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Investment Banker Jobs in Bend, OR

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  • Banker

    Banner Bank 4.7company rating

    Investment Banker Job 102 miles from Bend

    Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. What you'll need 3 or more months of job-related experience including cash handling, client service and sales required Previous Teller experience preferred Strong organizational skills; basic skills in math, negotiation, and problem solving Effective verbal and written communication skills; proper phone and email etiquette Good interpersonal and relationship building skills; excellent customer service skills NOTE: higher levels of experience may be considered for a higher-level role in the same job. Our Process Complete a simple application and answer a few questions Take a quick assessment that gives us a little more insight on your work style Have a phone interview with the manager or recruiter Have an on-site interview with the manager and another key member or two of the team Get an offer if it's the right fit for you and Banner Start working after a background check and kick-off an amazing career Compensation and Benefits Targeted starting hourly range (based on experience): $18+/hour Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank
    $18 hourly 11d ago
  • Personal Banker Newberg

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 117 miles from Bend

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 601 E 1St Street NEWBERG, OR 97132 Posting End Date: 12 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $30k-36k yearly est. 60d+ ago
  • Finance Associate

    SCA Health 3.9company rating

    Investment Banker Job 159 miles from Bend

    Finance AssociateJOB_DESCRIPTION.SHARE.HTML CAROUSEL_PARAGRAPH JOB_DESCRIPTION.SHARE.HTML United States Surgical Care Affiliates Finance Regular Full-time 1 USD $85,000.00/Yr. USD $110,000.00/Yr. 34409 SCA Health Job Description Overview Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality outcomes and a better experience for patients and providers, all at a lower total cost of care. As part of Optum, we participate in an integrated care delivery system that enables us to support our partners as they navigate a complex healthcare environment, Only SCA Health has a dynamic group of physician-driven, specialty care businesses that allows us to customize solutions, no matter the need or challenge: We connect patients to physicians in new and differentiated ways as part of Optum and with our new Specialty Management Solutions business. We have pioneered a physician-led, multi-site model of practice solutions that restores physician agency by aligning incentives to support growth and transition to value-based care. We lead the industry in value-based payment solutions through our Global 1 bundled payment convener, that provides easy predictable billing to patients. We help physicians address everything beyond surgical procedures, including anesthesia and ancillary service lines. The new SCA Health represents who we are today and where we are going-and the growing career opportunities for YOU. Responsibilities Analyze monthly and quarterly results regarding facility performance vs budget, forecast, and prior periods; provide thoughtful insight and recommendations on the business' trajectory Drive decision making using analytics (e.g. contribution margin, cash generation, benchmarking, other ad hoc requests) to support initiatives of the Financial Operations and Operations team Generate standard monthly operating/financial reports and actively participate on monthly review calls with VP Operations, Finance Lead and Group President Assemble presentations for monthly financial reviews and client management meetings as needed Build financial models and projections for transactions with new physician investors and potential mergers Work with VP Operations and Director Financial Operations to lead annual budgeting and quarterly forecasting processes and assist in presentation to senior leadership Communicate effectively and engage with senior leadership of various external stakeholders to drive efficient processes that deliver optimum results Frequently engage and collaborate with senior leadership in supporting implementation of key initiatives to improve financial performance Qualifications Bachelor's degree in business field required - Finance/Economics/Accounting/Business Administration 3-5 years of experience preferred Qualified candidate will be highly analytical, a critical thinker, intellectually curious, with decision making skills Understanding of basic accounting principles and familiarity with financial statements/reporting Ability to digest financial information, render judgment, create context, and recognize patterns Consistently meets deadlines, maintain attention to detail, and manage conflicting priorities Ability to self-start, problem solve and present opportunities for continuous improvement Very proficient to expert level using Microsoft Office Suite (Excel, Word, PowerPoint) Excellent communication skills both written and verbal USD $85,000.00/Yr. USD $110,000.00/Yr. PI1f10a6b24596-26***********3
    $85k-110k yearly Easy Apply 11d ago
  • International Banking Specialist

    Pyramid Consulting, Inc. 4.1company rating

    Investment Banker Job 120 miles from Bend

    Immediate need for a talented International Banking Specialist. This is a 06+months contract opportunity with long-term potential and is located in Portland, OR (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-55870 Pay Range: $24 - $25/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan. Key Responsibilities: Contractors will assist with wire investigation cases while automations are created to lower the volume of work needed. They will focus on tracking wires, investigating transfers, and correcting. They will need to Manage their case load, this includes investigating, running needed entries and communicating with clients as needed. They will also need to sign off on the SWIFT messages they receive for their cases. They will mostly work independently but attend teams' meetings etc. with a team of about 10 others. Will have to connect with customers on a daily basis via phone. Will need to be able to multitask and prioritize to complete tasks as they will work in multiple systems that they will be trained in. They will be expected to meet goals later on during role, but not in first month of working independently. Our experienced investigators are expected to get 450 points per month (case types are assigned a point value based on complexity). The contractors will be focusing on quick kills within a month or two we would want them to be closing 200-300 cases a month. Training will be done by manager and leads and will work with approvers and customers on a daily basis. Key Requirements and Technology Experience: Key skills; Data entry, Swift and / or wire transfer experience, QA Basic Outlook and Microsoft office experience HS Diploma Organizational Skills Skills showing details oriented Detail Oriented Multi-tasking 10-Key Swift and/or Wire Experience a plus but not necessary QA experience Data entry experience Something showing efficiency due to using multiple systems so multi-tasking and attention to detail. Quick learner Hogan or NSP/Copestar experience is a plus. Swift and / or wire experience. Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $24-25 hourly 19d ago
  • Citizens Bank Intern

    Citizens Bank (or 4.2company rating

    Investment Banker Job 103 miles from Bend

    Citizens Bank is excited to offer a 10-week summer internship program which will provide the opportunity to learn about career options, build connections within the financial industry, and gain experience in a professional business environment. Citizens Bank proudly provides comprehensive banking services to businesses and individuals in 13 Willamette Valley communities, from our 15 branch locations. With our primary focus on small to medium size businesses, agriculture, and professionals, we provide customized loan services as well as a full suite of business banking products. At Citizens Bank, we believe that our success is directly linked to the overall health of the region we serve. Since 1957, we have committed ourselves to improving the communities in which we live, work, and play. We honor that commitment daily by providing a full range of banking services with a personal, hometown touch; by supporting the continued prosperity of local businesses; and by emphasizing honesty, integrity, and fairness in our relationships with customers, co-workers, and neighbors. Benefits Citizens Bank offers competitive compensation and outstanding benefits: * Medical, Dental, and Vision Insurance * 401(k) with Employer Matching * Employee Assistance and Wellness Program * Life, Short-term and Long-term Disability * Up to 11 Paid Holidays * Health and Dependent Care Reimbursement Accounts * Paid Time Off; Paid Family Leave * Banking Privileges Position: Intern Position Location/Type/Hours Citizens Bank 275 SW 3rd St Corvallis, OR 97333 Type: Full-Time/Non-Exempt Hours: 30-40 hours, to be schedule Monday-Friday between 8:00am and 5:00pm Internship Program Description Each intern will be assigned a mentor at the Bank. This mentor will be a department officer with 5+ years of industry experience. When possible, the mentor will be in the intern's area of interest and the intern will be assigned work assignments in the mentor's department. The intern and the mentor will meet at least weekly to discuss questions, lessons, and areas for growth. The 10-week summer internship will coincide with the end of the Spring Term and the beginning of the Fall Term. The position can be between 30 and 40 hours a week, depending on the availability of learning opportunities and the situational needs of the intern. The intern's time will be assigned primarily based on the learning opportunity it affords them within their fields of interest. The exact assignment of their time will also depend on what work is being completed at the Bank during their term. The following opportunities will be provided as part of the internship when available: * Acting as a member of a multi-department or inner-department project group. * Assisting/shadowing 1-3 employees in their daily functions. The selections should be diversified to show different work styles and different areas of the Bank. One of these employees can be their mentor. Only one of these employees should be a branch employee. * Lessons on business etiquette and professionalism. * Lessons on the functional aspects of working at a Bank or small local business. * Exposure to senior management * Visiting multiple branches or departments * Attending or assisting with "Culture Events" at the Bank. * A dinner or celebration at the end of the term. General Expectations * Model the Citizens Bank Corporate Culture in all aspects of interactions and work. * Create a connection and develop rapport with Bank personnel and/or customers. * Maintain the safety, integrity, and confidentiality of customer information. * Help maintain a safe and secure work environment. * Build, develop, and maintain partnerships with teammates and other departments to maximize effectiveness and to best serve our customers. * Regular and reliable attendance. * Responsible for completing all training courses assigned. * Compliance with the Bank Secrecy Act and other banking regulations. Qualifications Required Qualifications * Be a current college student or be a recent college graduate (within 6 months of program) * Please note a transcript must be included with your application materials for full consideration. * No prior banking experience required. * High school diploma or equivalent. * Experience operating Windows based PC. * Experience with Microsoft Applications including Word, Excel, and Outlook. * Experience with general office equipment such as copier, scanner, fax, 10-key, filing systems. * Proficient knowledge of basic addition and subtraction. Attributes: * Enjoys working in a team environment and building strong relationships but has the ability to work independently. * Strong interpersonal, written, and verbal communication skills. * Dedication to organizational goals, objectives, cultural values, mission, and vision. * Adaptable to change, self-motivated to create opportunities for efficiencies and improvement. * Ability to prioritize tasks using strong time-management, personal and workspace organization, and problem-solving. * Ability to work accurately with close attention to detail. * Exhibit a professional, business-like appearance and demeanor. Physical Requirements * Ability to clearly speak, hear, see, and communicate with customers and co-workers. * Ability to stand or sit for extended periods of time. * Ability to perform repetitive finger, hand, and arm movements. * Ability to regularly kneel, reach, bend, push, pull, carry up to 50 pounds. Disclaimer Citizens Bank is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check and criminal background check.
    $70k-113k yearly est. 30d ago
  • Experienced Investment Banking Analyst 1 or 2, Technology Group

    D.A. Davidson 4.7company rating

    Investment Banker Job 120 miles from Bend

    D.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Technology Group. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate. Are you passionate about investment banking and corporate finance? Do you thrive in team environments with high expectations? Would you enjoy performing extensive research and in-depth analysis to create a professional work product for investment banking clients? Qualifications: Six months to 18 months experience in Sell-Side M&A Bachelor's degree with a minimum 3.5 GPA Highly motivated and confident with a strong desire to succeed in a challenging field Strong knowledge of business software (especially Word, Excel and PowerPoint) Basic corporate finance and accounting knowledge Excellent verbal and written communications skills, strong work ethic and team oriented Able to handle multiple projects with competing priorities Good judgment in confidential situations and ability to exercise discretion Flexibility to work long hours, nights, and weekends, as needed Securities Industry Essentials Exam Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63) Every day as an Analyst will be different. In this role you will: Work on a team within the Technology industry vertical, and develop industry specific knowledge Support the team's projects, including business development and investment banking transactions Create financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc. Prepare materials for team assignments, such as pitch books, management presentations, information memos, etc. Coordinate and perform due diligence Participate in recruiting efforts $95,000 - $105,000 a year Analyst in their first year are at $95,000 annual salary plus bonus up to 50% of base salary. Analysts in their second year at at $105,000 annual salary plus bonus. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident .
    $95k-105k yearly 60d+ ago
  • Trader

    Sherwood Lumber Corporation 3.8company rating

    Investment Banker Job 114 miles from Bend

    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. 60d+ ago
  • Traveling Financial Services Representative

    Fibre Federal Credit Union 3.2company rating

    Investment Banker Job 156 miles from Bend

    ←Back to all jobs at Fibre Federal Credit Union Traveling Financial Services Representative Fibre Federal Credit Union is an EEO employer - M/F/Vets/Disabled Traveling Financial Services Representative (Teller) TLC Credit Union, A Division of Fibre Federal Credit Union offers a vibrant, exciting, and challenging workplace in the fast-paced financial industry. Join our team and make an impact in your community by helping our members achieve their financial goals. TLC is seeking a Full-Time Traveling Financial Services Representative to be based at Tillamook, OR and will travel as needed to Seaside, OR and Lincoln City, OR. Starting Pay: $21.05 Wage Range: $21.05 - $28.74 This is not a remote position. BENEFITS • Competitive Salary • Rich Benefits Package including: 100% employer paid health, dental, vision, life, and disability insurance for the employee • Paid Vacation Time • 6% 401(k) Plan Contribution • 10 paid holidays • 2 floating holidays • Opportunities for growth within the company PRIMARY FUNCTION This position requires regular travel by the employee in the employee's own vehicle to other services centers located approximately 30+ miles away to provide Financial Service Representative services as scheduled by the Credit Union to ensure adequate coverage for other employee's paid time off or as needed. Perform paying and receiving transactions including deposits, withdrawals, loan payments, and miscellaneous transactions. Assist members with payroll transactions, stop payments, address changes, statement copies, wire transfers, and removing and/or adding flags. Cross sell Credit Union services as opportunities arise. Balance assigned teller cash daily according to policy. Cross train in other areas of the teller department where needed. POSITION QUALIFICATIONS Provide exceptional member service in a friendly and efficient manner Outstanding communication skills Ability to work a flexible schedule including mandatory Saturday hours Bilingual abilities are preferred but not required Recent cash handling skills preferred APPLICANT REQUIREMENTS Possess high school diploma or equivalent Always maintain professionalism Be reliable and dependable Be bondable Learn more about Fibre Federal Credit Union and TLC Credit Union at our website: *************** **All offers for employment with Fibre Federal Credit Union are contingent upon the candidate having successfully completed a background check, credit check, and drug screening.*** The Credit Union is an equal opportunity employer. The Credit Union makes employment decisions on the basis of merit. We want to have the best available persons in every job. The Credit Union policy prohibits unlawful discrimination based on race, color, religion, creed, sex, gender, sexual orientation, gender identity, marital status, age, national origin, or ancestry, physical or mental disability, veteran status, genetic characteristics or information, or any other consideration made unlawful by federal, state, or local laws. All such discrimination is unlawful and not tolerated by the Credit Union. At the Credit Union, we are committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Credit Union and prohibits unlawful discrimination by any employee of the Credit Union, including supervisors and co-workers. Please visit our careers page to see more job opportunities.
    $21.1-28.7 hourly 10d ago
  • SAP FI -Treasury and Banking

    Deegit 3.9company rating

    Investment Banker Job 120 miles from Bend

    • Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market • Treasury and related postings / transactions Additional Information
    $32k-54k yearly est. 60d+ ago
  • Financial Services Representative II

    First Interstate Bancsystem 3.5company rating

    Investment Banker Job In Bend, OR

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . is located at our Bend, OR 3rd & Revere branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES AND RESPONSIBILITIES Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions. Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately. Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards. Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals and other client activity. Builds client relationships through outbound and proactive measures including First 15. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Attention to detail, including verbal and written instructions. Maintains confidentiality. Effective use of tact and diplomacy as it relates to clients and co-workers. Working knowledge and use of a personal computer, Microsoft programs, and strong 10-key skills. Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate and percent and to draw and interpret bar graphs. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables. Delivers complete and accurate work and displays pride and professionalism in work. Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training. Takes personal initiative and is a positive example for other to emulate. Adept at conversing with client about their needs and is able to originate all types of personal loans. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results. EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required 1-3 years Banking or related experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently Lifting - Occasionally (up to 10 lbs) Sitting - Frequently Overtime - Subject to business need Noise Level - Moderate Typical Work Hours - M-F (8-5) Regular and Predictable Attendance - Required **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
    $24k-33k yearly est. 7d ago
  • Part-time Personal Banker in Corvallis

