Talent.com
Financial Services Representative I
Financial Services Representative IFirst Interstate Bank • Littleton, CO, US
Financial Services Representative I

Financial Services Representative I

First Interstate Bank • Littleton, CO, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Services Representative I

This position is located at our Littleton, CO branch.

We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
  • Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
  • Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
  • Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
  • Builds client relationships through outbound and proactive measures including First 15.
  • 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.

  • Attention to detail, including verbal and written instructions.
  • Maintains confidentiality.
  • Effective use of tact and diplomacy as it relates to clients and co-workers.
  • Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills.
  • Ability to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to write simple correspondence.
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to compute rate and percent and to draw and interpret bar graphs.
  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations.
  • Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
  • Delivers complete and accurate work and displays pride and professionalism in work.
  • Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
  • Takes personal initiative and is a positive example for other to emulate.
  • This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
  • EDUCATION AND / OR EXPERIENCE

  • High School Diploma or General Education Degree (GED) required
  • 1-3 years banking or related experience required
  • PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

  • Dexterity of hands / fingers to operate computer keyboard and mouse - Frequently
  • Lifting - Occasionally (up to 10 lbs)
  • Sitting - Frequently
  • Overtime - Subject to business need
  • Noise Level - Moderate
  • Typical Work Hours - M-F (8-5)
  • Regular and Predictable Attendance - Required
  • COMPENSATION & BENEFITS We offer a competitive total compensation package including base salary and benefits. The pay range for this position is $19.61 to $27.46 per hour in CO and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, medical, dental, vision, short-term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays. For more information regarding our benefits, please visit.

    [job_alerts.create_a_job]

    Financial Representative • Littleton, CO, US

    [internal_linking.related_jobs]
    Services Sales Representative III

    Services Sales Representative III

    Colorado Staffing • Denver, CO, US
    [job_card.full_time]
    Oracle Css Fields Sales Representative.As a CSS Fields Sales Rep, you'll be responsible for closing managed service engagements within a defined set of SLED Accounts. Must possess strategic account ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Sales Representative (50k-90k per year)

    Remote Sales Representative (50k-90k per year)

    Professional Careers • Castle Rock, Colorado
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are ready to schedule ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor II

    Financial Advisor II

    Baylor Scott & White Health • Denver, CO, United States
    [job_card.full_time]
    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Bayl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,740 per week in Castle Rock, CO

    Travel Physical Therapist (PT) - $1,740 per week in Castle Rock, CO

    Core Medical Group • Castle Rock, CO, US
    [job_card.full_time]
    Client in CO seeking Physical Therapist : Outpatient / Clinic.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role.Contract / travel...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Treasury Client Services Professional III

    Treasury Client Services Professional III

    BOK Financial • Denver, CO, United States
    [job_card.full_time]
    Denver -DEN, Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Fort Worth -FTWT, Tempe -TEMP.Treasury Services; Commercial Banking. Pay Transparency Salary Range : .BOK Financial Corporation Group includes...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Manager, SPWS Complex Reporting Manager, Investor Services

    Senior Manager, SPWS Complex Reporting Manager, Investor Services

    Charles Schwab • LONE TREE, CO, US
    [job_card.full_time]
    In addition to a base salary, this role is also eligible for bonus or incentive opportunities.At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative pr...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Castle Rock, Colorado, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Services Representative

    Financial Services Representative

    Adams Bank and Trust • Firestone, CO, USA
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!.Financial Services Representative.Work in a supportive, team-focused environment. Build lasting relationships with ...[show_more]
    [last_updated.last_updated_30]
    Classroom Aide - Great Opportunity

    Classroom Aide - Great Opportunity

    Zen Educate • Castle Rock, US
    [job_card.full_time]
    Start the School Year Strong! - Now hiring for the 2025–2026 school year.We're hiring now! Zen Educate is looking for Para Educators. If you're passionate about supporting students wit...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,740 per week in Castle Rock, CO

    Travel Physical Therapist (PT) - $1,740 per week in Castle Rock, CO

    AlliedTravelNetwork • Castle Rock, CO, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Core Medical Group to find a qualified Physical Therapist (PT) in Castle Rock, Colorado, 80104!. Client in CO seeking Physical Therapist : Outpatient / Clinic.We are...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,821 per week in Castle Rock, CO

    Travel Physical Therapist (PT) - $1,821 per week in Castle Rock, CO

    AlliedTravelCareers • Castle Rock, CO, US
    [job_card.full_time]
    AlliedTravelCareers is working with Prime HealthCare Staffing to find a qualified Physical Therapist (PT) in Castle Rock, Colorado, 80104!. Prime HealthCare Staffing specializes in working with reha...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Representative

    Sales Representative

    Sleep Number • Castle Rock, CO, US
    [job_card.full_time]
    Sleep Number is a sleep wellness technology leader.For nearly four decades, we have placed sleep at the center of wellbeing, improving over 15 million lives with our Sleep Number smart beds.We are ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Services Sales Representative

    Financial Services Sales Representative

    Zuzick Organization of Globe Life • Thornton, CO, United States
    [job_card.full_time]
    Meet with clients virtually on Zoom to discuss their benefits and coverage options.Work well with others as part of a supportive, team-oriented environment. Provide excellent customer service by lis...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Consultant

    Financial Consultant

    Empower Retirement • Greenwood Village, CO, United States
    [job_card.full_time]
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Representative II

    Sales Representative II

    Lamb Weston Holdings • Denver, CO, US
    [job_card.full_time]
    You've probably enjoyed our fries without even knowing it! As a leading manufacturer in our industry, and public Fortune 500 company, we inspire and bring people together with foods they love and t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager, O2C Financial Systems (Zuora)

    Manager, O2C Financial Systems (Zuora)

    Relativity • Denver, CO, United States
    [job_card.full_time]
    This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing / Collections and Revenue Accounting teams' initiatives.Th...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Representative II, Accounts Receivable

    Representative II, Accounts Receivable

    Denver Staffing • Denver, CO, US
    [job_card.full_time]
    Accounts Receivable Specialist II.Hybrid or remote position schedule : Monday - Friday, 8 : 00 AM - 4 : 30 PM EST.Contracts and Billing is responsible for finance related activities such as customer and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Life Enrichment Associate II $20.75 - $22.88 / hour Sunday-Thursday

    Life Enrichment Associate II $20.75 - $22.88 / hour Sunday-Thursday

    Christian Living Communities • Denver, CO, US
    [job_card.full_time]
    Assists in the planning and implementation of meaningful activities, appropriate to the individual needs and interests of the participants. Helps to provide programs as well as one to one activities...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]