Annuities Representative (New Business) jobs in Pueblo, CO

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Client Service Representative I
  • United Business Bank
  • Westcliffe, CO FULL_TIME
  • Job Details
    Level
    Entry
    Job Location
    Westcliffe 30 - Westcliffe, CO
    Position Type
    Full Time
     
    Salary Range
    $14.50 - $16.00 Hourly
    Description

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

    About United Business Bank

    We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

    About the Position...

    The Client Service Representative I (CSR I) is an onsite position and does not have remote opportunities.

    The Client Service Representative I (CSR I) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR I is responsible for balancing each days transactions and verifying cash totals. They assist clients with bookkeeping and checking account problems, as well as answers client questions regarding the Banks products and services. They are responsible for actively cross-selling the Banks products and services. The CSR I performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR I assists clients promptly, courteously, efficiently and professionally. The CSR I performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.

    Qualifications

    About You...
    You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

    Education/Certification: High school graduate or equivalent.

    Required Knowledge: Knowledge of Teller and Cash Handling Operations procedures. Basic understanding of banking products, services and operations.

    Experience Required: Minimum of 1-year cash handling or teller experience in the financial services industry.

    Skills/Abilities:

    • Good communication skills.
    • Professional appearance, dress and attitude.
    • Good math skills.
    • Ability to use Microsoft Office software package.

    Compensation

    Hiring Salary Range: $14.50 to $16.00.

    This compensation information is United Business Bank's good-faith estimate and is provided pursuant to Colorado's Equal Pay for Equal Work Act. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The base pay and target incentive (if applicable) will be finalized at offer.

    Benefits

    We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions.

    • Medical, Dental, Vision Insurance at a shared premium cost.
    • 401k With Matching Contributions.
    • Paid Time Off - accrued vacation and sick time, 1 float day, 11 paid holidays.
    • Flexible Spending Accounts - Healthcare, Dependent Care, Transit & Parking Options.
    • Employee Assistance Program, 100% employer cost.
    • Employees are offered a free checking and savings account, plus free orders of personal size checks.

    Application window is anticipated to close April 26, 2024.

    Location: Onsite, no remote

    We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

     

  • 5 Days Ago

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Client Service Representative I
  • United Business Bank Career Opportunities
  • Westcliffe, CO OTHER
  • Job Details Level: Entry Job Location: Westcliffe 30 - Westcliffe, CO Position Type: Full Time Salary Range: $14.50 - $16.00 Hourly DescriptionJoin a winning team at United Business Bank and enjoy a f...
  • 9 Days Ago

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Youth Pastor
  • New Hope Church
  • South Fork, CO FULL_TIME
  • Full time Youth Pastor position in South Fork Colorado. This is a Non-denominational Church and this is a new position to build a youth ministry. The position includes a new parsonage to live in on ou...
  • 10 Days Ago

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New Grad - Physical Therapist (PT)
  • MGA Homecare
  • Pueblo, CO FULL_TIME
  • Company DescriptionJob DescriptionPhysical Therapist (PT) – Pediatric HomecareFull-time and part-time positions available – schedule crafted by you for an ideal work/life balanceProvide skilled physic...
  • 1 Day Ago

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New Grad - Physical Therapist (PT)
  • MGA Homecare
  • Pueblo, CO FULL_TIME
  • Company DescriptionJob DescriptionPhysical Therapist (PT) – Pediatric HomecareFull-time and part-time positions available – schedule crafted by you for an ideal work/life balanceProvide skilled physic...
  • 11 Days Ago

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Nurse Practitioner (Accepting New Graduates)
  • HireX Canam Private Limited
  • Pueblo, CO FULL_TIME
  • Nurse Practitioner - Pueblo, CO - New Grads are acceptedShift: Mon - Fri (8 am - 5 pm), 1 day set aside for admin work can be done from homeResponsibilities:· Conduct health assessments including reco...
  • 14 Days Ago

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0 Annuities Representative (New Business) jobs found in Pueblo, CO area

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Business Development Representative
  • Frontier Business Products
  • Pueblo, CO
  • Are you ready to start a career in Tech Sales? Do you thrive on success and the ability to help local businesses succeed...
  • 4/26/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Pueblo, CO
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM

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Commercial Field Representative
  • Tesla
  • Canon City, CO
  • Responsibilities Respond to corrective maintenance cases on commercial solar PV, commercial energy storage systems, vehi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Bedrosians
  • Colorado Springs, CO
  • * 02-Feb-2022 to 03-Apr-2022 (PST) * Colorado Springs, CO, USA * Hourly * Full Time *Medical, Dental, and Vision Benefit...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative - Colorado Springs
  • GEARY PACIFIC CORPORATION
  • Colorado Springs, CO
  • Job Details Job Location 57 Colorado Springs - Colorado Springs, CO Position Type Full Time Job Shift Day Description Yo...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • Kruegerbrothers
  • Colorado Springs, CO
  • **Sales Representative** * Full Time * Posted 1 day ago **Overview** Krueger Brothers Construction ( Colorado Springs, l...
  • 4/22/2024 12:00:00 AM

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Contractor Sales Representative
  • Foxworth-Galbraith Lumber Company, Inc.
  • Colorado Springs, CO
  • ** Contractor Sales Representative** **Job Category****:** Sales **Requisition Number****:** CONTR03406 Showing 1 locati...
  • 4/22/2024 12:00:00 AM

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Sales Representative - Facility Services
  • Cintas Corporation
  • Colorado Springs, CO
  • Title: Sales Representative - Facility Services Location: Colorado Springs, CO, US, 80907 **Job Description** Cintas is ...
  • 4/22/2024 12:00:00 AM

Pueblo /ˈpwɛbloʊ/ is a home rule municipality that is the county seat and the most populous city of Pueblo County, Colorado, United States. The population was 106,595 in 2010 census, making it the 267th most populous city in the United States and the 9th largest in Colorado. Pueblo is the heart of the Pueblo Metropolitan Statistical Area, totaling over 160,000 people and an important part of the Front Range Urban Corridor. As of 2014, Pueblo is the primary city of the Pueblo–Cañon City combined statistical area (CSA) totaling approximately 208,000 people, making it the 134th largest in the nat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,242 to $53,507
Pueblo, Colorado area prices
were up 2.3% from a year ago