Financial Services Representative
Adams Bank and Trust
Job Description
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!We're a family-owned, regional bank with branches in Colorado, Nebraska, Kansas, and Arizona currently looking for a Full-Time Financial Services Representative (Universal Banker) for our Fort Collins, Colorado location. Why You'll Love Working Here:Work in a supportive, team-focused environmentBuild lasting relationships with customersProfessional growth opportunitiesCompetitive pay + benefits packageNo weekendsAbout the RoleWe're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.What You'll Do:Greet customers and process transactions quickly and accuratelyBalance and maintain your cash drawer dailyOpen and close accounts (checking, savings, CDs, NOW accounts, etc.)Provide exceptional customer service and build long-term relationshipsCross-sell banking products and services based on customer needsPerform basic loan administration as neededFollow all policies, procedures, and regulationsWhat We're Looking For:Cash handling experienceStrong customer service & communication skillsAbility to multitask and pay close attention to detailProfessional appearance and demeanorSales experience preferred (but not required)College degree may be substituted for experience - we'll train the right personPerks & Benefits:Competitive payHealth, dental, and vision insurance401(k) with employer match after one yearPaid time off & holidaysOngoing training and career growth opportunitiesReady to Join Our Team?Apply now with your resume - we can't wait to meet you!
$18.02 - $27.03 per hour
...Patient Financial Services Representative Banner Health Clinic is led by an experienced, board certified physician who is committed to supporting and educating patients and their families. Our highly specialized staff provides diagnosis and treatment of a number of...SuggestedDaily paidWork experience placementWork at officeMonday to FridayShift work- ...authorizations, submit notifications, and verify authorizations for services Verify patient demographics and accurately enter information... ...insurance information, consents, and documentation Provide financial counseling to patients and families when appropriate Assist...SuggestedDaily paidWork experience placementWork at officeShift work
$58.64k - $90.98k
...Community & Business Banker delivers personalized client service by holding financial conversations with clients and prospects to determine... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...SuggestedHourly payFull timeTemporary workFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Fort Collins, CO2 days ago- ...their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is... ...licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s walked the same path...SuggestedInternshipWork at officeVisa sponsorshipFlexible hours
Yoder District - Northwestern Mutual
Fort Collins, COa month ago - ...Northwestern Mutual is offering an internship for College Financial Representatives in Fort Collins, Colorado. This opportunity provides students a chance to learn valuable skills in financial planning and networking while having the flexibility to manage their schedules...Full timeInternship
Northwestern Mutual
Fort Collins, CO4 days ago $97k - $192k
...insurance The Pogue Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This... ...we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been...Work at officeLocal areaWork from homeFlexible hoursPogue Region - Modern Woodmen of America
Loveland, CO19 hours ago$150k
...Job Description Job Description Financial Advisor - Experienced in the Industry - Northern Colorado We're looking for an ambitious... ...us in their next, and ideally final, stop in the financial services industry! Our ideal candidate will have an avid interest in...Live inLocal areaNew York Life - Northern Colorado
Fort Collins, CO8 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Fort Collins, CO1 day ago- ...insurance Opportunity for advancement Training & development Vision insurance Transition Your Management Experience into a Career in Financial Services with Yoder District - Northwestern Mutual! Your ability to lead teams, drive results, and build strong relationships could...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
Yoder District - Northwestern Mutual
Fort Collins, CO4 days ago $15 - $23 per hour
...Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Full timeInternshipLocal areaModern Woodmen
Loveland, CO4 days ago$80k - $90k
...Advisor Development Program- Financial Advisor Merrill Wealth Management is a leading... ...management and investment products and services for individuals, companies, and institutions... ...and clients. Our Wealth Management team represents an array of different backgrounds and...Interim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Fort Collins, CO3 days ago$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 300 West Oak - Fort Collins, Colorado 80522 Job Summary: Be a problem solver, trusted advisor... ...Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in...Hourly payWork experience placementWork at officeDay shift- ...growth strategy by soliciting, developing, and servicing a wide variety of commercial loans. This individual will act as a financial advisor and trusted partner to members and... ...timely and effective loan processing. Represent Elevations Credit Union at business and...Work at officeLocal area
Veracity
Fort Collins, CO3 days ago $85.38k - $106.73k
...an excellent opportunity for a motivated financial professional to make a meaningful impact... ..., community development, and financial service excellence. You will work alongside experienced... ..., and industry best practices Represent the organization at local business events...Local areaFlexible hoursThe Employee Connect
Fort Collins, CO1 day ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Fort Collins, CO1 day ago- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ..., offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored...Work experience placementWork at officeLocal areaFlexible hours
- ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality... ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing...Afternoon shift
- ...As the Commercial Loan Officer you will solicit, develop and services a wide variety of commercial loans and products by working with... ...business lending and servicing within a progressive and driven financial services company. Proven success in a sales and production...Relocation package
$37.13k - $61.88k
...experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet.... ...of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates...Full timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Fort Collins, CO19 hours ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...financial advisor, you start as a financial representative focused on client-building and... ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Fort Collins, CO3 days ago$95k - $110k
...meteorology and hydrology while prioritizing growth and development. About the Role We are seeking an FP&A Analyst to serve as a critical financial partner driving revenue accounting accuracy and operating expense forecasting across Ott’s Sales, Marketing, and R&D functions. In...Worldwide$95k
Woodward is committed to creating a great workplace for all team members. Our company and its members are committed to acting with integrity, being respectful and accountable to one another, and staying humble and driven, while maintaining the highest professional and ethical...Permanent employmentFull timeTemporary workLocal areaFlexible hours$72k - $90k
...Experience delivering project management in a professional services or consulting environment. Must have experience managing client... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift workWorld Wide Technology
Fort Collins, CO19 hours ago$65k
...Futures for Families Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and... ...every client. Role Overview: As a remote Benefits Representative, you play a pivotal role in helping families protect their...Full timeRemote workWork from homeFlexible hoursMarks Organization
Fort Collins, CO17 days ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...affluent segment to deliver a full-spectrum client experience and collaborate with mortgage, small business banking and personal trust services. The role focuses on developing, managing, and retaining relationships with Affluent Wealth Management clients, providing expert...
U.S. Bank
Fort Collins, CO2 days ago - ...will uphold a tradition of honesty and integrity as you provide financial transactions to existing and potential customers. We are... ...and audit procedures. The right individual identifies customer servicing issues so that resolution can occur to the customer's satisfaction...
Points West Community Bank
Windsor, CO2 days ago $19 - $23 per hour
...getter who enjoys building relationships, helping people with their financial needs, and being a key part of a supportive branch team.... ..., savings, CDs, and NOW accounts Deliver exceptional customer service and build lasting relationships with branch customers Cross-sell...Switchboard of Miami
Fort Collins, CO19 hours ago$23.63 - $29.54 per hour
...A focus on supporting our employees' mental, physical, and financial well-being A commitment to diversity, equity, and inclusion... ...Elevation's members and prospective members to provide account services, financial guidance and offer value adding financial solutions...Hourly payFull timeWork at officeLocal area10 hours per weekElevations Credit Union
Fort Collins, CO3 days ago
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