Personal banker jobs in Highlands Ranch, CO - 245 jobs
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Retail Relationship Banker
BMO-Bank of Montreal 4.7
Personal banker job in Aurora, CO
Application Deadline:03/30/2026 Address:10401 E. Colfax Ave. Job Family Group:Retail Banking Sales & Service. Bilingual/ Spanish preferred; Aurora branch. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and prov Relationship Banker, Retail, Relationship, Customer Experience, Banker, Financial, Business Services
$30k-36k yearly est. 2d ago
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Relationship Banker
Bank of America 4.7
Personal banker job in Broomfield, CO
Lafayette, Colorado;Longmont, Colorado; Broomfield, Colorado
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
_This job will be open and accepting applications for a minimum of seven days from the date it was posted._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-33k yearly est. 5d ago
Finance Associate
Shamrock Recruiting
Personal banker job in Denver, CO
Finance Associate Upstream O&G Denver, CO In this high exposure role that will take part in deal evaluation and large scale transactions. The Finance Associate will be instrumental in planning and executing the financial strategy of the company. The individual will report to the Director of Finance and will work with the entire team to deliver their long-term strategic goals. Responsibilities
•Build and maintain corporate financial models to guide budget processes and strategic commercial decision making •Help manage reserve-based loan programs •Assist in the structuring of asset backed securitization issuances •Compile Board, investor, bank, and rating agency presentations •Prepare and maintain various financial and operational analyses •Strengthen relationships with investors, banks, attorneys, auditors, and consultants •Work directly with senior leadership and team members from accounting, engineering, geology, land, and software to develop and implement operational improvements •Help manage hedging, and insurance programs •Play a key role in the development and maintenance of the company's reserve reports •Manage and maintain market research including comps and macro O&G trends •Work closely with accounting department on financial reporting to investors •Collaborate with data science and software teams to develop software and data analytics products Desired Qualifications and Skills
•Bachelor's in Finance, Business, or Accounting preferred
•Previous investment banking and/or private equity experience focused on oil and gas with at least2 years of experience
•Self-starter with the ability to work independently with minimal supervision
•Integrity, humility, creativity, and team-oriented are essential Salary Range
•$120,000-160,000
$27k-46k yearly est. 60d+ ago
Residential Whole Loan Trader
Janus Henderson Investors 4.8
Personal banker job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
+ Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
+ Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
+ Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
+ Perform levered cash flow modeling for whole loan pools and securitization structures.
+ Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
+ Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
+ Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
+ Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
+ Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
+ Track portfolio performance against expectations and market benchmarks.
+ Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
+ Track all recent whole loan market activity and color.
+ Stay current on mortgage market trends, regulatory developments, and investor behavior.
+ Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ Corporate membership to ClassPass and other health and well-being benefits
+ Unique employee events and programs including a 14er challenge
+ Complimentary beverages, snacks and all employee Happy Hours
Must have skills
+ Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
+ Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
+ Technical Skills:
+ Proficiency in cash flow modeling and loan-level analytics.
+ Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
+ Strong programming skills in Python, R, or SQL for data manipulation and model development.
+ Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
+ Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
+ Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** .
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** .
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$180k-210k yearly 60d+ ago
Business Banker Senior
Ent Credit Union 4.5
Personal banker job in Westminster, CO
Ent Credit Union and Wings Credit Union are joining forces in January 2026.
This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership.
Join us during this transformative time and be part of shaping the future of banking! To learn more about the merger, click here.
Job Description
The Sr. Business Banker is primarily responsible for the overall success and revenue growth of their assigned portfolio and sales territory, with a focus on new member acquisition. This is an outside sales position.
This territory covers areas north of I-70, extending to Longmont, and east to Brighton.
Essential Functions
Business Prospecting: The primary focus at this level will be businesses with highly complex to novel needs. Originate and grow a portfolio of business (credit and depository) relationships to achieve stated individual and team goals. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. Identify appropriate prospects within defined target markets and create and manage an effective prospect list and perform activities to ensure growth in deposit, loan and fee income portfolios. Achieves prospective member calling objectives. Proactively uncover sales opportunities with non-members and provide proposals in order to obtain the business as a member. The primary focus at this level will be businesses with highly complex or novel needs. Dedicated use of the CRM tool to track business prospects, contacts, members, events and activities will help accurately track/monitor daily, weekly and monthly progress. Utilize credit union contact management system to retain prospective member names and records, as well as standard credit union templates (such as term sheet template).
Relationship Management: Conduct meetings with existing business members. Retain and achieve revenue growth of the existing portfolio by providing continuous financial advice and maintaining profitable relationships through securing suitable deposit, loan, and treasury products. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. Serve members through a consultative selling, trusted advisor role to assist them in recognizing and tackling business opportunities and risks, and helping them accomplish their goals while maximizing our effectiveness. Participate in the management of the business member portfolio. Monitor portfolios. Understand, detect, and report the early warning signs of problem credits so as to minimize the risk of credit loss and to maintain appropriate risk ratings on all loans.
Networking: Build relationships with referral sources, engaged in networking activities, trade shows, chamber meetings, etc.
Collaboration: Provide ongoing business education to service centers, including at least one daily huddle with the staff monthly. Attend and actively participate in regularly scheduled division meetings and on-going training. Collaborate with internal business partners to ensure full "cross-sale" penetration of member relationship. Partners with and refers to other credit union departments, such as Corporate, Business Consultants and Lenders, to identify other appropriate products and services. Utilize the business case discussion and subsequent meetings with credit union management, industry specialists and other interested parties to exchange information and ideas, and to seek to understand the opinions of others.
Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Qualifications
Minimum Formal Qualifications for this Position
Bachelor's Degree in Business Administration, Finance, Accounting, or related field of study
REQUIRED: 5+ years' experience with business to business related sales
Technical or Specialized Knowledge/Skills:
Relationship Management - influencing, advisory, and acquisition skills
Problem solving - superior problem solving skills
Communication - superior verbal and written communication skills
Initiative/Sound decision making/managing the member experience with credit union regulations and procedures
Able to operate a motor vehicle
Comprehensive knowledge of financial services and offerings
Strong knowledge of business economics and banking
Strong knowledge of commercial/small businesses
Proficient with the Microsoft Office Suite of products (Word/Excel/Outlook).
Certifications Required:
Driver's license required
Environmental, Physical and Psychological Requirements
Standing - Occasionally
Walking - Occasionally
Sitting - Frequently
Lifting - Rarely (40 Lbs)
Carrying - Rarely
Pushing - Rarely
Pulling - Rarely
Balancing - Rarely
Stooping - Rarely
Kneeling - Rarely
Crouching - Rarely
Crawling - Rarely
Reaching - Occasionally
Handling - Occasionally
Grasping - Occasionally
Feeling - Occasionally
Talking - Frequently
Hearing - Frequently
Repetitive Motions - Frequently
Eye/Hand/Foot Coordination - Occasionally
Noises louder than normal speaking volume - Occasionally
Temperature Changes - Rarely
Atmospheric Conditions - Rarely
Additional Information
The pay range for this position is: $97,510.40 to $107,785.60 per Year (S16)
Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.
This position is eligible for a monthly incentive plan.
Benefits Summary Sheet
At Ent Credit Union, we offer a comprehensive benefits package, including:
Health Benefits: Affordable insurance, 24/7 doctor access, and a nationwide provider network.
401(k): 3% automatic contribution after three months, plus up to 6% matching.
Paid Time Off: During your first year, enjoy 16 days of paid time off (PTO) plus 9 paid holidays. And it grows from there.
Volunteer Time Off: Paid time off to give back to the community.
Education Support: Up to $10,000 annually for higher education and assistance for certifications.
Exclusive Discounts: Significant savings on home, car, and personal loans.
For more information about our outstanding benefits please visit our careers page at ********************
We anticipate this position to close on 1/30/2026. Please submit your application at your earliest convenience to be considered.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
$97.5k-107.8k yearly 1d ago
Programmatic Trader
Booyah Advertising 4.4
Personal banker job in Denver, CO
Booyah Advertising is seeking a driven, detail-oriented, full-time Programmatic Media Trader to manage all aspects of executing and analyzing various clients' media (display, video, audio, etc.) campaigns. The Programmatic Media Trader is knowledgeable of the nuances across DSP platforms and has a passion for using data to drive decisions. This person serves as the day-to-day client contact for programmatic media efforts and is accountable for improving the performance of media campaigns. Responsibilities include campaign execution, ongoing optimization, and analysis of self-serve DSPs platforms. This role requires a team player who is hard working, self-driven and passionate about advertising technology. Additionally, this role may include mentoring and managing Programmatic Coordinator(s), providing guidance on campaign execution, optimization strategies, and platform best practices.
Areas of Responsibilities:
Be an “expert” on all Trade Desk offerings and opportunities including: all ad units, targeting options/providers and inventory sources
Be comfortable operating within various DSP platforms, understanding their core functionalities, ad offerings, differences from other DSPs, targeting capabilities, and inventory sources
Fully executes multiple clients' media plans from trafficking to technical troubleshooting to optimization to management
Collaborate with cross-channel teams (Search, Social, Analytics, Creative) to ensure programmatic media aligns with broader marketing strategies and business objectives
Leads weekly/bi-weekly client calls to discuss account performance, interpretation of data, and action plans based on findings
Ensure quality control of campaigns, implementing and adhering to a rigorous QA process
Once campaigns are live, optimize performance based on agreed-upon key performance indicators
Maintains a positive working relationship with client while clearly communicating the value of overall programmatic efforts
Identifies and presents new opportunities and areas for growth to client to improve their media programs and generate upsell opportunities
Reviews all reporting metrics comprehensively, analyzes and identifies performance drivers, and communicates account health through data storytelling and impactful insights
Manages budgeting on a daily, weekly, monthly, and quarterly basis
Leverages and maintains strong relationships with media partners, works with partners on an ongoing basis to consult on status and performance of campaigns
Develop client presentations and present to the client when needed
Creates and executes ongoing testing plans for ad units, creative, landing pages, industry betas, etc.
Serves as a mentor/coach to Coordinators
Onboard new clients from the ground up including account creation, billing, pixeling, audience creation and QA
Stay up to date on emerging programmatic trends, DSP platform updates, and industry best practices to drive innovation and enhance campaign performance
Qualifications
1.5+ years of client-facing experience within programmatic media
Must have experience managing budgets upwards of $1MM/month
Hands on experience in DSPs, including but not limited to campaign planning, trafficking, development, execution, and optimization
Experience with ad server technology, preferably Campaign Manager 360
Demonstrated history of optimizing campaigns to KPIs such as ROAS and CPA, CPC, CTR, etc.
Knowledge of remarketing and advanced targeting tactics, including dynamic creative, CRM, site retargeting, search retargeting, keyword contextual, affinity, lookalikes, etc.
In depth knowledge of Microsoft Excel, PowerPoint, and Data Analytics tools
Demonstrated analytical mindset and skills
An eagerness for career progression in AdTech
Excellent interpersonal skills, including both written and verbal communication; comfortable talking on the phone, emailing, and seeking answers to questions in a timely manner
A self-starter with strong multi-tasking ability and close attention to detail
Strong understanding of creative and ad copy best practices to optimize campaign performance and effectively guide teams and clients
Ambition and drive to produce great results for clients
Understanding of responsibility and willingness/desire to go above and beyond given tasks
Ability to work under pressure
Skillshop or Edge Academy certifications desired
Salary: $60,000 to $79,825
Wage differential is based on seniority, merit, education, training and experience.
Who is Booyah Advertising?
Booyah Advertising is a full-service digital agency headquartered in vibrant Denver, Colorado. We specialize in helping companies leverage digital strategies to propel their businesses forward. Our comprehensive services include digital advertising-paid search, paid social, media, Amazon-SEO, content marketing, and creative solutions. With authentic and straightforward relationships at the heart of everything we do, we proudly manage over $100M in annual media for leading brands like Ria Financial, Illegal Pete's, Bona, Howler Bros, Aspen Skiing Company, and Patrick Ta.
At Booyah, we believe our people are our greatest asset. That's why we've built our agency around a people-first philosophy. Every decision we make centers on supporting our teams, fostering transparency, and encouraging personal and professional growth. We're dedicated to helping our employees thrive at work and enjoy fulfilling lives outside of it.
Our company culture speaks for itself and has earned us recognition from leading publications:
#1 on The Denver Post's Top Workplaces
#9 on Ad Age's Best Places to Work
#10 on Outside's 50 Best Places to Work
Honoree on Inc.'s Best Workplaces and Built In Colorado's Best Places to Work
Why You'll Love Working at Booyah
You'll feel right at home at Booyah if:
You're excited to join a driven, growth-focused team that prioritizes collaboration over ego.
You thrive on hard work, love learning new skills, and embrace challenges with enthusiasm.
You value building meaningful, supportive relationships with colleagues, clients, and industry partners.
You believe in working for a company that invests in your growth and development.
You're passionate about making a tangible impact on real client outcomes.
Employee Benefits
We're proud to offer a competitive benefits package designed to support your well-being and growth:
Competitive salary
Medical, dental, and vision insurance with HSA and FSA options
401(k) with company match
Unlimited PTO to recharge and prioritize life outside work
Award-winning management training programs
Regular 360 feedback surveys and biannual performance reviews
Quarterly team and company-wide events
5-year anniversary trip to celebrate your contributions
Join us at Booyah and experience a workplace where your talents are valued, your growth is supported, and your impact is celebrated.
$60k-79.8k yearly 13d ago
Residential Whole Loan Trader
GWP 4.3
Personal banker job in Denver, CO
Why work for us?
A career at Janus Henderson is more than a job, it's about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
Perform levered cash flow modeling for whole loan pools and securitization structures.
Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
Track portfolio performance against expectations and market benchmarks.
Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
Track all recent whole loan market activity and color.
Stay current on mortgage market trends, regulatory developments, and investor behavior.
Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
Hybrid working and reasonable accommodations
Generous Holiday policies
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace - the mindfulness app
Corporate membership to ClassPass and other health and well-being benefits
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Must have skills
Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
Technical Skills:
Proficiency in cash flow modeling and loan-level analytics.
Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
Strong programming skills in Python, R, or SQL for data manipulation and model development.
Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
No
Potential for growth
Mentoring
Leadership development programs
Regular training
Career development services
Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$46k-76k yearly est. 60d+ ago
Private Client Banker - Centennial, Centennial CO - Metro Southeast
Jpmorgan Chase & Co 4.8
Personal banker job in Centennial, CO
JobID: 210704186 JobSchedule: Full time JobShift: Base Pay/Salary: Centennial,CO $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$33k-63k yearly est. Auto-Apply 5d ago
Universal Banker I, II, III, or IV
ANB Bank 4.2
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 personalbanker 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 personalbanker duties for external candidates.
* Minimum 1 year prior bank experience performing teller or personalbanker 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 personalbanker duties for external candidates.
* Minimum 2 years prior bank experience performing teller or personalbanker 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)
$21.5-26.3 hourly 47d ago
Private Client Banker - McIntyre and 64th - Golden, CO - CO METRO NORTH
JPMC
Personal banker job in Golden, 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'll 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. You've successfully collaborated with colleagues and worked as part of a team to achieve business results.
As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
Share the value of Chase Private Client with clients that may be eligible
Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
Make 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
Adhere 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
Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required
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 strongly preferred
Experience cultivating relationships with affluent clients is strongly preferred
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$25k-42k yearly est. Auto-Apply 60d+ ago
Immediate Banking Opening
Xtended Resources
Personal banker job in Denver, CO
We are seeking a Bank Operations Specialist to join our team! You will perform clerical and administrative functions in order to drive company success
Duties: Responsible for processing all aspects related to incoming and outgoing cash funds such as wire transfers, ACHs, and checks. Works on functions such as processing incoming funds, processing outgoing wire / ACH/ and check files, handling exception items as required, as well as helping to actively identify, recommend, and implement ways to improve processes to ensure Gold Standard service Works on various projects at the request of the Cash Settlement Supervisor.
Any Banking experience will work - We will train in ACH department!
Qualifications:
3 years of financial experience
Preferred working knowledge of trust accounting systems, IRAs, and alternative assets
IRA/IRS rules and regulations knowledge and experience is preferred
$25k-42k yearly est. 60d+ ago
Bank Security - Westminster
Customized Guard Services & Systems
Personal banker job in Westminster, CO
Are you interested in working for us! Join our team at Customized Guard Services & Systems (CGSS) and advance your career with a fast-growing, privately-owned & operated company. Our hiring team will invest all of the necessary time and resources to ensure a perfect job placement is identified for you. Our commitment is our employees, and our entire business infrastructure is built for your career advancement and success. We are looking forward you to meet you and hope to welcome you to our “Customized” family in the very near future!
Job Skills / Requirements
We are currently seeking a professional and customer-oriented individual to join our team as a Bank Security Guard. In this role, you will play a crucial part in providing exceptional customer service while ensuring the safety and security of our bank premises. Your responsibilities will include customer service duties, greeting customers, opening doors, monitoring bank areas, patrolling the facility, and maintaining general security.
Responsibilities:
Customer Service:
Welcome and greet customers in a friendly and professional manner, ensuring a positive and welcoming atmosphere.
Assist customers with general inquiries, providing information about bank services, products, and policies.
Offer support and address customer concerns or questions promptly and courteously.
Direct customers to the appropriate bank personnel for further assistance when necessary.
Access Control and Door Monitoring:
Monitor and control access to the bank premises, ensuring only authorized individuals enter restricted areas.
Check identification of customers and visitors, verifying their credentials before granting access to secured areas.
Open doors for customers and assist individuals with disabilities or special needs.
Maintain a vigilant presence at the entrance, deterring any potential security threats or unauthorized access.
Bank Outlay Monitoring:
Monitor the bank's public areas, including the lobby, waiting areas, and teller stations, to ensure a safe and secure environment.
Report any suspicious behavior, potential security risks, or unusual activities to the appropriate bank personnel.
Maintain the cleanliness and organization of the public areas, ensuring a professional and welcoming atmosphere.
Patrolling:
Conduct regular patrols within the bank premises, including both indoor and outdoor areas, to deter and detect any security breaches.
Monitor surveillance systems, alarm systems, and other security devices to identify and respond to any irregularities or emergencies.
Report any security incidents, accidents, or safety hazards promptly, following established protocols and procedures.
Collaborate with local law enforcement agencies as needed, providing necessary assistance and information.
General Security Duties:
Enforce bank security policies and procedures, ensuring compliance and maintaining a secure environment.
Respond to emergencies, including medical incidents or alarms, following established protocols and providing necessary assistance until help arrives.
Assist in the implementation of security measures and initiatives to enhance the overall safety and security of the bank.
Participate in ongoing training and professional development to stay updated on security practices and procedures.
Certification Requirements (All)
Guard Card
Additional Information / Benefits
Weekly Pay: We offer competitive weekly pay, ensuring timely compensation for your work.
Uniforms Provided: We provide uniforms to maintain a professional appearance and ensure your comfort during working hours.
Exclusive App Access: Our dedicated app provides easy access to features such as direct deposit, clock in and out functionalities, W1 forms, day off request submissions, and any other resources or support needed.
Full Support: We provide comprehensive support to address any questions or concerns you may have, ensuring your smooth integration into the team.
Benefits: Medical Insurance, Dental Insurance, Vision Insurance
This is a Full-Time position
$25k-42k yearly est. 4d ago
Financial Services Specialist
Worldventure 3.5
Personal banker job in Englewood, CO
The purpose of the Financial Services Specialist is to assist in / serve keeping missionaries on the field by allocating funds to and from missionary accounts in a timely and accurate manner via the traditional Accounts Receivable (AR) and Accounts Payable (AP) roles. The qualified candidate will be assigned a primary role (either AR or AP) where they will work a majority of the time and be cross-trained to back up the secondary role. The responsibilities of this position “turns the wheels” of the financial operations at WorldVenture, because they are responsible for processing incoming contributions and depositing the funds that are then used to accomplish our mission around the world. The Financial Services Specialist will also process payment of expense reports and vendor invoices in accordance with set schedules so that the work of the mission around the world is able to be accomplished in a timely manner. This role serves the missionary, donor, and staff at WorldVenture by providing friendly financial support. The qualified candidate will experience a good mixture of task-accomplishment and helping others in the organization as they carry out their daily responsibilities. Position Responsibilities:
Receive all inbound phone calls to WorldVenture for set hours during the day.
