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US CO Englewood |
Banking Client Service Representative |
Charles Schwab | 7/30 | |
| Details: Charles Schwab's purpose is to help everyone become financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. At Schwab, we respect the unique differences of our employees, our clients and the communities we serve � striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there's a place for you at Schwab! SUMMARY AND RESPONSIBILITIES: As a Client Service Representative (CSR) in our banking service team you will be responsible for delivering outstanding service to our clients in order to build and maintain client loyalty. Specifically, you will: Complete Schwab's service training and becoming knowledgeable of Schwab's banking products and services. Demonstrate energy, empathy, and problem solving skills while delivering unparalleled value and outstanding service to our clients via the phone (this is not a face-to-face position). Assist Schwab clients to navigate our banking products and services. Handle all client inquiries regarding our banking products, including questions regarding deposit accounts, online bill pay, money link, and debit cards. Work in a structured environment, adhering to stringent bank policies, procedures and guidelines. CSRs are not licensed brokerage representatives, but may choose to self-study for industry licenses if desired and with management support. CSRs work in highly collaborative teams of 10-15 professionals in an inclusive environment, and are paid a salary (rather than the pressure of commissions), receiving additional compensation for overtime hours. In addition, Schwab's bonus program rewards high performance and profitable company growth. We invest in our employees through several weeks of paid training every year and through an extensive benefits program. Schwab employees also have the opportunity to take part in community service projects and other company events. *Important note- In order to be considered for this role you must complete a client focus assessment. Following your submission, you will receive an email from �Schwab Careers� with a link for this assessment. You will not be considered as an active candidate for this position until you complete this assessment. Therefore, please ensure that your security settings for your email account are set low-enough to receive email responses from Charles Schwab and that you set aside the time required to complete this assessment.** QUALIFICATIONS: Required minimum qualifications are: Interest in a long-term career in financial services with potential to become licensed if desired and with management support. Excellent analytical skills with a superior level of attention to detail in order to adhere to stringent bank policies, procedures and guidelines. Basic to intermediate knowledge of bank products and industry regulations. Ability to work in a very structured environment; servicing 40 to 60 inbound client calls per day during specified hours as pre-determined by business need. Intermediate to Advanced technical skills with the ability to utilize at least 5 different applications at any one time, including Windows, internet researching, database systems, and email. Passion for service and finance with strong client-focus and the ability to provide a superior level of service. Excellent communication skills both verbal and writing, including the ability to listen and to explain complex subjects. The ability to multi-task, including speaking with customers over the phone, assessing their needs, researching information on the computer and providing clients with options at one time. Basic math skills including addition, subtraction, multiplication and division. Basic data entry skills in order to type key client information while on the phone. Ability to work a flexible shift, which may include early morning hours, late night hours, or weekend hours. Collaborative and relational work style with proven success in a team environment. Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics. Desire for growth opportunities and ongoing training. In addition, ideal candidates will also have the followed preferred qualifications: Two years or more college study in finance, economics, business administration, or related area; degree is preferred. One year or more work experience, preferably in financial services (especially phone banking), operations, client support or customer service is desired. Prior experience working in a dual monitor environment and the ability to utilize over 7 open programs at one time is a plus. | ||||
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US CO COLORADO SPRINGS |
Branch/Retail Banking Clerk |
Accountemps | $9.00 - $10.79/Hour | 7/29 |
