Investment banker jobs in Vancouver, WA - 151 jobs

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.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 120 days condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states

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.

Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government, and build and manage communities ourselves. Since 1982, we have invested $80.9 billion and created 1 million homes across all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands - all to make home and community places of pride, power and belonging. Join us at enterprisecommunity.org Working at Enterprise At Enterprise, you'll be part of a diverse, committed team making a difference every day. You will collaborate with some of the smartest minds and biggest hearts in our field. You'll be empowered to drive systems change and take bold steps to advance racial equity. And you will find a career home where you're valued and supported in your growth journey. Enterprise offers career opportunities in our offices across the country with an exceptional benefits package. Summary Enterprise Housing Credit Investments seeks an Associate on the Investor Relations team to support investor relationship management and transaction execution for low-income housing tax credit (LIHTC) investments. This role assists senior team members with compiling materials, ensuring data integrity, and coordinating tasks across internal teams to facilitate timely and accurate execution. Responsibilities include managing documentation flow, coordinating due diligence items, assembling investor materials, and tracking deadlines to advance transactions through the syndication process. The Associate must work with a strong sense of urgency through the syndication process. Job Description Key Responsibilities: * Investor Support: Support the Analysts and senior team members in managing investor relationships; respond to routine inquiries. * Screening Opportunities: Monitor and accurately track deal flow in a fast-paced front-office environment. * Transaction Coordination: Assemble investment materials (financial projections, market analysis, sponsor financials) for investor review; support diligence and closing checklists. * Data & Reporting: Maintain pipeline accuracy; update Salesforce and internal systems to ensure data integrity. * Operational Support: Prepare meeting materials for investor pipeline calls; track timelines and deliverables. * Learning & Development: Build knowledge of LIHTC underwriting standards, real estate due diligence, and investor-specific criteria. * Willing to travel up to 5-10%. Qualifications: * Associate degree in Business, Finance, Accounting, Urban Planning, or related field. Bachelor's degree or higher is a plus. * 1+ years of experience with LIHTC transactions. * Excellent organizational skills, ability to coordinate complex activities and to prioritize conflicting demands, and ability to manage and maintain large quantities of documents. * Proficiency in Excel, Word, and PowerPoint; Salesforce experience a plus. * Excellent attention to detail and ability to manage multiple priorities. Total Rewards at Enterprise: You will be working with a group of talented professionals who are motivated by serving the community and addressing the need for affordable housing. Enterprise offers a comprehensive total rewards package for you and your family. The base salary for this role is $63,000 to $73,000, depending on level of skills and experience. The salary range for this position is represented by the low and high end of the range for the amount to be paid for the position. Salaries paid at Enterprise will vary based on factors that may include skills, education, location, experience, and performance. The salary range is just a part of the total rewards package provided to employees at Enterprise, and other rewards may include annual performance bonuses and generous paid leave programs. At Enterprise, our benefits form a major component of our total rewards package. Benefits include dental, health, and vision care plans, as well as family-building benefits, such as adoption and surrogacy support. Enterprise allows flexible work arrangements to promote a better work-life balance. We offer health advocacy, EAP, and mental health benefits. We round out our total rewards package by offering financial education, wellness programs, and auto-enrollment in the company's 401(k) plan with employer matching contributions. Finally, you will have learning and development opportunities, including tuition reimbursement for job-related courses and certifications. Thank you for your interest in joining the Enterprise team in our effort and commitment to serve others. #LI-JW1 #ID

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Investment Reporting Associate within PNC's Commercial Real Estate organization, you will be based in Portland, OR; Louisville, KY; Overland Park, KS; or Pittsburgh, PA.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Performs reporting on the stabilizing portfolio. Provides simple reporting on a smaller portfolio of clients or older/less complex funds. Generates simple reports. Reviews and edits investor reporting in collaboration as appropriate. Communicates with internal staff to ensure appropriateness of notes. Monitors progress of property construction or lease-up; if delays, coordinates assessment of fund performance with fund managers and stabilization managers. Track certificate of occupancy and completion of lease up. Generates regular reports which vary by fund/investor. Collect and distribute insurance certificates and property financial statements to proprietary investors. Collect information related to basic ad hoc investor requests. Creates simple queries. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccounting, Analytical Thinking, Asset Management, Bookkeeping, Capital Management, Competitive Advantages, Customer Follow-Ups, Customer Solutions, Data AnalyticsCompetenciesData Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Fund Performance Analysis, Problem Solving, Real Estate Property Data AnalysisWork ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Description We are a leading manufacturer of custom wood crating and packaging solutions, and are seeking a highly motivated and experienced Lumber Trader to join our team. As a family-run business with a global reach, we have been providing consistent, on-time, and dependable service for over 75 years. Headquartered in Portland, Oregon, , and factories operating in Oregon, Brazil, and China, we are proud to deliver competitively-priced, high-quality wood products to our valued customers. Responsibilities: Market Analysis: Conduct comprehensive market research to identify trends and opportunities in the lumber industry. Monitor and analyze factors such as supply and demand, pricing, and market indicators to stay ahead of competitors. Sales and Business Development: Collaborate with the sales team to identify potential customers and develop new sales strategies. Utilize industry contacts and relationships to expand the company's customer base. Supply Chain Management: Work closely with suppliers, manufacturers, and distributors to ensure a reliable and cost-effective supply of lumber products. Negotiate pricing and terms of trade agreements to maintain profitable relationships. Customer Relationship Management: Build and maintain strong relationships with new and existing customers. Provide exceptional customer service, anticipate customer needs, and resolve any issues or concerns promptly. Inventory Management: Oversee inventory levels and ensure proper stock management. Ensure adequate supply of lumber products to meet customer demands while minimizing inventory costs. Risk Management: Continuously assess market risks and develop strategies to mitigate them. Stay updated on industry regulations and compliance requirements to ensure adherence. Financial Analysis: Prepare and analyze sales reports, forecasts, and budget statements to track sales performance and profitability. Collaborate with finance department to identify opportunities for cost optimization and efficiency improvements. Team Collaboration: Collaborate with cross-functional teams, including operations, logistics, and finance, to optimize business processes and achieve company goals. Industry Networking: Actively participate in industry events, trade shows, and conferences to build networks, stay informed about industry trends, and represent the company in a professional manner. Requirements: Bachelor's degree in business, finance, supply chain management, or a related field. Relevant work experience may be considered in lieu of degree. Proven track record in lumber trading or sales, particularly in a global environment. Strong market knowledge and understanding of lumber industry trends, supply chain dynamics, and market pricing. Excellent communication and negotiation skills, with the ability to build and maintain relationships with suppliers and customers. Strong analytical and problem-solving abilities, with a keen eye for detail. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Proficient in MS Office Suite and other relevant software applications. Willingness to travel domestically and internationally as required. Join our dynamic team at Marine Lumber Co. and contribute to our legacy of delivering high-quality wood products worldwide. As a Lumber Trader, you will play a crucial role in driving the growth and success of our business. Apply now and be a part of our family-run company with a focus on customer satisfaction and innovation.

Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. Training Location Notice: Please note: Initial training for this position will be held at an alternate company location. Candidates must be able to attend onsite training at 5101 NE 82nd Ave, Suite 200 Vancouver, WA 98662 for the duration of the training period, which is expected to last 4-6 weeks. What You Will Be Doing: Provide exceptional member service to all whom we serve. Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns. Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate. Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions. Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc. Mentor and help train new PFRs and MSAs. Proficient at understanding and completing branch audits and certifications. Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader. Fluidly transition between tasks as an MSA, Sr. MSA, or PFR. Assist non-members with establishing membership. Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans. Discusses IRAs and HSAs with members and non-members and meets predetermined goals. Process international and domestic wire requests. Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits. Opens consumer deposit accounts and consumer account maintenance. Able to place cash orders, supply orders, balance vault cash, and maintain ATMs. Review and process overrides/approvals within authority while minimizing risk. Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. Perform transactions and service requests on member accounts in an accurate and timely manner. Accurately follow all cash handling procedures and balance cash drawer at the end of every shift. Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. Assist members with Digital Banking enrollment, navigation, resets, and maintenance. Assist members with complex and sensitive fraud disputes. About You: Professional written and verbal communication. Make sound decisions that minimizes risk in a timely manner. Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. Respect and support all areas of diversity in the workplace and our membership. Complete assigned training programs in timely and accurate manner. Participate in and support a team environment. Meet or exceed established service levels, job performance, and organizational goals. Constantly adapt to changing priorities with a positive attitude. Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. Exercises the utmost discretion and sensitivity when assisting with member transactions. Qualifications What You Will Need: Education: High School Degree or equivalent required. Experience: Lending and account opening experience required Sales/relationship building experience required Cash handling experience preferred At least one year of customer service experience preferred Notary Public. Demonstrate and support credit union values and service standards. Attend and engage in community events on behalf of the credit union. Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements. Demonstrate a high level of personal integrity and ethics. Report for work on time and maintain a schedule of regular attendance. Some travel may be required. Proficient with varying levels of technology. Our Team Member Value Proposition: In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer: Competitive Pay Medical, Dental, Vision, and Life Insurance 20 days/year of Paid Time Off - Plus 10 Paid Holidays! 401(k) Match Incentive Program Tuition Assistance and Student Loan Repayment Commuter Benefits Paid Time Off to Volunteer in the Community Product discounts Engaging Work Environment Rewards and Recognition Programs Full Salary Range: $21.10-$35.17 *While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!" Get wise to what's possible with a career at Gesa. Join us! 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 the HR Department at ************** or *************** to request an accommodation. Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment. Selected candidate(s) must be able to pass a pre-employment credit/background check. Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran. Equal Employment Opportunity (gesa.com)

Trader Trainee Job Status: Full Time At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers. The Role of a Trader Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America. The Trader Trainee Program Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business. Key Responsibilities: Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations. Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement. Build strong relationships across the organization by working closely with traders and support teams. Investigate and resolve shipping issues, claims, or delivery concerns. Provide freight quotes and dispatch updates to traders and business partners. Research potential new accounts and market opportunities. Complete assignments, projects, and all training sessions within the Trader Training Program. Education and/or Experience: Bachelor's Degree from four-year college or university; or Associate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience. Qualifications: Excellent written and verbal communication skills. Ambitious, driven, and proactive. Strong attention to detail and exceptional accuracy in a fast-paced environment. Ability to multitask, prioritize, and solve problems effectively. Collaborative mindset with the ability to build strong relationships internally and externally. Dependable and comfortable working in an office setting. Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles. Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Investment Reporting Associate within PNC's Commercial Real Estate organization, you will be based in Portland, OR; Louisville, KY; Overland Park, KS; or Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Performs reporting on the stabilizing portfolio. Provides simple reporting on a smaller portfolio of clients or older/less complex funds. * Generates simple reports. Reviews and edits investor reporting in collaboration as appropriate. Communicates with internal staff to ensure appropriateness of notes. * Monitors progress of property construction or lease-up; if delays, coordinates assessment of fund performance with fund managers and stabilization managers. Track certificate of occupancy and completion of lease up. Generates regular reports which vary by fund/investor. * Collect and distribute insurance certificates and property financial statements to proprietary investors. * Collect information related to basic ad hoc investor requests. Creates simple queries. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accounting, Analytical Thinking, Asset Management, Bookkeeping, Capital Management, Competitive Advantages, Customer Follow-Ups, Customer Solutions, Data Analytics Competencies Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Fund Performance Analysis, Problem Solving, Real Estate Property Data Analysis Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Stoel Rives LLP is seeking a debt finance associate with 3-5 years of experience to join its Corporate Practice Group in either the Seattle or Portland office. Our Corporate Team Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer technology, life sciences, aerospace technology, timber and forest products, mining, retail and manufacturing. We develop a deep understanding of the strategic objectives of these businesses to enhance our ability to plan and execute transactions for our clients. The variety of industries reflects the diversity of public and private companies launching, growing and operating across our footprint. Position Overview The associate's area of work will include structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche and split-lien structures. The associate will independently produce client-ready documents, manage project workstreams, and work with others on complex transactions. The associate will work with colleagues across offices and practice groups and directly with clients. Experience & Skills Needed Below are the skills and experience necessary for this role. We don't expect a single person will have all of these; however, if you have many of them and are enthusiastic about developing the others, we encourage you to apply. Experience focused on structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche, and split-lien structures. Familiarity with client industries including agribusiness, consumer products, tech, and forest products is helpful. Excellent oral and written communication skills and interpersonal skills. Ability to manage multiple projects and work successfully within a team through communication and appropriate delegation and supervision. Experience exercising business and professional judgment, understanding client goals, and developing practical solutions to meet those goals. Demonstrated commitment to client service. Evident engagement in business development and civic and professional organizations. JD from an accredited university and active membership in or commitment to applying to the Oregon or Washington State Bar. Hours Expectations & Compensation The hours expectation for this position is 1,800 billable hours and an “all-in” hours expectation of 2,150. The billable hours expectation includes up to 50 pro bono hours. The all-in hours includes the billable hours expectation as well as any additional billable hours, additional pro bono hours, and investment hours. Investment activities include business development, professional development, mentoring and coaching, recruiting, contributing to the firm's workplace culture, and civic and community activities. To be eligible for a bonus, associates must reach or exceed 1,850 billable hours (inclusive of up to 50 pro bono hours) and also meet or exceed the all-in hours expectation. The base compensation range for this position is $193,000 - $280,000, inclusive of salaries in both the Portland and Seattle markets. Base compensation presented to an individual candidate may vary based on skills, overall experience, and market location. Developing & Retaining Talent Stoel Rives places a high priority on attracting, developing, and retaining lawyers and business professionals. We offer a variety of training programs and retreats addressing practice area topics and skills at all levels, as well as legal and professional skills generally. We have a coaching and mentoring program, and our new lawyer integration program provides new lawyers with the resources and information necessary to succeed after they join the firm. Finally, we have a core competency model which is a roadmap of the practical skills, abilities, and client service techniques needed for long-term success at the firm. We value lawyers and business professionals who bring to the firm different backgrounds and lived experiences. Our people bring a variety of educational backgrounds, unique career experiences, bodies of knowledge, technical abilities, and community involvement. This variety makes us better at advising and serving our clients and it ensures a positive and supportive workplace for everyone. We are proud participants in the ABA Well-Being Pledge, strongly believing that the well-being of our people is paramount to the success of the firm. To learn more about the benefits of working as an attorney at Stoel Rives, click here.

• 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

Rebound is hiring for a Patient Financial Services Representative for our Stonemill office located in Vancouver, WA. This position is required to work on site. Our Patient Financial Services Representatives ensure patients are financially cleared before their scheduled appointments or procedures. This role supports both professional and facility services by verifying insurance, reviewing registration, generating estimates, and coordinating upfront payments. You'll also review scheduled ASC surgical procedures to ensure they are covered and reimbursable, preventing loss of revenue. Responsibilities: Support an environment that reinforces Rebound's mission and Core Values of Superior Service, Teamwork, Integrity, Innovation, Quality and Recognition. Respond to patient inquires according to state and Federal laws or applicable internal policies. Maintain a high degree of confidentiality and abide by all HIPAA rules and regulations. Ensure proper billing procedures and privacy guidelines are implemented and carried out. Verify insurance eligibility and benefits using Epic and Payer Portals. Screen all self-pay accounts, as well as high deductible/co-insurance accounts for internal financial payment options. Review and correct patient demographics and insurance coverage in Epic. Generate accurate patient cost estimates for professional and facility services using Epic tools. Contact patients to explain their estimated costs and payment options through MyChart, calls, texts, or letters. Coordinate and document upfront payments and Payment Plans in Epic. Review ASC surgeries to ensure the procedure is covered and payable in an ASC setting. Flag any procedures that are not reimbursable in an ASC and notify the scheduling team. Offer self-pay platform options for self-pay patients and assist in setting up those plans. Identify patients who may have financial hardships and evaluate eligibility for financial assistance programs. Manage Epic work queues daily to finalize all necessary steps ahead of the scheduled service date. Document all actions and patient communications in Epic on both the RBD and RSC departments. Manage assigned Epic work queues to ensure timely follow‑up on accounts requiring additional action after insurance processing, in accordance with financial policies. Maximize reimbursement through effective collection practices. Liaison between Rebound and our collection agency. Escalate complex cases to Supervisor as needed. Perform other duties as assigned. Required: High School diploma required Two years of healthcare or revenue cycle training Two years of experience in insurance verification, patient access, or financial clearance. Experience using Epic Familiarity with ASC billing rules, insurance coverage policies, and self-pay workflows Strong attention to detail, written communication skills, and ability to handle sensitive financial conversations. Ability to deescalate tense situations and provide compassionate customer service. Organized and detail oriented with strong follow-through Goal oriented and able to meet call and solution targets in a fast-paced environment We are proud to Offer: Medical/Vision/Rx Dental 401(K) Retirement Plan, including discretionary profit sharing and Cash Balance Plan Company paid Life Insurance/AD&D Voluntary Life insurance/AD&D Company paid short and long-term disability Flexible Spending and Health Saving Accounts Employee Assistance Program Free Parking Paid Time Off accrued at up to 24 days in your first year based on FTE This is a great opportunity to work in a quality organization with Top Doctors in the Northwest. At Rebound, our goal is to cultivate an organization that offers superior patient-centered medical care, with mutual respect and cooperation in a positive and supportive environment. Come join our team! This position works Monday - Friday, no weekends or holidays. This is a full-time, 40-hour per week position.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Financial Advisor & Planner assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service. This role acts as the primary point of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual Client AUM from $100k - $250k) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients can get from their relationship with Empower. Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial services. Significant emphasis is placed on client retention & satisfaction. What you will do Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication Act as liaison between clients & various internal groups/departments to serve clients Discuss portfolio, market, and economic discussions Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans Effectively coordinate with operational teams for client-related administrative issues What you will bring Bachelor's degree or higher in business, finance, or related field FINRA Series 7, 63, and 65 registrations required FINRA fingerprinting required upon hire What will set you apart High-level knowledge of current investment products and industry services Exceptional verbal and written communication skills Proven track record in relationship management and customer satisfaction Ability to compare and contrast the benefits and suitability of different investment options and products Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment Strong interpersonal skills, team-oriented, and collaborative ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #LI-Remote #PJPW2 What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $59,700.00 - $84,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Associate Energy Market Trader (Portland, OR) #114390 Job Details | PacifiCorp By continuing to use this website you consent to our use of cookies Accept Close Skip to main content * Stay Connected * View All Careers * Why PacifiCorp * Benefits * Inclusion & Belonging * Employee Safety * Required Notifications * Our Workplace and Our Industry * Veterans * Early Careers & Apprenticeships Search by Keyword Search by Location * Stay Connected * View All Careers * Why PacifiCorp * Benefits * Inclusion & Belonging * Employee Safety * Required Notifications * Our Workplace and Our Industry * Veterans * Early Careers & Apprenticeships View Profile Search by Keyword Search by Location Select how often (in days) to receive an alert: Create Alert × Select how often (in days) to receive an alert: Associate Energy Market Trader (Portland, OR) #114390 Apply now " Date: Jan 22, 2026 Location: PORTLAND, OR, US, 97232 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

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line. You are: You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team. The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities: + Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies + Lead delivery teams that help clients build and manage customer relationships and maximize sales + Advise clients on ways to measure and improve their customer satisfaction and other business metrics + Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice + Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position + Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation. + Resolve integration and interfacing issues between various back-end systems. + Optimize application performance and scalability. Here's what you'll need: + 4+ years of experience architecting CPQ solutions including capabilities such as: + Product modeling, configuration, and rules (CTO and ETO) + Guided configuration and selling + Pricing and discounting + Workflow and approvals + Quoting, document generation, and e-signature + Contracts, subscriptions, and renewals + Quote to order conversion + 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick). + A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts. + 1+ years of experience in the CPQ space within the Financial Services industry. Bonus points if: + You have certifications in any of the following: + Oracle CPQ Cloud Certified Implementation Specialist + Salesforce CPQ Specialist + Salesforce Admin + Salesforce Developer + Conga CPQ Product Certification + Experience with cloud application architectures, data models, configuration, and customization + Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load + Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce + Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design + Expertise in working with other relevant CPQ packaged solutions + Firm understanding of web application design and analysis, design patterns, and object-oriented design + Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback + Experience with web application design and analysis, design patterns, and object-oriented design Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We anticipate this job posting will be posted on 01/28/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture (******************************************************* Role Location Annual Salary Range California $70,350 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York $66,300 to $205,800 New Jersey $68,000 to $205,800 Washington $80,200 to $189,300 #LI-NA-FY25 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

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. Join Banner Bank as a Banker and be the welcoming face of our branch. In this role, you'll help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you're passionate about delivering exceptional customer experiences and want to grow in a supportive environment, we'd love to meet you.In this role you'll Process client transactions accurately and efficiently while following established policies and procedures. Provide an excellent experience for clients and act as the face of the Bank. Assist clients in achieving financial goals by referring Bank products and services. Refer clients to other Bank specialists when appropriate. Work effectively as a team contributor on all assignments. Maintain a high level of personal reliability and punctuality. Sell Bank products and services through in-person and telephone conversations, meeting referral standards set by your Manager. Comply with all policies, procedures, security requirements, and government regulations. What we're looking for You have a High School Diploma or GED (Required). An equivalent combination of education and experience can be considered in lieu of a degree. You have entry-level experience in cashiering, bookkeeping, client service, or sales with established goals (Required). What helps you shine You bring strong organizational skills and attention to detail. You have basic PC knowledge with Windows-based applications and calculator use. You're comfortable with basic math, negotiation, and problem-solving. You communicate effectively, with proper phone and email etiquette. You excel at building relationships and delivering excellent customer service. You can work branch hours and lift up to 25 pounds as needed. Travel Up to 0% Our company values Do the right thing Mutual respect Teamwork Honesty and integrity What our team says "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review Compensation & benefits Targeted starting salary range (based on experience): $19.00/hr Annual incentive potential 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 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.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Health insurance Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these) Conduct financial reviews and recommend appropriate products. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant licenses. Excellent analytical, organizational, and problem-solving skills. Effective communication & interpersonal skills. Successful track record of meeting sales goals/quotas preferred. FINRA Series 6, 63 and 65 licenses preferred. ** I encourage you to check out our website at ************************ to learn more about our agency and see you if you align with our team values, mission, & vision. **

This position is primarily responsible for supporting a retail branch, or other branches as needed, in the opening of deposit accounts (commercial and personal), gathering documentation for retail and commercial loans and reviewing financials for current and prospective clients. This position should be able to manage long-term relationships with clients and prospects. This position is also responsible for efficiently processing client deposit transactions while following bank policies and procedures. The salary for this role will be between $19 and $27. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards. ESSENTIAL DUTIES: Works with existing clients and prospects to open Consumer and Commercial deposit accounts. Provide outstanding service and use problem solving skills to satisfy client needs (may be in person and/or via telephone). Works with clients to efficiently process transactions while following bank policies and procedures. Works with the Branch Manager, CSM, CSR, Commercial Lender, or clients/prospects, to collect all necessary supporting documentation for both Commercial and Consumer Loans and Deposit products. Ensure timely analysis of financial reports/documents from clients that are required to comply with established loan policies and procedures. Properly communicate the banks Consumer, Commercial, Merchant Bankcard, Cash Management and Mortgage products. Be able to successfully meet assigned sales goals by selling Consumer, Commercial, Merchant Bankcard, Cash Management and Mortgage products and services. Lead the branch team as the champion for branch sales and service promotions. Work with CSR staff to coach, educate and mentor for improved sales of products and services to clients and prospects. Process, record, track and verify various reports and forms accurately. Participate in community events and promote Riverview Bank's values, products, and services to increase visibility in local communities. Understand and observe laws and regulations that relate to Retail and Commercial Banking. Work with existing clients and prospects as required to receive other information as needed. Additional duties and responsibilities: Projects, professionalism in both appearance and attitude when dealing with clients. Coordinates, when necessary, with other departments or external contacts. Participates in and completes all required training modules with passing scores. Follows all state and federal laws, and all Riverview policies and procedures. Other duties as assigned. RELATIONSHIPS Frequent contact with Supervisor to receive instruction and direction. Maintain strong working relationship with other areas of the Bank. Daily contact with clients and prospective clients in helping fulfill banking needs. Maintain strong working relationship with Commercial Lenders and peers in the lending area as well as other support areas. Maintains contact with clients to ensure that service levels are appropriate. Occasional contact with members of professions with whom incumbent must consult from time to time, i.e., attorneys, accountants, and other financial intermediaries. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High School Diploma or GED and 4 years of relevant experience or an associate degree and 2 years of relevant experience. SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of individuals utilizing communication in English, Ukrainian and Russian languages. Ability to communicate with lenders and build strong working relationships. Ability to add, subtract, multiply and divide in all units of measures, using whole numbers, common fractions, and decimals. Ability to promote the sale of products and services through verbal recommendation. Ability to offer flexibility in a changing work environment. Ability to read, analyze and interpret business and personal financial statements and tax returns. Ability to understand bank lending policy and governmental regulations. Ability to resolve, with some assistance, day-to-day problems, and deal with a variety of issues that may arise in working with customers. Ability to define problems, collect data, establish facts, and draw valid conclusions. Basic skills associated with the general use of computers and business office equipment. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions . Riverview Bank is an equal opportunity employer and affirmative action employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings. Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.

Min USD $20.19/Hr. Max USD $28.03/Hr. Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference! The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values. A successful Personal Banker must: * Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions. * Open new accounts, discuss and refer or originate loans, and onboard new clients. * Introduce and demonstrate digital and self-service options to clients. * Communicate clearly with staff and clients verbally, over the phone, and via video chat. * Comfortable functioning as a concierge or greeter. * Make out-of-office calls to businesses, community organizations, and referral sources. * Develop competencies and certifications/registration necessary to support branch performance goals. * Proactively accepts initiatives and assignments. * Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. * Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind. Qualifications Education/Skills/Training: * High school diploma or approved equivalent. * Good math skills, 10-key and keyboarding. * Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook. * Well-developed smart phone and digital channel skills. * Must have excellent organizational and analytical skills and superior written and oral communication skills. * Ability to demonstrate how to use automated technology to teach clients self-service skills. * Must have valid driver's license, satisfactory transportation, and adequate insurance coverage. Experience: * Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation Benefits At WaFd Bank you get all of these great benefits! * Paid time off for vacation, sick days and holidays * Health insurance * Stock options * Bonus programs * Generous 7% 401(k) employer matching* * Paid Parental Leave * Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance programs * Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************ EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 1/23/2026