and financier of solar and solar + storage projects, with a focus on emerging state markets, community solar programs, distributed generation and small-scale utility projects nationwide.
US Solar is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We believe diverse teams and diverse perspectives lead to better outcomes and breakthrough thinking, which are differentiators in any business and fundamental to our long-term success.
US Solar's Sunscription team is seeking a dedicated Customer Support & Onboarding Specialist to ensure new customers have a smooth, confident start with community solar. We're at the forefront of making sustainable energy accessible to everyone. We are committed to delivering the best community solar experience for customers. This role is critical in supporting customers from their initial enrollment validation through their first billing cycles, with a special focus on coverage for Mountain Time markets (Colorado and New Mexico). It's ideal for someone who thrives in a dynamic environment, communicates clearly on phone and email, and is excited to help customers understand how solar credits and billing work. Spanish proficiency is strongly preferred.
Key Responsibilities
Customer Support & Retention
Triage and resolve firstline questions via phone, email, and chat; escalate complex issues quickly
Provide late day Mountain Time phone coverage; returning voicemails and new subscriber onboarding calls
Provide collections support to help customers pay their bills and ensure program understanding
Support commercial accounts by clarifying statements and credit applications; coordinate with internal teams as needed
Apply retention tools within guardrails to exceed customer expectations
Enrollment Validation & Onboarding
Guide customers through “what to expect” from community solar, how credits appear on utility bills, and billing timelines
Maintain accurate records and customer notes in our systems
Spanish Support & Compliance
Serve Spanish speaking customers in CO/NM; help ensure customer communications and knowledge base content are available in English and Spanish consistent with state requirement
Tools, Quality, and Collaboration
Use Intercom to manage workload efficiently; contribute to saved replies and help center articles
Partner with the Customer Experience Lead/Manager on automation and workflow improvements
Collaborate closely with Sales, Program Support, and Billing to resolve issues and improve upstream processes
Core Proficiencies
Thrive in environments that are growing and changing and bring order to complex customer questions
Energized by helping thousands of customers adopt clean energy and see tangible savings
Confident on the phone and in writing; able to explain billing and credit concepts simply and calmly
A problem solver at heart who works across teams, documents clearly, and follows through
Comfortable owning a queue, managing time, and meeting response time SLAs during busy launch periods
Qualifications
2-4+ years in customer support, onboarding, or account coordination (energy/utility/finance/telecom a plus)
Strong phone presence and clear, concise writing
Experience with Intercom (or similar ticketing), CRM and Microsoft 365; familiarity with automation is a plus
Ability to work Mountain Time hours with occasional late day coverage blocks
Bilingual English/Spanish strongly preferred
Detail oriented, organized, and comfortable documenting processes and using macros/saved replies
CRM Database Specialist
Member service representative job in Lakewood, CO
CRM Database Specialist
Compensation: $44 - $47/hour
Inceed has partnered with a great company to help find a skilled CRM Database Specialist to join their team!
Join a dynamic team focused on modernizing technology within an environmental consulting firm. This opportunity offers a collaborative and flexible work environment, perfect for those who thrive in a family-friendly atmosphere. The role is open to enhance CRM systems and support the marketing team in streamlining processes.
Key Responsibilities & Duties:
Maintain and improve CRM data accuracy and organization
Develop best practices for CRM tool usage
Coordinate with departments to sync information into Uninet
Design and run reports for business development metrics
Support marketing team in CRM implementation
Required Qualifications & Experience:
5+ years in project management with CRM implementation
Experience with Unanet or similar CRM platforms
Proven success in managing full lifecycle projects
Nice to Have Skills & Experience:
Experience in environmental, architectural, or engineering industries
Unanet-issued certificate for Administrator
Background in application development or systems integration
Perks & Benefits:
3 different medical health insurance plans, dental, and vision insurance
Voluntary and Long-term disability insurance
Paid time off, 401k, and holiday pay
Weekly direct deposit or pay card deposit
Other Information:
Hybrid work schedule
Collaborative and friendly team environment
If you are interested in learning more about the CRM Database Specialist opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Guest Services Specialist
Member service representative job in Denver, CO
Staffing Now,
a division of SNI Companies
, is hiring for a Guest Services Coordinator working for our client in the non-profit industry. This is a great opportunity for someone seeking a position that is involved in providing community services.
Job Description:
Responsible for guest intake duties and documentation of daily reports
Answer and directing incoming calls
Ensures common areas are stocked and neatly organized
Updates and completes daily reports regarding guests
Provides resources and referrals to services to local business (transportation routes, Walgreens for RX, urgent care, resources for other non-profit services, other)
Requirements:
Associates Degree in a related area or the equivalent
2+ years of direct human service experience (paid or volunteer)
Customer/Client facing experience
Industrial Automation Solutions & Services Specialist
Member service representative job in Denver, CO
Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
We are looking for an Industrial Automation Solutions & Services Specialist to join our Rexel USA team in Denver, CO!
Industrial Automation Solutions & Services Specialist or Senior level:
Employee's level and pay will be dependent on their level of experience, knowledge, and capabilities.
Summary:
The Industrial Automation Specialist position is responsible for the growth of sales and customer application pre-sales and post-sales support for a specific group(s) of automation products and services.
What You'll Do:
* Meet or exceed sales goals of assigned technology offer
* Develop sales strategies, promotions, programs, and plans for sales growth
* Develop annual performance goals, objectives, and sales action plans
* Prepare periodic sales funnel, weekly sales reports, etc.
* Provide technical support for internal and external customers via on-site visit, phone, and email. This could include, but is not limited to troubleshooting products, finding technical documentation and specifications, product selection and, other requested activities
* Establish relationships with sales and customers to better understand sales potential
* Ascertain customer needs by customer visits, phone, and other means of research (internet, etc.)
* Work with sales to establish joint strategies and activities
* Provide expert knowledge to Inside Sales to facilitate quoting, order entry, and order expediting
* Create and present technical and commercial training for internal and external customers
* Describe or demonstrate product to customers
* Follow up on all business leads assigned by management, marketing, technical department, or supplier partners
* Acquire, use, and continuously develop personal technical knowledge
* Provide oral and/or written quotations, proposals or estimates of prices, scope of work, terms, and delivery
* Work with prospective customers to move projects through the sales cycle to conclusion
* Properly prepare for sales calls, customers events, etc.
* Work with Purchasing on proper inventory of high-tech products and identify any potential obsolesce problems
* Actively participate in appropriate industry groups
* Mentor, train, and coach other Automation specialists. May act as a Team Lead
* Other duties as assigned
Job Duties Disclaimer:
The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA.
Qualifications
What You'll Need
* 5+ years of equivalent experience
* Electrical distribution industry or related experience required
* Valid Driver's License
* High School or GED - Required
* 4 Year / Bachelor's Degree - Preferred
Knowledge, Skills and Abilities
* Intermediate/advanced computer skills, specifically with Excel/Outlook/Word
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, blueprints, or governmental regulations
* Ability to write reports, business correspondence, and procedure manuals
* Ability to effectively present information and respond to questions from small groups of managers, clients, customers, and the general public
* Ability to practice good interpersonal relations, using tact, courtesy, a positive attitude toward customers and co-workers, pleasant communication etiquette, and a general attitude as a representative of goodwill on behalf of the company at work or during company travel
* Ability to develop and present specialized instruction concerning the specific high-tech equipment in the assigned area of responsibility
* Ability to mentor, train, and coach peers
Additional Information
Physical Demands:
* Sit: Must be able to remain in a stationary position - Frequently - 21% to 50%
* Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
* Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
* Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20%
* Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20%
* Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
* Up to 10 pounds - Occasionally - up to 20%
* Up to 25 pounds - None
* Up to 50 pounds - None
Working Environment:
* Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Frequently - 21% to 50%
* Exposed to electrical hazards; risk of electrical shock - Occasionally - up to 20%
* Handles or works with potentially dangerous equipment - None
* Travels to offsite locations - Frequently - 21% to 50%
Disclaimer:
"Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law."
For the state of Colorado only, the pay is $77,246.37 to $115,869.56, depending upon qualifications, experience, and other considerations permitted by law. Commission/Bonus Plan: Product Specialist Plan
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Our Benefits Include:
* Medical, Dental, and Vision Insurance
* Life Insurance
* Short-Term and Long-Term Disability Insurance
* 401K with Employer Match
* Paid vacation and sick time
* Paid company holidays plus flexible personal days per year
* Tuition Reimbursement
* Health & Wellness Programs
* Flexible Spending Accounts
* HSA Accounts
* Commuter Transit Benefits
* Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
* Employee Discount Programs
* Professional Training & Development Programs
* Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
Juvenile Services Professional Hourly/On-Call
Member service representative job in Boulder, CO
Boulder County Community Services Department is seeking to hire 2 (two) Juvenile Services Professionals Hourly/On-Call.The Boulder Juvenile Assessment Center (JAC), a 24/7 facility, is the County's short-term detention and assessment center housing male and female detainees under the age of 18. This is a great opportunity to work directly with at-risk youth and to learn about the Juvenile Justice System in Boulder County including community partners such as law enforcement, probation department, social services, etc. and the juvenile court. The JAC embraces a strength-based and harm reduction practice to juvenile detention. The ideal candidate will enjoy working in a progressive detention setting and have experience or studies in corrections, social work, residential treatment, child advocacy, education, or working with underserved populations. The ideal candidate is also someone who can work in a team-oriented, fast paced, and trauma-informed environment.
These arehourly, non-benefitedpositions that will work 8-32 hoursper week in a varied/flexible schedule. As these are hourly positions, no set hours are guaranteed to applicants. Weekly minimum time commitment of one 8-hour shift with maximum time commitment up to five shifts a week depending on the needs of the facility and the availability of the applicant. These positions are intended to offer shift coverage and support for full-time employees. Applicants must be available and willing to work evenings, overnights, weekends and holidays.These positions will work out of1777 6th Street,Boulder, Colorado. Under Fair Labor Standards Act (FLSA) guidelines, these positions are non-exempt(eligible for overtime).
Boulder County requires its employees to reside in the state of Colorado as of the first day of work.
Hiring Salary Range: $25 - $28Hourly
Tentative Hiring Timeline:
* Phone Screening: Week of December 15th
* First Round Interviews: December 17th
* Reference Check: Week of December 15th
Boulder County employees may qualify for Public Service Loan Forgiveness (PSLF). Visit studentaid.gov for more information.
Examples of Duties
* Provide a safe and secure facility
* Attend court and act as representative of facility
* Complete detailed individual and family assessments and submit detailed reports to the court
* Conduct court appointed bond commissioner functions
* Conduct intakes
* Provide verbal and physical crisis intervention/de-escalation
* Conduct secure transports
* Oversee and provide structure programming for youth in custody
* Conduct perimeter/security checks
* Administer medications
* Assist in maintaining interagency/community relationships
* Performs related work, as required
* May be reassigned during emergency situations
Required Qualifications
PLEASE NOTE: When completing your application describe all relevant education and experience, as applications are assessed based on the required qualifications listed. Resumes and other attachments are not accepted in lieu of completed applications andwill not be reviewed in the initial screening process. Any personally identifiable information (PII) such as name and address will be redacted from applications that meet the minimum screening requirements and are forwarded to the hiring manager. If the hiring manager selects you to advance in the hiring process, your attachments will then be shared with the hiring team.
EDUCATION & EXPERIENCE:
Boulder County is looking for well qualified candidates to fill our positions. Any combination of relevant education and experience is encouraged. In this position, we are looking for a minimum of:
A high school diploma or equivalentand
1 (one) year of experience, either paid or volunteered, working directly with youth or an underserved population OR
1 (one) year of college coursework pursuant to a degree in psychology, sociology, social work, human services, law, criminology or a closely related field
DRIVER'S LICENSE:
* Applicants must have a valid driver's license and a clean driving record
* For more information regarding a clean driving record, please clickhere.
BACKGROUND CHECK& FINGERPRINTING:
* A job offer is contingent on passing a background investigation with fingerprinting; a CBI/FBI background check, and a Child Welfare/Trails check of the Child Abuse Registry
SPECIAL REQUIREMENTS:
* Applicants must be able to obtain Crisis Prevention and CPR/First Aid certifications within one year of hire and annually thereafter. *Training will be provided and paid for by the County
Supplemental Information
PREFERRED QUALIFICATIONS:
* Bilingual in English and Spanish
* Additional compensation will be provided based on the use of bilingual skills.
* One year of experience, either paid or volunteered, working directly with youth
* Twoyears of college coursework in psychology, sociology, social work, human services, law, criminology or a closely related field
KNOWLEDGE, SKILLS, & ABILITIES:
* Action-Oriented: Enjoys working hard; is action-oriented and full of energy for the things they see as challenging; not fearful of having to act with a minimum of planning
* Patience: Is tolerant with people and processes; listens and checks before acting; tries to understand the people and the data before making judgements and acting
* Compassion: Genuinely cares about people; is available and ready to help; is sympathetic to the plight of others maybe not as fortunate; demonstrates real empathy with the joys and pains of others
* Cross Cultural Sensitivity: Understands and can empathize with differences in people and cultures; is not judgmental about differences; respects differences; respects different value sets; handles and is comfortable with diversity
* Communication: Is able to communicate clearly and succinctly in a variety of settings and styles; can get messages across and have the desire effect
* Positive Peer Relationships: Can quickly find common ground and solve problems for the good of all; can represent their own interest and yet be fair to other groups; can solve problems with peers with minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers
Boulder County is a workplace dedicated to supporting individuals and families of all types and to fostering a diverse, inclusive, and respectful environment for all employees. We prohibit unlawful discrimination against applicants and employeeson the basis of race, color, religion, gender, gender identity, national origin, age, disability, socio-economic status, sexual orientation, genetic information, or any other status protected by applicable federal, state, or local law.
Customer Support Representative
Member service representative job in Broomfield, CO
About the Role As the Customer Support Representative, you will be responsible for providing a positive experience to requesters in need of help, ranging from administrative assistance to product concerns. You are excellent at communicating with people of all levels and backgrounds, can empathize with even the most unhappy customer, and enjoy the relentless pursuit of knowledge. We currently offer support via email-to-case, phone, and chat. So, you must be a flawless, speedy, and empathetic written communicator. This Support Tier I position will enable you to learn best practices in customer service, case management, product expertise, and industry knowledge with a growing global company. Validity's strong commitment to customer success will provide you with a unique opportunity to become an integral part of Validity's continued growth.
Position Duties and Responsibilities
Triage Support inquiries and respond to incoming requests from customers, prospects, and colleagues through our support channels.
Educate requesters about best practices and product questions by recommending Help Center content and/or providing status updates.
Verify and/or modify user accounts, profiles, permissions, passwords, and contacts for customers upon request.
Become an expert on how Validity products work to help requesters understand the features and benefits pertaining to their specific needs.
Reproduce customer issues in a development environment to resolve basic troubleshooting issues.
Complete preliminary troubleshooting steps in reviewing customer nuances to determine cause of results in the products.
Understand what the requester needs and why they are asking, in order to troubleshoot before escalating to responsible internal parties.
Analyze customer issues using proprietary tools, publicly accessible tools, and data provided by the customer to determine root cause.
Consistently maintain excellent customer satisfaction ratings.
Provide prompt and accurate feedback to requesters.
Ensure the support SLA is met on all assigned Support cases.
Prioritize and manage several open issues at one time.
Create and/or maintain internal training documentation.
Participate in holiday on-call rotation as required.
Required Experience, Skills, and Education
Self-starting, intellectually curious, and creative individual comfortable operating in ambiguity.
2 years experience in a technical role.
Experienced in providing SaaS support.
Ability to work independently with little supervision and to seek assistance proactively to meet role-specific KPIs.
Proven ability to work in a fast-paced, iterative department with rapidly changing conditions.
Write and speak to customers in a clear, concise manner appropriate for the audience.
Ability to learn quickly, both about businesses and technologies.
Preferred Experience, Skills, and Education
One year of experience in answering support cases (i.e., Salesforce or Zendesk).
Experience working in a customer service environment and/or email deliverability.
Salesforce administration experience.
Hands-on experience with Validity products.
Salary range $45,000 - $50,000 plus benefits, bonus opportunities and stock options. Final salary may vary depending on skills, location, and/or experience.
About Validity
For over 20 years, tens of thousands of organizations across the world have relied on Validity solutions to target, contact, engage, and retain customers - using trustworthy data as a key advantage. Validity's flagship products - Everest, DemandTools, BriteVerify, and GridBuddy Connect - are all highly rated, #1 solutions for sales and marketing professionals. These solutions deliver smarter email campaigns, more qualified leads, more productive sales, and ultimately faster growth.
Validity is a truly unique company - massive revenue growth, top-tier investors, 5-star product ratings, proven ability to acquire and integrate top tech companies and welcome them into the Validity family, a winning culture, and a work environment that fosters hard work, trust, and fun.
Headquartered in Boston, Validity has offices in Denver, London, Sao Paulo, and Sydney. For more information, connect with us on LinkedIn, Instagram, and Twitter.
_____________________________________________________________________________
Validity is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment regardless of actual or perceived race, color, ancestry, national origin, citizenship, religion or creed, age, physical or mental disability, medical condition, AIDs/HIV status, genetic information, military and veteran status, sex, parental status (including pregnancy and pregnancy-related conditions, childbirth, post childbirth, nursing mother, parent of a young child and parent of a foster child), gender (including gender identity and expression), sexual orientation, marital status (including registered domestic partner status), or any other characteristic protected by applicable federal, state, or local law.
_____________________________________________________________________________
Please review our Applicant Privacy Notice before submitting any information: Applicant Privacy Notice
Auto-ApplyLease Servicing Specialist III
Member service representative job in Greenwood Village, CO
A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank * Careers with a purpose * Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays
* Competitive Compensation & Incentive
* Hybrid work model: flexible arrangements for most positions
* Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
* Robust associate training and development with CoBank University
* Tuition reimbursement for higher education up to $10k per year
* Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
* Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
* Associate Resource Groups: creating a culture of respect and inclusion
* Recognize a fellow associate through our GEM awards
Job Description
Performs end to end deal management activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking, and maintenance activities. Works in a team environment and collaborates with other internal teams including operations, , asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Lease Operations leadership and other internal departments. Assists supervisor with process documentation, training and continuous improvement activities.
Essential Functions
* Coordinates with leasing customers and partners to collect credit conditions required to prepare lease documents. Validates conditions meet requirements.
* Prepares and sends lease contract documents to leasing customers and partners in accordance with FCL policy and procedure, ensures completeness and accuracy over lease agreements
* Completes booking activities to meet internal, partner and customer commitments. Performs booking functions to active lease contracts in the lease accounting system. Performs validation steps over contract documents and system attributes to ensure the completeness and accuracy of manually keyed attributes to the lease accounting system.
* Obtains additional approval from LDS leadership for payment requests outside of authority.Completes funding activities for assigned accounts to meet internal, partner and customer commitments. Performs appropriate due diligence according to FCL policies and prepares vendor payment requests within authority limits. Obtains additional approval from leadership for payment requests outside of authority.
* Performs maintenance activities in support of contract modifications, corrections and end of lease decisions over the life of the lease.
* Concentrates efforts on small project transactions and standard structured customers and transactions. Manages a portfolio of transactions across multiple partner segments and/or regions.
* Completes UCC filings within regulatory guidelines and takes appropriate steps to manage recordable legal documents with title companies, state and local jurisdictions.
* Backs up other team members. Performs various activities for other teams in support of work load leveling.
* Performs quality assurance functions. Works with team to ensure that high quality standards are achieved. Identifies opportunities for quality improvements and coordinates with management to implement improvements.
* Communicates activity status to team and leadership. Keeps supervisor informed of work load and escalates issues in a timely manner.
* Actively engages with team contributing to fulfillment of overall partner and customer commitments and issue resolution.
* Participates or leads with supervisor assistance in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service.
* Works closely with Relationship Managers, Account Managers, Customers and Lease Partners to provide superior customer service.
* Periodically reviews and updates procedures to align with business practices.
* Actively identifies continuous improvement opportunities and partners with management to implement process and system enhancements. Performs user acceptance testing, updates procedures to support change and support leadership in change management activities.
* Cross-trains in order to assist and back-up other associates. Proficient with all small deal and standard structured servicing relationships.
Education
* High school diploma or GED required
Work Experience
* 3 years of experience, preferably in the leasing industry. required
Physical Exertion Details
Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Travel Requirement Details
Occasional Travel occurs infrequently (typically, once a month or less).
About CoBank
The typical base pay range for this role is between $57,200 - $65,500. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law.
CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore.
REASONABLE ACCOMMODATION
We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
CoBank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
Responsibilities Performs end to end deal management activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking, and maintenance activities. Works in a team environment and collaborates with other internal teams including operations, , asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Lease Operations leadership and other internal departments. Assists supervisor with process documentation, training and continuous improvement activities.
Auto-ApplyMember Service Representative - Broomfield, CO
Member service representative job in Broomfield, CO
The primary purpose of this position is to provide superior member service; driving member satisfaction and retention by helping members take full advantage of Ent's full range of products and services. This is accomplished through accurate and professional member transactions, enhanced member awareness of existing products and services, and regularly meeting monthly sales standard goals. Additionally responsible for understanding and complying with credit union policies and procedures, as well as financial regulations including BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).
The Member Service Representative must excel in service, quality communication, product knowledge, sales, and accuracy while meeting all service, performance, and safety standards.
Essential Functions
* Providing quality member service through accurate and professional face-to-face member interactions including basic monetary transactions, new member account creation, and account maintenance, with a focus on member retention and acquisition.
* Accountable for discovering and meeting member needs by regularly achieving monthly sales standards through product offering in all areas including, but not limited to deposit and lending products, credit and debit cards, investments, and business banking.
* Responsible for meeting job training requirements and complying with safety and service standards defined in the Credit Union's Policies and Procedures documents, as well as financial regulations to include, but not limited to, BSA (Bank Secrecy Act) and CFPB (Consumer Financial Protection Bureau).
Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Minimum Formal Qualifications for this Position
* High School Diploma/G.E.D. or Equivalent.
* REQUIRED: 6+ months Customer Service experience in Financial Services or Retail Delivery.
* PREFERRED: 6+ months Sales experience.
Technical or Specialized Knowledge/Skills:
* Enthusiastic attitude regarding helping our community.
* Strong emphasis on member service and offering appropriate cross-sell / upsell opportunities to the member.
* Strong attention to detail and accuracy of all transactions is of critical importance.
* Professional and courteous communication skills are of critical importance.
* Proficient in basic math (addition, subtraction, multiplication, and division).
* Comfortable handling physical money with a high level of accuracy with members directly.
* Exposure to Microsoft Outlook and web based transactional systems to complete day to day member requests.
* Able to use 10-Key by touch is preferred.
Certifications Required:
* None
Environmental, Physical and Psychological Requirements
* Standing - Occasionally
* Walking - Occasionally
* Sitting - Frequently
* Lifting - Rarely (40 Lbs)
* Carrying - Rarely
* Pushing - Rarely
* Pulling - Rarely
* Balancing - Rarely
* Stooping - Rarely
* Kneeling - Rarely
* Crouching - Rarely
* Crawling - Rarely
* Reaching - Occasionally
* Handling - Occasionally
* Grasping - Occasionally
* Feeling - Occasionally
* Talking - Frequently
* Hearing - Frequently
* Repetitive Motions - Frequently
* Eye/Hand/Foot Coordination - Occasionally
* Noises louder than normal speaking volume - Occasionally
* Temperature Changes - Rarely
* Atmospheric Conditions - Rarely
Member Service Representative (Part-Time) - Centennial
Member service representative job in Centennial, CO
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 10860 East Briarwood Ave, Centennial, Colorado 80112
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Auto-ApplyMember Experience Associate
Member service representative job in Littleton, CO
Job DescriptionSalary: $18 per hour
PLEASE NOTE THIS IS 100% ONSITE - NOT HYBRID. We are unable to alter the status of this on Indeed.
About You:
- A Warm Host: You naturally make others feel welcome, ensuring every member interaction is friendly, supportive, and leaves a positive impression.
- Detail-Oriented & Proactive: You notice what needs to be done before being asked and take pride in keeping things running smoothly. Organization is your superpower.
- A Team Player: You thrive in collaborative environments, helping your team and members succeed through excellent communication and a helpful attitude.
- Eager to Learn: You are adaptable and excited to grow with a dynamic team in a fast-paced, innovative environment.
About the Role:
As a Member Experience Associate, youll be the first point of contact for Kiln members and guests, responsible for ensuring the space operates smoothly and delivers a top-tier member experience. Youll support the Community Director by managing operations, facilitating communication, and providing administrative assistance to help Kilns community thrive.
Goals and Objectives:
Embody Kilns mission and core values through exceptional service.
Build and maintain a welcoming, collaborative community environment.
Support operations to ensure the space is organized, clean, and fully functional.
Promote Kilns services and offerings while driving member engagement.
As Member Experience Associate You will:
Provide Front Desk & Member Support:
Greet members, guests, and team members warmly, managing the front desk during business hours.
Oversee mail services, including organization and distribution.
Facilitate member onboarding, including office preparations and welcome kits.
Ensure Smooth Operations:
Conduct walkthroughs to maintain a clean, well-kept space.
Develop and manage inventory systems for supplies.
Troubleshoot issues, escalate as needed, and assist with facility maintenance.
Foster Community Engagement:
Assist with event planning, setup, and breakdown.
Communicate with members through email, Slack, and newsletters.
Create moments of delight, such as celebrating birthdays and milestones.
Provide Administrative Support:
Support the Community Director with scheduling and conference room preparation.
Coordinate bookings for events and member inquiries.
Procure signage and materials for member offices and desks.
As Member Experience Associate Youll Need:
Experience in office management, customer service, or administrative roles.
Strong communication, organizational, and multitasking skills.
A proactive, resourceful mindset with attention to detail.
Proficiency in basic computer skills.
Integrity, dependability, responsibility, accountability, self-awareness, work ethic, and empathy
Familiarity with the Coworking and Hospitality Industry
Passion and understanding for entrepreneurial communities
Passion and understanding for Kilns mission and values
More About Kiln:
Kiln is a coworking and lifestyle brand. We deliver an exceptional experience that elevates the performance and lifestyle of our members through an ecosystem of people, products, places and spaces.
Kiln opened its first 2 locations in 2018 in Salt Lake City and Lehi, Utah and is rapidly expanding throughout the western United States. Kiln is pioneering the future of coworking within the niche of flex office in the broader commercial real estate sector.
Financial Services Representative
Member service representative job in Colorado Springs, CO
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative 📍 Colorado Springs - Garden of the Gods Branch 💼 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!
Financial Services Representative
Member service representative job in Colorado Springs, CO
Job Description
Financial Aid Representative
IntelliTec College - Colorado Springs
Full-Time
IntelliTec College is recruiting for a full-time Financial Aid Advisor at our Colorado Springs campus.
The Financial Aid Representative is responsible for assisting students throughout the financial aid process and updating student files and associated records.
Essential Duties:
Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options
Follow-up with new and prospective students to ensure all necessary paperwork is completed Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility
Determine student eligibility for FSA funds based on ISIR (Institutional Student information Report), resolve issues that arise, and complete all necessary paperwork
Complete all established Financial Aid processes, such as verification, award letters, loan originations, etc. to allow for accurate and timely payment of Federal Student Aid Funds
Handle the yearly refinancing process with students to ensure timely receipt of second-year funding
Establish student work study eligibility and work with HR liaison to complete new hire paperwork
Meet with students prior to graduation for exit counseling and to review student loan repayment information
Develop and maintain current working knowledge of all applicable financial aid regulations
Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting any student as needed Secondary Duties:
Present at new student orientations and attend meetings for Financial Aid Lead/Manager when needed
Other duties as assigned
Minimum Qualifications:
Education: Associate's degree in Finance, Accounting, Business Administration, or a related field.
Two (2) years of additional experience may be substituted in lieu of a formal degree
Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or related field
License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems
Working Hours:
Schedule may vary between the hours of 8:00 AM - 7:30 PM Monday - Thursday and 8:00 AM - 5:00 PM on Friday in order to meet departmental and student needs.
Physical Demands and Working Conditions:
This position requires light work, occasionally lifting up to 20 pounds while frequently lifting up to 10 pounds. Administrative work requires sitting for long periods of time and consistent use of a computer. Position is required to express complex topics through speech and written communication. The worker is not substantially exposed to chemicals or adverse environmental conditions. This position may require driving to satellite campus locations.
40 hours a week, Monday - Friday
40 hours a week, Monday - Friday
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Colorado Springs, CO
Job DescriptionBenefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
About the Agency:
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement.
If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
Come work with an energetic, fun team at Mike Wuest - State Farm Agent!
Role Description:
As a Financial Services Representative - State Farm Agent Team Member with Mike Wuest - State Farm Agent, you will successfully market the products that manage everyday risks. Your proficient knowledge of insurance reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Series 6/63/65 or 7 licenses and SIE designation preferred.
1+ years of experience in insurance.
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Arvada, CO
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Train and mentor team members on customer needs analysis and sales conversations
Preferred Qualifications:
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 7 and 63 licenses preferred
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
If youre ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.
Industrial Automation Solutions & Services Specialist
Member service representative job in Denver, CO
Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
We are looking for an Industrial Automation Solutions & Services Specialist to join our Rexel USA team in Denver, CO!
Industrial Automation Solutions & Services Specialist or Senior level:
Employee's level and pay will be dependent on their level of experience, knowledge, and capabilities.
Summary:
The Industrial Automation Specialist position is responsible for the growth of sales and customer application pre-sales and post-sales support for a specific group(s) of automation products and services.
What You'll Do:
Meet or exceed sales goals of assigned technology offer
Develop sales strategies, promotions, programs, and plans for sales growth
Develop annual performance goals, objectives, and sales action plans
Prepare periodic sales funnel, weekly sales reports, etc.
Provide technical support for internal and external customers via on-site visit, phone, and email. This could include, but is not limited to troubleshooting products, finding technical documentation and specifications, product selection and, other requested activities
Establish relationships with sales and customers to better understand sales potential
Ascertain customer needs by customer visits, phone, and other means of research (internet, etc.)
Work with sales to establish joint strategies and activities
Provide expert knowledge to Inside Sales to facilitate quoting, order entry, and order expediting
Create and present technical and commercial training for internal and external customers
Describe or demonstrate product to customers
Follow up on all business leads assigned by management, marketing, technical department, or supplier partners
Acquire, use, and continuously develop personal technical knowledge
Provide oral and/or written quotations, proposals or estimates of prices, scope of work, terms, and delivery
Work with prospective customers to move projects through the sales cycle to conclusion
Properly prepare for sales calls, customers events, etc.
Work with Purchasing on proper inventory of high-tech products and identify any potential obsolesce problems
Actively participate in appropriate industry groups
Mentor, train, and coach other Automation specialists. May act as a Team Lead
Other duties as assigned
Job Duties Disclaimer:
The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA.
Qualifications
What You'll Need
5+ years of equivalent experience
Electrical distribution industry or related experience required
Valid Driver's License
High School or GED - Required
4 Year / Bachelor's Degree - Preferred
Knowledge, Skills and Abilities
Intermediate/advanced computer skills, specifically with Excel/Outlook/Word
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, blueprints, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from small groups of managers, clients, customers, and the general public
Ability to practice good interpersonal relations, using tact, courtesy, a positive attitude toward customers and co-workers, pleasant communication etiquette, and a general attitude as a representative of goodwill on behalf of the company at work or during company travel
Ability to develop and present specialized instruction concerning the specific high-tech equipment in the assigned area of responsibility
Ability to mentor, train, and coach peers
Additional Information
Physical Demands:
Sit: Must be able to remain in a stationary position - Frequently - 21% to 50%
Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20%
Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20%
Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
Up to 10 pounds - Occasionally - up to 20%
Up to 25 pounds - None
Up to 50 pounds - None
Working Environment:
Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Frequently - 21% to 50%
Exposed to electrical hazards; risk of electrical shock - Occasionally - up to 20%
Handles or works with potentially dangerous equipment - None
Travels to offsite locations - Frequently - 21% to 50%
Disclaimer:
“Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.”
For the state of Colorado only, the pay is $77,246.37 to $115,869.56, depending upon qualifications, experience, and other considerations permitted by law. Commission/Bonus Plan: Product Specialist Plan
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Our Benefits Include:
Medical, Dental, and Vision Insurance
Life Insurance
Short-Term and Long-Term Disability Insurance
401K with Employer Match
Paid vacation and sick time
Paid company holidays plus flexible personal days per year
Tuition Reimbursement
Health & Wellness Programs
Flexible Spending Accounts
HSA Accounts
Commuter Transit Benefits
Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
Employee Discount Programs
Professional Training & Development Programs
Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
Member Service Representative (Part-Time) - North Colorado Springs
Member service representative job in Colorado Springs, CO
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 5278 N Nevada Ave Ste 180, Colorado Springs, Colorado 80918
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Auto-Apply