Power Trader
Personal banker job in Denver, CO
About the Role
Short-Term Power Trader - Denver, CO
Guzman Energy is seeking a Junior Cash/short-term Power Trader to support and strengthen our short-term trading operations. This role focuses on DA/cash and intraday trading, providing peer leadership, situational coordination, and tactical decision support to the Real-Time desk during fast-moving market conditions. While not a formal manager, the Cash Trader acts as a mentor, strategy driver, and first point of coordination on the desk when markets are active. The ideal candidate is an experienced RT or cash power trader who thrives under volatility, collaborates effectively, and leads by example. This role provides an opportunity to grow into future leadership positions within Guzman Energy while influencing the culture and performance of the short-term trading team.
Base Compensation: Base salary of $120,000 per year, plus an annual targeted performance bonus.
Responsibilities
Desk Leadership & Team Support
Serve as a peer-leader of the Real-Time desk, supporting traders during 24/7 operations.
Provide daily mentorship, trade guidance, and constructive peer feedback to enhance performance and decision quality.
Act as the coordinating point during periods of market volatility, ensuring clear communication and aligned trading responses.
Promote a high-performance culture consistent with Guzman Energy's mission and trading principles.
Cash & Real-Time Trading Operations
Execute DA/cash, hourly, and intraday power trades across Western markets and applicable ISO/RTOs.
Coordinate closely with Real-Time Traders to ensure alignment between cash, intraday, and real-time positions.
Monitor system conditions, load deviations, and market signals to manage short-term risk and capture near-term opportunities.
Support accurate transmission procurement, E-tagging, and scheduling, ensuring reliability and compliance with NERC, ISO/RTO, and Risk Management policies.
Strategy, Optimization, & Market Alignment
Work with RT and cash/term traders to align short-term strategy across DA and RT horizons.
Identify, communicate, and execute value-enhancing opportunities within the cash and intraday windows.
Provide actionable market insights, pricing perspectives, and feedback to the Manager of Real-Time Trading.
Contribute to shaping desk processes, playbooks, and tactical trading approaches.
Compliance, Reporting, & Performance
Ensure all trades comply with applicable regulatory, market, and corporate standards.
Support desk reporting, dashboards, market notes, and after-action reviews.
Collaborate with peers on data-driven performance assessments and process improvements.
Uphold high standards of operational discipline, reliability, and communication.
Required Qualifications
Bachelor's degree in business, Economics, Engineering, Finance, or a related quantitative discipline.
2-5 years of experience in real-time power trading, system operations, or energy market analytics.
Proven ability to perform under pressure in a fast-paced, dynamic trading environment.
Strong communication and leadership skills with the ability to direct a team in real-time.
Proficiency with trading platforms such as OATI WebTrader, web SmartOASIS, and web SmartTag, as well as Microsoft Excel.
Ability and willingness to work rotating 12-hour shifts (including overnights, weekends, and holidays) as part of a 24/7 operation.
Preferred Qualifications
Supervisory, peer-leadership, or team lead experience in a trading or operations environment.
Familiarity with ISO/RTO markets such as CAISO, ERCOT, SPP, MISO, and PJM.
Certifications such as NERC or PJM are a plus.
Technical skills (Python, R, SQL, or dashboard tools) for data-driven decision making.
Strong understanding of NERC reliability standards and energy scheduling protocols.
Demonstrated ability to make fast, informed decisions in high-pressure settings.
Alignment with Guzman Energy's mission to deliver innovative, equitable, and sustainable energy solutions.
What the Guz Offers
We offer a comprehensive pay package that includes competitive compensation, annual company and performance-based incentive bonuses, unlimited paid time off, medical benefits, 401(k) program with employer match, and nineteen company holidays in 2025.
The position will be fully in-person in Guzman's Denver, CO office.
Pay range and compensation package
Base Compensation: Base salary ranging of $120,000 per year, plus an annual targeted performance bonus.
Equal Opportunity Statement
Guzman is an equal opportunity employer and hires without regard to race, color, religion, ancestry, sex, citizenship, national origin, marital, military and veteran status, age, disability, medical condition, genetic information, gender identity, gender expression, sexual orientation, family status, pregnancy, or any other characteristic protected by federal, state, or local law.
Residential Whole Loan Trader
Personal banker job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
+ Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
+ Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
+ Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
+ Perform levered cash flow modeling for whole loan pools and securitization structures.
+ Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
+ Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
+ Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
+ Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
+ Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
+ Track portfolio performance against expectations and market benchmarks.
+ Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
+ Track all recent whole loan market activity and color.
+ Stay current on mortgage market trends, regulatory developments, and investor behavior.
+ Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ Corporate membership to ClassPass and other health and well-being benefits
+ Unique employee events and programs including a 14er challenge
+ Complimentary beverages, snacks and all employee Happy Hours
Must have skills
+ Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
+ Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
+ Technical Skills:
+ Proficiency in cash flow modeling and loan-level analytics.
+ Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
+ Strong programming skills in Python, R, or SQL for data manipulation and model development.
+ Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
+ Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
+ Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** .
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** .
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Programmatic Trader
Personal banker job in Denver, CO
Job Details Denver, CO Not Specified $60000.00 - $79825.00 SalaryDescription
Booyah Advertising is seeking a driven, detail-oriented, full-time Programmatic Media Trader to manage all aspects of executing and analyzing various clients' media (display, video, audio, etc.) campaigns. The Programmatic Media Trader is knowledgeable of the nuances across DSP platforms and has a passion for using data to drive decisions. This person serves as the day-to-day client contact for programmatic media efforts and is accountable for improving the performance of media campaigns. Responsibilities include campaign execution, ongoing optimization, and analysis of self-serve DSPs platforms. This role requires a team player who is hard working, self-driven and passionate about advertising technology. Additionally, this role may include mentoring and managing Programmatic Coordinator(s), providing guidance on campaign execution, optimization strategies, and platform best practices.
Areas of Responsibilities:
Be an “expert” on all Trade Desk offerings and opportunities including: all ad units, targeting options/providers and inventory sources
Be comfortable operating within various DSP platforms, understanding their core functionalities, ad offerings, differences from other DSPs, targeting capabilities, and inventory sources
Fully executes multiple clients' media plans from trafficking to technical troubleshooting to optimization to management
Collaborate with cross-channel teams (Search, Social, Analytics, Creative) to ensure programmatic media aligns with broader marketing strategies and business objectives
Leads weekly/bi-weekly client calls to discuss account performance, interpretation of data, and action plans based on findings
Ensure quality control of campaigns, implementing and adhering to a rigorous QA process
Once campaigns are live, optimize performance based on agreed-upon key performance indicators
Maintains a positive working relationship with client while clearly communicating the value of overall programmatic efforts
Identifies and presents new opportunities and areas for growth to client to improve their media programs and generate upsell opportunities
Reviews all reporting metrics comprehensively, analyzes and identifies performance drivers, and communicates account health through data storytelling and impactful insights
Manages budgeting on a daily, weekly, monthly, and quarterly basis
Leverages and maintains strong relationships with media partners, works with partners on an ongoing basis to consult on status and performance of campaigns
Develop client presentations and present to the client when needed
Creates and executes ongoing testing plans for ad units, creative, landing pages, industry betas, etc.
Serves as a mentor/coach to Coordinators
Onboard new clients from the ground up including account creation, billing, pixeling, audience creation and QA
Stay up to date on emerging programmatic trends, DSP platform updates, and industry best practices to drive innovation and enhance campaign performance
Qualifications
1.5+ years of client-facing experience within programmatic media
Must have experience managing budgets upwards of $1MM/month
Hands on experience in DSPs, including but not limited to campaign planning, trafficking, development, execution, and optimization
Experience with ad server technology, preferably Campaign Manager 360
Demonstrated history of optimizing campaigns to KPIs such as ROAS and CPA, CPC, CTR, etc.
Knowledge of remarketing and advanced targeting tactics, including dynamic creative, CRM, site retargeting, search retargeting, keyword contextual, affinity, lookalikes, etc.
In depth knowledge of Microsoft Excel, PowerPoint, and Data Analytics tools
Demonstrated analytical mindset and skills
An eagerness for career progression in AdTech
Excellent interpersonal skills, including both written and verbal communication; comfortable talking on the phone, emailing, and seeking answers to questions in a timely manner
A self-starter with strong multi-tasking ability and close attention to detail
Strong understanding of creative and ad copy best practices to optimize campaign performance and effectively guide teams and clients
Ambition and drive to produce great results for clients
Understanding of responsibility and willingness/desire to go above and beyond given tasks
Ability to work under pressure
Skillshop or Edge Academy certifications desired
Salary: $60,000 to $79,825
Wage differential is based on seniority, merit, education, training and experience.
Who is Booyah Advertising?
Booyah Advertising is a full-service digital agency headquartered in vibrant Denver, Colorado. We specialize in helping companies leverage digital strategies to propel their businesses forward. Our comprehensive services include digital advertising-paid search, paid social, media, Amazon-SEO, content marketing, and creative solutions. With authentic and straightforward relationships at the heart of everything we do, we proudly manage over $100M in annual media for leading brands like Ria Financial, Illegal Pete's, Bona, Howler Bros, Aspen Skiing Company, and Patrick Ta.
At Booyah, we believe our people are our greatest asset. That's why we've built our agency around a people-first philosophy. Every decision we make centers on supporting our teams, fostering transparency, and encouraging personal and professional growth. We're dedicated to helping our employees thrive at work and enjoy fulfilling lives outside of it.
Our company culture speaks for itself and has earned us recognition from leading publications:
#1 on The Denver Post's Top Workplaces
#9 on Ad Age's Best Places to Work
#10 on Outside's 50 Best Places to Work
Honoree on Inc.'s Best Workplaces and Built In Colorado's Best Places to Work
Why You'll Love Working at Booyah
You'll feel right at home at Booyah if:
You're excited to join a driven, growth-focused team that prioritizes collaboration over ego.
You thrive on hard work, love learning new skills, and embrace challenges with enthusiasm.
You value building meaningful, supportive relationships with colleagues, clients, and industry partners.
You believe in working for a company that invests in your growth and development.
You're passionate about making a tangible impact on real client outcomes.
Employee Benefits
We're proud to offer a competitive benefits package designed to support your well-being and growth:
Competitive salary
Medical, dental, and vision insurance with HSA and FSA options
401(k) with company match
Unlimited PTO to recharge and prioritize life outside work
Award-winning management training programs
Regular 360 feedback surveys and biannual performance reviews
Quarterly team and company-wide events
5-year anniversary trip to celebrate your contributions
Join us at Booyah and experience a workplace where your talents are valued, your growth is supported, and your impact is celebrated.
Floating Universal Banker - Longmont Fox Creek, CO
Personal banker job in Loveland, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
FLOATING UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Float to different offices in an area to accommodate staffing needs
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings or training as needed.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $37,579.00 - $56,369.00 , actual offers to be determined based on applicant's skills, experience and education.
While the anticipated deadline for the job posting is 12-24-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
Universal Banker I, II, III, or IV
Personal banker job in Denver, CO
ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for banking that makes the difference.
ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position.
Hiring Pay Ranges: $18.81 - $26.25 per hour (Includes $1.00 per hour Cost of Living Adjustment)
* Universal Banker I - $18.81 - $20.25 per hour
* Universal Banker II - $19.00 - $21.50 per hour
* Universal Banker III - $20.25 - $23.65 per hour
* Universal Banker IV - $21.50 - $26.25 per hour
* This position may be eligible to receive an additional $1.00 per hour if approved for the Spanish Communication Assistant Program.
* The hiring pay range for this position is commensurate with the level of relevant experience and education.
Health & Wellness Benefits (Subject to Eligibility Requirements)
* Minimum 4 Weeks of Paid Time Off (PTO)
* 11 Paid Holidays
* Medical, Dental, and Vision Insurance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
* Company provided Life, AD&D, and Disability Insurance with supplementation options
* 401(k) plan with discretionary company match and profit sharing
* Discretionary annual bonus and employee referral incentives
* Employee Assistance Program (EAP)
* Tuition Reimbursement Program
* Spanish Communication Assistant Program Incentive
Summary
* Responsible for demonstrating excellent customer service in accordance with Strum Financial Group's Mission, Vision, and Values. Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. Accountable for sales and service activities for assigned branch locations. Proactively seeks new customers through marketing and prospecting. Refers customers to other areas of the company as appropriate.
Essential Duties and Responsibilities
* Processes paying/receiving transactions and maintains accurate records of all transactions.
* Cashes checks within assigned limits and stated guidelines.
* Responsible for daily cash settlements of cash and proof transactions.
* Balances cash drawer.
* Opens checking, savings, money market, and certificates of deposit accounts. Orders check and ATM/Debit Cards and provides starter checks for new accounts.
* Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property.
* Identifies customer's financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence.
* Displays sufficient knowledge in explaining, selling, and administering products; refers customers to appropriate resources within organization.
* Actively seeks to understand customers' complete financial services needs and recommends products and services based on those needs, including performing customer follow up actions as outlined in the ANB C.A.R.E.S. Client Onboarding procedure.
* Identify cross-sell and referral opportunities to broaden customer banking relationships.
* Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs.
* Provides efficient and courteous customer service, researching problems and implementing appropriate resolution.
* Collaborates with team members to achieve branch goals and objectives.
* Delivers the quality of service as defined by department and company standards.
* Maintains confidentiality as defined by department and company standards.
* Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position.
* Adheres to all bank policies, procedures, and regulatory requirements.
* Participates in training and development activities to enhance job knowledge and skills.
* Supports the company's Mission, Vision, and Values.
* Other duties as assigned.
Education and/or Experience
Universal Banker I
* No experience required.
* Previous customer service or cash handling experience preferred.
* Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
* Basic computer skills and proficiency in Microsoft Office applications.
* Basic knowledge of banking products, services, and regulations preferred.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Universal Banker II
* Minimum 6 months prior bank experience performing teller or personal banker duties; or 1 year of cash handling or customer service experience; or equivalent combination of education and experience.
* Proficient computer skills and proficiency in Microsoft Office applications.
* Intermediate understanding of banking products, services, and regulations.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Universal Banker III
* Minimum 2 years prior bank experience performing teller or personal banker duties for external candidates.
* Minimum 1 year prior bank experience performing teller or personal banker duties for internal candidates.
* Proficient computer skills and proficiency in Microsoft Office applications.
* Advanced understanding of banking products, services, and regulations.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Universal Banker IV
* Minimum 4 years prior bank experience performing teller or personal banker duties for external candidates.
* Minimum 2 years prior bank experience performing teller or personal banker duties for internal candidates.
* Proficient computer skills and proficiency in Microsoft Office applications.
* Subject matter expert on banking products, services, and regulations.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Schedule: Monday - Friday, 8:00am - 5:00pm
Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disabled / Veteran
ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development, and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity, or any other status protected by federal, state, or local law.
ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage rate history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant's wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that Applicant not provide information on age, date of birth, or graduation date from any academic institution, including on resumes.
Anticipated Date of Application Window Closure: 01/10/2026 (or until filled)
Universal Banker- PART TIME
Personal banker job in Longmont, CO
Job DescriptionDescription:
At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Part Time Universal Banker at our Longmont, CO branch!
Customer Service experience is a MUST
Cash Handling experience is a MUST
Banking experience is a plus but not required- WILL TRAIN!
Excellent Benefits, PTO, Incentive Pay, and company perks!
The hourly rate for this position is $18.00-20.00 per hour depending on knowledge, skills, abilities, experience, and location.
This part time position will average between 20-25 hours a week.
Description:
The Part time Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers.
If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you!
Responsibilities:
Perform full service banking with a primary focus on service and sales to new and existing customers within the branch.
Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services.
Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits.
Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets.
Provide information to customers regarding promotions, contests, and new account options.
Education / Experience Preferred:
High School Diploma or equivalent.
An equivalent combination of education and experienced may meet qualifications.
Pay is dependent on knowledge, skills, abilities, experience and location.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
If you qualify, apply online at ******************************
You've never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
Requirements:
Universal Banker I - (Bilingual/Spanish Preferred) Denver Downtown, CO
Personal banker job in Denver, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
Presents a neat and professional personal appearance, in accordance with bank policy.
Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
FSR Duties:
Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
Is knowledgeable of financial services offered by the bank.
Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
UNIVERSAL BANKER FUNCTIONS
One year of teller or cash handling experience and six months customer relationship building or sales experience
Demonstrated expertise in the Teller II and basic FSR job functions
Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
Other duties as assigned
Qualifications, Education, and Certification Requirements
Education: High School diploma or equivalent
Experience: Cash handling, sales, customer service. Previous banking experience preferred.
Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
The SouthState Way New Team Member Orientation
Teller Foundations
Banker Foundations
All assigned Regulatory Compliance Training
Acknowledgement of all policies through DocuSign as assigned
Additional training may be required dependent upon experience
PHYSICAL DEMANDS
Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings or training as needed.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $37,579.00 - $56,369.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 12-06-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
Auto-ApplyUniversal Banker- PART TIME
Personal banker job in Longmont, CO
At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Part Time Universal Banker at our Longmont, CO branch!
Customer Service experience is a MUST
Cash Handling experience is a MUST
Banking experience is a plus but not required- WILL TRAIN!
Excellent Benefits, PTO, Incentive Pay, and company perks!
The hourly rate for this position is $18.00-20.00 per hour depending on knowledge, skills, abilities, experience, and location.
This part time position will average between 20-25 hours a week.
Description:
The Part time Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers.
If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you!
Responsibilities:
Perform full service banking with a primary focus on service and sales to new and existing customers within the branch.
Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services.
Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits.
Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets.
Provide information to customers regarding promotions, contests, and new account options.
Education / Experience Preferred:
High School Diploma or equivalent.
An equivalent combination of education and experienced may meet qualifications.
Pay is dependent on knowledge, skills, abilities, experience and location.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
If you qualify, apply online at ******************************
You've never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
Universal Banker
Personal banker job in Denver, CO
Small enough to care. Big enough to deliver.
The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed.
Responsibilities
Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer.
Meet individual sales & customer service goals, which will actively contribute to overall branch goals.
Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate.
Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs.
Overcomes customer concerns and resolves any complaints related to deposit account transactions.
Assists customers with a variety of retail service needs including but not limited to:
Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
Overdraft protection services;
Handling of check orders;
Updating address and customer contact information;
Handling wires and other electronic transfers;
Establishing personal online banking services and assisting with basic navigation questions.
Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions.
Locates and resolves offages for self and assists with other retail associates, as needed.
Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.).
Serves as backup support for basic account opening and ownership updates.
May fill in at various retail branch locations, as needed.
Actively participates in community events to represent MidWest
One
Bank, assists with customer outreach, and demonstrates support for company culture.
Performs other duties as assigned
Qualifications
High school degree or equivalent with some related work experience.
In addition to education, prefer 1-2 years of experience in a customer service-related role.
Banking or financial experience is preferred.
Compensation Hourly Pay Range: $20-$23
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with 6% company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
Auto-ApplyUniversal Banker
Personal banker job in Denver, CO
Small enough to care. Big enough to deliver. The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed.
Responsibilities
* Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs.
* Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
* Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer.
* Meet individual sales & customer service goals, which will actively contribute to overall branch goals.
* Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate.
* Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs.
* Overcomes customer concerns and resolves any complaints related to deposit account transactions.
* Assists customers with a variety of retail service needs including but not limited to:
* Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
* Overdraft protection services;
* Handling of check orders;
* Updating address and customer contact information;
* Handling wires and other electronic transfers;
* Establishing personal online banking services and assisting with basic navigation questions.
* Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions.
* Locates and resolves offages for self and assists with other retail associates, as needed.
* Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.).
* Serves as backup support for basic account opening and ownership updates.
* May fill in at various retail branch locations, as needed.
* Actively participates in community events to represent MidWestOne Bank, assists with customer outreach, and demonstrates support for company culture.
* Performs other duties as assigned
Qualifications
* High school degree or equivalent with some related work experience.
* In addition to education, prefer 1-2 years of experience in a customer service-related role.
* Banking or financial experience is preferred.
Created By : Compensation Range
Compensation
Hourly Pay Range: $20-$23 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.
The Perks!
* Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
* Career development and continuous learning opportunities
* Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
* 100% vested 401(k) Retirement Plan with 6% company match
* Medical, Dental, and Vision insurance
* Flex spending plan & Health savings accounts with employer contribution
* Student Loan Debt Reduction Program
* Employer provided group life insurance with option to purchase additional life insurance for you and your family members
* Employer provided long term and short term disability insurance
* Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
* Wellness Program
* Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
Auto-ApplyPrivate Client Banker - Pearl and 30th - Boulder, CO - CO METRO NORTHWEST
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: **************************************************************************
Auto-ApplyFinancial Services Representative
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
Immediate Banking Opening
Personal banker job in Denver, CO
We are seeking a Bank Operations Specialist to join our team! You will perform clerical and administrative functions in order to drive company success
Duties: Responsible for processing all aspects related to incoming and outgoing cash funds such as wire transfers, ACHs, and checks. Works on functions such as processing incoming funds, processing outgoing wire / ACH/ and check files, handling exception items as required, as well as helping to actively identify, recommend, and implement ways to improve processes to ensure Gold Standard service Works on various projects at the request of the Cash Settlement Supervisor.
Any Banking experience will work - We will train in ACH department!
Qualifications:
3 years of financial experience
Preferred working knowledge of trust accounting systems, IRAs, and alternative assets
IRA/IRS rules and regulations knowledge and experience is preferred
Business Services Principal Professional/ Business and Finance Specialist
Personal banker job in Aurora, CO
Business Services Principal Professional/ Business and Finance Specialist - 38507 University Staff Description University of Colorado Anschutz Medical Campus Department of Surgery | Center for Surgical InnovationJob Title: Business Services Principal Professional/ Business and Finance SpecialistPosition #00843500: - Requisition #:38507 Job Summary:The University of Colorado Anschutz is currently seeking applications for a Business and Finance Specialist for the Department of Surgery - Center for Surgical Innovation.
The Business and Finance Specialist oversees the fiscal and operational responsibilities that ensure CSI's financial health and compliance with University of Colorado standards.
This role manages customer revenue processes-including estimates, invoicing, payments, and cost analyses-while also leading departmental financial transactions, reconciliations, and reporting.
As the primary procurement contact, the position coordinates vendor onboarding, purchasing activities, and compliance with procurement policies.
In addition, the Specialist supports strategic and operational excellence by maintaining fiscal compliance through ongoing education and by researching and implementing best practices for bioskills lab operations.
This position requires strong attention to detail, fiscal accountability, and the ability to partner effectively with leadership, vendors, and University offices.
Key Responsibilities:Financial Transactions & Reconciliation (35%) Review and process internal department claim financial transactions with correct documentation for audit review Complete monthly reconciliation for all claim financial transactions Perform fiscal administrative duties, including bank deposits and bank reconciliations Complete expense reports and financial reporting and reconciliation Maintain fiscal responsibility through continuing education and Skillsoft courses to ensure compliance with CU policies and standards Using independent decision-making, responsible for the regular review of expenditures and providing regular updates and reporting to leadership on financial status ensuring compliance with policies and procedures of the university, department and federal and other funding sources.
Serve as the primary expert on University and CU Medicine fiscal policies, processes, and best practices Plays a pivotal role in supporting the financial and administrative management with ensuring compliance with institutional, federal and sponsoring regulations while proving financial oversight and operational support to executive director.
Develop and manage annual budget forecasts and salary distribution plans based on a comprehensive understanding of multiple project timelines, personnel and operational needs and the overall mission of the team.
Liaise with various university departments and industry partners to ensure timely invoicing, fund transfers, reconciliations, and reporting.
Based on a thorough understanding of future project scope, develop budgets and budget justifications.
Customer & Revenue Management (25%) Create and provide estimates for customers interested in CSI services Invoice all customers for lab services Ensure timely payments from customers Conduct annual cost analysis of CSI prices and work with the executive director on updates Provide monthly financial updates to the executive director Procurement & Vendor Relations (25%) Serve as departmental procurement contact and liaison with Procurement Service CenterCreate purchase orders, requisitions, payment vouchers, SPOs, and SPO vouchers in CU MarketplaceInitiate and process office procurement using CU Marketplace and CU Procurement CardCoordinate with new vendors and ensure all business information is valid Act as a resource to staff on purchasing activities and provide direct training as needed Serve as point of contact with suppliers, procurement, travel, and expense questions Business Services (15%) Liaise with DOS HR on recruiting efforts for new CSI employees, including job description development, job posting, recruitment, and hiring Work alongside CSI Director to onboard new employees, and offboard exiting employees Assist the CSI Director with other HR-related responsibilities, including ticket submissions, responding to HR inquiries, and participating in team meetings as requested Provide project support by assisting the Manager with data collection, data entry, and other project-related tasks as assigned.
Research and implement best practices in bioskills lab environments Assists with onboarding process for all new within CSI.
Work Location:Hybrid - this role is eligible for a hybrid schedule of 1 days per week on campus and as needed for in-person meetings.
Why Join Us:The Center for Surgical Innovation (CSI) at the University of Colorado is a multidisciplinary surgical training center dedicated to promoting educational courses and development of leading-edge surgical techniques and technologies.
CSI was created as a local, national, and international center of excellence in the evolving field of surgery.
CSI is dedicated to teaching and disseminating leading edge surgical techniques to practicing surgeons, residents, and medical students.
Our comprehensive multi-specialty/multi-disciplinary group of faculty span all surgical specialties available at the University of Colorado Hospital.
Why work for the University? We have AMAZING benefits and offer exceptional amounts of holiday, vacation and sick leave! The University of Colorado offers an excellent benefits package including: Medical: Multiple plan options Dental: Multiple plan options Additional Insurance: Disability, Life, VisionRetirement 401(a) Plan: Employer contributes 10% of your gross pay Paid Time Off: Accruals over the year Vacation Days: 22/year (maximum accrual 352 hours) Sick Days: 15/year (unlimited maximum accrual) Holiday Days: 10/year Tuition Benefit: Employees have access to this benefit on all CU campuses ECO Pass: Reduced rate RTD Bus and light rail service There are many additional perks & programs with the CU Advantage.
Qualifications:Minimum Qualifications:A bachelor's degree in Bachelor's degree in business, business administration, finance, accounting, education, social or behavioral sciences, healthcare administration, higher education administration, public administration, pubic policy, communications, and information systems.
3-5 years of professional finance or business experience in a related lab or medical settingA combination of education and related technical/military/paraprofessional experience may be substituted for a bachelor's degree on a year for year basis.
Applicants must meet minimum qualifications at the time of hire.
Preferred Qualifications:3 years' experience working in a healthcare or academic setting Experience with CU University systems (HCM, Marketplace) Experience with SmartsheetKnowledge, Skills and Abilities:Intermediate to advanced skills in Excel including pivot tables, v-lookups, x-lookups, conditional formatting, and other advanced functions Skilled in using Excel plug-ins and keyboard shortcuts Familiarity with various business compliance needs (HIPAA, NIH) Ability to communicate effectively, both in writing and orally.
Strong analytical and financial skills, including budgeting, forecasting, and financial analysis Must be able to work independently and be flexible Interpersonal skills with the ability to provide excellent customer service, while ensuring fiscal compliance and policy/rule adherence Ability to establish and maintain effective working relationships with employees at all levels throughout the institution.
Demonstrated commitment and leadership ability to advance diversity and inclusion.
Ability to maintain confidentiality.
Advanced skills in Microsoft Office Suite, technically adept, software savvy.
How to Apply:For full consideration, please submit the following document(s):A letter of interest describing relevant job experiences as they relate to listed job qualifications and interest in the position Curriculum vitae / ResumeThree to five professional references, including name, address, phone number (mobile number if appropriate), and email address Questions should be directed to: Sarah Massena -sarah.
massena@cuanschutz.
edu Screening of Applications Begins:Immediately and continues until position is filled.
For best consideration, apply by 12/17/25 Anticipated Pay Range:The starting salary range (or hiring range) for this position has been established as HIRING RANGE at a .
5 FTE $33,806-$43,001The above salary range (or hiring range) represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.
This position may be eligible for overtime compensation, depending on the level.
Your total compensation goes beyond the number on your paycheck.
The University of Colorado provides generous leave, health plans and retirement contributions that add to your bottom line.
Total Compensation Calculator Equal Employment Opportunity Statement: CU is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws governing nondiscrimination in employment.
We are committed to creating a workplace where all individuals are treated with respect and dignity, and we encourage individuals from all backgrounds to apply, including protected veterans and individuals with disabilities.
ADA Statement:The University will provide reasonable accommodations to applicants with disabilities throughout the employment application process.
To request an accommodation pursuant to the Americans with Disabilities Act, please contact the Human Resources ADA Coordinator at hr.
adacoordinator@cuanschutz.
edu .
Background Check Statement:The University of Colorado Anschutz Medical Campus is dedicated to ensuring a safe and secure environment for our faculty, staff, students and visitors.
To assist in achieving that goal, we conduct background investigations for all prospective employees.
Vaccination Statement:CU Anschutz strongly encourages vaccination against the COVID-19 virus and other vaccine preventable diseases.
If you work, visit, or volunteer in healthcare facilities or clinics operated by our affiliated hospital or clinical partners or by CU Anschutz, you will be required to comply with the vaccination and medical surveillance policies of the facilities or clinics where you work, visit, or volunteer, respectively.
In addition, if you work in certain research areas or perform certain safety sensitive job duties, you must enroll in the occupational health medical surveillance program.
Application Materials Required: Cover Letter, Resume/CV, List of References Job Category: Business Services Primary Location: Hybrid Department: U0001 -- Anschutz Med Campus or Denver - 20306 - SOM-SRG-CH GENERAL OPERATIONS Schedule: Part-time Posting Date: Dec 12, 2025 Unposting Date: Dec 18, 2025, 6:59:00 AM Posting Contact Name: Sarah Massena Posting Contact Email: sarah.
massena@cuanschutz.
edu Position Number: 00843500
Auto-ApplyResidential Whole Loan Trader
Personal banker job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
* Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
* Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
* Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
* Perform levered cash flow modeling for whole loan pools and securitization structures.
* Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
* Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
* Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
* Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
* Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
* Track portfolio performance against expectations and market benchmarks.
* Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
* Track all recent whole loan market activity and color.
* Stay current on mortgage market trends, regulatory developments, and investor behavior.
* Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
* Hybrid working and reasonable accommodations
* Generous Holiday policies
* Paid volunteer time to step away from your desk and into the community
* Support to grow through professional development courses, tuition/qualification reimbursement and more
* Maternal/paternal leave benefits and family services
* Complimentary subscription to Headspace - the mindfulness app
* Corporate membership to ClassPass and other health and well-being benefits
* Unique employee events and programs including a 14er challenge
* Complimentary beverages, snacks and all employee Happy Hours
Must have skills
* Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
* Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
* Technical Skills:
* Proficiency in cash flow modeling and loan-level analytics.
* Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
* Strong programming skills in Python, R, or SQL for data manipulation and model development.
* Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
* Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
* Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
* No
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Nearest Major Market: Denver
Universal Banker I - (Bilingual/Spanish Preferred) Denver Downtown, CO
Personal banker job in Denver, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings or training as needed.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $37,579.00 - $56,369.00 , actual offers to be determined based on applicant's skills, experience and education.
While the anticipated deadline for the job posting is 12-06-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
Universal Banker
Personal banker job in Denver, CO
Small enough to care. Big enough to deliver.
The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed.
Responsibilities
Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer.
Meet individual sales & customer service goals, which will actively contribute to overall branch goals.
Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate.
Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs.
Overcomes customer concerns and resolves any complaints related to deposit account transactions.
Assists customers with a variety of retail service needs including but not limited to:
Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions);
Overdraft protection services;
Handling of check orders;
Updating address and customer contact information;
Handling wires and other electronic transfers;
Establishing personal online banking services and assisting with basic navigation questions.
Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions.
Locates and resolves offages for self and assists with other retail associates, as needed.
Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.).
Serves as backup support for basic account opening and ownership updates.
May fill in at various retail branch locations, as needed.
Actively participates in community events to represent MidWest
One
Bank, assists with customer outreach, and demonstrates support for company culture.
Performs other duties as assigned
Qualifications
High school degree or equivalent with some related work experience.
In addition to education, prefer 1-2 years of experience in a customer service-related role.
Banking or financial experience is preferred.
Compensation Hourly Pay Range: $20-$23
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with 6% company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
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Auto-ApplyPrivate Client Banker - Vrain and 120th - Broomfield, CO - CO METRO NORTHWEST
Personal banker job in Broomfield, CO
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyFloating Universal Banker - Longmont Fox Creek, CO
Personal banker job in Berthoud, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
FLOATING UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Float to different offices in an area to accommodate staffing needs
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings or training as needed.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $37,579.00 - $56,369.00 , actual offers to be determined based on applicant's skills, experience and education.
While the anticipated deadline for the job posting is 12-24-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Equal Opportunity Employer, including disabled/veterans.
Private Client Banker - Milwaukee and 3rd - Denver, CO - CO METRO CENTRAL
Personal banker job in Denver, 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: **************************************************************************
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