Assist WorldVenture global workers, giving partners, churches and prospects with financial case related issues like, but not limited to, website navigation, financial transactions, account maintenance and problem resolution in a timely manner with a relational and servant mindset
Proactively make outbound calls to WorldVenture giving partners conveying a sense of sincere gratitude so that they are aware of the impact of their generosity and value of their partnership with WorldVenture
Record, deposit, and balance donor contributions on a daily basis
Reconcile donor commitment records against monthly contribution aging reports and donor contributions
Update donor information (name, address, and other changes) in accounting software
Identify and return checks that cannot be processed by the organization
Respond accurately to donor and global worker phone inquiries, with attention to donor authentication and confidentiality
Process contribution mail delivered to the Financial Services Office; accurately identifying, sorting, and batching donor checks and other mail into defined categories
Process returned donor mail, using available resources to attempt to locate a current address, and update donor accounts as appropriate
Prepare, file, and archive contribution documentation. Dispose of backup receivable documentation based on defined schedules and document retention policies.
Process and pay all WorldVenture bills and expense reports
Process corporate credit card statements
Create general ledger journal entries as needed
Correspond with staff regarding questions on corporate expense policy, practices, and guidelines
Process benefit and life insurance payments
Dispense and account for petty cash
File and maintain Accounts Payable records
Perform other duties as required or assigned
Essential Knowledge, Skills and Abilities:
Detail-oriented and organized and able to work independently in a high volume environment that requires a work product that is highly accurate and timely
Excellent listening, written, and verbal communication skills
Can effectively use a computer, basic office equipment, and office software, such as email and Microsoft Office Software
Thrives while working in a team environment
Flexible and adaptable to change, unexpected demands, and interruptions
Maintain a pleasant and helpful phone presence, even when under pressure
Able to organize and prioritize work to meet deadlines and maintain a highly productive work environment
Personal Qualifications:
Proven commitment to a personal relationship with God and a desire to serve Him in global ministry
Christian character that reflects our values as an organization and dedication to WorldVenture's ministries
Affirmation of the doctrinal statement, sexual conduct policy, and child safety policy
Demonstrated warmth, empathy, and trustworthiness in relationships
Respect for those from nations and cultures other than their own
Service-oriented attitude toward others
Team player displaying humility and a learner's attitude
Education and Formal Training:
High school diploma or equivalent.
Prior experience in Accounts Payable, Accounts Receivable, or data processing preferred.
Work Environment/Physical Activities:
Office
Benefits:
Medical, dental and vision insurance; life insurance; Flexible Spending Account; long-term disability insurance; and Aflac Insurance offered
Vacation, sick leave, bereavement, jury duty, and 11 paid holidays
Job descriptions are not intended, and should not be construed, to be exhaustive lists of responsibilities, skills, efforts or working conditions associated with a job. They are meant to be accurate reflections of the principal job elements essential for making fair pay decisions.
$27k-36k yearly est. 60d+ ago
Relationship Banker
Bank of America 4.7
Personal banker job in Longmont, CO
Lafayette, Colorado;Longmont, Colorado; Broomfield, Colorado
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
_This job will be open and accepting applications for a minimum of seven days from the date it was posted._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-33k yearly est. 5d ago
Residential Whole Loan Trader
Janus Henderson Group 4.8
Personal banker job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
* Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
* Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
* Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
* Perform levered cash flow modeling for whole loan pools and securitization structures.
* Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
* Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
* Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
* Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
* Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
* Track portfolio performance against expectations and market benchmarks.
* Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
* Track all recent whole loan market activity and color.
* Stay current on mortgage market trends, regulatory developments, and investor behavior.
* Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
* Hybrid working and reasonable accommodations
* Generous Holiday policies
* Paid volunteer time to step away from your desk and into the community
* Support to grow through professional development courses, tuition/qualification reimbursement and more
* Maternal/paternal leave benefits and family services
* Complimentary subscription to Headspace - the mindfulness app
* Corporate membership to ClassPass and other health and well-being benefits
* Unique employee events and programs including a 14er challenge
* Complimentary beverages, snacks and all employee Happy Hours
Must have skills
* Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
* Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
* Technical Skills:
* Proficiency in cash flow modeling and loan-level analytics.
* Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
* Strong programming skills in Python, R, or SQL for data manipulation and model development.
* Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
* Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
* Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
* No
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Nearest Major Market: Denver
$180k-210k yearly 54d ago
Universal Banker I, II, or III
ANB Bank 4.2
Personal banker job in Boulder, CO
ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for banking that makes the difference.
ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position.
Hiring Pay Ranges: $19.50 - $24.65 per hour (Includes $2.00 per hour Cost of Living Adjustment)
* Universal Banker I - $19.50 - $21.25 per hour
* Universal Banker II - $20.00 - $22.50 per hour
* Universal Banker III - $21.25 - $24.65 per hour
* This position may be eligible to receive an additional $1.00 per hour if approved for the Spanish Communication Assistant Program.
* The hiring pay range for this position is commensurate with the level of relevant experience and education.
Health & Wellness Benefits (Subject to Eligibility Requirements)
* Minimum 4 Weeks of Paid Time Off (PTO)
* 11 Paid Holidays
* Medical, Dental, and Vision Insurance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
* Company provided Life, AD&D, and Disability Insurance with supplementation options
* 401(k) plan with discretionary company match and profit sharing
* Discretionary annual bonus and employee referral incentives
* Employee Assistance Program (EAP)
* Tuition Reimbursement Program
* Spanish Communication Assistant Program Incentive
Summary
* Responsible for demonstrating excellent customer service in accordance with Strum Financial Group's Mission, Vision, and Values. Opens accounts, handles cash and various financial transactions, sells/cross-sells bank products and services, assists customers with their banking needs, and resolves customer service issues while complying with regulatory requirements. Accountable for sales and service activities for assigned branch locations. Proactively seeks new customers through marketing and prospecting. Refers customers to other areas of the company as appropriate.
Essential Duties and Responsibilities
* Processes paying/receiving transactions and maintains accurate records of all transactions.
* Cashes checks within assigned limits and stated guidelines.
* Responsible for daily cash settlements of cash and proof transactions.
* Balances cash drawer.
* Opens checking, savings, money market, and certificates of deposit accounts. Orders check and ATM/Debit Cards and provides starter checks for new accounts.
* Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers, both on and off Bank property.
* Identifies customer's financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence.
* Displays sufficient knowledge in explaining, selling, and administering products; refers customers to appropriate resources within organization.
* Actively seeks to understand customers' complete financial services needs and recommends products and services based on those needs, including performing customer follow up actions as outlined in the ANB C.A.R.E.S. Client Onboarding procedure.
* Identify cross-sell and referral opportunities to broaden customer banking relationships.
* Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs.
* Provides efficient and courteous customer service, researching problems and implementing appropriate resolution.
* Collaborates with team members to achieve branch goals and objectives.
* Delivers the quality of service as defined by department and company standards.
* Maintains confidentiality as defined by department and company standards.
* Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position.
* Adheres to all bank policies, procedures, and regulatory requirements.
* Participates in training and development activities to enhance job knowledge and skills.
* Supports the company's Mission, Vision, and Values.
* Other duties as assigned.
Education and/or Experience
Universal Banker I
* No experience required.
* Previous customer service or cash handling experience preferred.
* Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
* Basic computer skills and proficiency in Microsoft Office applications.
* Basic knowledge of banking products, services, and regulations preferred.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Universal Banker II
* Minimum 6 months prior bank experience performing teller or personalbanker 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 personalbanker duties for external candidates.
* Minimum 1 year prior bank experience performing teller or personalbanker duties for internal candidates.
* Proficient computer skills and proficiency in Microsoft Office applications.
* Advanced understanding of banking products, services, and regulations.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Schedule: Monday - Friday, 8:00am - 5:00pm
Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disabled / Veteran
ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development, and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity, or any other status protected by federal, state, or local law.
ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage rate history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant's wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that Applicant not provide information on age, date of birth, or graduation date from any academic institution, including on resumes.
Anticipated Date of Application Window Closure: 02/21/2026 (or until filled)
$21.3-24.7 hourly 6d ago
Business Banker Senior
Ent Federal Credit Union 4.5
Personal banker job in Westminster, CO
The Sr. Business Banker is primarily responsible for the overall success and revenue growth of their assigned portfolio and sales territory, with a focus on new member acquisition. This is an outside sales position. This territory covers areas north of I-70, extending to Longmont, and east to Brighton.
Essential Functions
* Business Prospecting: The primary focus at this level will be businesses with highly complex to novel needs. Originate and grow a portfolio of business (credit and depository) relationships to achieve stated individual and team goals. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. Identify appropriate prospects within defined target markets and create and manage an effective prospect list and perform activities to ensure growth in deposit, loan and fee income portfolios. Achieves prospective member calling objectives. Proactively uncover sales opportunities with non-members and provide proposals in order to obtain the business as a member. The primary focus at this level will be businesses with highly complex or novel needs. Dedicated use of the CRM tool to track business prospects, contacts, members, events and activities will help accurately track/monitor daily, weekly and monthly progress. Utilize credit union contact management system to retain prospective member names and records, as well as standard credit union templates (such as term sheet template).
* Relationship Management: Conduct meetings with existing business members. Retain and achieve revenue growth of the existing portfolio by providing continuous financial advice and maintaining profitable relationships through securing suitable deposit, loan, and treasury products. Demonstrate proficiency in initiating the member credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective members. Serve members through a consultative selling, trusted advisor role to assist them in recognizing and tackling business opportunities and risks, and helping them accomplish their goals while maximizing our effectiveness. Participate in the management of the business member portfolio. Monitor portfolios. Understand, detect, and report the early warning signs of problem credits so as to minimize the risk of credit loss and to maintain appropriate risk ratings on all loans.
* Networking: Build relationships with referral sources, engaged in networking activities, trade shows, chamber meetings, etc.
* Collaboration: Provide ongoing business education to service centers, including at least one daily huddle with the staff monthly. Attend and actively participate in regularly scheduled division meetings and on-going training. Collaborate with internal business partners to ensure full "cross-sale" penetration of member relationship. Partners with and refers to other credit union departments, such as Corporate, Business Consultants and Lenders, to identify other appropriate products and services. Utilize the business case discussion and subsequent meetings with credit union management, industry specialists and other interested parties to exchange information and ideas, and to seek to understand the opinions of others.
* Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Minimum Formal Qualifications for this Position
* Bachelor's Degree in Business Administration, Finance, Accounting, or related field of study
* REQUIRED: 5+ years' experience with business to business related sales
Technical or Specialized Knowledge/Skills:
* Relationship Management - influencing, advisory, and acquisition skills
* Problem solving - superior problem solving skills
* Communication - superior verbal and written communication skills
* Initiative/Sound decision making/managing the member experience with credit union regulations and procedures
* Able to operate a motor vehicle
* Comprehensive knowledge of financial services and offerings
* Strong knowledge of business economics and banking
* Strong knowledge of commercial/small businesses
* Proficient with the Microsoft Office Suite of products (Word/Excel/Outlook).
Certifications Required:
* Driver's license required
Environmental, Physical and Psychological Requirements
* Standing - Occasionally
* Walking - Occasionally
* Sitting - Frequently
* Lifting - Rarely (40 Lbs)
* Carrying - Rarely
* Pushing - Rarely
* Pulling - Rarely
* Balancing - Rarely
* Stooping - Rarely
* Kneeling - Rarely
* Crouching - Rarely
* Crawling - Rarely
* Reaching - Occasionally
* Handling - Occasionally
* Grasping - Occasionally
* Feeling - Occasionally
* Talking - Frequently
* Hearing - Frequently
* Repetitive Motions - Frequently
* Eye/Hand/Foot Coordination - Occasionally
* Noises louder than normal speaking volume - Occasionally
* Temperature Changes - Rarely
* Atmospheric Conditions - Rarely
$42k-52k yearly est. 1d ago
Private Client Banker (New Build) - Woodland Hwy - Woodland Park, CO
Jpmorgan Chase 4.8
Personal banker job in Woodland Park, 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: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Woodland Park,CO $20.00 - $27.88 / hour
$20-27.9 hourly 21d ago
Private Client Banker - Wadsworth and Belleview, Lakewood CO - Metro Southwest
JPMC
Personal banker job in Lakewood, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$25k-42k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America Corporation 4.7
Personal banker job in Lafayette, CO
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a personal banker earn in Highlands Ranch, CO?
The average personal banker in Highlands Ranch, CO earns between $28,000 and $43,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Highlands Ranch, CO
$35,000
What are the biggest employers of Personal Bankers in Highlands Ranch, CO?
The biggest employers of Personal Bankers in Highlands Ranch, CO are: