holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.
Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior
experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes.
The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.
Team Culture We're passionate about what we do and it shows.
Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How Youll Spend Your Time: You will be responsible for delivering exceptional client experience to build, expand, and retain long: term client relationships. While providing consultative conversations to existing and prospective clients you will backss their financial needs and offer bank products and services to help clients accomplish their financial goals.
: You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E: Statements, and mobile and ATM deposit capabilities. : You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
: You will provide a variety of teller transactions for clients (i. e. cashes checks, processes checking and savings account withdrawals and balances within standards, etc. ) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self: improvement initiatives and skill: building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and a
health centers within El Paso, Teller, Lincoln, Adams and Kit Carson counties. We deliver care with our strong " Hospitality" culture. Our organization has over 800 employees and serves more than 89,000 patients annually in the Pikes Peak and East Central regions of Colorado.
Peak Vista is accredited by the Accreditation Association for Ambulatory Health Care, Inc. (AAAHC). Compensation (Pay): $30.84 to $44.72/hourly based on experience. Summary of Benefits: Medical, Dental, Vision, Life, STD, LTD 403(b) Retirement with Company Match Paid Time Off Tuition Assistance Perks Rewards Employee Assistance Program www. peakvista. org/careers/employee-benefits-guide Job Summary:
Maintains compliance for Peak Vista Community Health Centers (PVCHC) contractual obligations to provide the domestic medical screening to refugees, Humanitarian parolees, asylees and other newly arrived persons to the Colorado Springs area referred to PVCHC.
Serves as point of contact for outside agencies regarding all components of the domestic medical screening to include referrals and follow-up. Essential Duties and Responsibilities: Responsible for all data entry of patients seen at the clinic thru the State Contract required on the State site and Spreadsheets. Acts as liaison between patient, specialists, and PVCHC providers. Performs all routine and emergent nursing functions
pertinent to efficient, quality, ambulatory patient care. Performs phone and face-to-face triage, appointment coordination to include provider time and interpreter scheduling for health screening, office visits, education and planning of treatments for primary care-related illnesses and diseases and other infectious diseases for all patients.
Implements, evaluates and adjusts care of the patient after comprehensive health history with regards to psychological, socioeconomic, cultural and environmental factors, coordinating referrals and follow up. Functions as back up to clinical team manager, covering clinic in managerial role in the absence of clinical team manager to cover staffing, patient complaints and all other contingencies as they arise.
When necessary this person will function as a float on the floor to further assist Family Health and the needs of the team. The RN will follow the guidelines as in the Colorado nurse practice act Promotes and demonstrates the mission, vision, and Core Values of Peak Vista. Develops and maintains good working relationships with all departments, the management team, medical staff, and leadership. Embraces cultural diversity amongst ourselves and our community. Responsible for the human, financial, and material resources as well as data and information entrusted to us.
Strives to deliver the best outcomes and highest quality service. Demonstrates knowledge of and adherence to the Compliance Plan and conflict of interest requirements. Enhances the effectiveness; efficiency and productivity of the department by contributing to, and participating in, departmental performance improvement goals. Other duties as assigned. Supervision Exercised: None Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Spanish bilingual preferred. Education/Experience: Education: Graduate of an accredited Registered Nursing Program required. Work Experience: Minimum of 3-years clinical nursing experience required. Ambulatory care/Primary care setting experience preferred. Triage experience preferred. Program Management experience preferred. Computer Skills: Intermediate - ability to access the intra/internet to manage timecard, review policies and procedures, and read company communications; use e-mail to communicate with co-workers, leadership, and other departments; use and create a variety of templates, complex tables, merges; manage table data, sort and filter merges, and also perform basic work with existing Macros; customize toolbars, import and insert graphs, embed Excel data, and elaborate reports; work with multiple worksheets, filter data, use integrate functions, and manipulate databases; customize templates and the Power Point environment, and to make a presentation interactive by using hyperlinks and action buttons Certificates and Licenses: Current Colorado RN License.
Current CPR (BCLS) certification required. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OSHA risk level/work environmental hazards: This position has been categorized as OSHA Level One. See Exposure Control Plan for details. The noise level in the work environment is usually quiet.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 20 pounds. While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand and walk. Successful candidates will complete pre-employment screening; which includes, but is not limited to a Criminal Background check.
Peak Vista Community Health Centers is a drug and alcohol free workplace and an Equal Opportunity Employer. PVCHC participates in the Electronic Employment Verification Program. E-Verify is an Internet-based system that compares information from an employee's I-9 to data from the U. S. Department of Homeland Security and Social Security Administration Records. To learn more, visit:
to apply. Yampa Valley Bank is a truly locally owned bank serving the people of Routt and Moffat Counties. Our singular commitment to community banking is reflected in the honest and friendly service provided to all our visitors. It’s what we call Genuine Hometown Banking.
It’s who we are. The original organizing members of Yampa Valley Bank consisted of local business owners and community leaders seeking an alternative to the detached practices of the large corporate banks. Initially founded as First National Bank of Steamboat Springs, the group received its charter and opened its doors for business in March 2000 as the only locally owned bank. Five years later the first branch location
was opened in Craig, Colorado operating as Moffat County National Bank. A Craig investor group facilitated the expansion and serve today as an advisory board.
First National Bank of Steamboat Springs converted from a National Bank to a State-Chartered Bank in August 2008 and brought both locations under one name – Yampa Valley Bank. Most of the original organizing members remain owners/directors, fulfilling the initial intent to ‘…put the community first and strive to exceed our customers’ expectations of a locally owned bank…’ as stated in the company’s mission statement. EOE recblid lvj39no21dqkoxlczsyeqdepe3ge5m
product and services through multiple service channels and/or areas of specialization. ESSENTIAL JOB RESPONSIBILITIES Identify and develop profitable C&I banking credit and treasury management account relationships with business credit needs in excess of $500,000 (excludes commercial real estate).
Assist in the facilitation of prospecting customers and actively participate in the design of creative solutions to meet their needs. Assist in the development of structures and negotiation of loans and/or agreements to include the terms, pricing, special conditions, and interest rates for commercial accounts. Assist in the facilitation to the loan committee or approving officer; oversee the
loan documentation and closing process. Manage portfolio by monitoring financial statements, covenants, borrowing bases, maturing loans, and past dues to ensure that credit facilities are properly risk-rated and that the Bank responds to the risk in an appropriate and timely manner.
Strengthen and manage existing account relationships and loan portfolios through monitoring of financial statements, covenants, borrowing bases, maturing loans, and past dues to ensure that risk is properly evaluated and managed in an appropriate and timely manner to ensure profitable growth of the account. Maintain knowledge of banking products and services, as well as knowledge of the industries or market
areas served. Keep abreast of current developments and market trends, to further identify and service the customer's needs.
Collaborate and coordinate with internal and external business partners to ensure banking products and services are provided in a timely manner and support the profitable growth of the relationship. Meet/exceed sales and referral goals and meet/exceed individual branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Embody, embrace, and demonstrate In Bank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity. Other duties as assigned Requirements JOB REQUIREMENTS: Education: Bachelor's Degree (preferred Finance, Accounting, Economics or another relevant field) Work Experience: 3+ years of experience in commercial banking experience or sufficient relevant experience Computer Skills: Intermediate skills with Microsoft Office Suite and CRM systems Other Requirements: Strong knowledge of and experience in C&I, banking loans, deposits, lending techniques and practices.
Knowledge of compliance with federal and state regulations pertaining to commercial banking. Strong knowledge of banking products and services. Excellent communication, interpersonal, consultative sales, and presentation skills.
Business development, relationship management, and lead generation skills. Ability to effectively communicate and make effective presentations to prospective customers and company principals, existing customers, banking officials, and community leaders. Ability to handle multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment. Occasional travel may be required for meetings/trainings. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone.
Preferred Skills/Experience: Experience as a Credit Analyst/Underwriter/Portfolio Manager. Critical thinking and problem solving. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to effectively communicate between key internal business partners. SPECIFIC DUTIES AND RESPONSIBILITIES: Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts. Maintains confidentiality in handling customer and bank information. Financial: Proficient knowledge of commercial banking, economics, accounting, and finance Autonomy: Ability to analyze and interpret data and formulate sound business decisions.
