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Energy Trader
Associate Energy Market Trader (Portland, OR) #114390
Pacificorp 4.9
Finance representative job in Portland, OR
Company: PacifiCorp
POWER YOUR GREATNESS
PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability inclusion & belonging.
General Purpose
Negotiates sales and purchases of wholesale power, financial instruments, and emissions credits consistent with the strategic direction of the Company. Identifies sales/purchase opportunities and aggressively negotiates energy sales and purchases with other utilities/organizations and/orfinancial institutions. Develop professional relationships with wholesale power marketers, traders, brokers, utilities, and the financial community to enhance the Company's ability to profitably grow the wholesale power business.
Responsibilities
Purchase and sell wholesale electric power, and transmission as directed.
Identify and initiate sales and purchase opportunities within limits.
Monitor system operation of energy transfers and wheeling.
Work within PacifiCorp's system, WECC system, CAISO scheduling and congestion management procedures, standard transmission tariff rules and regulations.
Work within the Company policies, practices, procedures, applicable federal, state, and local laws and regulations.
Develop relationships with other utilities, marketers and transmission providers in order to enhance PacifiCorp's ability to reliably and profitably serve our customer base.
Work with other groups within Commercial and Trading.
Requirements
Bachelor's degree in Finance, Economics, Marketing or a related field; or the equivalent combination of education and experience.
Understanding of market conditions.
Knowledge of company policies, procedures, and practices, and applicable federal, state, and local laws and regulations.
Proficient with the use of personal computers and automated tools to support trading activity.
Communication and interpersonal skills to develop industry contacts and establish relationships.
Knowledge of trading practices.
Position work hours are non-standard.
Preferences
Three years of experience in trading commodities.
Experience in electric or gas utility system operations, power marketing or power scheduling.
Knowledge of power plants, market hubs, and interchange points between companies.
Selling skills in order to identify, negotiate, and close on sales and purchase opportunities.
Additional Information
Req Id: 114390
Company Code: PACIFICORP #PM25
Primary Location: PORTLAND
Department: Power Supply
Schedule: FT
Personnel Subarea: Exempt
Hiring Range: $88,800 - $122,100
This position is eligible for an annual discretionary performance incentive bonus of up to 30.00% of salary.
Benefits: Health care, retirement, paid time off, tuition assistance, paid short-term and long-term disability, paid bereavement leave. For more information, please visit: **********************************************************************
Employees must be able to perform the essential functions of the position with or without an accommodation.
PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law.
Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations.
Nearest Major Market: Portland Oregon
Career Segment: Sustainability, Supply, Energy, Operations
PId5e49204f6ee-37***********0
$88.8k-122.1k yearly 4d ago
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Relationship Banker
Bank of America 4.7
Finance representative job in Corvallis, OR
Corvallis, Oregon
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Managemen
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-33k yearly est. 4d ago
Trader
Sherwood Lumber Corporation 3.8
Finance representative job in Lake Oswego, OR
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$63k-104k yearly est. Auto-Apply 60d+ ago
Trader Trainee
Buckeye Pacific
Finance representative job in Tualatin, OR
Trader Trainee Job Status: Full Time
At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers.
The Role of a Trader
Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America.
The Trader Trainee Program
Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business.
Key Responsibilities:
Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations.
Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement.
Build strong relationships across the organization by working closely with traders and support teams.
Investigate and resolve shipping issues, claims, or delivery concerns.
Provide freight quotes and dispatch updates to traders and business partners.
Research potential new accounts and market opportunities.
Complete assignments, projects, and all training sessions within the Trader Training Program.
Education and/or Experience:
Bachelor's Degree from four-year college or university; or Associate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience.
Qualifications:
Excellent written and verbal communication skills.
Ambitious, driven, and proactive.
Strong attention to detail and exceptional accuracy in a fast-paced environment.
Ability to multitask, prioritize, and solve problems effectively.
Collaborative mindset with the ability to build strong relationships internally and externally.
Dependable and comfortable working in an office setting.
Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles.
Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership.
$61k-101k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Salem, OR
Country Financial 4.4
Finance representative job in Salem, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and orfinancial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$60k-90k yearly est. Auto-Apply 60d+ ago
Financial Advisor & Planner - Personal Strategy
Empower Retirement 4.3
Finance representative job in Portland, OR
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 paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Financial Advisor & Planner on the Personal Strategy team assists Empower's Personal Wealth investment clients on a wide range of financial matters. The Financial Advisor effectively communicates clients' portfolio strategies and provides guidance on a variety of financial planning topics.
What you will do
Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
Take the lead on comprehensive relationship management via phone conversations, email communication, and in-person meetings
Act as a liaison between clients and Empower's Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions
Deliver client education on investment philosophy and capital market functionality
Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning
Work with the Financial Planning Specialist Team, who assist clients & advisors with more complex planning issues
Coordinate with the Operations Team on client-related administrative issues
What you will bring
Bachelor's degree or extensive industry experience required
Experience with direct high-net worth client communication within the investment advisory field
High-level knowledge of current investment products and industry services
Proven track record in relationship management and customer satisfaction
FINRA Series 65 required
What will set you apart
CFP preferred
The ability to compare and contrast the benefits and suitability of different investment options and products
Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
Strong interpersonal skills, team-oriented, and collaborative
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$59,700.00 - $84,300.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-31-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
$59.7k-84.3k yearly Auto-Apply 4d ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Finance representative job in Dallas, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
$26k-32k yearly est. Auto-Apply 19d ago
SAP FI -Treasury and Banking
Deegit 3.9
Finance representative job in Portland, OR
• Core BANKING a MUST NEEDED SKILLS
• APP
• Treasury and Risk Management.
• Electronic Bank Statements
• SEPA
• Bank Master Data
• Payroll interfaces and FI-HR Integration points
• TREASURY a skills needed
• Complete Treasury Configurations
• Instruments
• Money Market
• Treasury and related postings / transactions
Additional Information
$32k-54k yearly est. 60d+ ago
Private Client Banker - Fremont and Williams - Portland, OR
JPMC
Finance representative job in Portland, OR
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$30k-55k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Kristin Staropoli-State Farm Agent
Finance representative job in Portland, OR
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Health insurance
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these)
Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant licenses.
Excellent analytical, organizational, and problem-solving skills.
Effective communication & interpersonal skills.
Successful track record of meeting sales goals/quotas preferred.
FINRA Series 6, 63 and 65 licenses preferred.
** I encourage you to check out our website at ************************ to learn more about our agency and see you if you align with our team values, mission, & vision. **
$26k-39k yearly est. 7d ago
Financial Services Representative State Farm Agent Team Member
Courtney Rogers-State Farm Agent
Finance representative job in Beaverton, OR
Job DescriptionBenefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ABOUT OUR AGENCY:
Our agency has a proud history of service, with our legacy office thriving for 11 years and our MOA location recently celebrating its 1-year anniversary. With 18 years of experience in the insurance industry and a degree in criminal justice, I lead a dynamic team of nine professionals across our two offices.
We offer a competitive benefits package, including group health and life insurance, a 401(k) plan with a 4% match, two weeks of PTO, and an additional week of unpaid time off. Our team enjoys frequent bonuses, promotions, and comprehensive training in all lines of business and sales processes.
Community involvement is at the heart of what we do. We proudly sponsor local high school sports teams like Tigard High Schools Snowboard Team and West Linn Baseball Team. We also participate in charity golf tournaments and various community events throughout the year.
Join a team thats committed to excellence, growth, and making a difference both in and out of the office!
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Courtney Rogers - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
$26k-39k yearly est. 12d ago
Relationship Banker
Bank of America Corporation 4.7
Finance representative job in Corvallis, OR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Managemen
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-33k yearly est. 4d ago
Trader
Sherwood Lumber Corporation 3.8
Finance representative job in Lake Oswego, OR
Job Description
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$63k-104k yearly est. 27d ago
Trader Trainee
Buckeye Pacific, LLC
Finance representative job in Tualatin, OR
Job DescriptionPosition: Trader Trainee Job Status: Full Time
About Buckeye Pacific At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers.
The Role of a Trader
Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America.
The Trader Trainee Program
Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business.
Key Responsibilities:
Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations.
Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement.
Build strong relationships across the organization by working closely with traders and support teams.
Investigate and resolve shipping issues, claims, or delivery concerns.
Provide freight quotes and dispatch updates to traders and business partners.
Research potential new accounts and market opportunities.
Complete assignments, projects, and all training sessions within the Trader Training Program.
Education and/or Experience:
Bachelor's Degree from four-year college or university; or Associate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience.
Qualifications:
Excellent written and verbal communication skills.
Ambitious, driven, and proactive.
Strong attention to detail and exceptional accuracy in a fast-paced environment.
Ability to multitask, prioritize, and solve problems effectively.
Collaborative mindset with the ability to build strong relationships internally and externally.
Dependable and comfortable working in an office setting.
Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles.
Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership.
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$61k-101k yearly est. 6d ago
Financial Advisor - Corvallis, OR
Country Financial 4.4
Finance representative job in Corvallis, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and orfinancial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$60k-91k yearly est. Auto-Apply 60d+ ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Finance representative job in Dallas, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
$26k-32k yearly est. Auto-Apply 18d ago
SAP FI -Treasury and Banking
Deegit 3.9
Finance representative job in Portland, OR
• Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market
• Treasury and related postings / transactions
Additional Information
$32k-54k yearly est. 2h ago
Recent Graduates - Financial Services
Kristin Staropoli-State Farm Agency
Finance representative job in Portland, OR
Job Description
We are seeking recent college graduates who are interested in a career in the insurance and financial services industry. If you are tired of interviewing and ready to start working this is your opportunity for a lucrative career in a stable industry.
Ideal candidate must be outgoing and have a hunger for success! The agency's culture promotes a team playing environment where everyone is willing to help you achieve your goals. You bring your passion to succeed, and we will help point you in the right direction!
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses if not, I can help you obtain these)
Conduct financial reviews and recommend appropriate products.
Offered: Your Perfect Job plus...
Benefits:
Base Salary plus Commission
SIMPLE IRA retirement match up to 3%
PTO: 3 weeks every year with unlimited carryover
Valuable experience
Health insurance
Training & development
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant licenses.
Excellent analytical, organizational, and problem-solving skills.
Effective communication & interpersonal skills.
Successful track record of meeting sales goals/quotas preferred.
FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
$26k-39k yearly est. 4d ago
Relationship Banker
Bank of America 4.7
Finance representative job in Portland, OR
Portland, Oregon
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (****************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-33k yearly est. 4d ago
Trader
Sherwood Lumber Corporation 3.8
Finance representative job in Lake Oswego, OR
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
How much does a finance representative earn in Salem, OR?
The average finance representative in Salem, OR earns between $20,000 and $43,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Salem, OR
$29,000
What are the biggest employers of Finance Representatives in Salem, OR?
The biggest employers of Finance Representatives in Salem, OR are: