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Puget Collision 4.6
Finance service representative job in Salem, OR
The CSR is the primary contact for all initial customer reception and is responsible for customer care throughout the vehicle repair process. The CSR must be able to secure the customer by being an empathetic listener with the ability to answer basic questions related to the repair process.
Job Responsibilities:
Greet customers professionally and in a timely manner, ensure a high degree of customer service excellence with a warm reception and offer customer comfort items.
Answer the phone professionally and respond to all voice mails same day, addressing customer inquiries with the appropriate shop team members.
Inform customer of repair process, insurance claim processing, payment procedures, repair techniques, and expected delivery date of repair.
Communicate any customer expectations, complaints, service issues or other specific requirements learned from the customer or insurance carrier to Estimator and Center Leader.
Capture the business for customers who walk through the door or call for an estimate by establishing customer confidence and trust in our abilities and company. This will include being knowledgeable of our certifications and insurance carrier partnerships.
Follow-up on all Missed Opportunities
Schedule appointments for the Estimator effectively ensuring accurate and timely calendar updates.
Oversee processing of initial insurance assignments, customer contact/appointment verification.
Ensure all scheduled in repairs are set up the day before to receive the customer: rental car arrangements, parts review, payment confirmations, create the CCC one file.
Ensure all documents are scanned in the CCC one file: Check in Sheet, Estimate, Adjusted Sheets, Parts Invoices, Payments, and Final Bills.
Confirm customer information is accurate and complete for all communication needed.
Ensure file is ready, vehicle is complete and CSR Quality Control Checked before customer is called for vehicle delivery.
Daily audit of all Parts invoices posted in CCC
Ensure Banking Transactions & Deposits are posted and completed accurately by deadline.
Open mail daily and disperse appropriately including invoices and statements.
Ensure lobbies clean and orderly, customer comfort areas stocked, marketing material available.
Monitor and replenish office supplies and orders needed for the shop with Center Leader approval.
Ensure Regulatory Documents, Permits are current, posted and filed appropriately at the shop.
Ensure safety items are stocked such as first aid kits and safety glasses in the lobbies.
Key Performance Metrics
Customer Service Index Score 95%, Kept Informed, Net Promoter Score
Educate the customer on the survey and ask to take the surveys with a monthly goal of 30%.
Ask for the sale and schedule the repair: 75% Closing Ratio.
Skills/Qualifications:
Collision University Training required in first 6 months of employment.
Basic Computer Skills are necessary to navigate company systems & communicate with customers.
Must be able to multi-task in a high-paced environment with a flexible attitude.
The ability to read, understand, and perform written instructions accurately and consistently and to work independently as well as with others in an organized manner.
Behavioral Excellence Required:
Perform all assigned responsibilities according to the Company Standard Operating Procedures.
Adheres to the companys non-disclosure and confidentiality policies concerning customer information.
Compensation details: 18-25 Hourly Wage
PI4f47093c4efb-31181-39512250
$28k-37k yearly est. 8d ago
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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
Trader Trainee
Buckeye Pacific
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.
$61k-101k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Creative Financial Staffing 4.6
Finance service representative job in Oregon City, OR
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Company: Confidential Pay: $22-$25 per hour (DOE)
Location: East Portland Metro Area
Are you eager to learn, grow, and build a long‑term career with an organization experiencing significant growth? Our client stands out in their industry for delivering top‑quality customer service, and they are looking for someone who shares that same commitment to excellence.
We are seeking a highly organized, customer‑focused professional to support Domestic and International B2B customers. This role is ideal for someone who enjoys problem‑solving, and is motivated by helping customers succeed.
Position Overview
In this role, you will support customers by providing timely communication, managing logistics, and ensuring accurate documentation for domestic and international shipments. You will collaborate with cross‑functional teams, navigate country‑specific requirements, and help resolve customer challenges-all while maintaining a high level of integrity and professionalism.
Key Responsibilities
Provide timely and professional communication regarding order status, availability, pricing, shipping details, credit issues, returns, and general customer needs
Route domestic and international shipments using the most reliable and cost‑effective methods
Plan international shipment routes while considering freight forwarder and country-specific requirements
Enter accurate shipment handling instructions
Assist customers with documentation and regulatory compliance
Pre‑advise destinations for shipments requiring special attention (import permits, formal entry, etc.)
Resolve customer challenges, including delays, missing shipments, or price adjustments, with urgency
Support the creation and review of proposals, contracts, sales orders, and purchase orders
Determine product classifications and export license requirements
Required Skills & Competencies
Proven customer service experience
Strong written and verbal communication skills
Professional phone and email etiquette
Creative problem‑solving and conflict‑resolution abilities
Ability to work effectively with cross‑functional teams
Technical Skills
Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word
Strong typing and data entry skills
ERP experience, ideally with Navision
Experience & Education
2-3 years of customer service experience
High School Diploma or GED required
Associate's or Bachelor's Degree a +
Compensation & Benefits
Pay: $22-$25 per hour
Medical and dental insurance
Life and disability insurance
Paid vacation and sick leave
401(k) with company match
Opportunity to grow with a company that values internal development
$22-25 hourly 9h ago
Commercial Banking Associate
The Commercial Banking Associate (CBA
Finance service representative job in Portland, OR
The Commercial Banking Associate (CBA), is an entry-level position within the Commercial Banking Group responsible for assisting the client teams; this includes assisting in the development and analysis of new commercial relationships, including small business and non-profit organizations, and deposit and treasury management business; the expansion of existing relationships; and servicing customers. This position may also work closely with the underwriting team to assist with financial spreads or credit analysis. The CBA will also assist with sales proposals, act as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; supports a team approach to complex customer relationships to ensure all needs are addressed; may be asked to research market condition/trends so the Bank will remain competitive in local market. This role promotes the bank's mission and culture in the communities served.
This position is a unionized position through the Communication Workers of America.
ESSENTIAL DUTIES
Assist the commercial relationship teams to build and maintain professional banking relationships with clients/prospects (commercial, small business, non-profit organizations and high net worth individuals) who utilize full array of banking products including loans and depository/cash management services.
Support mission aligned relationships throughout the Bank including referrals to other business units.
Work directly with Relationship Managers, Client & Treasury Managers and Associates, Director of Client and Treasury Management, Underwriters/Portfolio Managers and other team members and/or other personnel in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.
Contribute to Commercial Banking Group growth, retention goals and exceptional service.
Assist with the development of sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons, written proposals, credit and financial analysis.
Attend joint calls, when appropriate, with commercial / small business primary officers, branch managers and team members to provide assistance in acquiring new business and/or closing the relationship.
Work closely with other team members within the bank to identify new business opportunities and execution.
Develop a basic knowledge of the overall array of bank services available for both consumer and commercial clients and learn to cross-sell those services as needed by the client.
Perform duties to assist primary officers with the completion of entire packages necessary for client set up; open and fund new relationships properly.
Attend training classes and complete assigned compliance and sales training deemed appropriate by Manager to expand banking knowledge and potential expanded credit or sales skills.
Assist primary officers with the tracking of sales-related activities in the bank's Client Relationship Management system, including sales pipeline and client/prospect calls.
Responsible for individual and team goals that support Commercial Banking Group overall strategy and financial plan.
Monitor bank expenses prudently on an ongoing basis and prepare monthly expense reports for management or staff, as needed.
Deliver excellent client service (external to clients and community in addition to internal with colleagues)
Investigate and solve simple client problems, recognize when to escalate for primary officers to step in to resolve.
Analyze previous bank statements, financials, statistics or other data to determine the level of client service and product mix for recommendation;
Follow protocol for feedback or complaint procedures for clients to use;
Participate in financial education or guidance to communities served;
Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally, required to complete all required compliance and regulatory training, not limited to BSA. Managers are responsible to ensure staff/departmental attendance.
Other duties as assigned.
SECONDARY DUTIES
The position of Commercial Banking Associate performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY
The position of Commercial Banking Associate is not responsible for the supervision of any employee(s).
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The position may include driving a personal or company owned vehicle approximately
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 30 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The incumbent for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), money counter, computer terminal, personal computer and related printers, instant issue machine, cash recycler, branch capture scanners, and video conferencing equipment.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
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.
MENTAL DEMANDS
The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
MINIMUM REQUIREMENTS
Basic Qualifications
Workforce ready or college education
Basic Banking knowledge
Must possess positive and professional customer service attitude
Strong computer skills, specifically in Microsoft Windows environment
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
Good organizational and time management skills
Ability to work with general supervision while performing duties
Preferred Skills/Experience
College degree in business or equivalent a plus
Practical knowledge of banking, loans, deposit and/or cash management products.
Interpersonal, verbal and written communication skills with the ability to assist the preparation and delivery of persuasive oral and written reports and presentations.
Ability to schedule and complete tasks and duties without constant, direct supervision.
Working knowledge of PC spreadsheet, word processing, and production software. i.e. Microsoft Office Products.
Demonstrate aptitude for detail work and ability to effectively meet specific deadlines.
This person will be asked to support multiple priorities and officer or client schedules.
Have a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests.
Independent worker and self-starter.
Management reserves the right to change this position description at any time according to business needs.
$39k-76k yearly est. 14d ago
Banker Associate-Emerging Middle Market-Associate
JPMC
Finance service representative job in Portland, OR
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$39k-76k yearly est. Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
Courtney Rogers-State Farm Agent
Finance service representative job in Beaverton, OR
Job DescriptionBenefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ABOUT OUR AGENCY:
Our agency has a proud history of service, with our legacy office thriving for 11 years and our MOA location recently celebrating its 1-year anniversary. With 18 years of experience in the insurance industry and a degree in criminal justice, I lead a dynamic team of nine professionals across our two offices.
We offer a competitive benefits package, including group health and life insurance, a 401(k) plan with a 4% match, two weeks of PTO, and an additional week of unpaid time off. Our team enjoys frequent bonuses, promotions, and comprehensive training in all lines of business and sales processes.
Community involvement is at the heart of what we do. We proudly sponsor local high school sports teams like Tigard High Schools Snowboard Team and West Linn Baseball Team. We also participate in charity golf tournaments and various community events throughout the year.
Join a team thats committed to excellence, growth, and making a difference both in and out of the office!
ROLE DESCRIPTION:
As a FinancialServicesRepresentative State Farm Agent Team Member with Courtney Rogers - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financialservice licenses.
Proven experience working as a financialservicesrepresentative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
$26k-39k yearly est. 12d ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Finance service representative job in Dallas, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
Finance service representative job in Portland, OR
JobID: 210699125 JobSchedule: Full time JobShift: Base Pay/Salary: Seattle,WA $100,000.00-$120,000.00 If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
$24k-41k yearly est. Auto-Apply 18d ago
Financial Services Representative - State Farm Agent Team Member
Kristin Staropoli-State Farm Agent
Finance service representative job in Portland, OR
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Health insurance
Paid time off
Training & development
ROLE DESCRIPTION: As a FinancialServicesRepresentative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these)
Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant licenses.
Excellent analytical, organizational, and problem-solving skills.
Effective communication & interpersonal skills.
Successful track record of meeting sales goals/quotas preferred.
FINRA Series 6, 63 and 65 licenses preferred.
** I encourage you to check out our website at ************************ to learn more about our agency and see you if you align with our team values, mission, & vision. **
$26k-39k yearly est. 7d ago
SAP FI -Treasury and Banking
Deegit 3.9
Finance service representative job in Portland, OR
• Core BANKING a MUST NEEDED SKILLS
• APP
• Treasury and Risk Management.
• Electronic Bank Statements
• SEPA
• Bank Master Data
• Payroll interfaces and FI-HR Integration points
• TREASURY a skills needed
• Complete Treasury Configurations
• Instruments
• Money Market
• Treasury and related postings / transactions
Additional Information
$32k-54k yearly est. 60d+ ago
Digital Banking Specialist (45033)
Willamette Valley Bank 4.3
Finance service representative job in Salem, OR
Digital Banking Specialist
At Willamette Valley Bank, we're redefining the digital banking experience. As a
Digital Banking Specialist
, you'll help customers access smarter, faster, and more secure banking solutions-while supporting a community-focused bank that values innovation and service.
Some of the Key Responsibilities Include
Be the go-to expert for all things digital-help customers and team members navigate online banking with confidence
Champion innovation by promoting adoption of cutting-edge digital tools and services
Solve challenges fast-troubleshoot issues and deliver seamless experiences for Bill Pay, P2P, and Treasury Management products
Own the details-manage account setups and ensure smooth onboarding for digital services
Protect what matters-maintain compliance and keep customer transactions secure
What We Offer
Competitive compensation and benefits package
A caring, stable and safe working environment
Experienced and helpful leadership
Qualifications
Qualifications
Advanced knowledge of Regulation E and digital banking platforms
Strong analytical and problem-solving skills
Excellent communication and customer service abilities
Proficiency in Microsoft Office and banking systems
Ability to work in a fast-paced environment and manage multiple priorities
About Us
Where Local Means Everything…
If you ask us, local means that our connection to the places in which we work goes beyond geography, it means we are ingrained in the local economy, we are part of the culture, and we help support our neighbors through volunteering, community outreach, and charitable donations.
Banking Local means your money gets reinvested into your local communities and keeps your small towns thriving. When you put your money in a local bank, you are helping to provide a tractor to local farmers, an oven for the neighborhood bakery, and a home for the family next door.
ADA Statement: The responsibilities listed are representative of the essential functions of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Willamette Valley Bank is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected characteristics. If you require an accommodation during the application or interview process, please contact us at: ****************
$31k-38k yearly est. 16d ago
Trader
Sherwood Lumber Corporation 3.8
Finance service representative job in Lake Oswego, OR
Job Description
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$63k-104k yearly est. 27d ago
Trader Trainee
Buckeye Pacific, LLC
Finance 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.
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$61k-101k yearly est. 7d ago
Part Time Associate Banker Portland East (30 hours)
JPMC
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.
$39k-76k yearly est. Auto-Apply 60d+ ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Finance service representative job in Dallas, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
$26k-32k yearly est. Auto-Apply 18d ago
Recent Graduates - Financial Services
Kristin Staropoli-State Farm Agency
Finance service representative job in Portland, OR
Job Description
We are seeking recent college graduates who are interested in a career in the insurance and financialservices industry. If you are tired of interviewing and ready to start working this is your opportunity for a lucrative career in a stable industry.
Ideal candidate must be outgoing and have a hunger for success! The agency's culture promotes a team playing environment where everyone is willing to help you achieve your goals. You bring your passion to succeed, and we will help point you in the right direction!
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses if not, I can help you obtain these)
Conduct financial reviews and recommend appropriate products.
Offered: Your Perfect Job plus...
Benefits:
Base Salary plus Commission
SIMPLE IRA retirement match up to 3%
PTO: 3 weeks every year with unlimited carryover
Valuable experience
Health insurance
Training & development
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant licenses.
Excellent analytical, organizational, and problem-solving skills.
Effective communication & interpersonal skills.
Successful track record of meeting sales goals/quotas preferred.
FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
$26k-39k yearly est. 4d ago
Part Time Associate Banker Portland West (30 hours)
Jpmorgan Chase 4.8
Finance service representative job in Beaverton, 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.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$24k-42k yearly est. 60d+ ago
SAP FI -Treasury and Banking
Deegit 3.9
Finance service representative job in Portland, OR
• Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market
• Treasury and related postings / transactions
Additional Information
$32k-54k yearly est. 8h ago
Digital Banking Specialist (45033)
Willamette Valley Bank 4.3
Finance service representative job in Salem, OR
Digital Banking Specialist At Willamette Valley Bank, we're redefining the digital banking experience. As a Digital Banking Specialist, you'll help customers access smarter, faster, and more secure banking solutions-while supporting a community-focused bank that values innovation and service.
Some of the Key Responsibilities Include
* Be the go-to expert for all things digital-help customers and team members navigate online banking with confidence
* Champion innovation by promoting adoption of cutting-edge digital tools and services
* Solve challenges fast-troubleshoot issues and deliver seamless experiences for Bill Pay, P2P, and Treasury Management products
* Own the details-manage account setups and ensure smooth onboarding for digital services
* Protect what matters-maintain compliance and keep customer transactions secure
What We Offer
* Competitive compensation and benefits package
* A caring, stable and safe working environment
* Experienced and helpful leadership
$31k-38k yearly est. 49d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Salem, OR?
The average finance service representative in Salem, OR earns between $22,000 and $48,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Salem, OR