Marketing Specialist
Red Rocks Credit Union job in Littleton, CO
Join Red Rocks Credit Union and enjoy an awesome culture and an overall great place to work. As a Red Rocker, you can expect a rich wellness benefits package that aligns with our core values. This includes:
Flexible Paid Time Off
Fortune 500 Health Medical Plans - We offer comprehensive medical plans
11 Paid Holidays
Mental Health Days - We prioritize your well-being by providing two mental health days annually.
Birthday PTO
Paid Volunteer Time
401k Employer Match - Enjoy a 100% match on your first 3% and 50% match on your next 2% with no vesting period
Milestone Bonuses - Celebrate life's milestones with a $1,000 award
Employee Referral Program - Earn up to $5,000 per referral
Tuition Reimbursement - Receive $1,500 annually for furthering your education
Career Pathing - a plan that provides clarity for your growth and development
This role follows a hybrid schedule, with in-person work required on Tuesdays and Thursdays at our Littleton, CO office.
A career at Red Rocks CU is an opportunity for immediate impact and embarking on a path to enriching lives TM, including your own and those in our community. Our culture is fueled by our Core Values; Relentless Care for Others, Doing the Right Thing and Doing It Well, and Engaged Collaboration. We're committed to helping you uncover your purpose and empowering you to turn dreams into realities for our members, Red Rockers, and the community. At Red Rocks CU, we extend beyond traditional banking to assist our members in seizing opportunities and building a brighter financial future that spans a lifetime.
Role:
Red Rocks Credit Union is looking for a versatile and creative Marketing Specialist to help us connect with our community and amplify our mission of Enriching Lives'. This role is key to developing and executing thoughtful, multi-channel marketing strategies that promote our financial products and services with clarity and purpose. From campaign planning and content creation to analytics and member engagement, you'll collaborate across teams to bring ideas to life and make a measurable impact. The ideal candidate is curious, resourceful, and comfortable juggling multiple projects, including digital campaigns, email journeys, in-branch promotions, and community events. We're a fast-paced and always evolving team that values collaboration, continuous learning, and meaningful work. If you're excited to grow your skills while helping others grow financially, we'd love to hear from you.
Essential Functions:
Content Development: Owns and develops high-quality, engaging content for a variety of digital platforms, including the website, social media, email campaigns, and blogs. Segments marketing lists to support targeted messaging and personalized communication. Maintains content calendars and ensures consistent, brand-aligned messaging across all channels. Plans and executes email marketing campaigns to nurture leads, retain members, and promote products and services. Collaborates closely with the Compliance team to ensure all marketing content meets regulatory standards.
Advertising & Promotions: Supports the Credit Union's advertising and promotional efforts. Assists in the development, planning, and management of paid campaigns across platforms such as Google Ads and Facebook Ads. Monitors ad spend, ROI, and key performance indicators to ensure efficient budget use. Conducts A/B testing and market research to refine ad creatives. Owns key metric reporting and uses data to recommend improvements to campaigns, products, and services. Applies data analytics to inform targeting strategies and guide marketing decisions. Collaborates with internal teams to gather, interpret, and share business-specific data that helps evaluate marketing performance.
Social Media Management: Manages the Credit Union's social media strategy and grows its presence on platforms such as Facebook, Instagram, LinkedIn, etc. Leads social media engagement training for staff as needed. Designs and delivers graphic assets that reflect brand standards and support campaign goals.
Strategic Planning & Collaboration: Contributes to the development of marketing strategies and annual planning. Participates in cross-functional meetings to align marketing efforts with organizational goals. Collaborates with departments such as Lending, Member Experience, and Business Development to support integrated campaigns and initiatives.
Brand & Events: Manages the Credit Union's brand and reputation across all channels. Monitors and responds to comments, messages, and mentions in a timely and professional manner. Coordinates and leads events that support growth, deposit, and brand goals. Builds and maintains positive relationships with sponsors and vendors. Ensures consistent branding and messaging across all digital platforms. Upholds regulatory standards, internal policies, and the Credit Union's purpose and core values in all marketing efforts
Website Management: Manages the Credit Union's website(s), including ongoing maintenance and continuous improvement. Ensures the site is user-friendly, up-to-date, and optimized for both search visibility and user experience.
Professional Development & Innovation: Stays current with marketing trends, tools, and best practices. Proactively explores new ideas, technologies, and approaches to enhance member engagement and improve marketing performance. Participates in training, webinars, and industry events to support continuous learning and growth.
Internal Communications: Owns internal communications related to marketing initiatives. Prepares dialogue tips and talking points to support campaigns and promotions. Trains staff to ensure alignment with external messaging and a clear understanding of marketing strategies.
Desired Performance Competencies
Continuous Improvement
Planning and Organizing
Quality Orientation
Positive Approach
Emotional Intelligence Essentials
Customer/Member Focus
Business/Functional/Technical
Experience:
Two to five years of similar or related experience.
(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Other Skills:
Proven experience in content creation, digital marketing, and paid advertising.
Proficiency in digital marketing tools and platforms (Google Analytics, social media management and monitoring tools, email marketing software (Hubspot), etc.).
Analytical mindset with the ability to interpret data and make data-driven decisions.
Excellent communication and interpersonal skills. Organized, self-motivated, and able to work independently as well as on a team. Professionalism, including attendance. Detail-oriented, including grammar, typos, and spelling.
Organization and basic project management, follow-through Basic knowledge of credit union advertising regulations.
Communication, both internal and external
Preferred (not required) skills: graphic design skills (Canva), WordPress content management system experience, financial education experience.
Work Environment:
On a weekly basis all WFH employees are required to be in office on Tuesdays and Thursdays. Based on the demands of specific tasks or department requirements, WFH employees may need to be available for in office work at their manager's discretion. Working from the office may be necessary for certain collaborative tasks.
Branch Manager
Red Rocks Credit Union job in Highlands Ranch, CO
Join Red Rocks Credit Union and enjoy an awesome culture and an overall great place to work. As a Red Rocker, you can expect a rich wellness benefits package that aligns with our core values. This includes: * Flexible Paid Time Off * Fortune 500 Health Medical Plans - We offer comprehensive medical plans
* 11 Paid Holidays
* Mental Health Days - We prioritize your well-being by providing two mental health days annually.
* Birthday PTO
* Paid Volunteer Time
* Employee Loan Discount - 2% employee loan discount on all loan product types including fixed-rate loan, HELOC's, credit cards, and lines of credit.
* 401k Employer Match - Enjoy a 100% match on your first 3% and 50% match on your next 2% with no vesting period
* Milestone Bonuses - Celebrate life's milestones with a $1,000 award
* Work from Home Opportunities
* Employee Referral Program - Earn up to $5,000 per referral
* Tuition Reimbursement - Receive $1,500 annually for furthering your education
* Career Pathing - a plan that provides clarity for your growth and development
A career at Red Rocks CU is an opportunity for immediate impact and embarking on a path to enriching lives TM, including your own and those in our community. Our culture is fueled by our Core Values; Relentless Care for Others, Doing the Right Thing and Doing It Well, and Engaged Collaboration. We're committed to helping you uncover your purpose and empowering you to turn dreams into realities for our members, Red Rockers, and the community. At Red Rocks CU, we extend beyond traditional banking to assist our members in seizing opportunities and building a brighter financial future that spans a lifetime.
Role:
This position champions the Red Rocks Credit Union mission by overseeing and coordinating all operations of the Town Center branch. Duties include hiring and developing staff, leading the onboarding and staff training process, building rapport with members and the community, creating, and implementing strategies to improve productivity and sales performance in efforts to achieve the financial targets of the branch. This role will be responsible for continuously seeking ways to improve products, processes, and infrastructure of the branch to enhance employee and member experience. This role stays well-informed of current and future member service trends that may enhance the mission of Red Rocks Credit Union.
This description emphasizes key job components and is in no way intended to be a comprehensive statement of all duties and responsibilities. Tasks outside of the scope of this may be assigned and should be carried out efficiently and effectively, positively reflecting the spirit of this organization. This job description is
subject to change at any time.
Essential Functions:
* Provide leadership and supervision to the branch team, including staffing, training, evaluating performance, maintaining daily operations, staff scheduling, problem solving, motivating the team, staff retention, and decision making, enabling the department to function efficiently and providing exemplary member service. Manages the full onboarding lifecycle, including orientation, training coordination, and new-hire support.
* Responsible for the performance of the branch. Maintain and grow sales and member satisfaction through regular coaching, motivating, and training and development of branch staff, which results in improved sales performance, service skills, product knowledge, and policy and procedures.
* Responsible for business development to promote membership, deposit, and loan growth, and positive community relations, including positive reviews. Partnering with the branch team to maximize new member relationships and identify additional opportunities for loans and deposits. Works cross-functionally with the Marketing team to develop outreach strategies, coordinate events and support community engagement initiatives.
* Responsible for all necessary daily service functions, as needed. These would include but not be limited to check cashing decisions and other member exceptions, performing all BSA duties, complete members' transactions at the teller window with accuracy, maintain and balance cash drawer, opening and closing of branch, processing ATM and mail transactions, supervising the electronic records process and assisting records management staff. Manage vault duties and maintain working knowledge of vault procedures.
* Responsible for ensuring security of the branch and adhering to policies and procedures, rules and regulations, building security, responding to member complaints, concerns, suggestions or compliments and communicating and/or distributing information to branch staff and/or the corporate office. Fulfills all reporting requirements and communicates relevant information.
Desired Performance Competencies:
* Coaching & Developing Others
* Continuous Improvement
* Driving for Results
* Positive Approach
* Emotional Intelligence Essentials
* Customer Focus
* Business/Functional/Technical
Experience:
* Three to five years of relevant job experience required.
* (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills:
Motivating or influencing others is a material part of the job. Outside contacts become
important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. The role requires a significant level of trust or diplomacy.
Other Skills:
' Business development or external sales calling skills.
' Leadership skills in team development.
' Working knowledge of quality service components.
' Knowledge of management techniques and strategies.
' Ability to develop and implement effective policies and procedures.
' Conflict management skills
Physical Requirements:
The occasional ability to lift up to 10-20 pounds is typically required. Must be able to
frequently operate a computer and other office productivity machinery, such as a copy
machine, printer, scanner, telephones, etc.
Work Environment:
This position requires both in-branch and Saturday rotations. On occasion, this role participates in other community events.
Financial Advisor
Parker, CO job
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Part Time Branch Office Administrator
Craig, CO job
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Part-Time
Branch Address: 555 Breeze Suite 160, Craig, CO
This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
Medical and prescription drug coverage,
Health Savings Account and Flexible Spending Account,
Voluntary Benefits (such as accident, hospital indemnity, and critical illness),
Well-being programs (such as the Employee Assistance Program), and
Retirement Plan (if compensated for 1,000 hours of service during the plan year).
In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $26.10
Hiring Maximum: $27.74
Read More About Job Overview
Skills/Requirements
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Financial Advisor
Aurora, CO job
This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Escrow Administrator
Boulder, CO job
We are looking for driven, reliable, hardworking candidates who want to make a difference in their community and work for a company where their opinion counts. We want our employees to be proactive, resourceful, communicative, efficient, and to provide key input into the future success of our team. If your goal is to build a career with impact and influence, consider joining the dedicated team at Flatirons Bank.
WHO WE ARE
Flatirons Bank is a full-service independent bank dedicated to serving the financial needs of individuals, businesses, and nonprofits in Boulder County. With locations in Boulder and Longmont, we provide personalized banking experience, making all our decisions locally. Since our inception over two decades ago, our goal has been to bring more to banking in Boulder County. We take pride in developing personal relationships with our clients while maintaining the highest level of professional service. Our suite of services includes Personal and Business Banking services, Professional Services Banking, Treasury Management, Mortgage Lending, and Commercial Real Estate Lending solutions.
Flatirons Bank not only provides personalized and innovative banking solutions for our clients, but our employees also personally contribute to making a difference in the Boulder County community through a variety of nonprofit organizations. Flatirons Bank's headquarters location in Boulder was the first in the county to achieve LEED Gold certification upon its opening in 2009. The Bank actively works towards being a community leader that balances purpose with profit by considering the impact of its decisions on its stakeholders: employees, clients, vendors, community, and the environment. By working at Flatirons Bank, you are helping your neighbors and local businesses thrive.
Website ****************** Contact **********************
ROLE AND RESPONSIBILITIES
Flatirons Bank serves as an escrow agent and account administrator for handling Qualified Settlement Funds (“QSFs”). A QSF is an account used as a settlement mechanism to receive funds from one or more defendants after a lawsuit or legal claim is resolved. This arrangement provides plaintiffs and their attorneys with the time and flexibility to develop a suitable distribution plan.
The Escrow Administrator position serves an important role for the Bank, with a primary focus on ensuring the bank delivers upon its primary value proposition of providing an exceptional client experience and operational excellence in administrating its Qualified Settlement Fund product. The individual in this position will work closely with the Escrow Manager and Escrow Officer, have regular interaction with attorneys and other law firm business managers, and will ensure that QSF accounts are administered in accordance with policies and procedures. The specific responsibilities are further outlined below:
QSF Administration
• Open and administer QSF bank accounts; assist with obtaining required documentation
• Allocate subaccounts pursuant to the settlement statement/other applicable documentation.
• Process distribution requests in accordance with applicable policies and procedures.
• Utilize the QSF workflow in BCS to facilitate escrow administration.
• Maintain accurate records and files of all escrow transactions and ensure the complete retention of all QSF file documentation within the Justice Escrow platform.
• Provide effective client service by answering client questions; Assist with the resolution of any issues or discrepancies that arise during the escrow process; Coordinate with internal departments as needed.
• Assist with documenting Justice Escrow Platform bugs/other issues in Jira or other similar software management platform. Assist with identifying and prioritizing other areas for improvement in the Justice Escrow Software.
• Adhere to Bank policies, government regulations and legal requirements.
• Perform other operational duties as required.
• Works closely with and provides ongoing support to the Escrow Manager and Escrow Officer, in accordance with applicable policies and procedures.
EDUCATION / EXPERIENCE / SKILLS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual experience and abilities may result in some deviation from these guidelines.
Three or more years of experience in banking or escrow services
Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies
Proven track record of delivering exceptional client service in fast-paced or regulated environments.
Highly organized, proactive, and able to manage multiple deadlines simultaneously.
Excellent attention to detail
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly to attorney clients and bank employees.
Ability to address and resolve problems quickly and efficiently.
Ability to work with minimal supervision while performing duties.
Effective organizational and time management skills.
Intermediate computer skills with experience using Microsoft Office products as well as Bank or Escrow accounting and documentation software programs
WHAT WE OFFER
COMPENSATION AND BENEFITS
The position's hourly pay range is anywhere between $28 - $36/hour based on experience
An annual bonus may be paid to eligible employees based upon organizational and individual performance
Medical, dental and vision insurance
Employer paid Short-term and long-disability insurance
Employer paid life insurance
Employer-matching 401K
Guaranteed Safe Harbor Match
Discretionary Yearend Profit-Sharing Match
401K Profit Sharing Plan
Health Savings Account with company contribution
Health Reimbursement Arrangement
Paid-time off (PTO)
Volunteer time off
Sick time off
Paid parking
REPORTING
Supervision Received
Directly: VP, Corporate Counsel
Indirectly: Escrow Manager & Escrow Officer
Supervision Exercised
Directly: NA
Indirectly: NA
Director, Retirement Income - Life Company
Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position.
What you'll do:
Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas.
Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals.
Conducts data analysis to influence strategy to achieve business outcomes.
Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income.
Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members.
Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction.
Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members.
Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership.
Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees.
Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree)
May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.
8 or more years of related experience in financial services operations to include process improvement and business analysis.
4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment.
Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
Current Life and Health (Group 1) license
MBA or master's degree in a financial or business-related field
CERTIFIED FINANCIAL PLANNER™ (CFP ) designation
10 or more years of Retirement Planning and/or Annuity experience.
5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel.
3 or more years of direct leadership experience over other managers (leader of leaders)
RICP (Retirement Income Certified Professional) Designation
Experience managing a team of investment advisors in a call center environment.
Compensation range: The salary range for this position is: $114,080 - $218,030
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyResidential Whole Loan Trader
Denver, CO job
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
* Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
* Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
* Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
* Perform levered cash flow modeling for whole loan pools and securitization structures.
* Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
* Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
* Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
* Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
* Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
* Track portfolio performance against expectations and market benchmarks.
* Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
* Track all recent whole loan market activity and color.
* Stay current on mortgage market trends, regulatory developments, and investor behavior.
* Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
* Hybrid working and reasonable accommodations
* Generous Holiday policies
* Paid volunteer time to step away from your desk and into the community
* Support to grow through professional development courses, tuition/qualification reimbursement and more
* Maternal/paternal leave benefits and family services
* Complimentary subscription to Headspace - the mindfulness app
* Corporate membership to ClassPass and other health and well-being benefits
* Unique employee events and programs including a 14er challenge
* Complimentary beverages, snacks and all employee Happy Hours
Must have skills
* Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
* Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
* Technical Skills:
* Proficiency in cash flow modeling and loan-level analytics.
* Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
* Strong programming skills in Python, R, or SQL for data manipulation and model development.
* Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
* Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
* Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
* No
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Nearest Major Market: Denver
Database Engineer (Azure SQL)
Denver, CO job
Database Engineer (Azure SQL)
Employment Type: Full-time, Permanent
For consideration, interested candidates should send a resume and cover letter directly to **********************************.
Position Overview
ArrowMark Partners is seeking a full-time Database Engineer to partner directly with our Data Architect in maintaining and improving our Azure SQL Managed Instance. This role is primarily focused on
database health, optimization, and integration of new data sources
. The ideal candidate is proactive, detail-oriented, and eager to take ownership of the technical foundation that supports our data architecture.
Key Responsibilities
· Maintain and optimize the database layer (schemas, objects, queries) within Azure SQL Managed Instance.
· Proactively identify unused or redundant objects and streamline database structures.
· Improve performance through indexing strategies, query tuning, and schema design.
· Reduce redundancy by implementing reusable structures such as views and table-valued functions.
· Document database design, processes, and technical workflows.
· Integrate and validate new data sources to support business initiatives.
· Collaborate closely with the Data Architect to implement best practices and long-term data strategies.
· Partner with the IT team on topics such as backups, security, disaster recovery, and compliance to ensure a reliable and secure environment.
· Coordinate with the external data vendor for support, while driving proactive internal improvements.
Qualifications
· 4+ years of experience as a SQL Database Administrator, Data Engineer, or similar role.
· Strong hands-on expertise in SQL Server (T-SQL, indexing, partitioning, query optimization).
· Experience with Azure SQL Managed Instance or Azure SQL Database.
· Solid understanding of relational modeling, normalization/denormalization, and schema design.
· Experience building and optimizing views, stored procedures, and table-valued functions.
· Familiarity with database infrastructure concepts (backups, DR, security) and ability to collaborate with IT on these areas.
· Strong documentation skills and ability to communicate effectively with technical peers.
· Proactive problem-solver who takes initiative and delivers reliable solutions.
Preferred Skills (Nice to Have)
· Experience with Azure Data Factory or other orchestration/automation tools
· Scripting knowledge (Python, PowerShell) for automation and data operations
· Familiarity with BI/reporting tools such as Power BI (to understand downstream impacts).
· Background in financial data, asset management, or related industries.
Compensation
1
: [USD] The base salary range for this position is $90,000 - $120,000.
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award. Individual bonuses are determined based on individual, team, and Company performance.
Benefits: ArrowMark is committed to offering eligible employees a full-suite of benefit options that includes comprehensive health and life benefits, 401(k) plan, flexible and health spending programs and access to a variety of voluntary benefits.
1
The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado. Actual pay may be different.
Director, Channel Strategy and Performance
Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Our Director, Channel Strategy and Performance is responsible for leading the strategy, execution and optimization of our owned marketing channels-including email, direct mail, and on-site placements. This role will be responsible for driving performance across these critical touchpoints, leveraging advanced Customer Data Platform (CDP) capabilities and omni-channel orchestration to deliver personalized, relevant, and measurable member experiences. The Director will also be responsible for monitoring channel performance, identifying areas for improvement, and implementing data-driven strategies to achieve and exceed targets.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Accountable for leading end-to-end strategy and performance of Bank's owned marketing channels (email, direct mail, on-site), driving rigorous test-and-learn programs, applying data-driven insights to continuously improve channel performance.
Designs and implements a trigger-based marketing execution strategy, ensuring timely, event-driven, and highly personalized member interactions.
Spearhead the strategic use of Customer Data Platform (CDP) and Salesforce capabilities to design and activate audience targeting, segmentation, and personalized experiences, ensuring data-driven decision-making and measurable impact.
Accountable for the successful execution of audience targeting initiatives, guiding cross-functional teams through change management processes to embed new capabilities.
Partners cross-functionally with analytics, product, and technology teams to maximize the impact of personalization and targeting strategies.
Provides oversight for the design and governance of audience creation within technology platforms, ensuring alignment with enterprise engagement objectives.
Serves as the senior advisor on audience strategy, setting direction and standards for team execution while fostering innovation and continuous improvement.
Establishes and enforce best practices for audience management and activation, collaborating with internal stakeholders to ensure consistency, scalability, and compliance.
Establishes and enforces disciplined processes to deliver operational excellence and measurable business outcomes.
Monitors performance metrics and outcomes to assess effectiveness, identify gaps, and drive continuous optimization across audience engagement efforts.
Builds a strong risk culture and accountable for controlling operational risk across the function, including compliance with applicable laws, regulations, and regulatory guidance to successfully achieve the Bank's objectives.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of experience leading owned channel marketing at scale, including end-to-end strategy, execution, and optimization across email, SMS, push notifications, and web personalization with a proven ability to drive measurable performance outcomes, such as increased engagement, conversion, and retention, through data-driven marketing initiatives.
3 years of people leadership experience in building, managing and/or developing high-performing teams required.
Direct experience implementing and leveraging Customer Data Platforms (CDPs) such as Salesforce and/or Adobe Experience Platform to drive personalized marketing efforts.
Deep expertise in trigger-based and lifecycle marketing, with a strong track record of designing and executing automated, customer-centric campaigns.
Demonstrated ability to develop and scale complex marketing programs that drive engagement, retention, and conversion across the customer journey.
Strong technology acumen, with comfort operating at the intersection of marketing strategy and martech platforms.
Leadership experience managing cross-functional teams, with the ability to inspire collaboration and execution excellence.
What sets you apart:
Experience with Salesforce and Adobe platforms.
Process optimization and acceleration experience.
Strong delivery of executive content to communicate impact and results.
Issue resolution and management savviness in complex environments.
Compensation range: The salary range for this position is: $127,310 - $243,340.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyCustomer Consultant I
Grand Junction, CO job
General Purpose The Customer Consultant I responds to customer inquiries via telephone. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Regular and reliable attendance is an essential function of this job.
* Answers the phones for the bank location.
* Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties.
* Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features.
* Performs general maintenance of customer accounts such as address changes and check orders.
* Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary.
* Performs customer requested research, including printing statements and check copies.
* Performs other duties as assigned.
Employees are held accountable for all duties of this job.
Job Qualifications
Knowledge, Skills, and Ability:
* Skill in understanding customer needs and delivering unsurpassed customer service.
* Understanding and application of banking compliance regulations.
* Ability to rely on instructions and pre-established guidelines to perform the functions of the job.
* Effectively manages one's time and resources to ensure that work is completed efficiently.
* Strong verbal and written communication skills.
* Knowledge of and comfortable using internet software.
* Maintains confidentiality.
Education or Formal Training:
* High School Diploma or General Education Diploma (GED) equivalent required.
Experience:
* Previous customer service experience is preferred.
Working Conditions
Working Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Activities:
These are representative of those which must be met to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds.
Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience.
For an overview of our employee benefits please visit: Alpine Bank Careers Page
Position anticipated to close January 31, 2026, or until filled.
Analyst, Knowledge Management Specialist
Denver, CO job
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
The Knowledge Management Specialist supports the governance, organization, and delivery of critical information assets across the enterprise. This role ensures that firm and product copy, creative assets, and corporate statistics are accurate, accessible, and aligned with strategic messaging across global marketing and related departments. Information assets are not only well-managed but also strategically leveraged to support marketing effectiveness, regulatory compliance, and enterprise-wide alignment.
Critically, this role operates at the intersection of operations, data, technology, and creative execution-bridging functional silos to ensure that content is not only well-curated but also actionable, scalable, and insight-driven. The Specialist collaborates across teams to integrate structured data with creative outputs, enabling seamless delivery through digital platforms, content repositories, and enterprise systems. This cross-functional approach ensures that information flows efficiently, supports informed decision-making, and enhances the overall impact of marketing and communications efforts.
+ Content Governance & Stewardship
+ Maintain and update standard disclosures, presentation slides, bios, headshots, and product copy across platforms such as Bynder, Seismic, and Qvidian.
+ Ensure consistency and compliance with firm-wide standards and regulatory requirements.
+ Information Delivery & Accessibility
+ Curate and publish reference materials, training guides, and strategic content via the intranet, content repositories, and the Global Marketing Center.
+ Support automation and migration efforts to streamline access to the single source of truth.
+ Stakeholder Collaboration
+ Partner with marketing, compliance, and product teams to align messaging and ensure timely updates.
+ Serve as the primary contact for content-related inquiries, feedback, and governance support.
+ Operational Enablement
+ Document and maintain data-driven processes to reduce redundancies, improve accuracy, and streamline workflows
+ Facilitate knowledge sharing through department presentations and cross-functional training sessions.
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
+ 0-1 yrs experience
+ Bachelor's degree or equivalent or related work experience
+ Strong project management and research skills
+ Ability to multi-task and manage numerous projects concurrently
+ Data literacy and analytical skills
+ Meticulous attention to detail
+ Positive attitude, strong business acumen and intellectual curiosity
+ Collaborative and team-oriented, capable of building strong working relationships
+ Strong writing and editorial skills
+ An eye for design and brand
Nice to have skills
+ Knowledge of investment management industry
+ Advanced knowledge of Microsoft Office Suite. Power BI
+ Experience with Adobe Creative Suite and WordPress
+ Experience with component content management systems, content governance and/or information cataloging
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 $50,000-$55,000. This range is estimated for this role. Actual pay may be different. This role will be posted through November 2025.
#LI-MM1
Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed.
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.
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 **************************** .
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.
Entry Level Nonprofit Canvasser for PBS - $21/hr!
Denver, CO job
Public Media Canvassers Wanted!
Do you value public media and the role it plays in our society? Join our team in saving PBS! Colorado's most trustworthy source of quality programming, RMPBS, needs your help to connect with the community. Your work will drive meaningful change!
Donor Development Strategies (DDS) and RMPBS are looking for Canvassers to join our team and build community support for the PBS affiliate in your community!
Requirements:
Enjoy talking to people
Interested in fundraising for a great cause
Value public media and community outreach
Ability to walk for 5+ hours outside every day
No experience required - we provide paid training
Ability to work a 1:00PM - 9:00PM schedule
Benefits and Pay:
$21/hr base pay.
$100 potential weekly bonuses for FT staff.
Paid Time Off provided
Subsidized healthcare/vision/dental
401(k) with automatic employer contribution
Driving on the job is reimbursed at the IRS Rate.
Business Process Owner Senior - Litigations
Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
There are 2 positions available.
As a dedicated, Business Process Owner Senior you will plan, direct, and coordinate activities for complex processes, including problem definition, evaluation of requirements, design, testing, and implementation of business processes. You will be responsible to understand the process operating objectives, business rules, performance requirements, risks, and controls and interactions between dependent processes to minimize failures, eliminate redundancies, and control process performance necessary to achieve efficient, effective design and execution of the process. You will support alignment of process to overall experience strategy and vision.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Chesapeake, VA, Colorado Springs, CO, Phoenix, AZ, San Antonio, TX, or Tampa, FL.
Relocation assistance is not available for this position.
These positions will support Claims Litigations.
What you'll do:
Develop and implement strategic customer specific business process program plans that align with enterprise strategy and influence appropriate roadmap(s).
Apply expert knowledge of the business and lead the alignment and development of business deliverable processes and capabilities to materially change and improve business performance.
Serve as functional expert bringing diverse perspective to leverage multiple ways of thinking while developing end-user focused process solution.
Manage the performance of processes by developing control limits, monitoring key performance indicators, and informing stakeholders of any deficiencies, improvements, operational risks issues, etc. and drives collaborative efforts to ensure process delivers against requirements.
Identify, own, execute, enhance, and align controls to mitigate operational and compliance risks as it pertains to owned processes as it pertains to owned processes.
Develop communication plans for customers and internal stakeholders.
Ensure alignment between internal stakeholders and customers across all business process projects and services using proactive communication and engagement strategies.
Utilize reporting, data, and analytics to measure process and project performance, deliver process operational efficiencies, and inform key stakeholders.
Stay current with emerging technologies and evaluates business processes to lead continuous process improvement efforts.
Lead solution development including business case / benefits substantiation and drive business requirements for process improvement initiatives.
Provide mentorship and guidance support for team and applicable business partners.
Actively provide relevant business performance intel to progress the planning, research, analysis, development, and implementation of new and modifications to existing applications and processes to provide new or improved capabilities, products, and/or services.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years business process execution/knowledge/experience, consulting, and/or process engineering/optimization.
Experience in successfully applying quality management, process improvement, and problem-solving tools and methodologies.
Experience in implementing and sustaining change/improvements (change champion).
Hands on experience with Process Mapping and Modeling and creating and validating process documentation.
Experience in the application of process management standards and policies, and knowledge of applicable regulations and risk management practices.
Demonstrated experience with Lean, Business Process Management, or similar methodology.
Demonstrated experience with utilizing various systems to collect and analyze data.
What sets you apart:
P&C Litigation Claims Operations and/or Optimization experience.
2+ years Manager, Claims Operations experience.
Deep operational knowledge of end-to-end Injury and/or Litigation Claims processes.
Proven ability to use analytical tools and data to inform business decisions.
Proven thought leader.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $93,770 - $179,240.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyBusiness Risk and Controls Advisor Senior
Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Risk and Controls Advisor Senior, positioned in Shared Services Business Risk and Control (SS BRC) first line of defense, you will ensure the overall efficiency of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, program adherence, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Handles risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Risk Program Advisory & Execution: Advise business partners on Process Risk and Control Inventory (PRCI) documentation standards, risk mitigation, control design, and evidence requirements. Ensure process procedures are current, auditable, and business owners are supported. Coordinate RCSA and RIAP results (remediation plans, milestones, metrics) and track closure with clear owner accountability. Support the Issues Management lifecycle (identification, root-cause analysis, corrective action, validation, closure) and maintain the Operational Loss program (event collection, categorization, root-cause attribution, data quality, reporting).
Key Performance Indicator (KPI)/Key Risk Indicator (KRI) Design & Performance Insight: Implement business KPIs and KRIs to quantify process and control performance, timeliness, accuracy, and member impact. Ensure owners define metrics and thresholds, enabling automated monitoring where possible. Translate insights into clear, executive-ready narratives and action plans.
Control Environment Assessment & Improvement: Assess control efficiency, identify gaps/failures, and recommend remediation strategies. Prepare for and support internal/external audits and regulatory exams, coordinating documentation and responses with owners.
Stakeholder Engagement & Communication: Serve as a trusted advisor to Business Operations, Process Owners, IT, Compliance, and Risk Management, influencing through strong relationships. Facilitate workshops, working sessions, and readouts, simplifying complex concepts for diverse audiences.
Data Quality, Governance & Insight Generation: Handle risk assessment data, ensure data lineage and evidence integrity, and leverage critical thinking to develop data-driven insights.
Continuous Improvement & Risk Oversight: Find opportunities to streamline risk assessments, reduce duplication, and improve program usability. Champion first-line ownership and build durable controls aligned with member and employee value and operational excellence. Proactively find opportunities to improve and strengthen the control environment and translate control deficiencies into actionable recommendations for governance practices. Drive improvement efforts to correct or prevent unfavorable trends and assess impacts.
Risk Data Analysis & Reporting: Conduct risk data analysis, prepare reports, and perform trend analysis using business intelligence tools.
Regulatory Compliance & Control Oversight: Provide control oversight to ensure compliance with laws and regulations. Ensure risks associated with business activities are effectively identified, measured, supervised, and controlled per policies and procedures.
Senior Management Advisement: Advise senior management on control environment status, risk identification, and control weaknesses, raising critical areas.
Exception Management: Develop and maintain processes, procedures, and tools for handling exception alerts and monitoring resulting exception cases.
Project Management for Remediation: Lead project teams through the concept, planning, execution, and implementation phases for effective and timely risk remediation.
Team Knowledge Sharing & Resource: Share knowledge with team members to evaluate control efficiency. Serve as a primary resource to team members.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative field; OR Advanced degree or designation in a risk management or quantitative field, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative field, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities.
What sets you apart:
Experience implementing and tracking Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to evaluate risk program efficiency.
Hands-on experience advising on and implementing specific risk management processes: PRCI, Risk and Control Self-Assessment (RCSA), Risk Identification Assessment and Profile (RIAP), Issues Management, and Operational Loss within a first-line defense framework.
Solid understanding of Governance, Risk, and Compliance (GRC) platforms (e.g., EQAM, ServiceNow) and data visualization tools (e.g., Power BI, Tableau) for automating metrics and reporting.
Familiarity with financial services regulations (e.g., OCC/FFIEC) and audit practices. Ability to produce high-quality evidence and documentation for audits.
Professional certifications such as Certified Fraud Examiner (CFE), Certified Anti-Money Laundering Specialist (CAMS), Artificial Intelligence certification or similar risk/compliance designations are a plus.
Excellent communication and relationship-building abilities, with a shown history of influencing senior leaders and collaborating with Compliance, Risk Management, Business Operations, Audit, and IT departments.
Strong attention to detail and a self-starter.
Compensation range: The salary range for this position is: $103,450.00 - $197,730.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyPart-Time Customer Service Teller (Cherry Creek)
Denver, CO job
Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida.
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values:
Customer First -
We earn the right to be our clients' first choice.
Integrity
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We hold ourselves to the highest standard to build trust.
Collaborative
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We always win as a team.
Innovative
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We find new methods to deliver change and advance technology to the industry.
Passionate
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We are driven to be the best in class.
Currency Exchange International is looking for a Part-Time Teller to join their team at the Cherry Creek Shopping Center Branch located in Denver, CO.
Tellers are the face of our company and represent us in the community. It is important while working in our high tourist attractive areas (malls and airports) that you keep a positive and professional attitude at all times and that our customers receive the highest quality of service.
Ideal Applicant: We are looking for highly motivated individuals who are committed to the success of the team. Individuals who can deliver a consistently high level of customer-satisfying products and services.
Qualifications and Skills:
Ability to work independently
Basic computer knowledge
Problem solving capabilities
Strong customer service skills
Detail-oriented and organized
Strong listening and verbal communication skills
Cash handling skills with high degree of accuracy
Our Competencies:
Action Oriented
Effective Communication
Nimble Learning
Optimizing Work Processes
Situational Adaptability
Functional Skills
Schedule:
Approximately 20-28 hours per week
Availability needed: Tuesday-Friday from 3:00-8:00 PM & Saturday from 1:00-9:00 PM & Holidays
Benefits:
Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work
401K Plan - After 1 year of employment, CXI will match up to 4%
Tuition Assistance - After completing 90 days of employment, CXI offers tuition assistance for part-time employees *conditions apply*
Holiday Pay - After completing 90 days of employment, CXI offers additional pay for select holidays
Sick Time - After completing 90 days of employment, CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours)
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
Auto-ApplyLoan Documentation Processor
Evergreen, CO job
Full-time Description
The Document Processor (DP) holds an essential position with a wide range of duties with a focus on consumer real estate loan documentation. In addition to working closely with all members of the loan and compliance departments in varying capacities, the DP also assists any customer of the bank to the extent possible, in a professional, positive, and courteous manner. Accuracy, efficiency, and consistency are to be exercised when performing all duties of this position. The DP will also communicate with clients and vendors as required.
Hands-on training and established online learning courses will be provided (prior experience is helpful).
This role offers growth potential and ongoing learning opportunities to advance within the department.
Requirements
MAJOR DUTIES/RESPONSIBILITIES
This list is not all-inclusive and is subject to additions, revisions, and deletions as business necessitates.
Process all consumer real estate (TRID/Mortgage, HELOC) and consumer installment loans in the loan origination software;
Prepare early disclosures and loan closing documents, and add them to the Files in the loan origination software.
Order Flood Certificates through loan origination software.
Order title work for real estate loans, update and upload title docs to the loan origination software;
Verify loan files are complete, and that info is accurate and precise to close; verify closing info;
Prepare and maintain physical loan files, original documents;
Book new loans from the loan origination software into the Bank Core System.
Vigilantly monitor and respond to loan origination software tasks, questions, comments, etc.;
Scan all Loan origination software loan documentation to the electronic filing system, index, and verify correct.
Ensure the tickler system is established at the onset of booking new loans, track receipt of documentation, collateral perfection, and loan-specific dates;
Provide the Insurance processor with pertinent info relating to new and paid loans;
Flood certificate entry and billing;
Adverse action-related notices - upload docs from Loan software to shared folders;
Special Handling of General Ledger reconciliation;
Cross-train with other department members as backup support.
Assist with special projects or audits as requested.
Answer calls, including account balances and payoff requests;
Perform Notary services;
Perform other duties upon request.
MINIMUM REQUIREMENTS
Related Experience and/or training. Work-related experience should consist of a background in financial institution loans, operations, sales, or customer service. Educational experience, through inhouse training sessions, formal school or financial industry-related curriculum
Experience, knowledge, and training in branch operations activities, terminology, and products and services relating to retail and commercial account customers
Basic knowledge of related state and federal banking compliance regulations and other bank operational policies
Computer skills and operations, competency in Microsoft Office and other bank software programs
Typing skills to meet the needs of the position
EXPERIENCE/EDUCATION/SKILLS REQUIRED
Thorough knowledge of TRID regulations and real-world applications
High school diploma or equivalent
Excellent analytical, problem-solving, and customer service skills
Exceptional oral and written communication skills
Ability to prioritize, multitask, and meet deadlines
Ability to communicate effectively
Ability to work well independently and in a team environment
Authorization to work in the U.S. without employer sponsorship
WORK ENVIRONMENT
Downtown Evergreen Main Branch Loan Department
M-F 8:00 AM - 5:00 PM
Computer and telephone usage for extended periods of time
REQUIRED SKILLS
Keen attention to detail
Effective interpersonal communication
Time management
Teamwork
Organization
Initiative to work independently with general supervision
Desire to learn new skills and grow with our team
COMPENSATION AND BENEFITS
Salary range: $23 - $28 per hour
Retirement Benefits with a matching program
Full paid Medical, dental, life, and vision insurance
Paid time off
Salary Description $23-$28/hour
Financial Services Representative
Longmont, CO job
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative
Fraud Analyst
Greenwood Village, CO job
A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best!
Benefits Offered by CoBank:
Careers with a purpose
Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays
Competitive Compensation & Incentive
Hybrid work model: flexible arrangements for most positions
Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
Robust associate training and development with CoBank University
Tuition reimbursement for higher education up to $10k per year
Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
Associate Resource Groups: creating a culture of respect and inclusion
Recognize a fellow associate through our GEM awards
Job Description
Investigate, resolve and monitor the bank's Anti-Fraud Program, including the bank's cash management platform, and provides critical support to customers by managing all customer check/wire/Automated Clearing House (ACH) fraud cases from initial detection through ultimate resolution (recovery or denial). Ensures that customer check/wire/ACH fraud case files are complete, organized and well-documented, and that all activities performed are recorded. Supports internal CoBank notifications and customer and association communications, and if appropriate, assists in the preparation regulatory reports. Conducts daily review and analysis of fraud monitoring systems' output and monthly analysis of fraud data.
Essential Functions
Monitors continuous fraudulent activity for established fraud cases in order to file regulatory reports.
Manages relationship between claimants and CoBank on ongoing fraud recovery cases through resolution.
Tracks and coordinates customer-related fraud cases from confirmation of fraud to resolution of claim.
Sends confirmed CoBank / Agriculture Credit Association (ACA) Fraud Case Notifications to relationship managers, management and executives as applicable, providing information and regular updates.
Receives and processes recovery from counterparty banks for fraud cases.
Performs continuous follow-up activates on recovery cases with counterparty banks.
Monitors and tracks all open fraud cases, and coordinates communications, documentation and internal distribution of Fraud Cases Summary Report.
Analyzes transaction returns to identify and record fraudulent items.
Education
Bachelor's Degree required
Work Experience
3 years of experience, preferably in banking or financial services, fraud or risk management required
Physical Exertion Details
Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Travel Requirement Details
Occasional Travel occurs infrequently (typically, once a month or less).
About CoBank
The typical base pay range for this role is between $61,300 - $70,100. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law.
CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore.
REASONABLE ACCOMMODATION
We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
CoBank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
Auto-ApplyHSE Manager- Water
Denver, CO job
Denver, CO United States | Colorado, CO United States Employment Type: Full time (US) Workplace Type: On-Site Moltz Construction Inc. (Moltz) is headquartered in Colorado and specializes in water and wastewater-related projects. With over 30 years in the business of constructing high-quality facilities, and with expansive experience in alternative delivery methods, we have the knowledge and capability to work with a variety of clients, including federal agencies, state agencies, cities, towns, counties, special districts, and private clients. Moltz is part of the Graham Group of Companies, an employee-owned construction solutions partner that has served the buildings, industrial, infrastructure, water and project finance sectors for nearly 100 years.
Moltz Construction Inc. believes in teamwork, communication, and working with a proactive mindset. We operate on a platform of strong core values that we adhere to throughout the lifecycle of every project. Do you share our standards? If so, Let's work together!
About the role
Reporting to the Vice President of Operations and Health, Safety & Environmental Director, the Health, Safety & Environmental (HSE) Manager is responsible for managing the region and providing direction on how to run the Health, Safety & Environmental Program, as well as troubleshooting, mitigating issues that come up, managing day-to-day workflow, and monitoring implementation of the Company Health, Safety & Environmental mandate. The incumbent supports operations in the day-to-day functions of the HSE Manager and completes monthly and annual reports on safety performance and trends. The HSE Manager will bring a depth of knowledge about the local regulations and have experience working with multiple regulatory bodies.
As a Health, Safety & Environmental Manager at Moltz you will:
* Advise Project Management of the acceptable level of jobsite safety and regulatory compliance.
* Take responsibility for own health, safety, and environmental protection, as well as that of direct reports, the general public, and visitors to the site(s).
* Support Operational Vice President and HSE Leadership to ensure the elements of the HSE Plan are communicated to Divisional Managers, Project Managers, and other Operational personnel.
* Provide an active and visible leadership role in all HSE initiatives.
* Support Project Managers and project teams to facilitate and complete Group Risk Assessments.
* Assist Estimators to promote early HSE plans within the Project Hazard Assessment (PHA).
* Support communication of HSE commitments and expectations to client(s).
* Compile and summarize HSE statistical data, identify undesirable trends and recommend corrective action.
* Recommend HSE initiatives to Senior Operations Project Management.
* Monitor and evaluate the HSE Program.
* Assess site-specific requirements and/or review of Project Specific Safety Plans (PSSP).
* Assess local regulations, client requirements, emergency protocols, safe work plans and procedures, and codes of practice for the PSSP.
* Contribute expertise to investigations of all incidents, when applicable.
* Support Human Resources with recruitment and evaluation of project HSE personnel.
* Identify the resources required to implement the HSE Program.
* Recognize HSE performance.
* Report on the effectiveness of HSE to Senior Operations and the HSE General Manager / Director.
* Review incidents as feedback to the HSE Program for continuous improvement.
* Hold direct reports accountable for HSE performance.
Qualifications/Experience
* High school graduation and completion of a diploma training program at a college or technical school.
* Certification in Health and Safety, or a safety designation, is an asset.
* Minimum 10 years of experience in safety or a related field.
* Understanding how Health & Safety Program systems work.
* Knowledge of volume of work, size of team, and size of organization standards.
* Strong understanding of state regulations.
* Deep knowledge of OSHA processes.
* MSHA experience/training is preferred
* Strong grasp of safety terminology.
* Ability to prepare and facilitate meetings and presentations.
* Ability to communicate effectively to people of varying roles and levels of understanding.
* Proficiency with MS Office Suite and online reporting software.
* Mobility throughout the State of Colorado
#LI-AP1
Compensation and Benefits:
* Salary: $125-$140K per annum based on experience
* Sharing of annual profits paid out in bonuses
* Excellent Health, Dental & Vision benefits plan, Life insurance, AD&D and LTD
* Health Savings Account
* 401(k) savings plan with employer matching upon eligibility
* Professional and career development opportunities
If this sounds like you, then Moltz may be the right fit. Apply today.
Moltz is an Equal Opportunity Employer, and employment selection decisions are based on merit, qualifications, and abilities. Moltz does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by country, regional or local law.
No unsolicited resumes or phone inquiries from agencies, thank you.
Applicants with disabilities will be accommodated if you are unable to apply online.
No unsolicited resumes or phone inquiries from agencies, thank you.
#LI-AP1
Information at a Glance