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 - $23 per hour
...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-...SuggestedHourly payFull time- ...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
- ...A financial services firm in Fort Collins is seeking an ambitious individual to join their team. Ideal candidates should have a strong interest in finance, investments, and estate planning, coupled with excellent communication skills. The role offers W-2 wages, health...Suggested
- ...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...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$150k
...Financial Advisor - Experienced in the Industry - Northern Colorado We're looking for an ambitious individual who is motivated by financial... ...us in their next, and ideally final, stop in the financial services industry! Our ideal candidate will have an avid interest in...Suggested$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$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...A financial services staffing company is seeking an Entry-Level Financial Professional to work primarily online, build relationships, and help clients achieve their financial goals. This role offers the flexibility to work remotely, set your own hours, and transition...Full timePart timeRemote work
$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 officeLocal areaWork from homeFlexible 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...Work at officeWork from homeHome officeFlexible hours- ...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
$20 - $24.5 per hour
...success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision... ...their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process...Hourly payFull timeTemporary workWork at office- ...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...InternshipWork at officeVisa sponsorshipFlexible hours
- ...Collins, Colorado. This is an excellent opportunity for a motivated financial professional to make a meaningful impact by helping local... ...about commercial lending, community development, and financial service excellence. You will work alongside experienced underwriters, credit...Local areaFlexible hours
- ...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 timeLocal areaWork from homeFlexible hours
$85.38k - $106.73k
...period.Job SummarySolicits, develops and services a wide variety of commercial loans and... ...to ensure goals and objectives are met.Represent the credit union in the business community... ...servicing within a progressive and driven financial services company.Proven success in a...Full timeWork at office$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 hours$19.5 - $22.5 per hour
...TitleThis is a part-time position Monday through Friday, 10:00AM-3:00PMWe're Canvas Credit UnionWe'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 payPart timeWork at officeMonday to FridayFlexible hours- ...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
$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 area$21 - $30 per hour
...Roving Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more...Work experience placementFlexible hours$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 office- ...Overview Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine,...
$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 office- ...Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our... ...part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven...
- ...relationship managers to evaluate commercial credit information for current and prospective customers, preparing in-depth analyses of financial statements, cash flow, ratios, and proposed credit structures. You will review tax returns, balance sheets, P&L, and spreads,...
$24 - $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 pay16 hoursTraineeshipBank staffImmediate startFlexible hours$20 - $27 per hour
...We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the... ...apart from the rest. Our Mission Our mission is to support the financial goals of individuals and businesses in the communities we call...Bank staffLocal area$25.1 - $35.05 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 timeWork at officeFlexible hours- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- financial advisor development program Fort Collins, CO
- jde finance consultant Fort Collins, CO
- estate planning consultant Fort Collins, CO
- associate corporate finance Fort Collins, CO
- wealth advisor Fort Collins, CO
- financial planning associate Fort Collins, CO
- financial consultant Fort Collins, CO
- financial planner Fort Collins, CO
- financial counselor Fort Collins, CO
- finance associate Fort Collins, CO




