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!
- ...for advancement Training & development Vision insurance As a Financial Representative at Northwestern Mutual, you will be part of a team that... ...not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required...SuggestedVisa sponsorshipFlexible hours
- ...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...SuggestedFull timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$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...SuggestedFull timeInternshipLocal area$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...SuggestedFull timeContract workFor contractorsInternshipLocal 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- ...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
$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 timeInternshipLocal areaFlexible 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$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$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 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...Full timeWork at officeLocal area
$85.38k - $106.73k
...Job Summary Solicits, develops and services a wide variety of commercial loans and products... ...ensure goals and objectives are met. Represent the credit union in the business... ...servicing within a progressive and driven financial services company. ~ Proven success...Full timeWork at office- ...and the closing of commercial loans, as well as maintaining and servicing an existing portfolio. If you're a Commercial Loan... ...Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell...Local area
$85.38k - $106.73k
...equivalent experienc 3–5 years of commercial/business lending and loan servicing experienc Strong understanding of commercial banking products,... ...sales, business development, and loan origination within the financial services industr Excellent relationship management and...- ...relationships, originate new business, and provide exceptional service to business clients. This role combines business development, relationship... ...an assigned commercial loan portfolio. Cross-sell additional financial products and services. Ensure compliance with lending policies...
- ...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
$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 hours$80k - $150k
...) is dedicated to serving our clients' financial needs through expert advice and personalized... ...needs. Acts as a client advocate/representative on assembled team. If needed, engages the... ...Process, Client Experience and Client Service Standards. Employs and maintains a disciplined...Work experience placementWork at officeLocal areaFlexible hoursNight shift$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 - $110k
...match, and associate wellbeing programming with rewards About the role: We're 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...WorldwideShift work- ...Thrivent Financial for Lutherans is seeking a Thrivent Financial Advisor in Fort Collins, Colorado. This role offers meaningful work in providing expert financial advice centered on generosity, helping clients build, grow, and protect their financial well-being. Advisors...
- ...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...
$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$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$23.63 - $29.54 per hour
...Ft Collins Oldtown Branch Summary/Objective: As part of the branch team, the Financial Solutions Guide (FSG) meets with Elevation’s members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The FSG is an...Hourly payFull timeWork at officeLocal area$89.83k - $148.22k
...with appropriate specialists and bank products, including commercial loans, lines of credit, deposits, payment products, treasury services, and business planning services. Responsibilities Customer Relationship Management: Understand customer needs and match them with...Temporary work- ...Successful Candidate Attributes: • Proven 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...Remote work
$250k
...lines of credit, commercial deposits, payment products, treasury services, global banking, commercial cards, and business planning... ...Deliver consultative advice and value based on the customers financial needs and goals by: 50% time spent acquiring new business 25%...Temporary workWork experience placement$31.53k - $200k
...Clients, Shareholders, Communities, and the People who provide services to us. We're searching for a Loan Officer who's driven by... ...advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate professionals...Full timeTemporary workShift work- ...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 client relationship management...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- financial planning administrator Fort Collins, CO
- wealth advisor Fort Collins, CO
- associate corporate finance Fort Collins, CO
- financial associate Fort Collins, CO
- estate planning consultant Fort Collins, CO
- financial advisor Fort Collins, CO
- financial advisor associate Fort Collins, CO
- financial counselor Fort Collins, CO
- jde finance consultant Fort Collins, CO
- financial planning associate Fort Collins, CO

