Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Member service representative job in Greenwood Village, CO
The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More)
The base salary range for this position is $42,000 - $60,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Sales
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!
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.
SkillBridge: Construction Technical Representative - Benesch
Member service representative job in Denver, CO
Job DescriptionSkillBridge: Construction Technical Representative Benesch (Kansas City or Colorado Preferred)
This opportunity is for transitioning service members looking to build a civilian career in construction, infrastructure, or engineering support. Benesch, a leading civil engineering and infrastructure firm, has partnered with BufferSprings to offer a hands-on DoD SkillBridge internship for military-connected talent preparing to separate from active duty.
As a Construction Technical Representative Intern, you will work directly on road, bridge, rail, and utility projects that support communities and keep the country moving. You will support project engineers, inspectors, and contractors by documenting work progress, reporting safety and quality issues, conducting field measurements, and learning the fundamentals of infrastructure project execution.
This is not classroom-based training. You will be in the field, learning through real work. Whether you have experience in construction or are just curious about how things get built, this is a chance to step into a career where your attention to detail and mission mindset will make a difference.
RequirementsWe are looking for service members who are ready to contribute, learn, and grow.
Active-duty military status and eligible for SkillBridge participation
Within 180 days of separation
High school diploma or equivalent
Ability to work on-site and outdoors in variable conditions
Basic computer skills
Strong situational awareness, communication, and follow-through
Valid driver's license
Preferred Qualifications:
Experience in construction, trades, logistics, or field operations
Familiarity with blueprint reading or technical documentation
Exposure to safety reporting, inspections, or quality control
Desire to grow into construction management, engineering, or public works
No college degree is required. We value real-world skills and the ability to show up, solve problems, and work as part of a team.
BenefitsHands-on training in civil construction, inspection, and field engineering
Daily exposure to infrastructure project operations
Mentorship from licensed engineers and senior technical staff
Transferable skills that apply to careers in public and private sector roles
A strong professional network and support system through BufferSprings
Potential to be considered for full-time employment with Benesch or similar partners
A resume-building experience with a respected national infrastructure firm
Support navigating your full military-to-career transition
Career Progression:
This role offers significant upward mobility within Benesch, starting as a Construction Technical Representative I and progressing to higher levels, including Construction Technical Specialist and Construction Technical Manager. Each level offers increasing responsibilities, training opportunities, and development programs, ensuring a clear path to career advancement.
Advantages of SkillBridging with BufferSprings & Benesch:
Be part of an innovative and passionate team dedicated to rebuilding America's infrastructure.
Gain hands-on experience with major infrastructure projects across the U.S.
Develop professional skills and enhance your career prospects in a supportive environment.
Opportunity to transition smoothly from military to civilian employment with companies that value your service.
Equal Opportunity Employer:
Benesch and BufferSprings are Equal Opportunity Employers. Employment decisions are made without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other protected characteristic under applicable laws.
We comply with the following regulations:
41 CFR 60-1.4(a): Prohibits discrimination based on race, color, religion, sex, sexual orientation, gender identity, or national origin
41 CFR 60-300.5(a): Covers protected veterans under the Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA)
41 CFR 60-741.5(a): Covers individuals with disabilities under Section 503 of the Rehabilitation Act
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-ApplyMember Service Representative - Erie, CO
Member service representative job in Erie, 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
Lease 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-ApplyCustomer Experience Representative
Member service representative job in Golden, CO
This Customer Experience Representative is responsible for providing a superior customer experience and a supportive environment for optimal customer care. This role involves triaging high volume phone calls, data entry, and addressing other administrative needs. The Customer Experience Representative will support Belmar Pharma Solutions management in carrying out the company's mission.
Animal Services Officer
Member service representative job in Broomfield, CO
Calling all animal lovers! Are you passionate about animal well-being and ensuring responsible pet ownership? The Broomfield Police Department's Animal Services Unit is seeking dedicated individuals to join our team! As an Animal Services Officer, you'll enforce local ordinances and support police personnel while working with various departments, organizations, and the public to ensure the safety of animals in Broomfield, Colorado. Your role will be crucial in creating a safe and compassionate community through innovative and integrated services.