    Oregon Community Credit Union 3.9company rating

    Investment Banker Job 103 miles from Bend

    Starting pay range: $24.30 - $26.00 plus incentives. OCCU offers additional compensation for bilingual Spanish-speaking employees who pass a standardized language test. Those who meet the criteria receive $2.00 per hour. OCCU is here to enrich lives. We do this by hiring tenacious, humble, and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development. We are expanding to open a brand-new location on campus in Corvallis this coming Spring! We have an exciting opportunity to join this new team and be a part of building out this branch membership to further serve the community! As a part-time Personal Banker, you provide guidance to members, opening consumer and business accounts, processing and funding loan applications and cross selling other OCCU products and services. Fully understanding our products and effectively communicating their benefits is key to building strong, trusted relationships with our members. The Senior Personal Banker also known as a Senior Enrichment Advisor, competently handles highly complex, unique and escalated member situations and actively problem solves. Work schedules will include weekdays working as late as 6:30 pm. This is an exciting opportunity to help launch and grow our brand-new campus location coming this Spring in beautiful Corvallis, Oregon! Part-Time Bankers will work between 18 and 24 hours per week. Typical schedule of M-F working approximately 4-5 hour shifts each day. This may look like 10 am -2pm or 11am -3pm depending on business needs. Every day you will: * Act as a trusted advisor in all interactions with membership. Clarify member requests by asking questions to understand the members' expectations, concerns, and needs in order to recommend and fulfill the appropriate products, services, and actions. Establish and develop ongoing member relationships through multiple channels. * Actively contribute to branch and Credit Union goals. Meet or exceed individual service and sales goals, using effective techniques that result in a positive member experience. * Evaluate and accurately process member requests. Review credit bureau reports, prepare account/loan documentation in alignment with procedures, explain all disclosures and documentation accurately to the member and follow up with members as appropriate. * Receive, process, and post member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner in the branch or on the telephone. Maintain accurate records of all transactions. Balance cash drawer, vault, and cash dispensers, when necessary. To thrive in this role, you must have: * Three years of similar or related experience in banking including opening consumer accounts. * Must maintain licensing and relevant updates with the NMLS Safe Act website including address changes, name changes, and other relevant personal information changes required by NMLS. Annually renew licensing in the timeline allotted by NMLS. * Stay current on products, procedures, and other pertinent changes. Attend and complete training that enhances ones ability to perform the job. Qualified candidates for this position will have the relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without accommodation. OCCU offers a robust compensation and benefits package including: * Low-cost dental and vision insurance available. * 401(k) retirement plan with employer match. * Paid time off in addition to 12 paid holidays. * Tuition reimbursement for eligible education and training. * Company-paid long-term disability OCCU is an Equal Opportunity Employer.
    $24.3-26 hourly 37d ago
  • Financial Service Representative

    First Community Credit Union of Oregon 3.8company rating

    Investment Banker Job 153 miles from Bend

    Schedule: Full-Time, Monday through Friday If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you! You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously. As a First Community employee, you will enjoy: 100% Employer Paid Medical & Dental Annual Bonus & Incentive Plan Generous Personal, Vacation & Sick Days Tuition Reimbursement Wellness & Fitness Incentive Paid Volunteer Leave As an ideal candidate, you will have: High School Diploma or Equivalent Cash Handling & Customer Service Experience Ability to assist with complex financial transactions in person or by telephone Prior Lending Experience (preferred, but not required) Company's website: ****************** ** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
    $27k-32k yearly est. 14d ago
  • Financial Services Representative

    Lifeways 4.1company rating

    Investment Banker Job 215 miles from Bend

    Job Details Ontario, OR $21.53 - $21.53 HourlyDescription Benefits offered for fulltime employees: $3,000 new hire bonus (new hired full-time staff), or $1,500 new hire bonus (new hired part-time staff) Medical Benefits Dental Benefits Vision Benefits Flexible Spending Account Health Savings Account Life Insurance, AD&D - Company Paid Short Term Disability- Company Paid Long Term Disability Supplemental Life Insurance 401K Retirement Plan (Traditional or ROTH) with Company Funded company match up to 6% Retirement and Financial Planning Services Shift differential incentives Loan Forgiveness options through federal programs (National Health Service Corps & Public Service Loan Forgiveness) We provide professional development to enhance various skills, certifications, and continuing education Opportunities for growth and movement - We encourage our employees to consider new growth opportunities with us and have opportunities Paid Time Off (amount depends on years of service) Sick Leave for part-time staff (11) Paid Holidays Tuition reimbursement program Carpool reimbursement Cell phone reimbursement Clinical Supervision Wellness Program reimbursement Employee Assistance Program - assists employees with personal problems and/or work-related problems that may impact their job performance, health, mental and emotional well-being Essential Duties and Responsibilities (This is not an exhaustive list of all duties/responsibilities. Other duties may be assigned) Provides financial, administrative, and clerical services in order to ensure effective, efficient, and accurate financial and administrative operations. Maintains and manages client billing information. Manages and maintains client accounts for two states for various programs. Provides direct client contact by phone and in person. Applies payments to appropriate accounts. Bills various insurance companies/contractors/clients-either by paper or electronic Maintain client pre-authorizations for various insurance companies. Research client accounts for unpaid claims, billing issues, etc. Abide by the Standard of Ethical and adhere to official coding guidelines. Assist in site review audits with various insurance companies and state agencies. Maintain a positive and professional work environment. Ability to multi-task, manage time, meet deadlines, and remain calm and professional under pressure. Maintain standards of confidentiality of Lifeways' clients and records Perform all work duties and activities in compliance with Lifeway's policies/procedures, Oregon Administrative Rules, OSHA and HIPAA regulations Qualifications Required: High School Diploma or equivalent Successful completion of background check Valid Driver's License Proof of Covid vaccine, or religious or medical exception Preferred: One year of previous related medical office experience with prior experience in billing and collections in a medical office or hospital setting is preferred. Managed Care or Medical Insurance experience. Experience in a production or deadline driven environment. Basic level proficiency with Microsoft Excel (sort & filter data) & Word (create & edit documents)
    $26k-32k yearly est. 60d+ ago
  • Banker - Great Benefits

    Banner Bank 4.7company rating

    Investment Banker Job 89 miles from Bend

    Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Banker for Banner Bank you will process client transactions accurately and efficiently in accordance with established policies and procedures. Refer Bank products and services and refer clients to other Bank specialists when appropriate. What you'll need 3 or more months of job-related experience including cash handling, client service and sales required Previous Teller experience preferred Strong organizational skills; basic skills in math, negotiation, and problem solving Effective verbal and written communication skills; proper phone and email etiquette Good interpersonal and relationship building skills; excellent customer service skills NOTE: higher levels of experience may be considered for a higher-level role in the same job. Our Process Complete a simple application and answer a few questions Take a quick assessment that gives us a little more insight on your work style Have a phone interview with the manager or recruiter Have an on-site interview with the manager and another key member or two of the team Get an offer if it's the right fit for you and Banner Start working after a background check and kick-off an amazing career Compensation and Benefits Targeted starting hourly range (based on experience): $18+/hour Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank In this role you will have an opportunity to: Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures while providing an excellent experience for clients and acting as the face of the Bank. Assist clients in achieving their financial goals by actively referring Bank products/services, and by referring clients to other Bank specialists when appropriate. Perform quality work within deadlines with or without direct supervision. Responsible for working effectively as a team contributor on all assignments. Responsible for maintaining a high level of personal reliability and punctuality. Responsible for selling Bank products and services via in-person and telephone conversations. Must meet minimum referral standards set by Manager. Responsible for complying with policies, procedures, security requirements, and government regulations. Education & Certifications H.S. Diploma or equivalent An equivalent combination of education and experience may be considered Experience 3 or more months of job-related experience including cash handling, client service and sales required Previous Teller experience preferred NOTE: higher levels of experience may be considered for a higher-level role in the same job Knowledge, Skills & Abilities Possess strong organizational skills and be detail oriented. Basic understanding of PC with Windows based applications and calculator. Basic math, negotiation, and problem-solving skills. Possess effective verbal and written communication skills; proper phone and email etiquette required. Possess good interpersonal and relationship building skills. Excellent customer service skills required. Ability to work branch hours Compensation & Benefits Targeted starting hourly range (based on experience): $18+/hour Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank
    $18 hourly 4d ago
  • Personal Banker Waverly, OR

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 96 miles from Bend

    Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 2100 Pacific Blvd SE ALBANY, OR 97321 Posting End Date: 17 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $30k-36k yearly est. 60d+ ago
  • Investment Banking Analyst, Technology Group - June 2025 Start

    D.A. Davidson 4.7company rating

    Investment Banker Job 120 miles from Bend

    D.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm's Investment Banking Technology Group. The Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Qualifications: Bachelor's degree with a minimum 3.5 GPA. The ideal candidate has a connection to Portland, OR. Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects? Working knowledge of business software (especially Word, Excel and PowerPoint). General level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63). In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory? $95,000 - $95,000 a year Our Analyst 1 start at $95,000 base salary. Bonuses are up to 50% of base and paid in July each analyst year. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident .
    $95k-95k yearly 60d+ ago
  • Citizens Bank Intern

    Citizens Bank 3.7company rating

    Investment Banker Job 103 miles from Bend

    Job Details Deposit Services - Corvallis, OR Internship $20.00 - $22.50 Hourly Negligible DayDescription Citizens Bank is excited to offer a 10-week summer internship program which will provide the opportunity to learn about career options, build connections within the financial industry, and gain experience in a professional business environment. Citizens Bank proudly provides comprehensive banking services to businesses and individuals in 13 Willamette Valley communities, from our 15 branch locations. With our primary focus on small to medium size businesses, agriculture, and professionals, we provide customized loan services as well as a full suite of business banking products. At Citizens Bank, we believe that our success is directly linked to the overall health of the region we serve. Since 1957, we have committed ourselves to improving the communities in which we live, work, and play. We honor that commitment daily by providing a full range of banking services with a personal, hometown touch; by supporting the continued prosperity of local businesses; and by emphasizing honesty, integrity, and fairness in our relationships with customers, co-workers, and neighbors. Benefits Citizens Bank offers competitive compensation and outstanding benefits: Medical, Dental, and Vision Insurance 401(k) with Employer Matching Employee Assistance and Wellness Program Life, Short-term and Long-term Disability Up to 11 Paid Holidays Health and Dependent Care Reimbursement Accounts Paid Time Off; Paid Family Leave Banking Privileges Position: Intern Position Location/Type/Hours Citizens Bank 275 SW 3 rd St Corvallis, OR 97333 Type: Full-Time/Non-Exempt Hours: 30-40 hours, to be schedule Monday-Friday between 8:00am and 5:00pm Internship Program Description Each intern will be assigned a mentor at the Bank. This mentor will be a department officer with 5+ years of industry experience. When possible, the mentor will be in the intern's area of interest and the intern will be assigned work assignments in the mentor's department. The intern and the mentor will meet at least weekly to discuss questions, lessons, and areas for growth. The 10-week summer internship will coincide with the end of the Spring Term and the beginning of the Fall Term. The position can be between 30 and 40 hours a week, depending on the availability of learning opportunities and the situational needs of the intern. The intern's time will be assigned primarily based on the learning opportunity it affords them within their fields of interest. The exact assignment of their time will also depend on what work is being completed at the Bank during their term. The following opportunities will be provided as part of the internship when available: Acting as a member of a multi-department or inner-department project group. Assisting/shadowing 1-3 employees in their daily functions. The selections should be diversified to show different work styles and different areas of the Bank. One of these employees can be their mentor. Only one of these employees should be a branch employee. Lessons on business etiquette and professionalism. Lessons on the functional aspects of working at a Bank or small local business. Exposure to senior management Visiting multiple branches or departments Attending or assisting with “Culture Events” at the Bank. A dinner or celebration at the end of the term. General Expectations Model the Citizens Bank Corporate Culture in all aspects of interactions and work. Create a connection and develop rapport with Bank personnel and/or customers. Maintain the safety, integrity, and confidentiality of customer information. Help maintain a safe and secure work environment. Build, develop, and maintain partnerships with teammates and other departments to maximize effectiveness and to best serve our customers. Regular and reliable attendance. Responsible for completing all training courses assigned. Compliance with the Bank Secrecy Act and other banking regulations. Qualifications Required Qualifications Be a current college student or be a recent college graduate (within 6 months of program) Please note a transcript must be included with your application materials for full consideration. No prior banking experience required. High school diploma or equivalent. Experience operating Windows based PC. Experience with Microsoft Applications including Word, Excel, and Outlook. Experience with general office equipment such as copier, scanner, fax, 10-key, filing systems. Proficient knowledge of basic addition and subtraction. Attributes: Enjoys working in a team environment and building strong relationships but has the ability to work independently. Strong interpersonal, written, and verbal communication skills. Dedication to organizational goals, objectives, cultural values, mission, and vision. Adaptable to change, self-motivated to create opportunities for efficiencies and improvement. Ability to prioritize tasks using strong time-management, personal and workspace organization, and problem-solving. Ability to work accurately with close attention to detail. Exhibit a professional, business-like appearance and demeanor. Physical Requirements Ability to clearly speak, hear, see, and communicate with customers and co-workers. Ability to stand or sit for extended periods of time. Ability to perform repetitive finger, hand, and arm movements. Ability to regularly kneel, reach, bend, push, pull, carry up to 50 pounds. Disclaimer Citizens Bank is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check and criminal background check.
    $20-22.5 hourly 20d ago
  • SAP FI -Treasury and Banking

    Deegit 3.9company rating

    Investment Banker Job 120 miles from Bend

    • Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market • Treasury and related postings / transactions Additional Information
    $32k-54k yearly est. 12d ago
  • Personal Banker in Lane County

    Oregon Community Credit Union 3.9company rating

    Investment Banker Job 89 miles from Bend

    Starting pay range: $24.30 - $26.40, plus incentives. OCCU offers additional compensation for bilingual Spanish-speaking employees who pass a standardized language test. Those who meet the criteria receive $2.00 per hour. OCCU is here to enrich lives. We do this by hiring tenacious, humble, and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development. As a Personal Banker, you provide guidance to members, open accounts, process payments, fund loan applications, and cross-sell other OCCU products and services. Understanding each product and effectively communicating the benefits is key to building strong, trusted relationships with members. Work schedules will include weekdays working as late as 6:30 pm twice a week and an average of one/two Saturdays a month to meet business needs. Every day you will: Act as a trusted advisor in all interactions with membership. Clarify member requests by asking questions to understand the members' expectations, concerns, and needs in order to recommend and fulfill the appropriate products, services, and actions. Establish and develop ongoing member relationships through multiple channels. Actively contribute to branch and Credit Union goals. Meet or exceed individual service and sales goals, using effective techniques that result in a positive member experience. Evaluate and accurately process member requests. Review credit bureau reports, prepare account/loan documentation in alignment with procedures, explain all disclosures and documentation accurately to the member and follow up with members as appropriate. Receive, process, and post member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner in the branch or on the telephone. Maintain accurate records of all transactions. Balance cash drawer, vault, and cash dispensers, when necessary. To thrive in this role, you must have: Three years of similar or related experience in banking including opening consumer and business accounts. Must maintain licensing and relevant updates with the NMLS Safe Act website including address changes, name changes, and other relevant personal information changes required by NMLS. Annually renew licensing in the timeline allotted by NMLS. Stay current on products, procedures, and other pertinent changes. Attend and complete training that enhances one s ability to perform the job. Qualified candidates for this position will have the relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without accommodation. OCCU offers a robust compensation and benefits package including: Low-cost medical, dental and vision insurance available. 401(k) retirement plan with employer match. Paid time off in addition to 12 paid holidays. Tuition reimbursement for eligible education and training. Company-paid long-term disability. OCCU is an Equal Opportunity Employer.
    $24.3-26.4 hourly 60d+ ago
  • Financial Service Representative

    First Community Credit Union of Oregon 3.8company rating

    Investment Banker Job 129 miles from Bend

    Schedule: Full-Time, Monday through Friday If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you! You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously. As a First Community employee, you will enjoy: 100% Employer Paid Medical & Dental Annual Bonus & Incentive Plan Generous Personal, Vacation & Sick Days Tuition Reimbursement Wellness & Fitness Incentive Paid Volunteer Leave As an ideal candidate, you will have: High School Diploma or Equivalent Cash Handling & Customer Service Experience Ability to assist with complex financial transactions in person or by telephone Prior Lending Experience (preferred, but not required) Company's website: ****************** ** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
    $26k-31k yearly est. 3d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Bend, OR?

The average investment banker in Bend, OR earns between $86,000 and $281,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Bend, OR

$156,000
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