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UMB Bank jobs in Denver, CO

- 173 jobs
  • Banker Development Program Trainee

    UMB Bank 4.6company rating

    UMB Bank job in Denver, CO

    **24-Month Rotational Experience | Build the Future of Banking!** Are you ready to launch a meaningful and rewarding career in commercial banking? Our Commercial Banker Development Program is a 24-month, hands-on journey designed to build the next generation of commercial banking leaders. Participants will gain exposure to business lines across the Commercial Division through market visits, work with real clients, exposure to diverse industries, and guidance from senior leadership. By the end of the program, graduates are positioned to step into a challenging, high-impact role within our commercial banking team - ready to help businesses grow and communities thrive. **What you'll do:** · **Immerse yourself in real banking work** : Partner with seasoned commercial bankers on client projects, deal analysis and credit evaluations. · **Rotate across key business areas** : Experience different markets, products, and functions to build a full understanding of how the bank operates. · **Engage with leaders** : Develop and enhance your skills through roundtables, mentorship sessions, and action learning projects. · **Grow your network** : Represent the bank at business and/or community functions, as well as participate in networking groups · **Develop your expertise** : Learn to analyze financial statements, assess and facilitate credit requests, prepare credit information, personal and business financial statements, while ensuring adequate loan documentation, loan structuring, and pricing · **Own your growth** : upon completion, leverage your experience, relationships, and performance to secure a permanent placement in the organization. · Ad hoc duties and/or projects as assigned **What you bring** : · A curious, driven, and collaborative problem solver. · Strong analytical and critical thinking skills · Excellent written and verbal communication. Able to connect with clients and colleagues alike. · A motivated, organized, self-starter · Ready and able to tackle new challenges with a positive attitude · Strong proficiency with Microsoft Word, Excel and Outlook · Ability to learn and become familiar with bank's policies and practices regarding authorized use of credit information **Qualifications:** · An innate self-starter with a high degree of curiosity and resilience · Bachelor's degree in Business and/or related field · Demonstrated leadership experience through school, at work and/or in the community **Markets hiring for this program:** + Albuquerque, New Mexico + Dallas/Fort Worth, Texas + Denver, Colorado + Des Moines, Iowa + Fresno, California + Kansas City, Missouri + Lubbock, Texas + Milwaukee, Wisconsin + Minneapolis, Minnesota + Oklahoma City, Oklahoma + Salt Lake City, Utah + St. Louis, Missouri *Application deadline; January 4, 2026 *First 6 months of program consists of training in Kansas City **Compensation Range:** $44,790.00 - $86,510.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $44.8k-86.5k yearly 55d ago
  • Portfolio Manager - BBLC

    UMB Bank 4.6company rating

    UMB Bank job in Centennial, CO

    As the **Portfolio Manager - BBBLC** **,** you will be responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are reviewed, decisioned and managed by the BBLC (Business Banking Loan Center). You will partner with and support both relationship managers and client managers. You will perform credit underwriting related to requests for renewals, modifications, changes in terms, credit reviews and reaffirmations for the Business Banking and credit portfolios. **How** **you'll** **spend your time: ** + You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements. + You will present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Underwriter. + You will monitor portfolio continuously by tracking loan exceptions, BBC, covenants, pasdues and other portfolio management activities. + You will recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken. + You will provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi-state geographical footprint. + You will secure financial information and test covenants requirements. + You will provide timely client follow up and ensure that loan servicing actions, such as past due payment collections, demand letters, law suits, and liquidations are properly administered. You may perform site visits if needed. + You will address complaints successfully, resolve documentation exceptions and covenant requirement violations. + Other duties as assigned. **We're** **excited to talk with you if:** + You possess a Bachelor's Degree in Business, Accounting, Finance or related area with at least 6 hours of accounting AND 1+ year in Business Loan experience (up to $5MM) AND 1+ year credit analysis experience. + OR, you have any combination of education and experience that would provide an equivalent background. + You demonstrate credit decision making skills and ability. + You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results. + You demonstrate excellent writing skills to create credit memos. + You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers. + You demonstrateability to work independently. + You demonstrateproficiencyof Excel, and Word to create tables and worksheets for credit memos. **Bonus points if:** + You have previous Business Loancollections experience. + You have 2 years' Business Loan credit underwriting. + You have knowledge of Capital Stream, FIS/BIS. + You have an aptitude to think strategically and envision future state of the portfolio. APPLICATION DEADLINE: NOVEMBER 15, 2025 **Compensation Range:** $51,480.00 - $99,330.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $51.5k-99.3k yearly 60d+ ago
  • Card Disputes Representative

    Firstbank 4.6company rating

    Lakewood, CO job

    Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview The Card Disputes Representative is responsible for the day-to-day operations of general card dispute cases. The Representative collaborates with branches, internal departments and customers to assist with questions related to card disputes. The Card Disputes Representative maintains knowledge and understanding of the Visa core rules and other banking regulations. What you will do * Respond to and track card dispute claims within regulatory timeframes * Evaluate dispute cases and supporting documentation to identify the correct response to the claim * Assist customers with general dispute or ATM/Credit/Debit card product and service questions over the phone in a timely manner * Initiate disputes in an accurate and timely manner, in accordance with Visa's rules and applicable banking regulations * Communicate and address customer, internal departments and branch questions related to dispute claim processing * Adhere to and understand the dispute processing timeframes allowable within Visa's core rules and applicable banking regulations, for both debit and credit disputes * Respond to ATM/Credit/Debit card questions and requests from internal departments and external customers * Perform other duties and projects as assigned * Understand and comply with all provisions of the Safety in the Workplace policy Minimum Requirements * Entry level position with little or no prior relevant work experience in the function Preferred Requirements * Basic card dispute knowledge Knowledge, Skills, and Abilities * Good customer-service skills * Good verbal and written communication skills * Detail-oriented with strong ability to quickly adapt to changing priorities * Ability to meet deadlines * Ability to work efficiently in a fast-paced work environment * Basic skills in Microsoft Word and Excel Working Conditions and Physical Requirements * Frequently remains stationary throughout a typical business day * Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer * Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms * Occasionally positions self to access drawers and shelves of various heights * Frequently reaches for and handles paperwork and files * Constantly communicates with customers, coworkers, and management in-person and on the phone * Must be able to exchange accurate information * FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.50 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation * This job opportunity is expected to close on October 6, 2025* * This job opportunity's deadline has been extended to October 24, 2025* * This job opportunity's deadline has been extended to November 17, 2025* * This job opportunity's deadline has been extended to December 5, 2025* * This job opportunity's deadline has been extended to December 17, 2025*
    $20.5 hourly 2d ago
  • Service and Sales Specialist - Westminster

    First Bank 4.6company rating

    Westminster, CO job

    Banking Specialist III - Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch. What You Will Be Doing * Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines. * Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center. * Working towards achievement of branch and individual sales and referral goals. * Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. * Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own. * Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. * (In-Store branches) Should cultivate relationship with retail store associates. * Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. * Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. * Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals. * Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required). * Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered. * Helping commercial and small business clients/prospects with product questions, account support and various other tasks. * Assisting with wire transfers and other operational duties, as needed. * Helping coach Banking Specialist I and II on products, services, policies and procedures. * High School Diploma or Equivalent * Previous cash-handling experience preferred * Minimum of 24 months of sales and/or banking experience preferred * Life License (LB) preferred * NMLS registry required * Proven sales skills * Good analytical skills * Developed customer service skills, including written and verbal communication * Ability to use a PC and alpha/numeric keyboard Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and 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 protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. At First Bank, we embrace a hybrid work environment which allows employees to work at an alternative location depending upon the needs of their job and team. The in-office days are designed to inspire increased collaboration, development, productivity, and quick decision making. Hybrid schedules should include at least two full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business. #INDSL1 The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is $25.00 to $29.00
    $25-29 hourly 5d ago
  • Exchange Officer: Colorado, California, Idaho, Texas, or Washington

    Zions Bancorporation 4.5company rating

    Denver, CO job

    **Zions Bank** recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among _American Banker_ magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the _Salt Lake Tribune's_ Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are looking for an **Exchange Officer** to join our team in one of the several office locations in any of these cities and states. This position is a fully in office position located in one of these office locations: + **Houston, Texas** + **Boise, Idaho** + **San Diego, California** + **Denver, Colorado** + **Seattle, Washington** + **Los Angeles, CA** **Ideal candidates will have these skills and experience** **:** + Service, promote, educate, and coordinate 1031 tax-deferred exchanges for internal and external clients and prospects, while supporting business development activities. + Analyze, structure, coordinate, review, and monitor tax-deferred 1031 exchanges. + Assist customers in preparing documentation and closing materials in compliance with tax regulations and local real estate closing practices. + Stay current on tax legislation and requirements related to tax-deferred real estate exchanges. + Open and maintain exchange accounts. + Experience with Reverse and Improvement Exchanges preferred but not required **Qualifications** **:** + Bachelor's degree required. + Strong communication and problem-solving skills essential. + Limited use and application of basic principles, theories, and concepts. + Fundamental knowledge of real estate tax law and financial analysis. + Excellent organizational, communication, analytical, reconciliation, and customer service skills. + Proficiency in word processing, spreadsheet, and internet-based applications. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire + Employee Ambassador preferred banking products ***This position is eligible to earn a base salary in the range of $70,000 - $75,000 annually depending on job-related factors such as level of experience and location.** **Escrow Officers Invited to Apply!** **Req ID:** 068267 To review our Benefits Summary browse here: ********************************************************************************** Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $70k-75k yearly 60d+ ago
  • Branch Operations Specialist (Float Universal Banker) - Denver, CO

    Zions Bancorporation 4.5company rating

    Denver, CO job

    At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a **Top Workplace by** **_The Denver Post_** , we offer our customers and employees the best of both worlds: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are as passionate about business as we are about success. We are currently seeking qualified candidates to **travel to various branches within the Denver Metro Area** to cover shifts when branch employees are absent due to illness, vacation, or when additional staffing is required. You may be required to travel as far south as Lone Tree, as far north to Longmont and west to Boulder. The home branch will be assigned based on the candidate's location. If you are passionate about community involvement, teamwork, growing your career, and helping others achieve their financial goals, we would like to speak with you. **Essential Functions:** + Supports the assigned branch by performing duties in branch operations, new accounts and branch lending. + May occasionally be assigned to safe deposit, vault, or credit departments. + May assist with special projects or bank conversions. + Ensures high quality customer service goals are met. May train staff on proper bank procedures. + Has signing authority up to assigned limits. + Assignments are located throughout the assigned region and may range in duration from one day to several months. + Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. + Other duties as assigned. **Qualifications:** + Typically requires a high school degree or equivalent and 4 years' experience in branch banking including assignments as senior teller and intermediate-level new accounts. + Broad application of branch operations, new accounts and sales principles, theories, and concepts. + Proficient knowledge of senior teller and intermediate new accounts duties. + Proficient training skills. + Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire + Employee Ambassador preferred banking products This position is eligible to earn a **base salary in the range of $23 - $27 hourly** depending on job-related factors such as level of experience and location. **Mileage Reimbursement:** This position is eligible for mileage reimbursement in accordance with company policy (restrictions apply) **Req ID:** 068753 To review our Benefits Summary browse here: ********************************************************************************** Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $23-27 hourly 48d ago
  • Personal Banking Representative

    Firstbank 4.6company rating

    Centennial, CO job

    Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! **A Brief Overview** A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. **What you will do** + Assist customers with a wide range of inquiries and requests + Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer + Open new accounts and provide product/service information + Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing + Process transactions accurately and adhere to all compliance requirements + Review daily reports and perform maintenance on accounts + Recognize and develop opportunities for cross-selling FirstBank products and services + Sell bank products and meet company sales goals + Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures + Perform other duties and projects as assigned by the market or region + Understand and comply with all provisions of the Safety in the Workplace policy + Hours may vary from 35-40 hours per week **Minimum Requirements** + Entry-level job with little or no prior relevant work experience in the function **Preferred Requirements** + Cash handling and customer-service experience **Knowledge, Skills, and Abilities** + Good customer-service skills and the ability to work well with others + Basic mathematic and problem-solving skills + Comfortable in a sales environment + Detail-oriented with the ability to multi-task and change directions quickly **Working Conditions and Physical Requirements** + Frequently remains stationary throughout a typical business day + Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer + Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms + Occasionally positions self to access drawers and shelves of various heights + Frequently reaches for and handles paperwork and files + Constantly communicates with customers, coworkers, and management in-person and on the phone + Must be able to exchange accurate information + FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. **Salary Range** $20.00 Per Hour **Statement of Benefits** FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: + New Accounts Cross-Sell Queue Incentive Plan **EOE/Affirmative Action** FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. **Colorado Job Application Fairness Act** Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation ***This job opportunity is expected to close on November 7th, 2025*** ***This job opportunity's deadline has been extended to November 10th, 2025*** ***This job opportunity's deadline has been extended to December 15th, 2025*** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $20 hourly 41d ago
  • Wintrust 2026 Summer Internship - Commercial Banking (Denver)

    Wintrust Financial 4.9company rating

    Denver, CO job

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Experience what it's like to work for a company invested in the community, dedicated to giving back, and ready to show you how fun banking can be! Apply now for a Wintrust Summer 2026 Internship. Come join our team this summer and let us show you why Wintrust was named a Chicago Tribune TOP WORKPLACE 11 years in a row. Wintrust's Commercial Banking internship experience allows the opportunity to build a professional network and develop technical skills in a credit analyst role. Commercial Banking Intern Job Responsibilities: Work closely with colleagues to meet business objectives and priorities defined by the specific line of commercial business. Learn approval process for commercial loans. Analyze credit and financial information of businesses and individuals to determine the degree of risk associated with the extension of credit. Generate and interpret financial ratios for the purpose of evaluating an applicant's financial condition. Spread balance sheets and income statements in financial statement spreading software. Perform collateral analysis of current and prospective customers. Underwrite and present an entire Credit Approval Presentation for both annual reviews and renewals. Details: The 2026 program will run Tuesday, May 19th - Friday, August 7th. Full time, paid summer internship. This is an in-person internship located in Denver, CO. Participate in intern program activities, events, community service projects, and professional development opportunities with your cohort. Compensation: The hourly rate for this role is $19.00/hour. Qualifications: Currently enrolled in a U.S. college or university, with preference for students entering their senior year. Concentrations in Finance, Accounting, Economics, or Business preferred. Cumulative GPA of 3.0 or higher on a 4.0 scale. Able to work in person at our Denver location. Strong Analytical and problem solving skills, can work independently, strong business writing skills, open minded and willingness to learn and retain new information. Leadership, extra-curricular, or volunteering experience skills with a passion for results. You must be authorized to work permanently in the U.S. now and in the future to participate in Wintrust's Commercial Banking Internship Program. Due to the high volume of applicants we receive, we do not offer immigration sponsorship (including OPT and CPT) for this program. To apply, please visit ************************* If selected, our team will reach out to you with additional details. Applications will be reviewed on a rolling basis, and positions will remain open until programs are at capacity. From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $19 hourly Auto-Apply 46d ago
  • Appraisal Review Manager - Residential - UT, CO, TX, AZ, NV

    Zions Bancorporation 4.5company rating

    Denver, CO job

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Appraisal Review Manager selected for this opportunity will be working within Real Estate Technical Services to support daily operations across multiple teams. This dynamic position will require the successful candidate to be comfortable with change, development of new skills, and consistently being self-driven to balance multiple responsibilities simultaneously within prescribed deadlines. This role will report to the new Enterprise Technology Center in Midvale, UT. Responsibilities: * The Appraisal Review Manager is responsible for the residential appraisal review area and serves as liaison, efficiency expert and problem-solver between loan production and the residential Appraisal Review Department. * Participates in the automation of the appraisal procurement, review, scoring and system monitoring process to ensure industry "best practices" and provide a competitive advantage. * Manages the daily operations, focusing on increasing reliability, accuracy and efficiencies relating to procurement and review of residential real estate appraisals for consumer and mortgage lending, across all regions. * May be required to perform appraisal reviews. * Develops, administers, and manages the training of the appraisal review specialists, for both direct reports and applicable bank staff. * Manages the consumer and mortgage lending "appraisal dispute" function for consumer and mortgage lending customers. * Resolves appraisal disputes and appraiser or client complaints, as necessary. * Performs project management leadership functions as a project manager or team member, as needed. * May be responsible to drive process improvement initiatives, including gathering and documenting business requirements. * Strong project management experience and data analytics proficiency preferred. * Possesses proficiency in MS Office, as well as experience in Power BI, Power Apps, Power Automate, and TEAMS. Proficiency in SQL and Python, preferred. * Assists in all phases of third-party supplier risk management life cycle for valuation services vendors. * Keeps abreast of industry knowledge and regulations pertaining to appraisal methodology and secondary mortgage market policies and procedures to ensure both regulatory and investor compliance. * Provides oversight to executive management by developing and providing various departmental reports, as necessary, to department management. * Facilitates the efficient integration of all applicable operating systems. * Responsible to ensure compliance with bank policies, federal regulations and USPAP standards. * Ensures that appraisals are consistent with regulations. * Responsible for interpreting and implementing current regulations. * May also order appraisals to control costs, ensure independence between loan and appraisal departments and give proper instructions for the appraisers. * Responsible for hiring, transfers, terminations, and performance evaluations. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in business, finance, or related fields, * 6+ years of directly related appraisal, credit, or financial analysis or equivalent. * Management experience required. Management experience at a federally regulated institution preferred. * Certified Residential Appraiser license required at a minimum. * Professional appraisal association designation preferred. * Requires advanced knowledge of appraisals, appraisal practices, principles, applications, and methods. * Advanced knowledge of audit procedures, legal and regulatory requirements. * Must possess applicable appraisal licensing, valuation experience and requisite mortgage and consumer lending knowledge to facilitate the efficient integration of all applicable operating systems. * Must have strong management, client relations and communication skills, both written and verbal. * Must possess advanced analysis and problem-solving skills. * Ability to work with internal and external clients. * This position is eligible to earn a base salary in the range of $115,000 to $145,000 annually depending on job-related factors such as level of experience and location * Work Location: This position can be located at one of our headquarters in the following locations: * Phoenix, AZ * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products
    $115k-145k yearly 35d ago
  • Cross-Affiliate Marketing Manager (Banking) - AZ, CA, CO, NV, TX, UT

    Zions Bancorporation 4.5company rating

    Denver, CO job

    Consistently ranking among American Banker magazine's "Best Banks to Work For" for over a decade, Zions Bancorporation is a "Collection of Great Banks" with local brand names and management teams in each of our major Western markets. And because we've known that, for over 150 years, our success has come from the exceptional dedication, experience and talent of our diverse employee base, we're committed to being the premier employer of choice. Ready to make your mark on a legacy brand? Our expanding marketing team is building something special-a dynamic, in-house Creative Studio and innovative Demand Center that will transform how we connect with customers. Under fresh leadership from our newly appointed CMO, we're reimagining what marketing can be while supporting a bank known for its experienced bankers, exceptional service, and local leadership deeply rooted in the communities we serve. This isn't just another financial marketing role - it's your chance to shape a creative vision with real impact. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. If you're ready to create work that actually matters, we're ready to review your application. You bring the talent; we bring the opportunity. We are looking for a Cross-Affiliate Marketing Manager who will lead strategic marketing initiatives, while partnering with internal and external stakeholders to ensure cohesive messaging and impactful execution. This role will drive integrated marketing efforts including campaign development, brand strategy, communication and content creation. A key focus will be managing partnerships with internal teams, including HR, Finance, IR and other enterprise teams, aligning marketing efforts with affiliate goals and corporate strategy. This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Essential Functions: * Develop and execute cross-affiliate marketing strategies that support Zions Bancorporation's brand culture and business objectives. * Partner with functional leaders to understand their goals and translate them into compelling internal and external marketing and communications strategies and campaigns. Initiatives include employer branding, financial communications, and corporate reputation. * Drive communication strategies and tactics that support HR and Recruiting programs (e.g., talent acquisition, onboarding), finance updates (e.g., quarterly results, budgeting), and investor relations (e.g., earnings calls, support shareholder communications). * Lead project management, ensuring strategic alignment, timely execution, and cross-functional coordination across internal teams and client stakeholders. * Generate ideas and content for sales collateral, advertising, external websites, and printed signage for events. * Coordinate and enforce branding guidelines and standards across departments and business lines. * Ensure compliance with banking laws and regulations, as well as internal policies and procedures. * Contribute to additional marketing tasks or strategic projects based on organizational needs. * Mentor and train new staff and champion educational opportunities. Salary Range: This position is eligible to earn a base salary in the range of $114,000 - $167,200 annually depending on job-related factors such as level of experience and location. This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Location Options: AZ, CA, CO, NV, TX, UT Qualifications: A master's or bachelor's degree in marketing, business, finance, or a related field is preferred. A minimum of 5+ years of experience in marketing, digital marketing, or a similar field with a focus on banking and/or retail bank products, or a related role. * Skilled in weaving organizational history, mission and values into communications that resonate with diverse employee groups, potential hires and investors. * Adept at building cross-functional relationships across departments, ensuring integrated messaging and smooth project execution. * Ability to manage multiple projects simultaneously and effectively. * Proficient in conducting market research and competitive analysis to inform marketing strategies. * Strong written and verbal communication skills with the ability to present data findings clearly and persuasively. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products
    $114k-167.2k yearly 60d+ ago
  • Teller

    Keybank 4.4company rating

    Denver, CO job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting. Proactively work to identify and resolve client servicing issues, escalating as needed. Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker. Assist clients in achieving their financial goals and objectives through the use of financial wellness tools. Attend and participate in in-person morning huddles and end of day debriefs. Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma , GED, or equivalent business experience (required) Work Experience Experience in a client service role (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Licenses and Certifications Notary License (preferred) Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). Strong work ethic and high level of integrity. Excellent time management skills. This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly. Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services. Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift Ensuring accuracy in transactions and maintaining organized records Ability to identify and resolve client servicing issues efficiently Understanding and following banking regulations and security procedures Skills in identifying financial needs and promoting relevant banking products and services Awareness of techniques to detect and prevent fraudulent activities Collaborating effectively with teammates to ensure smooth operations Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 02/13/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $18-22.6 hourly Auto-Apply 29d ago
  • Commercial Relationship Specialist

    UMB Bank 4.6company rating

    UMB Bank job in Denver, CO

    **COMMERCIAL RELATIONSHIP SPECIALIST-FRANCHISE FINANCE & HEALTHCARE** At UMB Bank, the Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners. **Primary Responsibilities** + Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate + Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship + Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc. + Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance + Maintain client records for both loan and deposit accounts + Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed + Facilitate loan payoffs and collateral release requests + Assist with Analysis Refund requests + Facilitate no-pin wires + Assist with transfers + Handle customer overdraft communication and decisioning + Provide and assist with Loan and Deposit Account information/documentation **Requirements** + High School Diploma or GED and three (3) years general banking experience OR a Bachelor's degree and two (2) years banking or client support experience. Application Deadline: December 31, 2025 **Compensation Range:** $37,490.00 - $71,920.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $37.5k-71.9k yearly 60d+ ago
  • Wealth Strategist

    Zions Bancorporation 4.5company rating

    Denver, CO job

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office offering. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives. This position will be located in office in any of the following locations: Salt Lake City, UT; Las Vegas, NV; Phoenix, AZ; Denver, CO Key Responsibilities: * Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs. Ability to partner with wealth advisors to sell the benefits of the advanced planning services. Ability to communicate the value of planning for one's current and future goals. This person must be capable of working in a team environment with Wealth Advisors, Trust Administrators and Portfolio Managers. * Financial Planning: Develop and communicate advanced financial planning strategies, in areas such as retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth transfer planning, risk management, and providing wealth recommendations that align with client goals. * Compliance: Ensure all financial planning activities comply with regulatory requirements and company policies. * Team Collaboration: Work closely with other financial advisors, analysts, and support staff to deliver exceptional service to clients. * Continuous Improvement: Stay updated on industry trends, market conditions, and regulatory changes to provide the best advice to clients. Qualifications: * Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field. * CFP required. * CPA, JD, or MBA preferred. * Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. * Strong analytical and problem-solving skills. * Excellent communication and interpersonal skills. * Proficiency in financial planning software and tools. * In-depth knowledge of investment products, tax laws, and estate planning strategies. This position is eligible to earn a base salary in the range of $180,000 - $200,000 annually depending on job-related factors such as level of experience and location. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products
    $61k-100k yearly est. 5d ago
  • Private Client Banker

    Keybank 4.4company rating

    Parker, CO job

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $24.5-37.5 hourly Auto-Apply 60d+ ago
  • Investment Associate, FINRA Registered

    Keybank 4.4company rating

    Denver, CO job

    Within the Key Investment Services business, this individual is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth and client retention. This person will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients. Responsibilities Provide support to the Private Client Advisors. Customer service duties, assist in daily office operations including: assisting with obtaining new account and customer maintenance forms, establishing new accounts, customer account servicing, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approval on correspondence, record keeping, heavy order entry, and client contact. Solid base knowledge of Retirement accounts including distributions and Required Minimum Distribution calculations. Follow up on client service activities and Advisor's requests. Create and manage the client database: address, contact info, type of client (investor, credit, etc.) and use this to create mailing database for sending out "value added" material, invitations to events, follow up phone calls, etc. Help make and schedule appointments. Expected to participate in sales support activities such as weekly teleconferences, monthly sales unit meetings, manager coaching sessions, etc. and to attend additional product and process training as available. Create, obtain proper approval and distribute letters on product promotions. Assist as needed with coordinate marketing events, seminars and presentations for client/prospects - including booking location, client/prospect list, mailing invitations, refreshments, presentation material and equipment. Create/assist in production and distribution for newsletters, bios, etc. Additional Licensed IA functions: Process annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts and security receipts. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma (required) Experience Qualifications Minimum of 1 year of experience in brokerage or financial services (required) Licenses and Certifications FINRA License S7 within 120 Days (required) FINRA License S63 within 120 Days (required) Tactical Skills Working knowledge of investment products. Demonstrated excellent organizational skills and a strong attention to detail. Strong written and verbal communication. Excellent computer skills: Word, Excel, Power Point, email, internet savvy, etc. Quickly gain broad knowledge of clients and their needs. Demonstrated ability to develop trusted advisor relationships. Strong customer service and analytical skills. Ability to work as a team member. Ability to use applicable equipment, which may include: PC Microsoft Office (including Word, Excel, etc.), Desktop, etc. Personal Skills Critical Thinking: The ability to identify issues, communicate them, and explain the characteristics and steps in effective decision-making Problem Solving: Utilizes accepted procedures for problem analysis and resolution; explains the value of a disciplined approach to problem solving Resilience: The ability to view problems and challenges as opportunities to grow personally and professionally Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals Adaptability: Understands that change is inevitable and seeks value in new ways of doing things while coping with day-to-day frustrations, adversities and uncertainties related to change Practical Skills Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations Data Analysis: Demonstrates a basic understanding of the concepts underlying data analytics and lists the major sources for collecting data and conducting data analysis Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Systems Thinking: Analyzes the dynamics of a system to determine key characteristics, properties, and functions; surfaces problems within systems and searches for root causes while leveraging a foundational knowledge of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $22.12 - $33.65 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 12/26/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
    $22.1-33.7 hourly Auto-Apply 60d+ ago
  • Commercial Loan Closing Coordinator

    UMB Bank 4.6company rating

    UMB Bank job in Erie, CO

    With UMB Loan Administration; the Commercial Loan Closing Coordinator associates focus their work toward commercial and business banking loans to ensure all closing requirements are gathered, reviewed and processed for loan closings. These associates are the determining factor on whether a commercial loan can close so customers can start their business endeavors. The Commercial Loan Closing Coordinator role takes on loans of all sizes and structures. These associates are solution-based problem solvers who aid our lenders and internal partners to ensure we are providing the unparalleled customer experience to customers and clients who are acquiring our loans. The fast-paced environment with unpredictable scenarios keeps our associates flexible and adaptable to changes to meet our overall business needs. Our Commercial Loan Closing Coordinator associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career. **_How you'll spend your time:_** + You will be responsible for reviewing loan approvals and communicating to lenders on items needed to work towards closing. You will also work directly with other internal business partners and title companies to coordinate loan closings. + While in this high-profile position, you will be responsible for ensuring loans are closing per Loan Policy, Underwriting Guidelines and compliance regulations. + You will use problem solving skills to provide solutions to lenders and internal partners to see the loan across the finish line. + You will need strong communication and time management skills to ensure the loan is on track for closing and all parties involved are on the same page. + Tasks would include, but are not limited to, title commitment ordering and review, flood determination review, environmental report ordering and review, UCC search ordering and review, review of organizational documents and review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams to see loans are funded/disbursed and booked. **_We're excited to talk with you if:_** + If you have two years of Commercial or Commercial Real Estate loan Coordinating experience. + If you have a high school diploma or equivalent. **Compensation Range:** $49,510.00 - $95,170.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $49.5k-95.2k yearly 5d ago
  • Exchange Officer: Colorado, California, Idaho, Texas, or Washington

    Zions Bancorporation 4.5company rating

    Denver, CO job

    Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are looking for an Exchange Officer to join our team in one of the several office locations in any of these cities and states. This position is a fully in office position located in one of these office locations: Houston, Texas Boise, Idaho San Diego, California Denver, Colorado Seattle, Washington Los Angeles, CA Ideal candidates will have these skills and experience: Service, promote, educate, and coordinate 1031 tax-deferred exchanges for internal and external clients and prospects, while supporting business development activities. Analyze, structure, coordinate, review, and monitor tax-deferred 1031 exchanges. Assist customers in preparing documentation and closing materials in compliance with tax regulations and local real estate closing practices. Stay current on tax legislation and requirements related to tax-deferred real estate exchanges. Open and maintain exchange accounts. Experience with Reverse and Improvement Exchanges preferred but not required Qualifications: Bachelor's degree required. Strong communication and problem-solving skills essential. Limited use and application of basic principles, theories, and concepts. Fundamental knowledge of real estate tax law and financial analysis. Excellent organizational, communication, analytical, reconciliation, and customer service skills. Proficiency in word processing, spreadsheet, and internet-based applications. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products *This position is eligible to earn a base salary in the range of $70,000 - $75,000 annually depending on job-related factors such as level of experience and location. Escrow Officers Invited to Apply!
    $70k-75k yearly 12d ago
  • Contact Center Representative - Swing Shift Bilingual Spanish and English

    Firstbank 4.6company rating

    Lakewood, CO job

    * This position will have a scheduled start time between 12:00 PM and 3:00 PM based on department needs* Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview The Contact Center Representative works in a fast-paced call center atmosphere focusing on either general customer service or online banking support for a variety of consumer and commercial customers. The Representative assists customers in an efficient, friendly and professional manner with a complex array of banking questions, general inquiries, or complaints over the telephone and/or various communication channels. This position develops and maintains a general working knowledge of all FirstBank products and services offered to assist customers with general troubleshooting and inquires. What you will do * Provide an exceptional customer service experience and actively ensure customer satisfaction * Assist customers with general and/or complex banking inquiries related to FirstBank's products and services over the phone * Develop and maintain a general working knowledge of all bank products and services * Research customer issues and concerns across various products and services to pinpoint logical resolutions * Achieve a general understanding of fraud trends occurring to identify and mitigate possible fraud attempts * Meet individual and department service level objectives * Assist customers with general troubleshooting for FirstBank products and services * Navigate seamlessly between multiple FirstBank programs and systems while aiding customers * Collaborate with other FBSS departments and branch operations in order to properly assist customers * Perform other job duties and projects as assigned * Understand and comply with all provisions of the Safety in the Workplace policy Minimum Requirements * Entry-level job with little or no prior relevant work experience in the function * Must be fluent in Spanish and English Preferred Requirements * Previous customer service experience * Working knowledge of call center environment Knowledge, Skills, and Abilities * General knowledge of all FirstBank products and services * Good verbal and written communication skills * Ability to solve general problems * Ability to work in a fast paced team environment * General understanding of FBSS departments and branch operations Working Conditions and Physical Requirements * Frequently remains stationary throughout a typical business day * Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer * Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms * Occasionally positions self to access drawers and shelves of various heights * Frequently reaches for and handles paperwork and files * Constantly communicates with customers, coworkers, and management in-person and on the phone * Must be able to exchange accurate information * FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation * This job opportunity is expected to close on December 17, 2025*
    $20 hourly 2d ago
  • Senior Private Banker

    Umb 4.6company rating

    Umb job in Denver, CO

    The Senior Private Banker will source & maintain relationships with high net worth clientele. The Senior Private Banker primarily delivers private banking credit and deposit solutions. Additionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model. A Senior Private Banker may be called upon to provide market leadership. How you will spend your time: Call on prospective and existing high net worth clients to develop new business Possess industry knowledge of trends, products, technology, and competition Maintain a client book of business Execute an ongoing proactive client contact strategy utilizing Salesforce tool Take active or leadership role in community, civic, and/or charitable organizations and events Actively participate with wealth team in development of key customer plans & reviews Develop relationships with COI's (i.e. realtors, attorneys, financial advisors, accountants) that will generate business opportunities Participation and attendance at meetings and functions as assigned Engage with clients through company sponsored activities and events Meet individual/team performance and operational goals Act as mentor to peers Other duties as assigned We're excited to talk with you if: You have a college degree or 7 years experience in direct financial sales You have 10 years of wealth management/private banking experience in the financial services industry You possess valid drivers' license and have independent transportation You are able to obtain an NMLS registration within 90 days Application Deadline: October 31, 2025 Compensation Range: $110,250.00 - $235,810.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information. UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
    $28k-33k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Consultant 2 (Banker) - Stonegate - Parker, CO (20 hrs)

    U.S. Bank 4.6company rating

    Parker, CO job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications - High school diploma or equivalent - Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Proven customer service and interpersonal skills - - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $25.77 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $20-25.8 hourly Auto-Apply 30d ago

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