The Highlights
* Safety First: We provide all the necessary safety gear to ensure you can perform your duties confidently and securely.
* Supportive Team Environment: Enjoy working in a team environment that values good working relationships and collaboration.
* Secure Parking: Gated parking facilities for your convenience and peace of mind while on duty.
* Community Engagement: Be at the forefront of community engagement, working directly with residents to promote the Unit's goals regarding animal safety and responsible pet ownership.
* Interesting Work: Experience a variety of tasks that are engaging and rewarding.
CCOB Mission Statement
As dedicated stewards of Broomfield, our community-focused team delivers meaningful and impactful services and support.
Equity Statement
The City and County of Broomfield is committed to facilitating an equitable community and workplace. Through coordinated strategic efforts and departmental alignment, CCOB advocates for making services accessible to all, especially those that have been historically excluded and under-resourced, including but not limited to Black, Indigenous and Persons of Color, Women, those who are Differently-Abled and members of LGBTQIA+ communities.
Why Broomfield?
Salary Range: $29.21-$38.86/hour
Starting pay is determined based on years of relevant experience, with applicants with little to no experience in animal services/animal handling roles being eligible for the starting amount listed above.
Lateral Applicants - Broomfield Police Department is eager to be a part of your career in public safety! BPD will pay year-for-year for your experience in animal services roles according to our Step Plan (that's right, our Step Plan is not just for Officers!).
Free Recreation Center Pass (Gym & Pool)
112 hours paid vacation + 80 hours paid sick leave + 12 paid holidays
Excellent and affordable medical, dental, & vision insurance, with wellness discounts on insurance premiums available.
6% employer retirement match
Selection Process
Our selection process includes the following steps: application review, virtual one-sided interview, phone screen, in-person panel interview, psychological suitability evaluation, background investigation, and post-offer physical and psychological fitness-for-duty evaluations.
* Patrol streets in marked vehicles, investigate animal-related incidents, and handle animals humanely, including transport and impoundment.
* Enforce municipal animal ordinances, issue summons, and educate the public on laws, ordinances, and animal care of both common and exotic pets as well as livestock.
* Assess and manage the health of wildlife and domestic animals, providing necessary care and handling emergencies.
* Using knowledge of municipal, state, and federal laws, conduct thorough investigations into animal-related misdemeanors and felonies. Gather evidence, including interviewing witnesses, taking photographs, and testifying in court.
* Teach classes, host community events, and improve relations through education on pet care, vaccinations, and spay/neuter programs.
* Use specialized equipment to catch and contain animals, ensuring public and personal safety from dangerous animals.
* Inspect animal-related facilities for code compliance and ensure safety in handling animals, including sick, injured, and aggressive ones.
* Complete detailed reports, data entry, and write affidavits, while maintaining accurate records of incidents and investigations.
* Respond to public requests, mediate issues, and manage multiple communication channels to resolve problems.
* Work with Broomfield Public Health on zoonotic disease incidents, ensuring proper testing, humane euthanasia when necessary, and handling of animal carcasses.
Education
* High School Diploma/GED required.
* Associate's Degree (or 60 semester hours) from an accredited college or university is preferred.
Experience
* At least 2 years of experience in a municipal or county government to include dealing with the public in a compliance-type environment involving animal control techniques, report writing, issuing summons, community relations, and/or court proceedings is preferred, but not required.
* Candidates with previous experience in roles requiring animal handling (veterinary technicians, rescue shelter/humane society employees, zookeepers, ranch hands, etc.) are strongly encouraged to apply.
Necessary Special Requirements (in addition to above requirements)
Must be at least 18 years of age. Must possess and maintain a valid Colorado Driver's License and safe driving record for continued employment. New hires must, as a condition of employment, pass the following pre-offer and post-offer hiring processes: in-person and/or virtual interviews, reference checks, and background checks, which may include a local police, DMV, and sex-offender registry check, polygraph or CVSA, pre- and post-offer psychological evaluations, drug screen, and fingerprint checks through the CBI and/or FBI.
* The employee is required to wear body armor while performing the duties of this job.
* Work in indoor and outdoor environments, including conditions of extreme heat and cold.
* Duties may include desk-related tasks in an office environment, patrolling in a vehicle, or assisting police personnel in the field.
* This position involves working a variety of schedules, including weekends, holidays and evenings, and the incumbent is subject to work rotating shifts and beyond scheduled hours including emergency call-in. Schedules can be changed and mandatory overtime may be required with little or no advance notice.
* Required to sit, kneel, or crawl, walking or standing, climbing or balancing to a significant degree.
* Physical demands are described as very heavy (handling demands that can exceed 80 lbs. occasionally, exert up to 50 lbs. of force occasionally, and/or up to 20 lbs. of force frequently, and up to 10 lbs. of force constantly to move objects).
* Specific vision abilities include close vision, distance vision, depth perception, ability to adjust focus, and peripheral vision.
* Without assistance, safely and humanely lifts animals weighing up to 80 pounds three feet off the ground and into cages in a vehicle. In some circumstances, the incumbent must drag up to 100 pounds.
Customer Experience Representative
Member service representative job in Englewood, CO
The City of Englewood strives to provide excellent customer service to members of the community and the public. The Customer Experience Assistant (CEA) serves as a critical part of the City of Englewood's Customer Experience Program. They are often the first point of contact, providing direct customer service to community members and the public in person, over the phone, email, and other communication methods.
The position provides directional assistance, answers phone calls, and enters information into the city's Citizen Response platform on the customer's behalf as necessary. The CEA will search the Citizen Response platform knowledgebase, city website and other sources to provide fast, effective, and accurate information, as well as mail processing/distribution, filing and other office-related tasks.
This position also performs specialized clerical work offering passport services by processing and validating passport applications on behalf of the United States Department of State, while collaborating with other certified staff. The position assists staff with administrative tasks within the City Clerk's Office.
REPORTING RELATIONSHIPS
Reports to: Deputy City Clerk
Direct Reports: None
DUTIES AND RESPONSIBILITIES
The CEA provides direct customer service; performs data collection and entry related to customer service; suggests customer service program improvements; and provides general office support. The listed examples of work are not intended to be all-inclusive. They may be modified with additions, deletions, or changes as necessary.
Essential Duties & Responsibilities
Customer Service
* Greet community members and the public with professionalism in person, over the phone, and through a variety of online methods.
* Provide directional assistance, answer general questions, and connects or provides contact information for appropriate city personnel.
* Search the Citizen Response (My Englewood) platform for answers to common questions/concerns, the city website, and other resources.
Passport Acceptance Agent
* Receives and processes applications for United States passports.
* Processes passport applications, including reviewing forms, proof of citizenship, and other controlled records.
* Reviews information on applications to determine eligibility according to federal laws and the U.S. Department of State's policies.
* Queries applicants to obtain additional or clarifying data.
* Answers questions of individuals concerning passport applications and related services.
* Provides digital passport photos which meet the requirements of the U.S. Department of State.
* Ensures sufficient cross training of staff to meet the needs of the City Clerk's Office.
* Responsible for accepting cash and other forms of payment, and for reconciling daily receipts.
* Provides quality service and information, both internally and externally.
* Maintains permanent records according to legal retention policies.
* Provides input for improving existing data entry processes or procedures.
* Collects, posts, and balances monetary transactions daily.
* Performs all work duties and activities in accordance with City policies and procedures.
* Establishes and maintains positive working relationships with the public, coworkers and other City employees using principles of exceptional customer service.
Data Entry and Collection
* Tracks the number of visitors to the Civic Center daily.
* Coordinates room reservations.
* Collects, organizes, and reviews customer comment cards.
* Collects data on common concerns and questions expressed by community members.
* Accepts payments for common city services.
* Performs data collection and entry related to customer requests.
* Enters information into the city's Citizen Response platform on the customer's behalf as necessary.
Program Improvements
* Work with the City Clerk to update Frequently Asked Questions (FAQs) on a regular basis.
* Periodically provide suggested improvements to the Customer Experience Program to the City Clerk.
General Office Support
* Processes and distributes mail and packages, tracks postage and run reports for departments.
* Assists with the agenda, minutes, and scheduling of meetings for Boards and Commissions as needed.
* Assist the City Clerk's office with general office duties, tasks, and projects.
* Completes common office tasks such as filing, data entry, and producing reports.
* Performs other duties as assigned and required.
* Other administrative duties as assigned by the City Clerk, including updates to the city website, document integration, and data entry.
PREPARATION AND TRAINING
Education: High School diploma or similar, Bachelors preferred.
Work Experience: Customer service experience. Preference given to candidates with a solid track record of providing top-notch customer service in a variety of settings.
Certifications and/or Licensures: None
Required Driver's License: None
An equivalent combination of education, training and relevant job experience may be substituted.
KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge
* Knowledge of customer service standards
* Microsoft Office suite of products
* Standard office equipment including copiers, computers, telephones and printers
Skills and Abilities
* Must be able to multitask and work under pressure with minimal supervision.
* Intermediate to advanced computer skills in order to search for and find relevant information quickly and effectively, build and update spreadsheets, conduct data entry, compose documents and emails, and troubleshoot common computer issues independently.
* Superior written and verbal communication skills.
* Ability to be empathetic to all customer concerns and questions.
* Ability to work with staff from various departments, skills and abilities.
* Advanced active listening skills
WORKING CONDITIONS AND PHYSICAL REQUIREMENTS
Work is performed in a standard office environment, requiring sitting or standing for extended periods of time, as well as extended computer use and time on a phone. May involve occasional lifting of boxes and other materials weighing over 20 lbs. Shifts will be 4 hours per day Monday - Friday, with flexibility and opportunity to work additional shifts.
HOURLY RATE
$17.47 - $26.21/Hourly Rate
This is a part-time position.
APPLICATION DEADLINE
Open Until Filled
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-ApplyPWM Business Service Officer
Member service representative job in Denver, CO
PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The PWM Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES:
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Complex Business Service Officer
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)
Other licenses as required for the role or by management
Knowledge/Skills
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
Complex Business Service Officer
Direct reports:
Support Professionals
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $120,000 to $160,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 8/29/2025, but may be extended depending on whether a candidate has been selected.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyMember Services Representative
Member service representative job in Louisville, CO
Planet Fitness is coming to Louisville, CO. Why join the Planet Fitness Team? - Flexible Schedules! - Free Gym Membership! - Quick Advancement Opportunities! - Awesome work environment! - No High Pressure Sales! - Starts at $13 hr. We are looking for Energetic Customer Service driven Team Members!
Job Summary
The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occasionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
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 - 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.
Financial Services Representative
Member service representative job in Windsor, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative
Member Service Representative - Castle Rock, CO
Member service representative job in Castle Rock, CO
in Castle Rock is eligible for a $500 sign-on bonus. 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
Lease 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.
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Auto-ApplyCustomer Experience Representative
Member service representative job in Englewood, CO
The City of Englewood strives to provide excellent customer service to members of the community and the public. The Customer Experience Assistant (CEA) serves as a critical part of the City of Englewood's Customer Experience Program. They are often the first point of contact, providing direct customer service to community members and the public in person, over the phone, email, and other communication methods.
The position provides directional assistance, answers phone calls, and enters information into the city's Citizen Response platform on the customer's behalf as necessary. The CEA will search the Citizen Response platform knowledgebase, city website and other sources to provide fast, effective, and accurate information, as well as mail processing/distribution, filing and other office-related tasks.
This position also performs specialized clerical work offering passport services by processing and validating passport applications on behalf of the United States Department of State, while collaborating with other certified staff. The position assists staff with administrative tasks within the City Clerk's Office.
REPORTING RELATIONSHIPS
Reports to: Deputy City Clerk
Direct Reports: None
DUTIES AND RESPONSIBILITIES
The CEA provides direct customer service; performs data collection and entry related to customer service; suggests customer service program improvements; and provides general office support. The listed examples of work are not intended to be all-inclusive. They may be modified with additions, deletions, or changes as necessary.
Essential Duties & Responsibilities
Customer Service
Greet community members and the public with professionalism in person, over the phone, and through a variety of online methods.
Provide directional assistance, answer general questions, and connects or provides contact information for appropriate city personnel.
Search the Citizen Response (My Englewood) platform for answers to common questions/concerns, the city website, and other resources.
Passport Acceptance Agent
Receives and processes applications for United States passports.
Processes passport applications, including reviewing forms, proof of citizenship, and other controlled records.
Reviews information on applications to determine eligibility according to federal laws and the U.S. Department of State's policies.
Queries applicants to obtain additional or clarifying data.
Answers questions of individuals concerning passport applications and related services.
Provides digital passport photos which meet the requirements of the U.S. Department of State.
Ensures sufficient cross training of staff to meet the needs of the City Clerk's Office.
Responsible for accepting cash and other forms of payment, and for reconciling daily receipts.
Provides quality service and information, both internally and externally.
Maintains permanent records according to legal retention policies.
Provides input for improving existing data entry processes or procedures.
Collects, posts, and balances monetary transactions daily.
Performs all work duties and activities in accordance with City policies and procedures.
Establishes and maintains positive working relationships with the public, coworkers and other City employees using principles of exceptional customer service.
Data Entry and Collection
Tracks the number of visitors to the Civic Center daily.
Coordinates room reservations.
Collects, organizes, and reviews customer comment cards.
Collects data on common concerns and questions expressed by community members.
Accepts payments for common city services.
Performs data collection and entry related to customer requests.
Enters information into the city's Citizen Response platform on the customer's behalf as necessary.
Program Improvements
Work with the City Clerk to update Frequently Asked Questions (FAQs) on a regular basis.
Periodically provide suggested improvements to the Customer Experience Program to the City Clerk.
General Office Support
Processes and distributes mail and packages, tracks postage and run reports for departments.
Assists with the agenda, minutes, and scheduling of meetings for Boards and Commissions as needed.
Assist the City Clerk's office with general office duties, tasks, and projects.
Completes common office tasks such as filing, data entry, and producing reports.
Performs other duties as assigned and required.
Other administrative duties as assigned by the City Clerk, including updates to the city website, document integration, and data entry.
PREPARATION AND TRAINING
Education: High School diploma or similar, Bachelors preferred.
Work Experience: Customer service experience. Preference given to candidates with a solid track record of providing top-notch customer service in a variety of settings.
Certifications and/or Licensures: None
Required Driver's License: None
An equivalent combination of education, training and relevant job experience may be substituted.
KNOWLEDGE, SKILLS, AND ABILITIES Knowledge
Knowledge of customer service standards
Microsoft Office suite of products
Standard office equipment including copiers, computers, telephones and printers
Skills and Abilities
Must be able to multitask and work under pressure with minimal supervision.
Intermediate to advanced computer skills in order to search for and find relevant information quickly and effectively, build and update spreadsheets, conduct data entry, compose documents and emails, and troubleshoot common computer issues independently.
Superior written and verbal communication skills.
Ability to be empathetic to all customer concerns and questions.
Ability to work with staff from various departments, skills and abilities.
Advanced active listening skills
WORKING CONDITIONS AND PHYSICAL REQUIREMENTS
Work is performed in a standard office environment, requiring sitting or standing for extended periods of time, as well as extended computer use and time on a phone. May involve occasional lifting of boxes and other materials weighing over 20 lbs. Shifts will be 4 hours per day Monday - Friday, with flexibility and opportunity to work additional shifts.
HOURLY RATE
$17.47 - $26.21/Hourly Rate
This is a part-time position.
APPLICATION DEADLINE
Open Until Filled
Financial Services Representative
Member service representative job in Longmont, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative