Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 environment

Build lasting relationships with customers

Professional growth opportunities

Competitive pay + benefits package

No weekends

About the Role
We'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 accurately

Balance and maintain your cash drawer daily

Open and close accounts (checking, savings, CDs, NOW accounts, etc.)

Provide exceptional customer service and build long-term relationships

Cross-sell banking products and services based on customer needs

Perform basic loan administration as needed

Follow all policies, procedures, and regulations

What We're Looking For:

Cash handling experience

Strong customer service & communication skills

Ability to multitask and pay close attention to detail

Professional appearance and demeanor

Sales experience preferred (but not required)

College degree may be substituted for experience - we'll train the right person

Perks & Benefits:

Competitive pay

Health, dental, and vision insurance

401(k) with employer match after one year

Paid time off & holidays

Ongoing training and career growth opportunities

Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!

Vacancy posted 23 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in Fort Collins, CO vacancy
  • $45k - $75k

     ...Financial Services Representative Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early... 
    Suggested
    Remote work
    Work from home
    1 day per week

    Fidelity Communications

    Fort Collins, CO
    1 day ago
  •  ...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,... 
    Suggested
    Full time

    Adams Bank and Trust

    Fort Collins, CO
    2 days ago
  •  ...intentions, empowering them to achieve financial security and live purpose-driven lives....  ...that provides a wide range of financial services to more than 5 million people. As a...  ...horses competitively. About the Financial Representative Role: As a Financial Representative at... 
    Suggested
    Internship
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Yoder District - Northwestern Mutual

    Fort Collins, CO
    3 days 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... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Fort Collins, CO
    2 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... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Fort Collins, CO
    12 hours ago
  •  ...We're looking for an ambitious individual who is motivated by financial rewards to join us in their next (and ideally final) stop in financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments... 

    New York Life

    Fort Collins, CO
    3 days ago
  • $97k - $192k

     ...The Pogue Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This...  ...communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Pogue Region - Modern Woodmen of America

    Loveland, CO
    3 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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Fort Collins, CO
    2 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 time
    Internship
    Local area

    Modern Woodmen

    Loveland, CO
    3 days ago
  • $85.38k - $106.73k

     ...Collins, Colorado. This is an excellent opportunity for a motivated financial professional to make a meaningful impact by helping local...  ...gatherings to promote lending servicesProvide exceptional client service throughout the loan origination process, maintaining clear... 
    Local area

    The Employee Connect

    Fort Collins, CO
    1 day ago
  •  ...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 community... 
    Full time
    Work at office
    Local area

    Veracity

    Fort Collins, CO
    4 days ago
  • $85.38k - $106.73k

     ...725.00Job SummarySolicits, develops and services a wide variety of commercial loans and products...  ...to ensure goals and objectives are met.Represent the credit union in the business...  ...servicing within a progressive and driven financial services company.Proven success in a sales... 
    Full time
    Work at office

    Fox Point Recruitment

    Fort Collins, CO
    1 day ago
  • $41 - $51 per hour

     ...relationships, supporting an existing commercial loan portfolio, and identifying opportunities to provide clients with appropriate financial products and services. Responsibilities Manage and grow an existing commercial loan portfolio. Develop new commercial lending relationships... 
    Hourly pay
    Full time

    ADP

    Fort Collins, CO
    1 day ago
  •  ...portfolio, a deep understanding of commercial lending products, and a proven track record in sales and production within the financial services industry.Key Responsibilities:Develop and maintain a strong pipeline of commercial lending opportunities.Manage and grow an existing... 

    MDA Edge

    Fort Collins, CO
    1 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Fort Collins, CO
    1 day ago
  • $19.5 - $22.5 per hour

     ...21, USA Description *This is a part-time position Monday through Friday, 10:00AM-3:00PM* We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we... 
    Hourly pay
    Part time
    Work at office
    Monday to Friday
    Flexible hours

    Canvas Credit Union

    Fort Collins, CO
    3 days 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 time
    Internship
    Local area

    UNAVAILABLE

    Fort Collins, CO
    1 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 placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Fort Collins, CO
    3 days ago
  •  ...and the closing of commercial loans, as well as maintaining and servicing an existing portfolio.If you're a Commercial Loan Officer...  ...Officer evaluates needs of potential clients and offer appropriate financial products, services, and loansPromote and cross-sell other... 
    Local area

    gpac

    Fort Collins, CO
    1 day ago
  • $18 per hour

    Overview State Farm Account Representative.Brown Insurance & Financial Services is growing, and we are looking for a driven, resilient, and team-oriented Account Representative to join our agency. Responsibilities Provide account representation and support to customers... 
    Hourly pay
    Full time

    Gary Cramer - State Farm Agent

    Fort Collins, CO
    5 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...financial advisor, you start as a financial representative focused on client-building and...  ...Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Fort Collins, CO
    12 hours ago
  • $25.1 - $32.46 per hour

     ...client-focused banking professional with strong experience in servicing commercial and complex consumer deposit relationships. You thrive...  ...We Are At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence... 
    Full time
    Work at office
    Flexible hours

    First Western Trust

    Fort Collins, CO
    3 days ago
  • $25.1 - $32.46 per hour

     ...client-focused banking professional with strong experience in servicing commercial and complex consumer deposit relationships. You thrive...  .... Who We Are At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to... 
    Full time
    Work at office
    Flexible hours

    First Western Trust

    Fort Collins, CO
    4 days ago
  •  ...provided by Corporate!Successful Candidate AttributesProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes. History of closing at least 3-5 units per month.Loan... 
    Remote work

    Caliver Beach Mortgage

    Fort Collins, CO
    1 day ago
  • $22 - $27 per hour

     ...GENERAL SUMMARY In compliance with established policies and procedures, performs a broad variety of customer service and sales activities that promote long-term customer relationships. Assist customers with account problems and questions. Duties include initiating and... 
    Hourly pay
    16 hours
    Traineeship
    Bank staff
    Immediate start
    Flexible hours

    pinnbank

    Fort Collins, CO
    4 days ago
  •  ...About the Opportunity Rivercity Insurance and Financial Services offers an opportunity for college students, interns, and fresh graduates to gain real-world experience in sales, finance, and client management. This role is ideal for: College students seeking... 
    Internship
    Remote work
    Flexible hours

    Rivercity Insurance & Financial Services

    Fort Collins, CO
    3 days ago
  •  ...About the Opportunity Rivercity Insurance and Financial Services is seeking motivated Sales and Marketing professionals to grow within the insurance and financial services industry. This role is ideal for individuals with an interest or background in: Sales and... 
    Full time
    Remote work
    Flexible hours

    Rivercity Insurance & Financial Services

    Fort Collins, CO
    3 days ago
  • $35k - $50k

     ...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Mitch...  ...Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the lives... 
    Hourly pay
    For contractors
    Work at office
    Immediate start

    Mitch Rogers - State Farm Agent

    Loveland, CO
    4 hours ago
  • $62.4k - $79.04k

     ...Monday - Friday 8:00AM - 5:00PM COMPENSATION: Yearly $62,400 - $79,040 Responsibilities And Duties Prepares complete and concise financial analyses by obtaining necessary information from the lender. Financial analyses will focus on financial trends and repayment... 
    16 hours
    Bank staff
    Monday to Friday
    Flexible hours

    Bank of Colorado

    Fort Collins, CO
    5 days ago
  • $19 - $21.5 per hour

     ...Branch Customer Service Representative Customer service talent is in demand, and today's candidates want a role where they can build relationships...  ...flexible benefits package designed to support your health, financial well-being, and professional growth. Health & Wellness... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work

    The Auto Club Group

    Fort Collins, CO
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!