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  • Associate Energy Market Trader (Portland, OR) #114390

    Pacificorp 4.9company rating

    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: 114390 Company Code: PACIFICORP #PM25 Primary Location: PORTLAND Department: Power Supply Schedule: FT Personnel Subarea: Exempt Hiring Range: $88,800 - $122,100 This position is eligible for an annual discretionary performance incentive bonus of up to 30.00% of salary. Benefits: Health care, retirement, paid time off, tuition assistance, paid short-term and long-term disability, paid bereavement leave. For more information, please visit: ********************************************************************** Employees must be able to perform the essential functions of the position with or without an accommodation. PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations. Nearest Major Market: Portland Oregon Career Segment: Sustainability, Supply, Energy, Operations PId5e49204f6ee-37***********0
    $88.8k-122.1k yearly 4d ago
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  • Customer Service Representative

    Classic Collision 4.2company rating

    Finance service representative job in Beaverton, OR

    $18-$20/hr Depending on Experience Classic Collision is now hiring a Customer Service Representative. Classic Collision was established in 1983 in Atlanta, Georgia with one single goal: To offer quality service to its customers with integrity and honesty. Be a part of a rapidly growing company whose mission is to put safety, quality, integrity, and heart into every vehicle we repair and customer we serve. Classic Collision offers competitive pay, benefits, and career advancement opportunities. Please come and join our team! Why Choose Classic Collision? Paid Weekly Continuous Training Supportive Team Culture Company match 401K Medical/Dental/Vision Paid Time Off - 6 Paid Holiday Rewarding Work Customer Service Representative (CSR) serves as the first impression of Classic Collision's customer experience. Responsibilities Explain and educate customers on repair process on a high level, including insurance claim information and processes. Maintain a broad knowledge base of insurance partner requirements regarding authorizations, billing, and load level processes. Coordinate Rental Car /Tow companies to provide one-stop service to all customers. Ensure all vehicles are delivered to customers by the assigned service advisor and if not available, by designated backup teammate. May assist in customer communication throughout the repair process. Monitor DRP assignments, estimate/repair appointments and capture rates of assignments. Follow up on all DRP assignments present and past to maintain sales for the center. Maintain DRP logbooks and Enterprise ARMS daily. Secure proper payments Assist with reconciling invoices to payables report daily and monthly (as applicable) Ensure all customer comfort items are always fresh and available for customers as well as maintaining the customer waiting area. Perform other administrative tasks and duties as required to successfully meet the needs of the business. Other duties as assigned. Qualifications Must be at least 18 years of age. Previous experience in customer service, sales, or other related fields is preferred. Must have a valid driver's license and be eligible for coverage under company insurance policy. Effective communication (written and verbal) and interpersonal skills are required. Organization and multi-tasking skills, good time management, and the ability to adapt easily to fast-paced environment. Behaviors/Competencies Integrity-Respect and accountability at every level and every interaction Customer Service-Provide the highest level of customer service while building customer satisfaction and retention Innovation-Develops and displays innovative approaches and ideas to our business Teamwork-Contributes to building a positive team spirit andsupports everyone's efforts to succeed Physical & Environmental While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear. The employee is frequently required to stand, sit, and walk occasionally for long periods at a time. The employee may occasionally be required to reach with hands, arms and move objects up to 20 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus. In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned are required. 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 function. Classic Collision is an Equal Opportunity Employer: As an equal opportunity employer, Classic Collision does not discriminate against any employee or candidate based on age, race, gender identity, gender expression, genetic information, national origin, physical or mental disability, protected veteran status, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by all applicable federal, state, and local laws. Reasonable Accommodations: Classic Collision is an equal opportunity employer that is committed to working with and providing reasonable accommodations to individuals with disabilities. If you have a disability and you believe you need a reasonable accommodation to search for a job opening or submit an online application, please e-mail or call ************* . This email is listed exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. This job description is not a complete statement of all duties and responsibilities comprising the position. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $18-20 hourly 5d ago
  • Route Service Representative (4-Day Workweek)

    Cintas 4.4company rating

    Finance service representative job in Portland, OR

    Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which our partners deliver and pick up uniforms, shop towels, chemical cleaning products and other facility service products. Our Route Service Representatives enjoy: - Comprehensive 10-week training program - Solid base salary and commission potential after being assigned a route - Majority work a 4-Day workweek - Majority work no nights or weekends - Monthly/Quarterly performance bonuses & incentives Key Responsibilities Include: - You are the face of Cintas to our customers and must work to build rapport with key decision makers - Ensure quality standards, and proactively solve customer concerns. - Grow our existing customer base by upselling and cross-selling additional products and services - Negotiating service agreement renewals and control inventory while working professionally and safely - Comply with driving and vehicle regulations. **Skills/Qualifications** Required Qualified candidates must meet all requirements outlined by the Department of Transportation (DOT) for driving a regulated vehicle weighing more than 10,000 lbs. In order to comply with DOT requirements, qualified candidates must, prior to their first day of employment: - Have an active driver's license - Be at least 21 years of age - Obtain a DOT medical certification - Provide documentation regarding their previous employment All successful candidates will also possess: - The ability to meet the physical requirements of the position - A High School diploma, GED or Military Service - The ability to demonstrate a strong customer service orientation - Self-motivation and the drive to work in an environment that relies on teamwork to meet goals - A positive attitude, along with ambition, organization and service spirit This is a rewarding opportunity! To support our aggressive growth plans, we offer unique opportunities, including advancement, ongoing training, mentoring and the opportunity to develop world class business skills. Benefits Cintas offers comprehensive and competitive medical, dental and vision benefits, with premiums below the national average. We offer flexibility with four different medical plan options; one plan is offered at zero cost. Additionally, our employee-partners enjoy: - Competitive Pay - 401(k) with Company Match/Profit Sharing/Employee Stock Ownership Plan (ESOP) - Disability, Life and AD&D Insurance, 100% Company Paid - Paid Time Off and Holidays - Skills Development, Training and Career Advancement Opportunities Company Information Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best. With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday. Headquartered in the U.S., Cincinnati, OH, Cintas is a publicly held Fortune 500 company traded over the Nasdaq Global Select Market under the symbol CTAS and is a component of both the Standard & Poor's 500 Index and Nasdaq-100 Index. Cintas Corporation is proud to be an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, genetic information, disability, protected veteran status, or any other characteristic or category protected by local, state, or federal law. This job posting will remain open for at least five (5) days. **Job Category:** SSR **Organization:** Rental **Employee Status:** Regular **Schedule:** Full Time **Shift:** 1st Shift
    $33k-37k yearly est. 7d ago
  • Customer Service Representative

    Chevron Stations, Inc.

    Finance service representative job in Beaverton, OR

    Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality Customer Service Representative, Customer Service, Representative
    $30k-39k yearly est. 6d ago
  • Customer Service Representative

    Chevron 4.8company rating

    Finance service representative job in Beaverton, OR

    Excited to grow your career? At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus. People First, Excellence Always CSI#: 1123 Station Address: 11015 SW Canyon Road, Beaverton OR, 97005 Job Expectations: * Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. * Maintain neat appearance and good personal hygiene in compliance with CSI image standards. * Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. * Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process. * Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures * Follow federal law and company standards on carding customers for all age restricted products sold at the stations. * Work professionally with vendors and contractors. * Regular and punctual attendance is expected. * Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products Essential Functions: * Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. * Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment. * Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently. * Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable. * Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed. * Actively promote store specials and other marketing programs. * Cross-check price of delivered goods for accuracy. * Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store. * Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only) * May perform other duties as assigned by management. Requirement/Qualifications: * Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters. * Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays. * Strong attention to detail. * Ability to handle challenging situations professionally and exercise exceptional judgement. * Ability to work both independently and in team settings. * Must possess required up-to-date food handling certificates, as required by law (in specific locations only). * Cooking/Restaurant experience preferred Supervisor Responsibilities: * This position has no supervisory responsibilities Travel: * Rare, limited to required training and coverage for nearby stations. Physical Demands Include but are not limited to: * Ability to stand and walk for long periods of time on hard and uneven surfaces. * Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds. * Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity. * Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment. * Periodic exposure to all outdoor conditions during daylight hours. * Moderate exposure to walk-in coolers and freezers at 34 F or lower. * Frequent handwashing and attention to personal cleanliness standards. Must be at least 18 years of age or older to work in California and Oregon locations. Must be at least 21 years of age or older to work in Washington locations. Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am. Must be at least 21 years of age or older to work in Management positions. * Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers. * The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law. USA based job position Visas will not be granted Benefits: Full-time & Part-time shifts available Direct Deposit with competitive weekly pay Health & Wellness packages available for purchase Education reimbursement program Shift Differential Pay for select shifts and job titles Management Bonus Program Loyalty Service time Program Commuter benefit Program Compensation Range: $17.75 - $18.75 Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation. We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************. Privacy and Terms and Conditions We respect the privacy of candidates for employment. This Privacy Notice sets forth how we will use the information we obtain when you apply for a position through this career site. If you do not consent to the terms of this Privacy Notice, please do not submit information to us. Please access the Global Application Statements, select the country where you are applying for employment. By applying, you acknowledge that you have read and agree to the country specific statement. Terms of Use
    $17.8-18.8 hourly 6d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Finance service representative job in Vancouver, WA

    Vancouver, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-37k yearly est. 4d ago
  • Trader

    Sherwood Lumber Corporation 3.8company rating

    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
  • Equity Trader

    Ripple Companies 4.4company rating

    Finance service representative job in Vancouver, WA

    Come and make ripples of positive impact with us. At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact. We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together - Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big. About the Position We are seeking a full-time, onsite Investment Analyst to join our team. In this role you will execute trades in accordance with portfolio strategies and compliance requirements, assist with portfolio rebalancing, maintain accurate documentation, prepare investment and performance reports, and monitor markets. You will work closely with the Portfolio Manager to accurately trade portfolios and prepare client presentation materials, while tracking portfolio performance against benchmarks and identifying key drivers and variances. You will also collaborate on initiatives to enhance trading systems, streamline workflows, improve operational efficiency and support investment committee and planner meetings. This role is ideal for a detail-oriented, analytical professional who thrives in a collaborative environment and is passionate about supporting the operational aspects of investment management, investment research, and supporting data-driven decision-making. What You'll Bring to Us: Bachelor's degree in Finance, Economics, or a related field. Minimum of 2 years of Client Service experience, including trading responsibilities and demonstrated proficiency with model portfolios and trading in Eclipse. At least 2 years of trading experience, with a minimum of 6 months performed independently without supervision. Enrolled in the Chartered Financial Analyst (CFA) with Level I completed. With intent to complete your CFA designation. Successful completion of the SIE, Series 7, and Series 66 examinations (or within 3 months of hire date). Proficiency with investment research tools (Eclipse Morningstar, YCharts) and portfolio management systems. Advanced skills in Excel or similar analytical tools to manipulate data, build models, and automate analysis. Foundational understanding of financial markets, investment instruments, and portfolio construction principles. Ability to conduct investment analysis and prepare supporting materials with limited supervision. Commitment to developing knowledge of risk management practices, compliance standards, and fiduciary responsibilities. Ongoing engagement with a broad range of asset classes and their roles within diversified portfolios. Demonstrated initiative in pursuing independent research projects and contributing meaningful insights to the investment team. Strong, proven background supporting Financial Planners in a client-facing role. Ability to maintain strict confidentiality regarding client data and company information. Ability to evaluate and interpret data to identify trends, inform decisions, and generate meaningful insights. Effectively balance deadlines and responsibilities, staying responsive and delivering reliable results. Proactively identify and implement process improvements; taking initiative to refine systems and workflows. Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members. About Johnson Bixby Johnson Bixby is a leading financial planning firm in downtown Vancouver, Washington. We are passionate about empowering and mentoring the next generation of financial services professionals. We're looking for humble, growth-minded talent who understand the value of long-term financial planning and are ready to walk alongside our clients to help them make informed decisions, build long-term financial confidence, and navigate life's challenges and opportunities as they come. Our Employee Value Proposition At Johnson Bixby, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen. Purpose: At Johnson Bixby, your work has purpose. You help clients achieve peace of mind and shape a stronger financial future - for them and for yourself. Total Rewards: We value your contribution and invest in your success with rewards that support your financial, physical, and personal well-being. Team Culture: We've built a culture grounded in trust, leadership, and teamwork - where people feel connected, respected, and empowered to do their best work. Learning & Development: We invest in your growth because your success drives ours. With ongoing learning, mentorship, and development, you can build a career you're proud of. Our benefits package includes: 14 days of PTO in first year, plus 10 paid holidays (including floating holidays) Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents) Life/AD&D Insurance 401(k) Retirement Plan with up to 4% company match Other Compensation - Team members may receive performance bonuses and profit share. If you're ready to be part of a dedicated team that values growth and client excellence, apply today! Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.
    $64k-109k yearly est. 10d 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
  • 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
  • Part Time Associate Banker Portland West (30 hours)

    Jpmorganchase 4.8company rating

    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.
    $24k-42k yearly est. Auto-Apply 3d ago
  • Customer Service Representative

    Classic Collision 4.2company rating

    Finance service representative job in Beaverton, OR

    $18-$20/hr Depending on Experience Classic Collision is now hiring a Customer Service Representative. Classic Collision was established in 1983 in Atlanta, Georgia with one single goal: To offer quality service to its customers with integrity and honesty. Be a part of a rapidly growing company whose mission is to put safety, quality, integrity, and heart into every vehicle we repair and customer we serve. Classic Collision offers competitive pay, benefits, and career advancement opportunities. Please come and join our team! Why Choose Classic Collision? Paid Weekly Continuous Training Supportive Team Culture Company match 401K Medical/Dental/Vision Paid Time Off - 6 Paid Holiday Rewarding Work Customer Service Representative (CSR) serves as the first impression of Classic Collision's customer experience. Responsibilities Explain and educate customers on repair process on a high level, including insurance claim information and processes. Maintain a broad knowledge base of insurance partner requirements regarding authorizations, billing, and load level processes. Coordinate Rental Car /Tow companies to provide one-stop service to all customers. Ensure all vehicles are delivered to customers by the assigned service advisor and if not available, by designated backup teammate. May assist in customer communication throughout the repair process. Monitor DRP assignments, estimate/repair appointments and capture rates of assignments. Follow up on all DRP assignments present and past to maintain sales for the center. Maintain DRP logbooks and Enterprise ARMS daily. Secure proper payments Assist with reconciling invoices to payables report daily and monthly (as applicable) Ensure all customer comfort items are always fresh and available for customers as well as maintaining the customer waiting area. Perform other administrative tasks and duties as required to successfully meet the needs of the business. Other duties as assigned. Qualifications Must be at least 18 years of age. Previous experience in customer service, sales, or other related fields is preferred. Must have a valid driver's license and be eligible for coverage under company insurance policy. Effective communication (written and verbal) and interpersonal skills are required. Organization and multi-tasking skills, good time management, and the ability to adapt easily to fast-paced environment. Behaviors/Competencies Integrity-Respect and accountability at every level and every interaction Customer Service-Provide the highest level of customer service while building customer satisfaction and retention Innovation-Develops and displays innovative approaches and ideas to our business Teamwork-Contributes to building a positive team spirit and supports everyone's efforts to succeed Physical & Environmental While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear. The employee is frequently required to stand, sit, and walk occasionally for long periods at a time. The employee may occasionally be required to reach with hands, arms and move objects up to 20 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus. In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned are required. 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 function. Classic Collision is an Equal Opportunity Employer: As an equal opportunity employer, Classic Collision does not discriminate against any employee or candidate based on age, race, gender identity, gender expression, genetic information, national origin, physical or mental disability, protected veteran status, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by all applicable federal, state, and local laws. Reasonable Accommodations: Classic Collision is an equal opportunity employer that is committed to working with and providing reasonable accommodations to individuals with disabilities. If you have a disability and you believe you need a reasonable accommodation to search for a job opening or submit an online application, please e-mail or call ************* . This email is listed exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. This job description is not a complete statement of all duties and responsibilities comprising the position.
    $18-20 hourly 6d ago
  • Route Service Representative (4-Day Workweek)

    Cintas Corporation 4.4company rating

    Finance service representative job in Portland, OR

    Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, i Representative, Service, Manufacturing, Retail
    $33k-37k yearly est. 3d ago
  • Customer Service Representative

    Chevron 4.8company rating

    Finance service representative job in Beaverton, OR

    Excited to grow your career? At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus. People First, Excellence Always CSI#: 1192 Station Address: 14850 SW Murray Schools Drive, Beaverton OR, 97007 Job Expectations: * Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. * Maintain neat appearance and good personal hygiene in compliance with CSI image standards. * Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. * Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process. * Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures * Follow federal law and company standards on carding customers for all age restricted products sold at the stations. * Work professionally with vendors and contractors. * Regular and punctual attendance is expected. * Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products Essential Functions: * Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. * Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment. * Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently. * Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable. * Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed. * Actively promote store specials and other marketing programs. * Cross-check price of delivered goods for accuracy. * Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store. * Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only) * May perform other duties as assigned by management. Requirement/Qualifications: * Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters. * Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays. * Strong attention to detail. * Ability to handle challenging situations professionally and exercise exceptional judgement. * Ability to work both independently and in team settings. * Must possess required up-to-date food handling certificates, as required by law (in specific locations only). * Cooking/Restaurant experience preferred Supervisor Responsibilities: * This position has no supervisory responsibilities Travel: * Rare, limited to required training and coverage for nearby stations. Physical Demands Include but are not limited to: * Ability to stand and walk for long periods of time on hard and uneven surfaces. * Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds. * Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity. * Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment. * Periodic exposure to all outdoor conditions during daylight hours. * Moderate exposure to walk-in coolers and freezers at 34 F or lower. * Frequent handwashing and attention to personal cleanliness standards. Must be at least 18 years of age or older to work in California and Oregon locations. Must be at least 21 years of age or older to work in Washington locations. Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am. Must be at least 21 years of age or older to work in Management positions. * Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers. * The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law. USA based job position Visas will not be granted Benefits: Full-time & Part-time shifts available Direct Deposit with competitive weekly pay Health & Wellness packages available for purchase Education reimbursement program Shift Differential Pay for select shifts and job titles Management Bonus Program Loyalty Service time Program Commuter benefit Program Compensation Range: $17.75 - $18.75 Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation. We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************. Privacy and Terms and Conditions We respect the privacy of candidates for employment. This Privacy Notice sets forth how we will use the information we obtain when you apply for a position through this career site. If you do not consent to the terms of this Privacy Notice, please do not submit information to us. Please access the Global Application Statements, select the country where you are applying for employment. By applying, you acknowledge that you have read and agree to the country specific statement. Terms of Use
    $17.8-18.8 hourly 6d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Finance service representative job in Portland, OR

    Portland, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $28k-33k yearly est. 4d ago
  • Trader

    Sherwood Lumber Corporation 3.8company rating

    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
  • Equity Trader

    Ripple Companies 4.4company rating

    Finance service representative job in Vancouver, WA

    Job DescriptionSalary: $32 - $36/hour Come and make ripples of positive impact with us. At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact. We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big. About the Position We are seeking a full-time, onsite Investment Analyst to join our team. In this role you will execute trades in accordance with portfolio strategies and compliance requirements, assist with portfolio rebalancing, maintain accurate documentation, prepare investment and performance reports, and monitor markets. You will work closely with the Portfolio Manager to accurately trade portfolios and prepare client presentation materials, while tracking portfolio performance against benchmarks and identifying key drivers and variances. You will also collaborate on initiatives to enhance trading systems, streamline workflows, improve operational efficiency and support investment committee and planner meetings. This role is ideal for a detail-oriented, analytical professional who thrives in a collaborative environment and is passionate about supporting the operational aspects of investment management, investment research, and supporting data-driven decision-making. What Youll Bring to Us: Bachelors degree in Finance, Economics, or a related field. Minimum of 2 years of Client Service experience, including trading responsibilities and demonstrated proficiency with model portfolios and trading in Eclipse. At least 2 years of trading experience, with a minimum of 6 months performed independently without supervision. Enrolled in the Chartered Financial Analyst (CFA) with Level I completed. With intent to complete your CFA designation. Successful completion of the SIE, Series 7, and Series 66 examinations (or within 3 months of hire date). Proficiency with investment research tools (Eclipse Morningstar, YCharts) and portfolio management systems. Advanced skills in Excel or similar analytical tools to manipulate data, build models, and automate analysis. Foundational understanding of financial markets, investment instruments, and portfolio construction principles. Ability to conduct investment analysis and prepare supporting materials with limited supervision. Commitment to developing knowledge of risk management practices, compliance standards, and fiduciary responsibilities. Ongoing engagement with a broad range of asset classes and their roles within diversified portfolios. Demonstrated initiative in pursuing independent research projects and contributing meaningful insights to the investment team. Strong, proven background supporting Financial Planners in a client-facing role. Ability to maintain strict confidentiality regarding client data and company information. Ability to evaluate and interpret data to identify trends, inform decisions, and generate meaningful insights. Effectively balance deadlines and responsibilities, staying responsive and delivering reliable results. Proactively identify and implement process improvements; taking initiative to refine systems and workflows. Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members. About Johnson Bixby Johnson Bixby is a leading financial planning firm in downtown Vancouver, Washington. We are passionate about empowering and mentoring the next generation of financial services professionals. Were looking for humble, growth-minded talent who understand the value of long-term financial planning and are ready to walk alongside our clients to help them make informed decisions, build long-term financial confidence, and navigate lifes challenges and opportunities as they come. Our Employee Value Proposition At Johnson Bixby, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen. Purpose: At Johnson Bixby, your work has purpose. You help clients achieve peace of mind and shape a stronger financial future for them and for yourself. Total Rewards: We value your contribution and invest in your success with rewards that support your financial, physical, and personal well-being. Team Culture: Weve built a culture grounded in trust, leadership, and teamwork where people feel connected, respected, and empowered to do their best work. Learning & Development: We invest in your growth because your success drives ours. With ongoing learning, mentorship, and development, you can build a career youre proud of. Our benefits package includes: 14 days of PTO in first year, plus 10 paid holidays (including floating holidays) Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents) Life/AD&D Insurance 401(k) Retirement Plan with up to 4% company match Other Compensation- Team members may receive performance bonuses and profit share. If youre ready to be part of a dedicated team that values growth and client excellence, apply today! Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.
    $32-36 hourly 7d 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
  • Part Time Associate Banker Portland West (30 hours)

    Jpmorgan Chase 4.8company rating

    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 financial services 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
  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Finance service representative job in Salem, OR

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $28k-33k yearly est. 6d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Tigard, OR?

The average finance service representative in Tigard, OR earns between $21,000 and $47,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Tigard, OR

$32,000

What are the biggest employers of Finance Service Representatives in Tigard, OR?

The biggest employers of Finance Service Representatives in Tigard, OR are:
  1. Courtney Rogers-State Farm Agent
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