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Financial Representative Career Changer
Yoder District
Personal banker job in Fort Collins, CO
Benefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $65,000.00 - $85,000.00 per year
$26k-39k yearly est. Auto-Apply 19d ago
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Financial Representative Career Changer
Yoder District-Northwestern Mutual
Personal banker job in Fort Collins, CO
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$26k-39k yearly est. 21d ago
Financial Services Representative State Farm Agent Team Member
Erin Levan-State Farm Agent
Personal banker job in Fort Collins, CO
Job DescriptionBenefits:
401(k) matching
Competitive salary
ROLE DESCRIPTION: As a financial services representative with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
$26k-37k yearly est. 2d ago
Part Time (20 Hours) Associate Banker, Westlake Loveland Branch, Loveland, CO
Jpmorgan Chase 4.8
Personal banker job in Loveland, CO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Loveland,CO $20.00 - $24.66 / hour
$20-24.7 hourly 60d+ ago
Financial Services Representative
Adams Bank and Trust 4.0
Personal banker job in Fort Collins, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative
$29k-33k yearly est. 30d ago
Business Banker (LO) Thornton, CO
W.F. Young 3.5
Personal banker job in Thornton, 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: 12040 Colorado Blvd., THORNTON, CO 80241
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.
$71k-94k yearly est. Auto-Apply 2d ago
Private Client Banker - Dell Range District - Cheyenne, WY - Rocky Mountains
JPMC
Personal banker job in Cheyenne, WY
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: **************************************************************************
$27k-44k yearly est. Auto-Apply 60d+ ago
Personal Banking Representative
Firstbank 4.6
Personal banker job in Erie, 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 PersonalBanker and Call Center to Technology and Lending. Apply today to learn more and join the team!
A Brief Overview
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
What you will do
* Assist customers with a wide range 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
* 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
* 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 knowledge and understanding of new account systems and account documentation requirements and disclosures
* 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
* Entry-level job with little or no prior relevant work experience in the function
Preferred Requirements
* Cash handling and customer-service experience
Knowledge, Skills, and Abilities
* Good customer-service skills and the ability to work well with others
* Basic mathematic and problem-solving skills
* Comfortable in a sales environment
* Detail-oriented with the ability to multi-task and change directions quickly
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
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 January 20th, 2026*
$20 hourly 7d 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. 11d ago
Financial Representative Entry Level
Yoder District-Northwestern Mutual
Personal banker job in Fort Collins, CO
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$26k-39k yearly est. 28d ago
Business Banker (LO) Brighton, CO
W.F. Young 3.5
Personal banker job in Brighton, 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: 15 S Main St., BRIGHTON, CO 80601
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.
$71k-94k yearly est. Auto-Apply 2d ago
Relationship Banker - Boulder Downtown - Boulder, CO - CO METRO NORTHWEST
Jpmorganchase 4.8
Personal banker job in Boulder, CO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$29k-36k yearly est. Auto-Apply 51d 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
Personal Banking Representative
Firstbank Career 4.6
Personal banker job in Erie, 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 PersonalBanker and Call Center to Technology and Lending. Apply today to learn more and join the team!
A Brief Overview
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
What you will do
Assist customers with a wide range 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
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
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 knowledge and understanding of new account systems and account documentation requirements and disclosures
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
Entry-level job with little or no prior relevant work experience in the function
Preferred Requirements
Cash handling and customer-service experience
Knowledge, Skills, and Abilities
Good customer-service skills and the ability to work well with others
Basic mathematic and problem-solving skills
Comfortable in a sales environment
Detail-oriented with the ability to multi-task and change directions quickly
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
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 January 20th, 2026*
$20 hourly 5d ago
Financial Services Representative
Adams Bank and Trust 4.0
Personal banker job in Windsor, CO
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative 💼 Full-Time
💡 Why You'll Love Working Here:
Work in a supportive, team-focused environment
Build lasting relationships with customers
Professional growth opportunities
Competitive pay + benefits package
About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and PersonalBanker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.
What You'll Do:
Greet customers and process transactions quickly and accurately
Balance and maintain your cash drawer daily
Open and close accounts (checking, savings, CDs, NOW accounts, etc.)
Provide exceptional customer service and build long-term relationships
Cross-sell banking products and services based on customer needs
Perform basic loan administration as needed
Follow all policies, procedures, and regulations
What We're Looking For:
Cash handling experience
Strong customer service & communication skills
Ability to multitask and pay close attention to detail
Professional appearance and demeanor
Sales experience preferred (but not required)
College degree may be substituted for experience - we'll train the right person
Perks & Benefits:
Competitive pay
Health, dental, and vision insurance
401(k) with employer match after one year
Paid time off & holidays
Ongoing training and career growth opportunities
Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!
$29k-33k yearly est. 43d ago
Financial Representative Entry Level
Yoder District
Personal banker job in Cheyenne, WY
Benefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $65,000.00 - $85,000.00 per year
$24k-38k yearly est. Auto-Apply 5d ago
Assoc Relationship Banker - McCaslin - Louisville, CO - CO METRO NORTHWEST
Jpmorgan Chase & Co 4.8
Personal banker job in Louisville, CO
JobID: 210695620 JobSchedule: Full time JobShift: Base Pay/Salary: Louisville,CO $22.50-$30.29 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$29k-36k yearly est. Auto-Apply 32d ago
Personal Banking Representative
Firstbank 4.6
Personal banker job in Erie, 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 PersonalBanker and Call Center to Technology and Lending. Apply today to learn more and join the team!
**A Brief Overview**
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
**What you will do**
+ Assist customers with a wide range 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
+ 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
+ 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 knowledge and understanding of new account systems and account documentation requirements and disclosures
+ 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**
+ Entry-level job with little or no prior relevant work experience in the function
**Preferred Requirements**
+ Cash handling and customer-service experience
**Knowledge, Skills, and Abilities**
+ Good customer-service skills and the ability to work well with others
+ Basic mathematic and problem-solving skills
+ Comfortable in a sales environment
+ Detail-oriented with the ability to multi-task and change directions quickly
**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
**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 January 20th, 2026***
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 hourly 7d ago
Financial Representative Entry Level
Yoder District-Northwestern Mutual
Personal banker job in Cheyenne, WY
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$24k-38k yearly est. 6d ago
Financial Services Representative
Adams Bank and Trust 4.0
Personal banker job in Longmont, CO
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative
How much does a personal banker earn in Fort Collins, CO?
The average personal banker in Fort Collins, CO earns between $28,000 and $43,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Fort Collins, CO
$35,000
What are the biggest employers of Personal Bankers in Fort Collins, CO?
The biggest employers of Personal Bankers in Fort Collins, CO are: