Finance service representative jobs in Oregon

- 1,536 jobs

Medical Office Client Service Representative
Benton County, Oregon 4.2
Finance service representative job in Moro, OR
Want to do meaningful work that will leave a lasting impact in our community while growing your career? The Benton County Health Services is in search of a Medical Office Client Service Representative to support our Health Centers. Job Summary: This position supports the various programs of Benton County Health by providing excellent, courteous, positive customer service to a widely diverse community/client base externally and internally by phone and in person. The environment is fast paced and ever changing. This position is required to cover at various locations throughout the Benton Health Service system. Click here for a complete list of the duties, responsibilities and physical requirements of this position. Essential Duties: * Using excellent customer service; greet, educate and instruct clients over the admissions/services process. Check clients in for scheduled appointments. Respond to walk-in requests for information and/or scheduling. * Assist clients in completing forms as needed. Ensure client forms are filled out completely by client or representative. Enter client information into multiple data bases. Verify and update client information as needed. * Schedule clients in a complex computerized scheduling system. Manage clinical scheduling and rescheduling of appointments as indicated. * Complete appointment reminder calls. * Initiate records release requests from other provider offices to help facilitate the ongoing care for new clients. * Answer multi-line phones and determine the priority and action to take for in-coming calls (schedule appointments or forward to the appropriate staff member). * Link clients to services follow Health Services procedures. * Forward requests for medical records to the medical records office for processing and billing issues to the billing staff for resolution. * Process and distribute mail as appropriate. * Monitor reception area to assist in clinic flow and maintain a clean and safe environment. Cash Handling/Financial/Insurance * Verify proof of insurance and coverage with insurance carriers; Third Party, Medicaid and Medicare. Contact client if new proof of insurance is needed. * Educate clients about the Community Health Center and Financial Policy and how the policy applies to the program(s) to help client understand their responsibilities for making payments and/or providing proof of insurance and income. * Follow Federal Poverty Guidelines for sliding fee scale for clients when appropriate. * Notify client of payment responsibilities as stated in the Financial Policies. Verify insurance carrier payment or have client sign insurance waiver. Work with clients to make payments on outstanding balances. * Check out client and collect fees for services and make follow up appointments. * Track client enrollment, un-enrollment in state insurance program as well as PCP assignments. * Conduct daily reconciliation of cash drawer and credit card payments. * Calculate and prepare closing till monies for daily deposit. * Perform cash-handling responsibilities which include, but not limited to, receipt and post client payments made both in person and received through the mail. Member of Care Team * Participate as a member to the care team to provide services to clients. Participate in team huddles and meetings to help facilitate client care and clinic efficiencies. * Monitor client flow and load to ensure clients are seen timely. Inform clients and practitioners if wait time is extended. * Review schedule in advance for availability of future appointments and work collaboratively with care team to maximize access. Coordinate with clinical staff to determine availability for nonscheduled appointments. * Forward client messages to clinical staff. * Assist clinical staff to contact clients as needed. * Other duties as assigned. Minimum Qualifications: The following are minimum qualifications for this position: Administrative Assistant 3 level: * High school diploma or GED * 3 years of administrative support, general office or customer service experience. Preferably in a fast-paced healthcare environment. Preferred experience, skills and attributes: * Can handle a fast-paced work environment * Enjoys working as part of a team * Is CPR certified * Has office experience in a confidential environment * Has good working knowledge of HIPAA requirements * Has proficient data entry skills * Is an intermediate user of Microsoft Office Suite (Word, Excel & Outlook). An equivalent combination of education and experience may be accepted. Hiring is contingent upon the successful completion of a background check. BENEFITS Generous time off to maintain a healthy work-life balance! * 11 Paid Holidays + 2 Floating Holidays + 8 hours of vacation accrual every month + sick leave! Vacation accrual increases with years of service. $0 Health Insurance Premium! * Medical, Dental and Vision -cover your eligible family members without additional premium. * In addition, the County contributes up to $1,900 per year to your Health Savings or Reimbursement account, depending on plan and personal contributions! * Apart from your deductible you can use this money for things that aren't traditionally paid by insurance - i.e. Ibuprofen, Tylenol and other preventative type medications * You never lose your Health Savings Account funds as it rolls over from year to year * Dependents up to age 26 are covered! Get ready for retirement. Generous employer paid contributions! * After 6 months of employment: * The County makes a retirement contribution of 6% of your salary towards Oregon PERS! * The County makes a deferred compensation 457b plan contribution of 1.5% of your salary! You can add more if you wish. A free and award-winning wellness program * Interactive and personalized approach focused on your whole health. * Onsite and virtual seminars, wellness challenges and fun activities. * Monetary incentives and cool prizes to engage everyone and meet your individual needs! 100% employer-paid coverage for AD&D ($100,000), Life ($50,000), and Long-Term Disability coverage. * Supplemental plans are available at reasonable rates! Annual salary range of: * $42,349.10 -$57,312.35 * This position is eligible for up to two salary raises within your first year. Increases may be given at the end of the 6-month probationary period, depending on starting salary, and at the 1-year anniversary, as long as your performance is in good standing! Increases are given until the maximum of the salary range is reached. Questions regarding this position can be directed to LaNoi Martin Health Clinic Manager Email: ******************************* Telephone: ************ Working & Living in Benton County Perfectly placed in the Willamette Valley, 90 miles south of Portland and 40 miles north of Eugene, Benton County has easy access to urban areas with ample opportunities for cultural activities. Combined with outdoor recreation galore in the Cascade Range 80 miles to the east and the Coastal Range and Pacific Ocean 50 miles west, the county's 90,000 residents like to say they "have it all." Whether going out for a day of fishing, hiking trails in our natural areas, planning a family outing to the Corvallis