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BMO Financial Group 4.7
Personal banker job in Aurora, CO
Bilingual/Spanish preferred; Aurora branch Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). + Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. + Supports customer transactions needs based on customer traffic. + Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services is an asset. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. **Salary:** $41,714.00 - $69,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-69k yearly 6d ago

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Relationship Banker
Bank of America 4.7
Personal banker job in Broomfield, CO
Lafayette, Colorado;Longmont, Colorado; Broomfield, Colorado **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _This job will be open and accepting applications for a minimum of seven days from the date it was posted._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-33k yearly est. 4d ago
Residential Whole Loan Trader
Janus Henderson Investors 4.8
Personal banker job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting + Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. + Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. + Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring + Perform levered cash flow modeling for whole loan pools and securitization structures. + Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. + Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration + Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. + Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. + Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring + Track portfolio performance against expectations and market benchmarks. + Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research + Track all recent whole loan market activity and color. + Stay current on mortgage market trends, regulatory developments, and investor behavior. + Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). + Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. + Technical Skills: + Proficiency in cash flow modeling and loan-level analytics. + Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. + Strong programming skills in Python, R, or SQL for data manipulation and model development. + Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. + Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. + Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$180k-210k yearly 60d+ ago
Programmatic Trader
Booyah Advertising 4.4
Personal banker job in Denver, CO
Booyah Advertising is seeking a driven, detail-oriented, full-time Programmatic Media Trader to manage all aspects of executing and analyzing various clients' media (display, video, audio, etc.) campaigns. The Programmatic Media Trader is knowledgeable of the nuances across DSP platforms and has a passion for using data to drive decisions. This person serves as the day-to-day client contact for programmatic media efforts and is accountable for improving the performance of media campaigns. Responsibilities include campaign execution, ongoing optimization, and analysis of self-serve DSPs platforms. This role requires a team player who is hard working, self-driven and passionate about advertising technology. Additionally, this role may include mentoring and managing Programmatic Coordinator(s), providing guidance on campaign execution, optimization strategies, and platform best practices. Areas of Responsibilities: Be an “expert” on all Trade Desk offerings and opportunities including: all ad units, targeting options/providers and inventory sources Be comfortable operating within various DSP platforms, understanding their core functionalities, ad offerings, differences from other DSPs, targeting capabilities, and inventory sources Fully executes multiple clients' media plans from trafficking to technical troubleshooting to optimization to management Collaborate with cross-channel teams (Search, Social, Analytics, Creative) to ensure programmatic media aligns with broader marketing strategies and business objectives Leads weekly/bi-weekly client calls to discuss account performance, interpretation of data, and action plans based on findings Ensure quality control of campaigns, implementing and adhering to a rigorous QA process Once campaigns are live, optimize performance based on agreed-upon key performance indicators Maintains a positive working relationship with client while clearly communicating the value of overall programmatic efforts Identifies and presents new opportunities and areas for growth to client to improve their media programs and generate upsell opportunities Reviews all reporting metrics comprehensively, analyzes and identifies performance drivers, and communicates account health through data storytelling and impactful insights Manages budgeting on a daily, weekly, monthly, and quarterly basis Leverages and maintains strong relationships with media partners, works with partners on an ongoing basis to consult on status and performance of campaigns Develop client presentations and present to the client when needed Creates and executes ongoing testing plans for ad units, creative, landing pages, industry betas, etc. Serves as a mentor/coach to Coordinators Onboard new clients from the ground up including account creation, billing, pixeling, audience creation and QA Stay up to date on emerging programmatic trends, DSP platform updates, and industry best practices to drive innovation and enhance campaign performance Qualifications 1.5+ years of client-facing experience within programmatic media Must have experience managing budgets upwards of $1MM/month Hands on experience in DSPs, including but not limited to campaign planning, trafficking, development, execution, and optimization Experience with ad server technology, preferably Campaign Manager 360 Demonstrated history of optimizing campaigns to KPIs such as ROAS and CPA, CPC, CTR, etc. Knowledge of remarketing and advanced targeting tactics, including dynamic creative, CRM, site retargeting, search retargeting, keyword contextual, affinity, lookalikes, etc. In depth knowledge of Microsoft Excel, PowerPoint, and Data Analytics tools Demonstrated analytical mindset and skills An eagerness for career progression in AdTech Excellent interpersonal skills, including both written and verbal communication; comfortable talking on the phone, emailing, and seeking answers to questions in a timely manner A self-starter with strong multi-tasking ability and close attention to detail Strong understanding of creative and ad copy best practices to optimize campaign performance and effectively guide teams and clients Ambition and drive to produce great results for clients Understanding of responsibility and willingness/desire to go above and beyond given tasks Ability to work under pressure Skillshop or Edge Academy certifications desired Salary: $60,000 to $79,825 Wage differential is based on seniority, merit, education, training and experience. Who is Booyah Advertising? Booyah Advertising is a full-service digital agency headquartered in vibrant Denver, Colorado. We specialize in helping companies leverage digital strategies to propel their businesses forward. Our comprehensive services include digital advertising-paid search, paid social, media, Amazon-SEO, content marketing, and creative solutions. With authentic and straightforward relationships at the heart of everything we do, we proudly manage over $100M in annual media for leading brands like Ria Financial, Illegal Pete's, Bona, Howler Bros, Aspen Skiing Company, and Patrick Ta. At Booyah, we believe our people are our greatest asset. That's why we've built our agency around a people-first philosophy. Every decision we make centers on supporting our teams, fostering transparency, and encouraging personal and professional growth. We're dedicated to helping our employees thrive at work and enjoy fulfilling lives outside of it. Our company culture speaks for itself and has earned us recognition from leading publications: #1 on The Denver Post's Top Workplaces #9 on Ad Age's Best Places to Work #10 on Outside's 50 Best Places to Work Honoree on Inc.'s Best Workplaces and Built In Colorado's Best Places to Work Why You'll Love Working at Booyah You'll feel right at home at Booyah if: You're excited to join a driven, growth-focused team that prioritizes collaboration over ego. You thrive on hard work, love learning new skills, and embrace challenges with enthusiasm. You value building meaningful, supportive relationships with colleagues, clients, and industry partners. You believe in working for a company that invests in your growth and development. You're passionate about making a tangible impact on real client outcomes. Employee Benefits We're proud to offer a competitive benefits package designed to support your well-being and growth: Competitive salary Medical, dental, and vision insurance with HSA and FSA options 401(k) with company match Unlimited PTO to recharge and prioritize life outside work Award-winning management training programs Regular 360 feedback surveys and biannual performance reviews Quarterly team and company-wide events 5-year anniversary trip to celebrate your contributions Join us at Booyah and experience a workplace where your talents are valued, your growth is supported, and your impact is celebrated.
$60k-79.8k yearly 11d ago
Residential Whole Loan Trader
GWP 4.3
Personal banker job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring Perform levered cash flow modeling for whole loan pools and securitization structures. Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring Track portfolio performance against expectations and market benchmarks. Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research Track all recent whole loan market activity and color. Stay current on mortgage market trends, regulatory developments, and investor behavior. Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Complimentary subscription to Headspace - the mindfulness app Corporate membership to ClassPass and other health and well-being benefits Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours Must have skills Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. Technical Skills: Proficiency in cash flow modeling and loan-level analytics. Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. Strong programming skills in Python, R, or SQL for data manipulation and model development. Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities No Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$46k-76k yearly est. 60d+ ago
Private Client Banker - Centennial, Centennial CO - Metro Southeast
Jpmorganchase 4.8
Personal banker job in Centennial, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$33k-63k yearly est. Auto-Apply 4d ago
Universal Banker I, II, or III
ANB Bank 4.2
Personal banker job in Boulder, CO
ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for banking that makes the difference. ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position. Hiring Pay Ranges: $19.50 - $24.65 per hour (Includes $2.00 per hour Cost of Living Adjustment) * Universal Banker I - $19.50 - $21.25 per hour * Universal Banker II - $20.00 - $22.50 per hour * Universal Banker III - $21.25 - $24.65 per hour * This position may be eligible to receive an additional $1.00 per hour if approved for the Spanish Communication Assistant Program. * The hiring pay range for this position is commensurate with the level of relevant experience and education. Health & Wellness Benefits (Subject to Eligibility Requirements) * Minimum 4 Weeks of Paid Time Off (PTO) * 11 Paid Holidays * Medical, Dental, and Vision Insurance * Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts * Company provided Life, AD&D, and Disability Insurance with supplementation options * 401(k) plan with discretionary company match and profit sharing * Discretionary annual bonus and employee referral incentives * Employee Assistance Program (EAP) * Tuition Reimbursement Program * Spanish Communication Assistant Program Incentive Summary * Responsible for demonstrating excellent customer service in accordance with Strum Financial Group's Mission, Vision, and Values. Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. Accountable for sales and service activities for assigned branch locations. Proactively seeks new customers through marketing and prospecting. Refers customers to other areas of the company as appropriate. Essential Duties and Responsibilities * Processes paying/receiving transactions and maintains accurate records of all transactions. * Cashes checks within assigned limits and stated guidelines. * Responsible for daily cash settlements of cash and proof transactions. * Balances cash drawer. * Opens checking, savings, money market, and certificates of deposit accounts. Orders check and ATM/Debit Cards and provides starter checks for new accounts. * Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property. * Identifies customer's financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence. * Displays sufficient knowledge in explaining, selling, and administering products; refers customers to appropriate resources within organization. * Actively seeks to understand customers' complete financial services needs and recommends products and services based on those needs, including performing customer follow up actions as outlined in the ANB C.A.R.E.S. Client Onboarding procedure. * Identify cross-sell and referral opportunities to broaden customer banking relationships. * Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs. * Provides efficient and courteous customer service, researching problems and implementing appropriate resolution. * Collaborates with team members to achieve branch goals and objectives. * Delivers the quality of service as defined by department and company standards. * Maintains confidentiality as defined by department and company standards. * Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position. * Adheres to all bank policies, procedures, and regulatory requirements. * Participates in training and development activities to enhance job knowledge and skills. * Supports the company's Mission, Vision, and Values. * Other duties as assigned. Education and/or Experience Universal Banker I * No experience required. * Previous customer service or cash handling experience preferred. * Ability to work in a fast-paced environment and handle multiple tasks simultaneously. * Basic computer skills and proficiency in Microsoft Office applications. * Basic knowledge of banking products, services, and regulations preferred. * To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Universal Banker II * Minimum 6 months prior bank experience performing teller or personal banker duties; or 1 year of cash handling or customer service experience; or equivalent combination of education and experience. * Proficient computer skills and proficiency in Microsoft Office applications. * Intermediate understanding of banking products, services, and regulations. * To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Universal Banker III * Minimum 2 years prior bank experience performing teller or personal banker duties for external candidates. * Minimum 1 year prior bank experience performing teller or personal banker duties for internal candidates. * Proficient computer skills and proficiency in Microsoft Office applications. * Advanced understanding of banking products, services, and regulations. * To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Schedule: Monday - Friday, 8:00am - 5:00pm Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disabled / Veteran ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development, and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity, or any other status protected by federal, state, or local law. ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage rate history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant's wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that Applicant not provide information on age, date of birth, or graduation date from any academic institution, including on resumes. Anticipated Date of Application Window Closure: 02/21/2026 (or until filled)
$21.3-24.7 hourly 5d ago
Personal Banking Lead Representative
Firstbank 4.6
Personal banker job in Lakewood, CO
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! **A Brief Overview** A Lead Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Lead Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Lead Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. Lead Representatives will be expected to perform duties independently, coordinate the work of others, and be a resource to assure the branch runs smoothly. **What you will do** + Serve as a lead resource who can engage in larger market initiatives including special projects, training needs, etc + Coordinate branch tasks to ensure smooth and efficient operations + Assist customers with all types of inquiries and requests + Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer + Open new accounts and provide product/service information + Approve transactions up to a specified limit + Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing + Process transactions accurately and adhere to all compliance requirements + Coach and mentor employees + Review daily reports and perform maintenance on accounts + Recognize and develop opportunities for cross-selling FirstBank products and services + Sell bank products and meet company sales goals + Demonstrate expert knowledge and understanding of new account systems and required account documentation requirements and disclosures + Provide support and back-up to all operational departments + Must consistently meet the majority of cross sell goals + Consistently balances at 90% or higher + Perform other duties and projects as assigned by the market or region + Understand and comply with all provisions of the Safety in the Workplace policy + Hours can vary from 35-40/week **Minimum Requirements** + Typically requires a minimum of 1 year of related experience **Preferred Requirements** + Considerable cash handling and customer-service experience + Advanced knowledge and experience of FirstBank/Personal Banking role **Knowledge, Skills, and Abilities** + Excellent customer-service skills and the ability to work well with others + Advanced mathematic and problem-solving skills + Detail-oriented with the ability to multi-task and change directions quickly + Comfortable in a sales environment + Able to assist customers with all of their banking needs with little to no supervision + Strong leadership and communication skills **Working Conditions and Physical Requirements** + Frequently remains stationary throughout a typical business day + Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer + Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms + Occasionally positions self to access drawers and shelves of various heights + Frequently reaches for and handles paperwork and files + Constantly communicates with customers, coworkers, and management in-person and on the phone + Must be able to exchange accurate information + FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. **Salary Range** $20.00 Per Hour to $26.30 Per Hour **Statement of Benefits** FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: + New Accounts Cross-Sell Queue Incentive Plan **EOE/Affirmative Action** FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. **Colorado Job Application Fairness Act** Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation ***This job opportunity is expected to close on 1/28/26*** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$20-26.3 hourly 4d ago
Business Banker (LO) Centennial, CO
W.F. Young 3.5
Personal banker job in Centennial, CO
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of in-branch business banking experience 1+ year of experience managing a dedicated book of small business customers across assigned territory Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Experience using strong business acumen to provide financial services consultation to business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products High motivation with ability to successfully meet team objectives while maintaining individual performance Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Customer service focus with experience handling complex transactions across multiple systems Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Experience mentoring and peer-coaching others Job Expectations: This position is not eligible for Visa sponsorship. This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: 7360 S Yosemite St., CENTENNIAL, CO 80112 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $27.88 - $41.83 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$71k-94k yearly est. Auto-Apply 4d ago
Financial Service Representative I
Native American Bank N A
Personal banker job in Denver, CO
←Back to all jobs at NATIVE AMERICAN BANK N A Financial Service Representative I SummaryNative American Bank is a one-of-kind institution that is an Agent of Change for Native Communities. At our core, we are committed to the vision and mission of the Bank. We believe our employees are our greatest asset, and we are at our best through teamwork. We are seeking a dedicated and knowledgeable individual to join our team. The Financial Services Representative role focuses on delivering excellent customer service in banking, including transaction handling, account management, and compliance with policies. Responsibilities involve using digital banking tools, auditing records, resolving customer inquiries, and participating in ongoing training to enhance branch operations. *This role is only open to candidates currently residing within a 45 miles radius from Denver, CO at this time. Responsibilities Demonstrates working knowledge and is compliant of all company policies and related procedures and regulations. Provides an elevated level of customer service, in person, by phone and email, and assists with resolving issues, banking and financial education and transactional research. Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately. Assists in daily in-branch responsibilities to review specific reports sent by the Deposit Operations Department including, the Non-Sufficient Funds, Non-Post, Substitute Checks, and Dormant/Upcoming Dormant Accounts. Opens and maintains a variety of account products including consumer and business checking and savings accounts and Certificates of Deposits. Familiar with and complies with CIP requirements; verifies and updates customer identification program information to maintain data accuracy. Familiar with consumer and business deposit suites, to include cash management services, including benefits, services charges, and restrictions. Identifies and escalates observed customer and working environment issues to senior branch staff to seek issue resolution and guidance. Completes required training within established timelines to support ongoing development (Reg U, JH University, internal recorded training). Conducts interaction with peer group and interdepartmental staff in a courteous and professional manner providing prompt, efficient, and accurate service. Takes initiative to familiarize oneself with an understanding of our digital banking tools (Online eBanking, Mobile App, Debit Card and ATM products). Demonstrates a willingness to assist Subject Matter Experts or product managers on updated branch initiatives or enhancements to procedures. Auditing retention files to ensure account documentation has been successfully imaged to our core system. Determines and assists with changes to branch security including an update of signals for opening and closing procedures and tasked with communication of updates to internal staff. Recommends and implements solutions based on analysis of issues and implications for the bank and clients; identifies emerging issues and trends to inform decision making. Contributes and participates in meetings such as All Hands Call to establish accountability and knowledge around branch processes and procedures Performs other related duties as necessary or assigned. Qualifications Bachelor's degree or equivalent work experience in bank/branch operations or related field. A minimum of two years' experience in financial services, banking, or sales. Possesses a thorough understanding of standard banking principles and branch operations, including deposits, sales, customer service and transaction processing. Excellent verbal and written communication skills. Proficient in Microsoft Office Suite or related software. Ability to work independently and in a fast-paced environment. Ability to anticipate work needs and interact professionally. Excellent organizational skills and attention to detail. Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Benefits Competitive salary and benefit package Professional development opportunities Health, Dental and Vision Insurance Health Savings Account with company contribution Employer paid Short-term and Long-term disability insurance Employer paid Life Insurance 401(k) plan and matching RTD Eco Pass (Denver) / ORCA (Seattle) Pet Insurance Paid Time Off Volunteer Time Off Company CultureNative American Bank is a full-service community bank committed to meeting the financial needs of individuals, businesses, and non-profits within the Native American community and beyond. Our focus is on delivering a personalized banking experience that honors cultural sensitivities. Since our founding in 2001, our mission has been to empower Native American and Alaskan Native individuals, enterprises, and governments by providing affordable and flexible banking and financial services tailored to their unique goals. We take pride in cultivating personal relationships with our customers while upholding the highest standards of professionalism. Our diverse range of services includes personal and business banking, lending solutions, and more, all designed to support our clients' aspirations. At Native American Bank, we go beyond traditional banking by encouraging our employees to engage in community service through our Mission in Motion program. We believe in giving back and nurturing a collaborative spirit among our neighbors. By joining Native American Bank, you play a crucial role in helping our community thrive while ensuring that our financial practices are guided by our cherished traditional values. Additional Information Pass background check prior to hire This position requires a 100% in-office schedule to candidates currently residing within a 45 miles radius from Denver, CO at this time. The hourly salary range for this full-time position: $24.00/hr - $29.00/hr. Please visit our careers page to see more job opportunities.
$24-29 hourly 6d ago
Universal Banker - Parker (Part-Time | M/W/F/S)
Westerra Credit Union 4.0
Personal banker job in Parker, CO
Why Westerra? Here at Westerra Credit Union, every employee counts. Our teams are made up of high-performing individuals committed to being HONORABLE , INVENTIVE , and CURIOUS - qualities that make us GREAT ! Each person brings their authentic self to work every day, and we want you to feel comfortable being YOU . All of our team members work towards a shared purpose: to teach one another to prosper. We strive to be a modern financial community where we all truly belong , both for our employees and the members we serve. We look forward to seeing how you will contribute to this purpose by positively impacting our members' lives through personal attention, financial education, community engagement, and more. This is true for every role, as we are all member-facing. Founded by schoolteachers in 1934, we are a learning organization at our core. We embed a growth mindset in our employees, ensuring that we all prosper together! If you're ready to make an impact and join a community where you can grow, belong, and thrive, we encourage you to apply today and help shape the future of Westerra! What is the role? The USR role is primarily responsible for providing exceptional member service through a consultative approach by engaging our members in solutions-based conversations. This position is a relationship building role with a blend of financial transactions performed on the teller-line, and further deepening relationships with account servicing and basic loan originations. The person in this role should have a passion for serving our membership, our communities, and delivering upon our Purpose, “We exist to teach one another to prosper.” They should have the drive to create member experiences worth bragging about, and for delivering results within the branch. What will be expected of me? Assists members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution Engages members through strategic, open-ended discovery questions to uncover financial priorities, identify short-term and long-term goals, and align solutions with the member's financial needs and values Demonstrates knowledge of Westerra's products and services and proactively identifies and recommends tailored solutions to meet member needs Represents Westerra at community and business development events Contributes to branch goals and supports current business priorities and initiatives Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations Maintains high-level of confidentiality Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents Other duties as assigned What am I bringing?Experience/Education: 1+ years customer service experience required Cash handling experience required Strong sales and referral disposition required Skills and Abilities: Ability to listen and respond to member/customer needs, seeking clarification when needed Strong verbal and interpersonal communication Proven attention to detail Ability to solve problems and respond with appropriate solution Basic computer knowledge Accountable for basic short-term tasks and work is primarily routine and follows standard procedures Uses basic judgement under close supervision or instruction Understanding of procedures for basic technical, administrative, or operative tasks What is the work environment like, and are there physical requirements for this role? Monday/Wednesday/Friday/Saturday: On location in the branch Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule Works primarily at standing desk Ability to lift 25 pounds Salary : in addition to the starting rate of $20 per hour, this role is also eligible for Westerra's self-funding reward plan. This plan pays out a cash incentive annually if Westerra hits specific criteria tied to financial goals and this role has a direct impact on the outcome of those results! In addition, when employees transition to a USR III through internal level progression, they become eligible for monthly variable pay incentives, providing additional earning opportunities tied to performance. What are some of our benefit offerings? Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options Two dental plans through Delta Dental Basic life and AD&D insurance, short-term disability and long-term disability 20+ days of paid time off (PTO) per year Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY) 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes up to 6% match Up to $5250 per year for educational reimbursement 4 weeks of paid parental leave Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs Please note, applications will be accepted until at least January 2, 2026.
$20 hourly Auto-Apply 29d ago
Private Client Banker - Pearl and 30th - Boulder, CO - CO METRO NORTHWEST
JPMC
Personal banker job in Boulder, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$25k-42k yearly est. Auto-Apply 60d+ ago
Business Banker (LO) Golden, CO
Wells Fargo 4.6
Personal banker job in Golden, CO
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner + Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations + Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures + Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools + Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship + Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 2+ years of in-branch business banking experience + 1+ year of experience managing a dedicated book of small business customers across assigned territory + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Experience using strong business acumen to provide financial services consultation to business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + High motivation with ability to successfully meet team objectives while maintaining individual performance + Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners + Customer service focus with experience handling complex transactions across multiple systems + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees + Experience mentoring and peer-coaching others **Job Expectations:** + This position is not eligible for Visa sponsorship. + This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. **Location:** 1301 Jackson, GOLDEN, CO 80401 **Location disclaimer** : Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $27.88 - $41.83 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 20 Feb 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-515492
$36k-62k yearly est. 5d ago
Immediate Banking Opening
Xtended Resources
Personal banker job in Denver, CO
We are seeking a Bank Operations Specialist to join our team! You will perform clerical and administrative functions in order to drive company success Duties: Responsible for processing all aspects related to incoming and outgoing cash funds such as wire transfers, ACHs, and checks. Works on functions such as processing incoming funds, processing outgoing wire / ACH/ and check files, handling exception items as required, as well as helping to actively identify, recommend, and implement ways to improve processes to ensure Gold Standard service Works on various projects at the request of the Cash Settlement Supervisor. Any Banking experience will work - We will train in ACH department! Qualifications: 3 years of financial experience Preferred working knowledge of trust accounting systems, IRAs, and alternative assets IRA/IRS rules and regulations knowledge and experience is preferred
$25k-42k yearly est. 60d+ ago
Bank Security - Westminster
Customized Guard Services & Systems
Personal banker job in Westminster, CO
Are you interested in working for us! Join our team at Customized Guard Services & Systems (CGSS) and advance your career with a fast-growing, privately-owned & operated company. Our hiring team will invest all of the necessary time and resources to ensure a perfect job placement is identified for you. Our commitment is our employees, and our entire business infrastructure is built for your career advancement and success. We are looking forward you to meet you and hope to welcome you to our “Customized” family in the very near future! Job Skills / Requirements We are currently seeking a professional and customer-oriented individual to join our team as a Bank Security Guard. In this role, you will play a crucial part in providing exceptional customer service while ensuring the safety and security of our bank premises. Your responsibilities will include customer service duties, greeting customers, opening doors, monitoring bank areas, patrolling the facility, and maintaining general security. Responsibilities: Customer Service: Welcome and greet customers in a friendly and professional manner, ensuring a positive and welcoming atmosphere. Assist customers with general inquiries, providing information about bank services, products, and policies. Offer support and address customer concerns or questions promptly and courteously. Direct customers to the appropriate bank personnel for further assistance when necessary. Access Control and Door Monitoring: Monitor and control access to the bank premises, ensuring only authorized individuals enter restricted areas. Check identification of customers and visitors, verifying their credentials before granting access to secured areas. Open doors for customers and assist individuals with disabilities or special needs. Maintain a vigilant presence at the entrance, deterring any potential security threats or unauthorized access. Bank Outlay Monitoring: Monitor the bank's public areas, including the lobby, waiting areas, and teller stations, to ensure a safe and secure environment. Report any suspicious behavior, potential security risks, or unusual activities to the appropriate bank personnel. Maintain the cleanliness and organization of the public areas, ensuring a professional and welcoming atmosphere. Patrolling: Conduct regular patrols within the bank premises, including both indoor and outdoor areas, to deter and detect any security breaches. Monitor surveillance systems, alarm systems, and other security devices to identify and respond to any irregularities or emergencies. Report any security incidents, accidents, or safety hazards promptly, following established protocols and procedures. Collaborate with local law enforcement agencies as needed, providing necessary assistance and information. General Security Duties: Enforce bank security policies and procedures, ensuring compliance and maintaining a secure environment. Respond to emergencies, including medical incidents or alarms, following established protocols and providing necessary assistance until help arrives. Assist in the implementation of security measures and initiatives to enhance the overall safety and security of the bank. Participate in ongoing training and professional development to stay updated on security practices and procedures. Certification Requirements (All) Guard Card Additional Information / Benefits Weekly Pay: We offer competitive weekly pay, ensuring timely compensation for your work. Uniforms Provided: We provide uniforms to maintain a professional appearance and ensure your comfort during working hours. Exclusive App Access: Our dedicated app provides easy access to features such as direct deposit, clock in and out functionalities, W1 forms, day off request submissions, and any other resources or support needed. Full Support: We provide comprehensive support to address any questions or concerns you may have, ensuring your smooth integration into the team. Benefits: Medical Insurance, Dental Insurance, Vision Insurance This is a Full-Time position
$25k-42k yearly est. 2d ago
Financial Services Representative
Yield Solutions Group LLC
Personal banker job in Englewood, CO
Job Description Company Based in the Denver Tech Center, Yield Solutions Group/RefiJet is dedicated to providing exceptional finance solutions through transparency, security and education. Our vision is to deliver the most innovative experience through focus on service, technology, our corporate culture and core values. These core values drive our every decision: Integrity Respect Accountability Compliance Collaboration Passion Appreciation Job Summary We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their automobiles. You will be discussing finance options with qualified leads (no cold calling required) and educating them in the financial risks of auto loans.
$26k-37k yearly est. 5d ago
Financial Services Representative
Adams Bank and Trust 4.0
Personal banker job in Colorado Springs, CO
Job Description Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
$29k-33k yearly est. 13d ago
Financial Services Representative II
Meritrust Credit Union
Personal banker job in Boulder, CO
We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box. When you join the Meritrust team, your benefits will include: Comprehensive medical insurance plan that has HRA, HSA, and FSA options Dental and vision insurance Generous paid-time-off 11 paid holidays 401(k) plan Wellness program Tuition assistance Employee loan discount Employee Assistance Program (EAP) Life and disability coverage What sets working for Meritrust apart? Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more. Supportive and engaging work environment. A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first. A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally. Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don't meet every one of our qualifications listed. This is a full-time position working 40 hours a week, hours Monday-Friday 8:30am - 5:30pm. ESSENTIAL FUNCTIONS: •Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service •Presenting oneself in a professional manner in all interactions and communications while displaying the highest level of quality, honesty, integrity, and confidentiality •Maintain member and Credit Union privacy, security, and confidentiality •Responsible and compliant with Regulations, Policies and Procedures •Responsible for outside Business Development, outbound call efforts and participate in Community Outreach programs •Greet and welcome every member, acknowledge by their name if known •Accountable for day-to-day interactions between members, co-workers, managers, and volunteers •Assist members in achieving financial goals and objectives by offering products and services •Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service •Provide additional support and/or overflow assistance to the Contact Center as requested •Exercise appropriate judgment when seeking guidance, support, and/or direction •Knowledgeable of our online and mobile banking to assist members as needed •Perform opening and closing procedures •Assure that proper cash handling procedures and dual controls are being followed according to policy and guidelines •Process a variety of transactions and member service items while providing members with a positive experience each and every time •Responsible and knowledgeable of vault teller duties and functions to include but not limited to balancing vault, cash buys/sells, preparing tickets to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels and balancing •Teller line support will be necessary •Responsible for the completion of month end tasks and branch audits in accordance with procedure •Open new membership types to include but not limited to consumer, minor, business, special entity, CUTMA trust, estate, memorial, probate, and representative payee, IRA/HSA •Responsible for loan generation and goal and referral requirements set forth by the Credit Union through in branch member traffic and business development opportunities •Responsible for ensuring all quality control standards are consistently achieved • Assist members with basic lending needs by accepting all non-real estate loan applications and collecting required documentation to present a concise summary to underwriting • Perform loan closings and system related maintenance on non-real estate loans as needed • Responsible for account maintenance on newly opened and close accounts • Responsible for additional member service items such as fraud affidavits, ACH etc. • Perform all duties and works independently with minimal supervision • Perform other duties as required or assigned Qualifications KNOWLEDGE, EDUCATION AND SKILL REQUIREMENTS: • High school diploma, GED or equivalent with 6 months member service experience • A minimum of one year member service/financial institution experience preferred, but not required • Demonstrate proficiency in math, cash handling and problem solving • Excellent communication and member service skills • High level of accuracy and attention to detail • Excellent computer skills to include but not limited to Microsoft, Outlook, Word and Excel • Knowledge of regulatory and legal requirements • Ability to pass CO state Notary Certification Program and STAMP Program and perform Notary and Medallion Signature Guarantees WORKING CONDITIONS • Standard office conditions • May require long periods of standing • Ability to lift 25 pounds in limited situations • Long periods of computer and member interactions In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors. s are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice. Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity. This position is eligible for a monthly incentive plan. We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply! Thank you for your interest in Meritrust Credit Union.
$26k-37k yearly est. 15d ago
Financial Services Representative - State Farm Agent Team Member
Mike Wuest-State Farm Agent
Personal banker 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.
$26k-37k yearly est. 6d ago
Financial Services Representative
Intellitec College-Colorado Springs
Personal banker 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
$26k-37k yearly est. 6d ago

Learn more about personal banker jobs

How much does a personal banker earn in Castle Rock, CO?

The average personal banker in Castle Rock, CO earns between $27,000 and $43,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Castle Rock, CO

$35,000

$27,00010%

$35,000Median

$43,00090%

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Personal banker jobs in Castle Rock, CO - 565 jobs

Retail Relationship Banker

Relationship Banker

Residential Whole Loan Trader

Programmatic Trader

Residential Whole Loan Trader

Private Client Banker - Centennial, Centennial CO - Metro Southeast

Universal Banker I, II, or III

Personal Banking Lead Representative

Business Banker (LO) Centennial, CO

Financial Service Representative I

Universal Banker - Parker (Part-Time | M/W/F/S)

Private Client Banker - Pearl and 30th - Boulder, CO - CO METRO NORTHWEST

Business Banker (LO) Golden, CO

Immediate Banking Opening

Bank Security - Westminster

Financial Services Representative

Financial Services Representative

Financial Services Representative II

Financial Services Representative - State Farm Agent Team Member

Financial Services Representative

Learn more about personal banker jobs

How much does a personal banker earn in Castle Rock, CO?