Support Services Representative
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
Auto-ApplyCustomer Service Representative - Portland
Finance service representative job in Portland, OR
Job Details 16 Portland - Portland, OR Full Time DayDescription
You will be working as part of a team in a high energy, fast paced, environment working with our customers and filling their orders. Our customers are heating and air conditioning Contractors. Our job is to help them get everything they need to complete each of their jobs as quickly as possible. We are looking for people to join our team that simply love to help people. At Geary Pacific helping people is a team sport. No experience? No problem! We will teach you everything you need to know while working alongside others that truly enjoy what they are doing.
The position reports to the Branch Manager.
Key Tasks:
Inbound & Outbound calls
Generating sales orders and quotes
Product Merchandising
Order Picking and receiving
Benefits: We provide an extensive benefits program that includes: Medical; Dental; Vision; Life and Long Term Disability Insurance; 401k with matching; Profit Sharing; Paid vacation, Personal Time, and Paid Holidays.
A little bit about us....... Geary Pacific Supply is headquartered in Anaheim, CA. and was established in 1961. We provide heating, air conditioning, and ventilation products to the Contractors that install and service the products. Our company culture is focused on providing our customers, suppliers, and teammates with professional, knowledgeable, and friendly service. Learn more about us at *************************************
Please click on the video link to see what it is like to be part of the Geary Pacific Team. ****************************
$18-25/hour
Client Service Rep (Part Time) - Teller (Gresham)
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.
Guaranteed Extraboard (GEB) Customer Service Rep - 90395127 - Portland
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.
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Trader
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.
Auto-ApplyAssociate Energy Market Trader (Portland, OR) #114299
Finance service 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/or financial 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: 114299
Company Code: PACIFICORP #PM25
Primary Location: PORTLAND
Department: Power Supply
Schedule: FT
Personnel Subarea: Exempt
Hiring Range: $90,200 -$116,800
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
Compensation details: 90200-116800 Yearly Salary
PIebf9a029588f-26***********8
Lumber Trader
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.
Representative - Customer Service
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._
Trader Trainee
Finance service 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.
Auto-ApplyCustomer Service Representative
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. Compensation: $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.
Auto-ApplyCustomer Service & Sales Representative
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
Auto-ApplyCustomer Service Representative I
Finance service representative job in Vancouver, WA
The Neil Jones Food Company is an industry leader, processing superior quality fresh-packed, vine-ripened California tomatoes and Pacific Northwest fruit. Headquartered in Vancouver, Washington, NJFC has been providing our nation's discerning foodservice, retail, industrial and institutional customers with the finest quality canned and pouched products for over 50 years. NJFC operates three production facilities: Northwest Packing in Vancouver, WA.; San Benito Foods, in Hollister, CA; and Toma-Tek in Firebaugh, CA.
We are looking for an on-site Customer Service Representative I to handle all aspects of daily order fulfillment and general order management for assigned area/region of responsibility; assists customers with various requests for information; coordinates orders/deliveries with Brokers and Regional Sales Managers, warehouse personnel and supply chain/logistics as needed to provide timely service to customers at our corporate headquarters in Vancouver, WA.
For additional information, please see our “About Us” video, Our Story - Neil Jones Food Company
Key Responsibilities:
Enters orders into order fulfillment system according to internal processes.
Utilizes Order Notes in order fulfillment system to document issues.
Confirms orders back to customers within the 48-hour timeline
Follow order through start to delivery process for high level of customer satisfaction
Coordinates with Supply Chain and Logistics/Transportation teams to ensure product availability for customer requirements.
Requirements :
High school diploma; associate degree in business management, sales and marketing, or related field preferred; or an equivalent combination of training, education and experience that demonstrates the ability to successfully perform the duties of the job.
2 years of customer service or sales and marketing experience in an internal service role.
1 year of office administration experience.
Working knowledge with Microsoft Office applications, particularly Outlook Email, Word and Excel; ability to use PeopleSoft (ERP) order fulfillment application.
Ability to pass a pre-employment drug test and a background check including employment and educational verification.
Compensation:
The wage range is $21.12 - $24.72, based on experience and qualifications.
Benefits:
Medical, Dental, & Vision coverage
401(k) match with Traditional & Roth options available
Company paid Life and AD&D insurance
10 paid vacation days, 9 paid holidays, and separate sick time
Employee Assistance Program
Numerous other voluntary insurance products available
Convenient location, 2 miles west of downtown Vancouver
Free parking
Applicants have rights under Federal Employment Laws
Family and Medical Leave Act (FMLA)
Equal Employment Opportunity (EEO)
Employee Polygraph Protection Act (EPPA)
The Neil Jones Food Company participates in E-Verify
E-Verify Participation
If You Have the Right to Work, Don't Let Anyone Take It Away
We are an Equal Opportunity and Fair Chance Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, disability, age, citizenship status, genetic information, military or veteran status, and other protected status under applicable law. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Auto-ApplyPart Time Associate Banker Portland East (30 hours)
Finance service representative job in Portland, OR
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform 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
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyPackaged Gases Customer Service Representative - Portland, OR
Finance service representative job in Portland, OR
Manages sales campaigns with the intent of either scheduling appointments for sales to improve sales productivity or by gaining business via direct quote/follow up. Assesses customer satisfaction with MTG products and services via conducting surveys and provides insights for addressing customer concerns. Works closely with SBU Sales Leaders, Sales, Corporate Marketing and Customer Service.
Position Accountabilities
1.Place outbound calls with the prime purpose of scheduling appointments for sales with new or existing customers, notifying sales of committed appointment times and then following up with a courtesy call to determine customer satisfaction/needs.
2.Provides quotes or completes the sale, if campaign appropriate to directly gain new business.
3.Probes and identifies problematic situations/opportunities that could protect or yield new business for MTG and communicates the information to the appropriate function for follow up.
4.Restocks store merchandise as needed. Arranges stock on shelves or racks in sales area and keeps merchandise in order. Marks or tickets merchandise.
5.Manages requests for products, price and technical information.
6.Assist in warehouse in shipping & receiving, inventory stocking, cleaning, labeling, or other tasks.
7.Maintains showroom cleanliness by procedures set forth by management.
8.Identifies sources of leads and manages the pre-qualification process in collaboration with sales and corporate marketing.
9.Tracks result of outbound campaign efforts.
10.Backs up inbound customer service, as needed.
11.Comply with all DOT and OSHA regulations.
12.Ensure all safety rules are strictly observed.
13.Perform other projects and duties as assigned.
Qualifications
* High School Graduate with diploma and/or prior experience in outbound calling/inside sales, outside sales or marketing desirable.
* Excellent customer service skills. Ability to establish and manage customer relationships
* Ability to work independently and under some pressure to meet deadlines.
* Demonstrates a clear and effective speaking manner for the purpose of explaining information to customers and employees.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to learn MTG's business/product types/organization/transaction systems
* Excellent Telephone Communications Skills
* Excellent Organizational Skills
* Intermediate level knowledge of Microsoft Office applications (Word, Excel, Outlook E-mail).
Physical Demands:
Stationary Position - Frequently
Move/Traverse - Frequently
Stationary Position/Seated - Occasionally
Transport/Lifting - Occasionally
Transport/Carrying - Occasionally
Exerting Force/Pushing - Occasionally
Exerting Force/Pulling - Occasionally
Ascend/Descend - NA
Balancing - NA
Position Self/Stooping - Occasionally
Position Self/Kneeling - Occasionally
Position Self/Crouching - NA
Position Self/Crawling - NA
Reaching - Frequently
Handling - Frequently
Grasping- NA
Feeling - NA
Communicate/Talking - Constantly
Communicate/Hearing - Constantly
Repetitive Motions- Occasionally
Coordination -Frequently
Matheson is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. EOE AA M/F/VET/Disability
Customer Service Representative
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.
Parts & Service Associate
Finance service representative job in Portland, OR
Job Title: Parts and Service Assistant
Department: TrailersPlus Lot Operations
Reports To: Assistant Store Manager
Status: Hourly plus bonus
The Parts and Service Assistant (PSA) assists in the duties and responsibilities of the Parts and Service Department. The
position assists in all aspects of the inbound and outbound inventory, installing parts, servicing trailers of all makes and
models, and preparing products for presentation and demonstration. PSA's assist in maintaining a clean and safe facility.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential duties and responsibilities include, but are not limited to the following:
● Daily inspection of trailers on the lot for safety and quality control.
● Perform daily processes that include parts, service work, inventory control as directed by store management.
● Service, parts/accessories installations, and warranty work.
● Assist will all deliveries of trailers, parts, and supplies and submit paperwork to management for review.
● Maintain the store facility and grounds by cleaning and organizing the building, shop, and trailers, in order to promote
safety, security, and a professional appearance as directed by store management.
● Work strategically and collaboratively with store management.
● Attend and participate in all required team and company meetings.
● Assist with warranty, repair, facility, and equipment problems.
● Assist Store Management team in trailer sales, as needed (sale license required in some states).
● Performs other duties as assigned.
● Ability to operate forklift and tractor. (Company certification required)
● Ability to operate power tools and welding equipment. (Company certification required)
SKILLS
● Time management
● Ability to solve basic problems, communicate properly, handle and diffuse difficult situations
● Troubleshooting
● Attention to detail
● Strong mechanical ability
● Quality customer service
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements
listed in the essential duties and responsibilities section are representative of the knowledge, skill, and ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Requires a high school diploma or equivalent.
LANGUAGE SKILLS
Must be able to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure
manuals. Also important is the ability to write occasional reports and correspondence and to speak effectively with customers
or employees. Spoken fluency in Spanish is a plus.
MATHEMATICAL SKILLS
Requires the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area,
circumference, and volume. The PSA must also be able to apply concepts of basic algebra and geometry as needed.
COMPUTER SKILLS
Knowledge of on-line computer systems is helpful but not required for successful completion of the PSA job responsibilities
and assignments. Basic keyboarding skills are also beneficial for efficiency.
REASONING ABILITY
Must be able to communicate and assist in the resolution of practical problems dealing with a variety of concrete variables in
situations where only limited standardization exists. The position also requires the ability to interpret a variety of instructions
furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the
essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions.
While performing the duties of this job, the employee is frequently required to talk or hear. The employee is frequently
required to stand, walk, sit, use their hands to handle or feel, reach with their hands and arms while balancing, routinely lift
50-75 lbs, and climb ladders.
WORK ENVIRONMENT
The characteristics of the work environment described here are representative of those an employee would encounter while
performing the essential functions of this job.
The employee may be exposed to wet and/or humid conditions, as well as outside weather conditions during the performance
of the job responsibilities. The employee may also be required to move mechanical parts and may be exposed to materials as
described in MSDS documents.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential
functions upon request.
Print Name Date
Signature
Auto-ApplyPrivate Client Banker - Belmont and 11th - Portland, OR
Finance service 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: **************************************************************************
Auto-ApplyTechnologist Customer Service Representative
Finance service representative job in Portland, OR
LabCorp is seeking a Technologist Customer Service Support Representative to join our team. This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. The Customer Service Support Representative will provide product education and handle a wide variety of questions while ensuring a world-class customer experience. The ideal candidate will be passionate about Customer Service and motivated to work with a customer centric team in an innovative company.
Schedule: Monday-Friday 7:30AM-4:00PM
Location: 4400 Northeast Halsey Street, Portland,
Job Responsibilities
Act a liaison between LabCorp, the customer base and patients
Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet
Speak with customers in a courteous, friendly, and professional manner using protocol procedures
Inquire, clarify, and confirm customer requirements and understanding of the solution
Provide additional customer education and information as needed
Work in multiple databases to research complex issues and questions
Notify clients of test results in a timely and accurate manner
Participate in activities designed to improve customer satisfaction and business performance
Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance
Requirements
Bachelor's degree in a Chemical or Biological science, Clinical Laboratory Science, Medical Technology or meet local regulatory (CLIA & State) requirements
Previous Laboratory experience
ASCP or AMT certification is highly preferred
Experience working in a contact center/call center environment is highly preferred
Knowledge of Microsoft Office suite
Experience with Salesforce.com and/or Laboratory Information Systems is preferred
Strong verbal and written communication skills and excellent ability to listen and respond
Excellent multitasking abilities required
Strong flexibility and the ability to manage and adapt to changing priorities quickly
Bilingual in English and Spanish is highly preferred
Must be able to pass a standardized color vision screen
Flexibility to work overtime or other shifts depending on business needs
Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here.
Labcorp is proud to be an Equal Opportunity Employer:
Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.
We encourage all to apply
If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.
Auto-ApplyBusiness Service Officer
Finance service representative job in Vancouver, WA
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES:
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Complex Business Service Officer
"
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)
Other licenses as required for the role or by management
Knowledge/Skills
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
Complex Business Service Officer
Direct reports:
Support Professionals
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyFinancial Services
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