Knights baseball game or shopping at locally-owned businesses in downtown Corvallis -- Benton County has something for everyone. Working at Benton County Living in Benton County How to Apply * To apply for this position, click on the "Apply" button to fill out all information in the online application and complete the questionnaire. Failure to do so may result in your application being removed from consideration. * Only complete applications received by the posted application deadline date, or the first review date will be considered. * Answer all supplemental questions. After you Apply * You will get an email stating your application has been submitted. Log in to your NeoGov account before the job announcement closes to see if you have any pending tasks or notifications, and make sure to complete these tasks before the job announcement closes. These can be found under the "My Applications" section. * Be sure to check both your email and NeoGov account for updates regarding this recruitment. Additional information * This is a FLSA non-exempt position. * This position is represented by the American Federation of State, County and Municipal Employees (AFSCME). * Please save a copy of this job announcement for your reference, as it may not be available for you to view after the job closes. * Eligible veterans who meet the qualifications will be given veterans' preference. For further information, please see the following website: Veterans Resources. NOTE: If claiming veterans' preference please be sure to attach your DD214 and Disability letter (if applicable) from the VA. * Benton County does not offer VISA sponsorships. Within three days of hire, you will be required to complete the US Department of Homeland Security's I-9 form confirming authorization to work in the United States. Benton County will review these documents to confirm that you are authorized to work in the United States. * If you wish to identify yourself as an individual with a disability under the Americans with Disabilities Act of 1990 and will be requesting accommodation, please contact the Benton County Human Resources Department by calling ************. Benton County is an equal opportunity employer. Helpful links and contact information Learn more about Benton County Understanding the County Application Process Job Interest Cards webpage For more information you may contact us by e-mail at ***************************** or by phone at ************.
$42.3k-57.3k yearly 4d ago
Support Services Representative
Tyler Technologies 4.3
Finance service representative job in Salem, OR
Description As a Support Services Representative, you will be interacting directly with our local and state partners as well as citizens utilizing the many online services we provide on behalf of the State. You will assist customers by investigating and reproducing errors, reporting software bugs, troubleshooting errors, and providing general support. Must be about to work a hybrid work schedule. Responsibilities Process a high volume of incoming customer inquiries promptly and efficiently through unscripted telephone, email and chat conversations Resolve incoming inquiries regarding login issues, billing issues, technical problems, service questions, and other general concerns Take detailed notes, document customer contacts quickly, and maintain customer records during and after each customer contact in the Customer Relationship Management system Understand and determine the cause of problems quickly and apply the appropriate solution Review and process documents for compliance with established regulations Manage sensitive information securely and in accordance with company policies and procedures Demonstrate commitment to customer satisfaction and interact with customers in a professional and courteous manner at all times Solve technical problems with minimal supervision Navigate a computer effectively and learn to use and support multiple web-based systems quickly Provide accurate and complete information to meet customer needs and achieve satisfaction Work with supervisor to stay updated on product knowledge, company policies and procedures, and effectively handle changes in any of these areas Provide timely feedback to the supervisor regarding challenges or customer concerns Qualifications High School Diploma and a minimum of one year of customer-facing work experience. Excellent communication skills, including clear verbal and written abilities. Strong organizational and prioritization skills. Ability to multi-task in a fast-paced environment to ensure timely follow-through. Must have excellent problem-solving skills and keen attention to detail. Must be self-motivated and demonstrate initiative. Ability to understand a variety of technologies and platforms. This position allows both flexible and remote workdays opportunities
$30k-34k yearly est. Auto-Apply 60d+ ago
Client Service Rep (Part Time) - Teller (Gresham)
Riverview 4.5
Finance service representative job in Gresham, OR
You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. SUMMARY Contributes to the provision of basic bank deposit services while promoting a positive Riverview image through friendly and efficient processing of customer transactions while following bank policies and procedures. In addition, the incumbent develops skills to generate deposit growth by learning how to assert himself or herself and effectively sell and cross-sell Riverview products and services. This is a full-time position with a starting rate of $19 - $21 May be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide customer service and use problem solving skills to satisfy customer needs (may be in person and/or via the telephone). Computer data entry and inquiry. Process, record, track and verify various types of financial transactions, information and events. Prepare and/or complete various reports and forms accurately. Maintain a balanced cash drawer. Sell and cross-sell Riverview products and services. Open new accounts. Follow branch procedures Comply with regulatory and state and federal laws Follow all security procedures Additional Duties and Responsibilities: Participates in and completes training objectives with passing scores. Follow all Riverview policies and procedures. Other duties as assigned RELATIONSHIPS Daily contact with Supervisor to receive direction and interpretation of existing and new branch procedures. Daily contact with customers and prospective customers in providing assistance to fulfill their banking needs. Frequently confer with other departments providing assistance and coordination of operations. Occasional contact with members of professions with whom the incumbent must consult from time to time, i.e., attorneys, accountants, and other financial intermediaries. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); and 6 months of cash handling/customer service experience. SKILLS: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Ability to promote the sale of products and services through verbal recommendation. Requires the basic skills associated with the general use of computers and other business office equipment. Ability to offer flexibility in a changing work environment is imperative. High attention to detail. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions . Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.