| Details: Classification: TemporaryCompensation: $9.00 to $10.79 per hourAccountemps is currently seeking knowledgeable Banking Teller for a prominent financial organization in the Monument area. The Banking Teller is primarily responsible for handling customers transactions in person, online and through telephone banking inquiries. If this sounds like the position for you, please contact us today! All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.Accountemps is the world's leader in specialized temporary financial staffing. We provide exciting temporary, temporary-to-hire and project opportunities in the areas of accounting, bookkeeping, finance and many more. Through our parent company, Robert Half, we've been matching highly skilled finance and accounting professionals with clients since 1948. Our relationships with top companies in more than 360 locations worldwide ensure you enjoy competitive pay, challenging careers and assignments with excellent opportunities for full-time employment. Don't just take our word for it. In 2010 FORTUNE® magazine again ranked us #1 in our industry on the list of "World's Most Admired Companies" (FORTUNE, March 22, 2010). Nine out of 10 of our clients and candidates would recommend our service to a colleague. Apply now or contact your local Accountemps office at 1.800.803.8367 or visit accountemps.com to find out more about this job and other job opportunities. Accountemps is an Equal Opportunity Employer. | ||||
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US CO Englewood |
BN03 - Loan Reviewer - Banking |
Kelly Financial Resources | 7/28 | |
| Details: The nations 5th largest banking institution is looking for an experienced Mortgage Processor for its Home Mortgage operations in Englewood, CO.The Ideal Candidate will have 5-10 years of experience with FHA, VA and Conventional loans. Must be able to maintain a pipeline of at least 90+ loans per month. Knowledge of current RESPA regulations. Must be customer service focused and professional. | ||||
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US CO Littleton |
Banking Sales Representative |
TCF Bank | 7/27 | |
| Details: Banking Sales Representative             Role in the Branch: The Banking Sales Representative will aggressively promote, sell and refer TCF products and services. Answer inquires regarding checking and savings accounts and other bank related products. Based on experience level, a Banking Sales Representative will initiate and open new accounts while providing appropriate information on regulations and policies. Accurately process, verify, and key all transactions in a manner, which maintains TCF standards and high level of customer service. Position Responsibilities:         Promote, sell and answer request for information on retail products, services, and regulations       Consult with customers on specific account needs       Cross-sell TCF products, programs, and services       Meet targeted cross-sell/product referral goals       Maintain good customer relations by answering customers’ questions | ||||
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US CO Denver |
High-achieving banking, alternative asset & sales |
R Capital Advisors | 7/6 | |
| Details: Recruiting high-achieving investment banking, alternative asset and institutional salesCompany Overview: Join a growing global investment services firm specializing in strategic consulting and capital raising services for a diversified worldwide fund manager client base with plans to launch a Global Fund in 2011. Step into a position of responsibility in a fast-paced environment, working with talented colleagues and led by partners with track records of success in capital raising, investment banking, portfolio management and entrepreneurial endeavors. Firm’s objectives are twofold: to raise $3 billion of capital per year for our growing roster of 30 plus top-tier alternative asset and long-only fund managers, and to leverage firm’s relationships with client fund managers to launch a Global Fund, allowing institutional investors world-wide to participate in a unique, alternative asset-focused strategy. Firm’s proprietary, innovative process transforms the way the alternative asset industry raises and allocates capital. Firm is recruiting passionate, entrepreneurial team members to help achieve firm’s vision and seeks talented Vice President and Partner-level candidates with potential for promotion and increased responsibility. Candidates have the opportunity to vest into firm’s revenue-sharing pool, combined with substantial performance incentives. Firm seeks strategic long-term thinkers. Potential to earn substantial compensation through multiple income streams are expected over the next few years. Firm Background: Growing client base of 30 plus outstanding alternative asset and long-only fund managers representing $3 billion of signed capital-raising engagements; Founder has career track record of successful corporate turnarounds and capital formation, and was interim CEO of 11 operating companies; Management team has 500 combined years of industry experience and participated in $40 billion of value creating events prior to joining firm; and, Strategically positioned to grow and thrive during ongoing market consolidation. Career Benefits: One to four years invested at firm will catapult career forward – for the right candidate, direct exposure to firm’s senior leadership and the firm’s superior on-the-job training will position candidate for long-term career success; Exceptional long-term compensation package, including revenue sharing; Opportunity to develop relationships with alternative asset fund managers, major institutional investors and family offices; Opportunity to be involved in growth stage of a five year old firm which fosters a fertile atmosphere for learning and increasing responsibility; and, Firm operates in a fully virtual environment, using use innovative technologies and processes that both increase productivity and create a balanced lifestyle for employees. Freedom to live where you like – firm recruits top talent regardless of geography. | ||||
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