The applicant who is selected for this position will be eligible for the following compensation and benefits: Targeted hiring range based on experience: $90,000 - $140,000. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion.
Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays. 401(k): Company match begins with the first contribution and follows the company vesting schedule. Other: access to career training and development opportunities, employee discounts. For more about In Bank and our culture, visit us here: Who We Are In Bank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.
We consider all qualified applicants without regard to race, religion, color, interaction, national origin, age, interactionual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws. Salary Description $90,000 - $140,000
and translate it into a meaningful and actionable story for a client Experience with different data analytics techniques, e. g. segmentation, comparative analysis, factor analysis, etc. Aptitude for diving deep and understanding the details while being able to synthesize information in logical order High level of professionalism and confidentiality Highly collaborative yet able to work independently Highly self-motivated, a self-starter Ability to effectively manage simultaneous priorities, ensuring timely delivery Business acumen RESPONSIBILITIES: The Quantitative Researcher provides the foundation for the data analytics work that we do at Strategyn.
Strategyn is growing rapidly, so
this individual will need to play a key role in continuing to refine and perfect this critical element of our ODI process. This position resides in the Product function within the company but will work closely with the Delivery team at Strategyn.
Successful candidates for this role will be intellectually curious and possess an innate ability to create structure and process from complex and ambiguous subject matters. Key responsibilities include: Develop data analysis plans to make sure that the resulting outputs would include the needed results. Develop questionnaires that will meet client goals and deliver statistically valid results, this includes but is not limited to ability to develop
meaningful sample plans, screening criteria, etc. Build Strategyns data model.
Develop and maintain templates for building the Strategyn data model in different platforms like Excel, Tableau, Power BI, etc. Run Strategyns segmentation methodology and make recommendations on the segmentation solution. Develop decks to recommend initial strategies based on the data to answer key questions and the initial strategy. Develop enhancements to Strategyns segmentation methodology. Develop and test alternative quantitative methodologies and analysis. Implement quantitative methodologies to be adopted company-wide. Improve and maintain data tool templates to better satisfy the needs of the internal team and clients.
Be up to date on new methodologies: Segmentation Survey design Data quality Data visualization. Become a subject matter expert (SME) on questionnaire design and data analysis methods. Develop enhancements to Strategyns process on questionnaire development, data analysis and strategy development. QUALIFICATIONS Researcher level: Bachelors degree or higher (BA/BS or similar degree preferred) Research level: A minimum of 3-5 years of work experience, preferably in doing and improving quantitative research methodologies 6-sigma mentality, understanding of how business processes are measured and tracked (preferred) Proficiency to advanced skills with Microsoft office suite (Power Point, Excel, and Word) Advanced skills with Business Intelligence and Data Visualization tools (Power BI, Tableau) Advanced skills with statistical software and languages (SPSS, JMP, R, Python, SQL) Ability to work effectively in a Mac computing environment Experience with machine learning in AI is a plus SENIOR QUANTITATIVE RESEARCHER We are looking for an intellectually curious and self-motivated person to join our Product team.
CANDIDATE ATTRIBUTES: Inquisitive and fast study, ability to quickly learn new skills and teach others.
Excellent at communicating (written, oral, and active listening skills), able to alter your communication style for different audiences Data story-teller, able to take complex data and translate it into a meaningful and actionable story for a client Experience with different data analytics techniques, e. g. segmentation, comparative analysis, factor analysis, etc. Aptitude for diving deep and understanding the details while being able to synthesize information in logical order High level of professionalism and confidentiality Highly collaborative yet able to work independently Highly self-motivated, a self-starter Ability to effectively manage simultaneous priorities, ensuring timely delivery Business acumen RESPONSIBILITIES: The Quantitative Researcher provides the foundation for the data analytics work that we do at Strategyn.
Strategyn is growing rapidly, so this individual will need to play a key role in continuing to refine and perfect this critical element of our ODI process. This position resides in the Product function within the company but will work closely with the Delivery team at Strategyn. Successful candidates for this role will be intellectually curious and possess an innate ability to create structure and process from complex and ambiguous subject matters.
Key responsibilities include: Lead a team of quantitative researchers Become a subject matter expert (SME) on questionnaire design and data analysis methods. Develop enhancements to Strategyns process on questionnaire development, data analysis and strategy development. Assist executives with special requests / high-priority projects related to questionnaire design and strategy development. Conduct new/refresher training on data analysis methods Conduct on-boarding training for new hires in questionnaire design, data analysis and strategy development Keep training material content updated (existing + new modules in the LMS system) Keep SOPs on questionnaire design, data analysis, and strategy development up to date.
As required, serve as chief instructor on client training-related projects Advises the assigned Engagement Manager on managing the training activities planned for the project Participates in SME role for client project meetings involving training, as requested by the Engagement Managers Update Strategyn products based on learning from application work.
QUALIFICATIONS Ph D in statistics, survey design, data analytics, or similar required 5-10 years of work experience, preferably in doing and improving quantitative research methodologies and experience managing a team of 3+ employees 6-sigma mentality, understanding of how business processes are measured and tracked (preferred) Proficiency to advanced skills with Microsoft office suite (Power Point, Excel, and Word) Advanced skills with Business Intelligence and Data Visualization tools (Power BI, Tableau) Advanced skills with statistical software and languages (SPSS, JMP, R, Python, SQL) Ability to work effectively in a Mac computing environment Experience with machine learning in AI is a plus Ability to propose alternative methodologies for all quantitative analyses Experience in teaching and managing others preferred Knowledge of different teaching methodologies preferred
#2 top small cities in the country offers plenty of work life balance opportunities as well. Hospital Interest Spotlights: Surgery; soft tissue Dentistry Opportunity for Alternative medicine We are looking for a friendly, dedicated, and compassionate veterinarian with excellent communication skills, a positive attitude, a caring and professional bed-side manner, and sense of humor who is interested in helping us to advance our mission in the Divide, Colorado and in veterinary medicine in general.
We offer our team: Competitive Salary Medical Benefits Short & Long Term Disability Employee Assistance Program 401K with match Paid Licensure and Dues VIN Membership CE Allowance Uniform Allowance Average 4 day Work Week Paid Time Off Employment Type: Part Time Bonus/Commission: No
most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter
the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping
with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Spanish Required Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Denver, CO $22.50 - $26.11 / hour
needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals. ESSENTIAL JOB RESPONSIBILITIES: Assist clients with day to day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
Perform transfers, loan payments, and wire transactions. Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards. Open business accounts and support Treasury Management products and services implementation. Inform
customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship. Assist the teller line as a back-up teller, and accurately assist customers with processing transactions.
Meet/exceed sales and referral goals and meet/exceed individual and branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Other duties as assigned. Requirements: JOB REQUIREMENTS: Education: High School Diploma or Equivalent Work Experience: 1+ years experience in sales, teller, new accounts, or loan processing Supervisory Experience: N/A Licenses/Accreditations: None required Computer
Skills: Proficient with Microsoft Office Suite; 10-Key by touch is preferable Other Requirements: Detail-oriented; decision-making capabilities.
Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, currency or coin, and operating a telephone. Must be able to open vault doors or lift/transfer items typical in an office environment. Working knowledge of standard banking products, services, and transactions, including deposit products and credit/debit cards. Preferred Skills/Experience: Prior teller/sales experience. Strong attention to detail and accuracy; professional and courteous communication skills.
Ability to cross-sell and/or refer bank products based on customers' needs. Strong oral, written customer service skills. SPECIFIC DUTIES AND RESPONSIBILITIES: Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts. Financial: Familiarity with financial terms and practices; mathematical calculations Autonomy: Discretion for recognizing and minimizing risk to the bank. The applicant who is selected for this position will be eligible for the following compensation and benefits: Targeted hiring range based on experience: $16.00 - $18.00 per hour.
This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion. Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays. 401(k): Company match begins with the first contribution and follows the company vesting schedule.
Other: access to career training and development opportunities, employee discounts. For more about In Bank and our culture, visit us here: Who We Are In Bank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, interaction, national origin, age, interactionual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws.
JOB REQUIREMENTS: Education: High School Diploma or Equivalent Work Experience: 1+ years experience in sales, teller, new accounts, or loan processing Supervisory Experience: N/A Licenses/Accreditations: None required Computer Skills: Proficient with Microsoft Office Suite; 10-Key by touch is preferable Other PI453339e93b For more details: jobs-search. org/universal-banker_trinidad-c426787/universal-banker-trinidad_i1975862073
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity
to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more
experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 3521 TOWER RD, AURORA, CO 80011 @RWF22 Pay Range $18.00 - $22.84 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.
Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9af5bf10-9b-8346e34e9cbe
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity
to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more
experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 260 W 136th Ave, Westminster, CO 80234 @RWF22 Pay Range $18.00 - $22.84 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.
Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace.
Please see our Drug and Alcohol Policy to learn more. PDN-9af5bf13-54ea-4b7e-af9c-da4acff4bfd9
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 205 E MEADOWS DR, GLENWOOD SPRINGS, CO 81601 @RWF22 Pay Range $20.00 - $27.69 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9af5bf11-49f0-4db0-81f0-26117dfda95b
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity
to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more
experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team memberinteractionperience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 246 Broadway - Eagle, Colorado Pay Range $22.00 - $27.40 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.
Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 7 Jan 2024 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9af1b8ed-c-05da34b55e53
provide opportunities for personal advancement and professional growth. Thedriving force behind our dedication to providing a " Better, Faster, Easier. -Always. " experience is the Timberline Team. Fromthe moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceedingcustomers' high expectations is what makes Timberline Bank a bank here for our community.
Our commitment has been andalways will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customersupport is unparalleled. We want to support you and your financial well-being, whether through your personal or commercialneeds.
Each customer contributes to the success of our small business. TO US, IT IS PERSONAL. What We Value At Timberline Bank, the core of our culture is in the following values.
We believe heavily in fulfilling each one of these to thehighest degree. Our culture is the foundation of who we are as a team, and as a business. Exceeding Customers' High Expectations Empowering a Dedicated Team Having Fun While Winning Passionate About our Communities Value Added Resource for our Customers (Trusted Advisor) Position Summary This position is responsible for providing quality customer service in processing customer transactions. Quality customerservice includes accurate, efficient, courteous, and
friendly transaction processing and cash handling. Adequate productknowledge is necessary to refer sales leads and to problem solve on an ongoing basis.
Essential Duties and Responsibilities Must be proficient and able to perform all essential duties and responsibilities of the Banking Specialist I. In addition, thisposition will: Provide quality customer service promptly and courteously at all times. Process teller transactions accurately and efficiently. Meet the required standards established for cash handling and cash disbursement. Accurately meet policy requirements for teller drawer balancing. Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis.
Assist customers with queries concerning bank services. Performs various clerical duties related to lending such as filing/scanning loan papers and verifying collateralinsurance and lien filings. Follow established audit, security, and compliance guidelines. Perform research on fraudulent debit card transactions as well as placing debit card travel exceptions. Accurately complete debit card limit increases and decreases, placing Holds and Stop Payments, and more. Researching and completing disputes for fraudulent and unauthorized debit card transactions.
Assist consumer and business customers with domestic and international wires, familiarity with wire procedures, fees, and customer inquiries, working with the Wire Team as needed to resolve issues. Open and maintenance consumer and business deposit accounts. Strong professional integrity in compliance with company policy, and ethical and legal standards. Ability to practice discretion and handle confidential information in a professional manner. Acquire and maintain thorough understanding of security procedures. Opportunity to become a committee member within the Bank, some committees requiring Cash & Deposit Operations Officer and/or Board approval.
Required to attend and actively participate in all Deposit Operations, Risk Management, and other trainings. Ability to meet goals for rocks as assigned by Deposit Operations Leader. Duties to be expanded on as experience and professional goals are achieved. Knowledge, Skills, and Abilities High School Diploma or GED Some banking experience preferred Knowledge of banking services and products to offer solutions to meet our customers' needs Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge andunderstanding of the Bank's policies and procedures Excellent verbal and written communication skills Strong attention to detail and organization/multitasking skills Team player with a strong, team-focused attitude Ability to work on a computer/stand/sit for extended periods of time, ability to move to various locations promptly Ability to lift coin boxes (approx.
50 lbs. ) Key Competencies Be Thorough : Ensure that work is completed thoroughly and correctly; prepare carefully for meetings andpresentations; and follow up with others to ensure that agreements and commitments have been fulfilled.
Achieve Results : Complete tasks on a timely basis and based on an understanding of the priorities. Establish and Maintain Personal Credibility : Consistently model behavior for employees and management that isperceived as responsible, reliable, and ethical. Communicate Effectively : Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate employees' needs and concerns. Critical Thinking : Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Relationship Building : Ability to effectively build relationships with vendors, management, and staff. Time Management : Ability to effectively utilize available time for the completion of necessary job tasks. Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees.
Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off. Equal Employer Opportunity Statement Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, interaction, nationalorigin, disability status, genetics, protected veteran status, interactionual orientation, gender identity or expression, or any othercharacteristic protected by federal, state, or local laws.
All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemednecessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements ofthe position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.
closing secured and unsecured commercial loans in accordance with established lending objectives, policies and procedures. Establishes, maintains and maximizes relationships with existing and potential customers. Profitably grows loans, deposits and fees. Ensures that credit quality guidelines are met/monitored.
Maintains a portfolio of existing customers and maximizes relationships based on customer need. Gathers and oversees compilation of all needed information for loan application. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks and other information pertinent to evaluation of loan application. Corresponds
with or interviews applicant or creditors to resolve questions and negotiate deal. Develops new business. Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate.
Facilitates negotiation with customer, both new and existing, according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loan to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files. Actively involved in community activities that promote Bank and/or assist with business development.
that works closely with our mountain branch personnel to help people in the communities that we serve fulfill their financial dreams. STAFF SUCCESS STORIES: Starting Position: Teller; Current Position: President/CEO (10-years) Starting Position: Teller; Current Position: Assistant Branch Manager (3-years) Starting Position: Teller; Current Position: Compliance Specialist (5-years) Starting Position: Call Center Supervisor; Current Position: HR/Executive Assistant (3-years) Starting Position: Asst.
Branch Manager; Current Position: Assistant Accounting Manager (5-years) Starting Position: Teller; Current Position: Loan Officer (2-years) Build your career in the beautiful mountain communities
of Colorado! We have so many staff that already have! As a Loan Officer (Financial Life Coach), this role drives lending solutions with our membership from start to finish.
Our Financial Life Coaches hold interviews with members and potential members to find the right lending solution that helps them achieve their financial goals. This role works directly with onsite Underwriters at our corporate location and communicates lending decisions with the membership. At Credit Union of the Rockies, you'll find that our loan officers get to manage the entire experience. Interviewing, follow-up, loan closings - our loan officers manage the entire relationship experience! Our ideal candidate will
be dedicated to delivering an exceptional branded member experience that is unlike any other financial institution.
The process starts with you and we give you the tools to develop your own book of business! Every day is an opportunity for you to turn another credit union visitor into a loyal credit union member. A typical day may include conversations with members in our mountain communities, working directly with your supervisor on developing your pipeline, receiving coaching and mentorship from our Management Team while having direct access to our lending Executive Team. DUTIES: As a financial life coach, you're highly skilled at uncovering members' needs, then following through with effective solutions.
Not only are you one of the first people members meet when they enter the branch, but you're also the person who guides them - advising, selling, and even setting up their new products. The right candidate will be able to work within a customer-focused/deadline-driven/high-energy environment who can provide courteous, friendly and professional assistance to their team and our membership. The candidate we choose will know how to effectively manage their time to achieve optimum results, drive urgency with members, and know how to comprehensively package our products and services to the member.
Responsibilities include: (1) Processing loans within organizational guidelines and limits, interviewing applicant and requesting information for lending solutions and resolving questions regarding application information; (2) Responsible for selling credit insurance, GAP, and Warranty products offered by Credit Union; (3) Responsible for meeting goals for number of loans and dollar amount of loans as set by the Credit Union. If this sounds like you - please click on the full job description and apply today! Competitive sales/community minded individuals will thrive in this role! Job Posted by Applicant Pro