$19-21 hourly 4d ago
Trader
Sherwood Lumber Corporation 3.8
Finance service 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
Lumber Trader
JM Hunter Group 4.0
Finance service representative job in Portland, OR
Job Description We are a leading manufacturer of custom wood crating and packaging solutions, and are seeking a highly motivated and experienced Lumber Trader to join our team. As a family-run business with a global reach, we have been providing consistent, on-time, and dependable service for over 75 years. Headquartered in Portland, Oregon, , and factories operating in Oregon, Brazil, and China, we are proud to deliver competitively-priced, high-quality wood products to our valued customers. Responsibilities: Market Analysis: Conduct comprehensive market research to identify trends and opportunities in the lumber industry. Monitor and analyze factors such as supply and demand, pricing, and market indicators to stay ahead of competitors. Sales and Business Development: Collaborate with the sales team to identify potential customers and develop new sales strategies. Utilize industry contacts and relationships to expand the company's customer base. Supply Chain Management: Work closely with suppliers, manufacturers, and distributors to ensure a reliable and cost-effective supply of lumber products. Negotiate pricing and terms of trade agreements to maintain profitable relationships. Customer Relationship Management: Build and maintain strong relationships with new and existing customers. Provide exceptional customer service, anticipate customer needs, and resolve any issues or concerns promptly. Inventory Management: Oversee inventory levels and ensure proper stock management. Ensure adequate supply of lumber products to meet customer demands while minimizing inventory costs. Risk Management: Continuously assess market risks and develop strategies to mitigate them. Stay updated on industry regulations and compliance requirements to ensure adherence. Financial Analysis: Prepare and analyze sales reports, forecasts, and budget statements to track sales performance and profitability. Collaborate with finance department to identify opportunities for cost optimization and efficiency improvements. Team Collaboration: Collaborate with cross-functional teams, including operations, logistics, and finance, to optimize business processes and achieve company goals. Industry Networking: Actively participate in industry events, trade shows, and conferences to build networks, stay informed about industry trends, and represent the company in a professional manner. Requirements: Bachelor's degree in business, finance, supply chain management, or a related field. Relevant work experience may be considered in lieu of degree. Proven track record in lumber trading or sales, particularly in a global environment. Strong market knowledge and understanding of lumber industry trends, supply chain dynamics, and market pricing. Excellent communication and negotiation skills, with the ability to build and maintain relationships with suppliers and customers. Strong analytical and problem-solving abilities, with a keen eye for detail. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Proficient in MS Office Suite and other relevant software applications. Willingness to travel domestically and internationally as required. Join our dynamic team at Marine Lumber Co. and contribute to our legacy of delivering high-quality wood products worldwide. As a Lumber Trader, you will play a crucial role in driving the growth and success of our business. Apply now and be a part of our family-run company with a focus on customer satisfaction and innovation.
$63k-103k yearly est. 20d ago
Guaranteed Extraboard (GEB) Customer Service Rep - 90395127 - Portland
Amtrak 4.8
Finance service representative job in Portland, OR
> Employees Apply Here" onclick="window.location.href = '****************************** InternalUser=true&locale=en_US/';"/> Guaranteed Extraboard (GEB) Customer Service Rep - 90395127 - Portland Company: Amtrak Your success is a train ride away! As we move America's workforce toward the future, Amtrak connects businesses and communities across the country. We employ more than 20,000 diverse, energetic professionals in a variety of career fields throughout the United States. The safety of our passengers, our employees, the public and our operating environment is our priority, and the success of our railroad is due to our employees. Are you ready to join our team? Our values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. By living the Amtrak values, focusing on our capabilities, and actively embracing and fostering diverse ideas, backgrounds, and perspectives, together we will honor our past and make Amtrak a company of the future. Job Summary This Position is responsible for providing our passengers with superior customer service from behind the ticket counter or on the station floor or platform. The GEB (Guaranteed Extraboard) Customer Service Representative is an on-call position. This employee is guaranteed full-time pay and the schedule will vary from week-to-week. They will be expected to cover planned and unplanned time off in the absence of other team members. Station hours require that candidates be willing to work any shift/schedule, including days, afternoons, evenings, holidays and weekends. Essential Functions * The incumbent will be responsible for greeting, servicing and general comfort of each passenger. * Provide assistance to customers with special needs, assist passengers with luggage, and boarding trains. * Make ticket reports promptly, properly safeguard company funds, and prepare related reports. * Responsible for the proper care and preventative maintenance of the ticket printers and Quik-Trak machines. * Keep all information racks filled as needed. * Perform miscellaneous clerical duties related to the station. * Dissemination of both verbal and printed information to passengers including schedules, fares, routing, city highlights, boarding information, tours and other intermodal transportation. * Ensure all passenger train boarding(s) are timely. Will verify passengers are properly ticketed or have the proper travel documents and ensure compliance with baggage requirements prior to admission to station platforms. * Required to perform janitorial duties. * Handle checked baggage, package express and company materials in the station and on/off train. Minimum Qualifications * Proficient with baggage & express operation and be able to quote rates & information. * Able to lift items that weigh up to 50lbs. * Able to push or pull a baggage cart and operate baggage equipment (i.e. tow tractor). * Must have a High School Diploma or GED. * Valid Driver's License required Preferred Qualifications * Must be skilled in the processing of all types of Amtrak tickets, and a thorough understanding of tariffs to properly price tickets. * Qualified with the operation of Arrow, RailRes/Stars and QuikTrak. Position will be governed by all Corporate, Company, and station policies. * Familiar with the operation of the Passenger Information Display System. Communications and Interpersonal Skills * Must have excellent written and oral communication skills. * The ability to maintain a positive, good-natured attitude is essential. * Comfortable with interacting with customers, speaking on a public address system, and using Amtrak computer systems The hourly range is $29.29 - $39.05 (with opportunity for increases, as per the applicable collective bargaining agreement, after beginning employment). Amtrak offers a comprehensive benefit package that includes health, dental and vision plans; wellness programs; flexible spending accounts; 401K retirement plan; life insurance; paid time off; reimbursement of education; Public Service Loan Forgiveness eligibility; Railroad Retirement sickness and retirement benefits; and rail pass privileges. Some benefits are subject to the collective bargaining agreement. Learn more about our benefits offerings here. Requisition ID:165632 Posting Location(s):Oregon Relocation Offered:No Travel Requirements:Up to 25% You power our progress through your performance. We want your work at Amtrak to be more than a job. We want your career at Amtrak to be a fulfilling experience where you find challenging work, rewarding opportunities, respect among colleagues, and attractive compensation. Amtrak maintains a culture that values high performance and recognizes individual employee contributions. Amtrak is committed to a safe workplace free of drugs and alcohol. All Amtrak positions requires a pre-employment background check that includes prior employment verification, a criminal history check and a pre-employment drug screen. Candidates who test positive for marijuana will be disqualified, regardless of any state or local statute, ordinance, regulation, or other law that legalizes or decriminalizes the use or possession of marijuana, whether for medical, recreational, or other use. Amtrak's pre-employment drug testing program is administered in accordance with DOT regulations and applicable law. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions. If an applicant/employee refuses to provide written consent for Amtrak to obtain these records, the individual will not be permitted to perform safety-sensitive functions. In accordance with federal law governing security checks of covered individuals for providers of public transportation (Title 6 U.S.C. §1143), Amtrak is required to screen applicants for any permanent or interim disqualifying criminal offenses. Note that any education requirement listed above may be deemed satisfied if you have an equivalent combination of education, training and experience. Amtrak is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race/color, to include traits historically associated with race, including but not limited to, hair texture and hairstyles such as braids, locks and twists, religion, sex (including pregnancy, childbirth and related conditions, such as lactation), national origin/ethnicity, disability (intellectual, mental and physical), veteran status, marital status, ancestry, sexual orientation, gender identity and gender expression, genetic information, citizenship or any other personal characteristics protected by law. > Employees Apply Here" onclick="window.location.href = '****************************** InternalUser=true&locale=en_US/';"/>
$29.3-39.1 hourly 7d ago
Trader Trainee
Buckeye Pacific, LLC
Finance service 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. Powered by JazzHR B6u55jSxyG
$61k-101k yearly est. 22d ago
Trader Trainee
Plateau Forest Products
Finance service representative job in Bend, OR
Overview & Job Description: Plateau Forest Products, LLC (PFP) is looking for Lumber Trader Trainees to potentially advance to becoming Lumber Traders to join our team. Plateau Forest Products is a powerhouse in the lumber & building products industry and has grown into one of the largest wholesale distributors in North America. As an employee-owned company, we have built our business by providing quality lumber solutions to our customers and suppliers. We are looking for bright, competitive, sales driven individuals to join our growing trading floor! What's life like as a trader? Challenging, always changing, and fun. Traders get the mentorship and support they need to do their jobs--and do them well. We are a work hard - play hard team and we are experts in what we do. We love the outdoors and are incredibly driven to succeed. Our future is limitless, and we look forward to finding a trader to be a part of our success! Duties and Responsibilities (First 18 months) Logistics and supply chain Market segmentation and strategy Pre-prospecting on potential new accounts Study and learn the processes of the office and skills and techniques it takes to be a successful trader at PFP Assist in any other task's traders may need done Duties and Responsibilities as a Lumber Trader: Build market position in our industry by locating and winning new accounts Create and build long-lasting relationships, on multiple levels with various customers-from production and shipping/receiving, with executive team members Call on customers to generate sales daily- quote, negotiate and close conditions of sale. Input orders and follow through with shipment to insure timely delivery Call on suppliers and get list of offerings - determine pricing strategy, negotiate sales, order write-up Plan and budget daily, weekly, monthly, and yearly sales goals and measure results to goals. Each trader is solely responsible to find customers which produce sales and income from commissions Resolve all customer, mill, company disputes, issues, promptly and professionally Assist in collections from customers by working with credit department Interact with other traders on the floor to keep each other informed of changing market conditions and to provide customers a variety of products to be purchased from each department if needed, one-stop shopping Things we look for: Ability to be self-directed while working under tight deadlines Ability to cope with change, make decisions and act comfortably with risk and uncertainty Exceptionally strong interpersonal and communication skills Positive attitude with willingness to learn and be trained on company's trading policies and business software is a must for this position In addition, must have a high level of attention to detail and work well with others. Fast paced exciting environment with high volume of transactions Desire to succeed in order to be promoted to a lumber trader Education and/or Experience: High School Diploma is required along with a Bachelor's Degree from a four-year College or University. _____________________________________________________________________________ PFP is an Equal Opportunity Employer and provides a full array of benefits for our employees and their families including: 401(k) Retirement Savings Plan with Company matching Comprehensive medical, vision and dental plans Life Insurance Long Term Disability Travel Accident Insurance Section 125 Flexible Benefit Plan Heath Savings Account with Company matching Wellness Program Employee Assistance Program Scholarship Program Employee Stock Program And more…..
$61k-101k yearly est. Auto-Apply 30d ago
Part Time (30 Hours) Associate Banker, Portland South
JPMC
Finance service representative job in Oregon
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
$40k-77k yearly est. Auto-Apply 60d+ ago
Veterinary Client Service Representative
Veterinary Referral Center of Central Oregon 3.7
Finance service representative job in Bend, OR
At the Veterinary Referral Center of Central Oregon (VRCCO), you will become a vital member of a dynamic team dedicated to providing exceptional veterinary care. Our approach combines a commitment to compassionate, individualized care with evidence-based practices, ensuring strong connections between our staff and the patient-guests and pet parents we serve. Here, you will discover a culture founded on teamwork, compassion, and going beyond expectations-leading to a fulfilling and impactful career in veterinary medicine. Why Choose VRCCO? VRCCO is recognized as a leader in advanced pet care, offering a diverse range of specialty and emergency services designed to meet the needs of our community. We currently provide dermatology, internal medicine, medical oncology, surgery, ophthalmology, neurology, physical rehabilitation, urgent care, and emergency services. To improve the experience for our patients and help support our amazing team, we have created a purpose-built veterinary hospital campus, with a 26,000 sq. ft. facility to serve our community. As we work together to prioritize the well-being of our patient guests, we are equally dedicated to our heroes (employees). We invest in competitive compensation and comprehensive benefits to support your health and well-being, both now and in the future. We are the only organization with Vet Cadets Childcare located at our flagship location and only a short drive from our Urgent Care facility. VRCCO has been Great Place To Work Certified since 2021. Come see the difference for yourself and be a part of our team. With abundant opportunities for continuing education and career advancement, you can develop a long and successful career with us. Requirements Are you a people person with a passion for pets? As a Veterinary Client Service Representative (CSR), you'll be the first friendly face and reassuring voice that pet parents encounter, setting the tone for an exceptional client experience. In this fast-paced, dynamic role, you'll juggle multiple responsibilities-answering calls, scheduling appointments, managing patient records-all while providing calm, compassionate support, even in urgent situations. You'll be the bridge between our clients and veterinary teams, ensuring seamless communication and a smooth, stress-free experience for every pet and pet parent who walks through our doors. Success in this role requires grace under pressure, attention to detail, and top-notch communication skills. If you thrive in an environment where every day brings new challenges and opportunities to make a difference, we'd love to have you on our team! Benefits Highlights Medical: Multiple plan options with 70% coverage Dental/Vision: Multiple plan options with 50% coverage Profit sharing available for all heroes (employees) Tenure bonuses Savings: 401K matching program Stipends for continuing education Education & Experience: Minimum education requirement: high school diploma or equivalent Preferred: hands-on experience working in veterinary general practice or veterinary multi-specialty hospital. Ready to Make a Difference? If you are passionate about veterinary care and are excited to grow alongside a team of like-minded individuals, we would love to hear from you! Apply today and become part of the Veterinary Referral Center of Central Oregon family-where we go beyond expectations, every day! Salary Description $21.00-23.00/hr
$21-23 hourly 60d+ ago
Representative - Customer Service
Wesco 4.6
Finance service representative job in Portland, OR
As a Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed. **Responsibilities:** + Support customer base by answering questions, concerns, account inquiries as well as handling customer complaints. + Process payments for cash account customers. + Research and resolve customer problems, acting as the customer liaison between other departments when necessary. + Back-up support to sales counter with walk in and telephone inquiries. **Qualifications:** + High School Degree or Equivalent required + Associates' Degree (U.S.)/College Diploma (Canada) preferred + 2-4 years of relevant experience + Solid interpersonal skills that allow one to work effectively in a diverse working environment + Able to effectively communicate both verbally and in writing + Able to work well under pressure + Strong attention to detail + Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times + Computer literate, including effective working skills of MS Word, Excel, and e-mail \#LI-SC1 At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on. Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here (******************************************************************* and apply online today! Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company. _Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _ _Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._
$29k-36k yearly est. 9d ago
Customer Service Representative
Copart 4.8
Finance service representative job in Woodburn, OR
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology. The Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned. Required Skills and Experience: One year of office support experience in a customer service role preferred High School diploma Excellent customer service skills and attitude Excellent written and verbal skills Proficient with office equipment Attention to detail Problem-solving Computer proficiency - MS Suite Typing speed 45WPM Professional appearance Ability to multi-task in a fast-paced environment Bilingual skills a plus Occasional overtime as needed Pay $18.00 - $20.29 per hour Benefits Summary: · Medical/Dental/Vision · 401k plus a company match · ESPP - Employee Stock Purchase Plan · EAP - Employee Assistance Program (no cost to you) · Vacation & Sick pay · Paid Company Holidays · Life and AD&D Insurance · Discounts Along with many other employee benefits. At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: E-verify Participation Right to Work
$18-20.3 hourly Auto-Apply 6d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Portland, OR
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone and in person. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS has the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We have a tight knit crew that works great together and are strong believers that attitude is everything We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? Hourly with performance based bonus, 6 paid holidays, paid time off and 50% paid medical. Compensación: $16.00 - $18.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$16-18 hourly Auto-Apply 60d+ ago
Customer Service & Sales Representative
Spi LLC 4.0
Finance service representative job in Portland, OR
The Customer Service and Inside Sales Representative- International will be responsible for handling an array of duties, including lead generation research and support, managing & using sales lead resources (i.e., IIR Data) to identify potential customers and projects, assisting the International Account Managers with the execution of won projects such as supplier relationships & coordination, materials and logistics management, customer service to include complaints and questions, and relaying information about SPI's products and services. Responsible for selling SPI products and services to customers and developing leads. Will seek opportunities to present additional products to current customers. Assist with warehouse tasks as needed. Areas of responsibilities may include but are not limited to: Attract potential customers by answering product and service questions. Suggest additional products and services to potential and current customers. Manage large amounts of inbound and outbound calls. Anticipate customer needs, following up with previous customers to offer reorders or additional services. Responsible for product knowledge to answer customer questions. Assess competitors by analyzing and summarizing competitor information and trends and identifying sales opportunities. Develop leads, referrals, and accounts by checking customer's buying history, suggesting related and new items, and explaining technical features. Closing sales and achieving sales targets. Create and maintain a database of current and potential customers. Assist with administrative tasks and warehouse work as needed. Assist in products and service issues, purchasing, scheduling, facility maintenance, truck maintenance and warehouse/office housekeeping as needed. Participate in monthly and/or annual physical inventories. Schedule inbound/outbound deliveries, as well as incoming/outgoing inventory. Stock, organize, and maintain showroom to maximize sales and maintain inventory. Maintain proper project details, documentation, and orders for specific large projects. Education, Skills, Experience, and Knowledge High school diploma/GED or equivalent work experience Customer service oriented with strong telephone, computer, and multi-tasking skills General knowledge of warehouse operations Must be able to operate a forklift and/or pallet jack Basic math and computer skills Ability to write legibly and communicate clearly with professionalism and courtesy Experience with inventory/inside sales and/or demonstrated success working with customers Work Environment Office and warehouse/fabrication environment Physical demands may include but are not limited to: High level of sitting, walking, standing, and/or climbing Stooping, bending, kneeling, and reaching Work outside/inside around machinery with moving parts and vehicles Exposure to all seasons of weather, as well as slippery and uneven surfaces Must be able to lift a minimum of 30lbs Travel None Exemption Status Non-exempt
$31k-39k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Marking Services 4.0
Finance service representative job in Hillsboro, OR
Job Details Hillsboro, OR Full TimeDescription The primary responsibilities of the Customer Service Representative are to provide outstanding customer service, sales and administrative support to the Sales Team by processing orders, effectively resolving customer issues and supporting the Sales team as needed. Collaborates with Sales Team to understand and build lasting relationships with our customers. POSITION DUTIES AND RESPONSIBILITIES: Provides exemplary customer service-- including researching customer request to provide quotes, process orders, request layouts and files, and retrieves any additional information to complete orders. Upholds company standard by responding to customer's inquiry in a timely manner. Maintains understanding of MSI pricing, products, product usage and procedures. Provides product information to customers consistently emphasizing MSI's value proposition. Proactively communicates with customer to ensure all commitments and obligations for the customer are met and/or exceeded throughout the project/order and provides ongoing support to ensure that needs are met. Responsible for problem resolution that meets and exceeds customer expectations. Creates and maintains complete and accurate customer information, files, and layouts. Additional duties as assigned. Qualifications High School Diploma or GED and/or equivalent experience. Minimum of 2-3 years prior customer service experience. Strong demonstrated competence in proactive problem solving. Takes initiative and can handle multiple priorities at any given time. Proficient in MS office products. Solid Excel skills are preferred. Exhibit above average organizational skills, multitasking skills and can recognize and deal appropriately with priorities. PHYSICAL DEMANDS AND WORK ENVIRONMENT: There is little risk of injury. Work hours are generally during normal business hours and average 40 hours a week. May require some additional hours when production demand is at high levels. Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
$30k-39k yearly est. 58d ago
Financial Services
New York Life 4.5
Finance service representative job in Portland, OR
Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it's possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn't for everyone, but the best Agents and Managers in our company will tell you there's nothing else like it. Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That's one reason our company is a great place to build your career. Join us. If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated self-starters who want: •Comprehensive and ongoing professional training and development •State-of-the-art marketing and sales solutions •A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients •A clearly defined career path, including opportunities in Management for qualified individuals. •Comprehensive benefits, including a defined benefit pension plan,1 and significant earnings potential Here's what you'll do: As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, 2 long-term care insurance, and other products for insurance and retirement planning needs. You'll also: •Develop and implement business and marketing plans •Prospect for potential clients • Discuss financial concerns and needs of individuals •Present potential solutions using our suite of products and services •Develop your professional skills and knowledge
$40k-54k yearly est. 11d ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Finance service representative job in Fairview, 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-31k yearly est. Auto-Apply 28d ago
Associate Banker
Bank of Montreal
Finance service representative job in Forest Grove, OR
Application Deadline: 12/14/2025 Address: 1926 Pacific Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 27d ago
Customer Service Representative- Banking
First Federal 4.2
Finance service representative job in McMinnville, OR
Job Description Why Join First Federal? At First Federal, we're committed to fostering a supportive environment where your expertise can shine. We celebrate our team's success, set ambitious goals, and prioritize community involvement. As part of our team, you'll contribute to a culture rooted in excellence and community impact. First Federal is looking for a Customer Care Specialist (CCS) to join our team. If you have strong communication skills, enjoy helping customers, and thrive in a fast-paced environment, this role is for you. As a CCS, you will provide exceptional customer service over the phone, assisting with deposit accounts, online banking, debit cards, and more. This is a full-time onsite position in our McMinnville Home Office location. Responsibilities Answer a multi-line phone system in a tactful, professional and timely manner Utilize active listening skills to identify caller needs. Refer customer if needed through consultation with receiving party to ensure a soft handoff Handle escalated customer service situations effectively by demonstrating empathy Maintain an understanding of First Federal products and services and participate actively in ongoing training to ensure competency. Provide product/service information to customers Provide telephone support to mobile, online banking and bill pay customers Provide telephone support to ATM and Debit card customers, including trouble shooting denials, activation, limits and disputes Field, research and resolve basic complaints in a friendly and courteous manner Perform related clerical and computer support work to properly document customer interactions such as call logs and activities Proactively engage customers via detection tools to identify and reduce debit card fraud Be able to field general questions and concerns regarding garnishments and levies Identify and escalate issues to supervisor when necessary and appropriate Process service charge reversals Process verbal stop payments for customers Qualifications One or more years of direct customer service experience required. Prior experience in a telephone customer service environment preferred. Strong verbal and written communication skills Excellent problem-solving abilities with a customer-first approach Proficiency in Microsoft Office (Word, Excel) and the ability to learn new systems quickly Ability to work independently in a fast-paced environment High school diploma or equivalent required What We Offer: Competitive compensation and benefits package Training and ongoing professional development Opportunities for career advancement within First Federal A supportive, team-oriented work environment where your contributions are valued Pre-Employment Requirements: This position will have access to cash, financial instruments, financial transactions or confidential customer financial information. As a result, the following pre-employment screens are required: Pre-employment drug screen - excluding Marijuana Criminal background screen Consumer credit report DMV record search
$32k-36k yearly est. 6d ago
Customer Service Representative in Aviation
Aero Air 4.2
Finance service representative job in Hillsboro, OR
We are Aero Air - A People Centered Aircraft Service Company. A premier, mission driven organization who employs high performing, dedicated professionals. Where our team members are committed to apply their talents to a purpose greater than the task at hand. We want to make a difference in the lives of people in our communities and on a national and global level. Whatever your career passion, when you choose to work at Aero Air, you'll be joining a team that is supportive, collaborative and everyone is treated like family. We invite applicants for a Front Desk Customer Service Representative position! We offer a very competitive wage and excellent benefit package! Our benefits include relocation reimbursement, paid holidays, paid time off, 401(k) plan with an automatic 3% employer provided safe harbor contribution upon hire, healthcare coverage including medical, dental, vision, employer funded health reimbursement arrangement, employee paid life and disability insurance, flexible spending accounts, employee assistance program, pet insurance, corporate discount program on things like travel, gym memberships and more! Position Summary The service desk Customer Service Representative is responsible to greet, assist and provide information and high-level customer service to clients, visitors, vendors, and employees of Aero Air. Aero Air operates 365 days a year; This position requires individuals with the ability to work a specific schedule of Saturday-Sunday 8:00 a.m.-2:00 p.m., Monday-Wednesday 11:00 a.m.-8:00 p.m. including holidays. Required Duties and Responsibilities - Reasonable accommodations may be made to enable individuals with disabilities to perform the required duties and responsibilities. Greets clients, visitors, vendors, and employees at the front reception desk; determines the purpose of their visit and directs or escorts them to the appropriate location. Answers, screens, and directs phone calls to staff, utilizing a multi-line phone systems with numerous extensions. Receives mail, documents, packages, and courier deliveries and distributes them. Books hotel accommodations and processes on-site car rentals and reservations. Daily accounting of sales. Up-selling of services and fuel. Performs daily tracking reports of aircraft, fuel, and services. Builds and maintains professional customer relationships via phone, email, and personal interactions. Maintains reliable, regular, punctual, and predictable attendance. Valid U.S./state issued driver's license with clean driving record. Successful completion and favorable results of pre-employment drug screen and criminal history background check. Adheres to all Aero Air policies and standards of conduct. Other duties as directed. Required Knowledge, Skills, and Abilities Professional appearance with friendly, accommodating, flexible and positive demeanor. Impeccable follow through with the ability to multi-task and problem solve. Excellent phone etiquette and listening skills. Prior customer service experience required. Excellent interpersonal skills and ability to communicate effectively and professionally in person, on the phone, and through written correspondences. The ability to demonstrate poise, tact, and professionally interact and communicate with employees, vendors, and individuals at all levels of the organization and community. Service-oriented and able to build productive professional relationships. Excellent organizational skills and attention to detail. Demonstrated proficiency with Microsoft Office Suite or related software. Ability to work a flexible schedule including evenings, weekends, and holidays. Required Education and Experience: High school diploma or equivalent. At least two years related experience required. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift to 15 pounds at times. Requires the ability to stand, walk, bend, kneel, stoop, crouch, throughout the day. Finger dexterity is required as well as hand strength, with the ability to grasp, lift, push and pull. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus . Aero Air is an equal opportunity employer and prohibits discrimination against any person for any reason. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, familial status, parental status, protected veteran status, among other things, or status as a qualified individual with a disability. As an equal opportunity employer, Aero Air is committed to providing reasonable accommodations to applicants with disabilities. If interested in applying with Aero Air and need special assistance or accommodation, please contact us at **************. DISCLAIMER: This position requires having a valid U.S./state issued driver's license with clean driving record and successful results from pre-employment drug test and criminal background check.
$31k-39k yearly est. 7d ago

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