JOB SUMMARY: The Trust Administrator lends general administrative assistance to Director, Trust Officers, and other trust assistants. Assists with the administration of trust accounts. Communicates with clients and relays this information to various members of the staff. Has completed trust school and received CTFA certificate. Mentors with Trust Officer. Works as a member of the trust team.
JOB SPECIFICATIONS:
Education: High school Graduate or equivalent. College degree preferred or equivalent professional experience, proficiency of essential functions of Trust Assistant I and II, CTFA certificate.
Experience: At least 7 years trust administration experience processes or equivalent.
ESSENTIAL FUNCTIONS:
Mastery of essential functions of Trust Assistant I and II. Minimum of 1 year of additional experience mentoring with Trust Officer and profession development which includes:
Ability to lead client meetings
Ability to provide estate planning strategies that are relevant to the client's objectives
Effective communication with estate planning professionals
May be asked to appear at court hearings
Community involvement with the objective of increasing revenue for the trust department
Increasing the number of referral sources for the trust department
Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
Follow all Bank compliance policies and procedures relating to this position
Other duties as assigned to meet client and departmental needs
WORK CONTEXT:
Ability to concentrate and focus on essential functions in appropriate priority order is required.
Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.
Requires sitting for long periods and traveling to other departments and locations, as needed.
Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
Requires completion of assigned on-line training courses with a passing percentage.
Professional environment requiring appropriate professional demeanor and attire.
Work is performed indoors in environmentally controlled conditions.
SKILLS:
self-motivated team player
ability to successfully navigate changes in departmental systems and software
ability to adapt to changes in policies and procedures
willingness to assume additional responsibilities as requested
willingness to train for the position of Trust Officer
superior computer skills in Word, Excel, Outlook and the ability to learn accounting systems and data bases
excellence in client service
excellence in oral and written communication skills
ability to maintain strict confidentiality on all sensitive issues
understanding and application of administration activities
ability as detail oriented and organized
analytical and problem-solving skills
ability to manage time
ability to handle stressful situations in a professional manner
ability to understand trust, agency and probate terms and documentations
ability to understand tax and legal concepts
competency in basic mathematical skills
ability to operated ten-key calculator or adding machine
ability to accurately type up to 30 words per minute or better
ability to use scanner and photocopying equipment
ability to lift up to 30 lbs. if necessary
ability to work with others in a cooperative manner that supports a team environment
RELATIONSHIPS:
Responsible to the Director and Trust Officers for the fulfillment of functions and responsibilities.
Mentor with Trust Officer
Contact with co-workers and the public in a professional manner that will enhance the overall marketing effort of the bank.
Required to collaborate, cooperate, and communicate with supervisor, co-workers and clients.
CORE BEHAVIORS for DELIVERING ON THE PROMISE:
Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic . Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.
l origin, physical or mental disability, or veteran's status.
$54k-84k yearly est. Auto-Apply 19d ago
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Operations Team Lead
Oregon Pacific Banking Co 4.0
Oregon Pacific Banking Co job in Portland, OR
JOB SUMMARY: Provide assistance to new customers and established clients. Provide a variety of client savings, checking and credit account transactions. Responsible for the efficient operation of the teller duties and compliance with federal and state regulations as well as Bank policies and procedures. Responsible to supervise and mentor operational staff.
JOB SPECIFICATIONS:
Education: High school graduate or equivalent
Experience: 2-3 years' experience in bank operations
ESSENTIAL FUNCTIONS:
Use software applications as required by specific job functions
Use procedures and forms relating to the activities of the assigned work unit
Perform various account transactions such as receiving deposits, verifying cash and endorsements, ordering checks, processing wires, accepting loan payments, selling cashier checks and processing cash advances.
Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions
Manage and balance cash within teller guidelines for position
Assist with debit cards including ordering cards and researching transactions in core system
Assisting clients in various ways including reconciling accounts, researching problems and resolving complaints or requests.
Prepare change orders for commercial clients
Knowledge of the various kinds of accounts available to clients; cross-sell bank products and services where appropriate
Serve clients courteously and expeditiously to ensure their satisfaction
Teamwork: Support co-workers whenever help is needed to provide the highest level of client service and assist in completing department duties in a timely and efficient manner
Prepare and review monthly certifications and assist with audits as assigned
Assist with daily vault/dyna counts
Fill in for New Accounts as needed
Supervision and training of tellers and other operational staff
Balances cash and ATMs, cash shipments and orders cash
Make decisions when processing Non-Sufficient Funds
Approves deposits and checks cashed over teller limits
Research teller outages and perform adjustments
Counts, checks and packages, coins and currency
Promotes and explains other Bank services such as residential loans, IRAs, certificates of deposit, safe deposit boxes, and cashier's checks
Reports malfunctions of teller terminals and other equipment
Follow all Bank compliance policies and procedures relating to this position
Other duties as assigned to meet client and operational needs
SKILLS:
Demonstrated knowledge of Business English
Demonstrated competency in, and knowledge of, all branch banking operations
Demonstrated competency in vault operations and procedures
Demonstrated competency in cash control procedures
Demonstrated knowledge of financial institution operations, policies, procedures and regulations
Demonstrated ability to interpret bank policies and procedures to clients
Demonstrated willingness to assume responsibility
Demonstrated ability to lead, supervise, and train department staff
Demonstrated ability to be detail oriented with good problem-solving skills
Demonstrated competency in written communication and presentation skills
Demonstrated competency in providing exemplary client service in a professional manner
Demonstrated ability to deal with clients under circumstances requiring tact and diplomacy
Demonstrated ability to tolerate high levels of stress
Demonstrated competency in basic mathematical skills such as calculating interest and percentages
Demonstrated ability to lift bags of coins up to 30 pounds
RELATIONSHIPS:
Responsible for interacting with operational staff in a positive manner
Responsible to the Branch Manager for the fulfillment of functions and responsibilities
Extensive contact with the Consumer Loan Rep. for the fulfillment of the Consumer Loan functions
Will have extensive contact with clients and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank
Have a presence in the local community by attending community events
CORE BEHAVIORS for DELIVERING ON THE PROMISE:
Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic . Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Being creative, problem-solving mentality to every situation. See alternatives, take initiative, and assume responsibility for your actions.
Communication. Keep others informed and up to date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.
$42k-69k yearly est. Auto-Apply 48d ago
Cloud Infrastructure Operations Manager
Umpqua Bank 4.4
Portland, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
The Data Center Technology Manager is responsible for managing and monitoring the Data Centers including all IT related infrastructure systems (Power, HVAC, space and rack systems, cable, physical security, etc.), core infrastructure systems within the data center space (server, storage, virtualization) and cloud hosted server virtual infrastructure. The incumbent will be responsible for all aspects of managing the data center technologies including meeting SLA and uptime targets, ensuring that changes and releases are completed successfully, monitoring and capacity planning of data center services, The incumbent will be responsible for the daily and long-term strategic management of data center hardware and software within the organization. The Data Center Technology Manager will develop and implement processes and procedures that are consistent with industry best practices managing data centers and will be able to define procedures directly related to the activities listed below without supervision. Additionally, and while working within the data center team structure and within its standards, regularly takes initiative to define and propose process improvements and exhibits personal ownership of assigned projects and maintenance roles.
Manage a Data Center Operations Team responsible for the installation, maintenance and operation of data center hardware and infrastructure.
Ensures electrical, HVAC, and other data center environmental systems are routinely monitored and warning and alarms are timely inspected and triaged.
Develop and manage processes which support efficient equipment installations (servers, switches, routers and storage), timely equipment repair and upgrades, rapid troubleshooting of issues with hardware and Linux OS, and tracking issues, reporting and managing key metrics.
Maintain complete and accurate inventories of all data center assets, configurations, cable plant layout etc. in banks CMDB and other systems as required.
Tracks when preventative maintenance on environmental systems are due, schedules and assists vendors with PMs, and assists data center manager with timely renewal of PM contracts. Identifies improved service levels for current vendors and looks for superior alternative vendors.
Regularly validates server room access authorization and assists in recommending and implementing improvements to the security systems.
Maintain budgetary responsibility for all data center and infrastructure capital and operational costs ensuring that costs remain within budget and capital investments while maintaining uptime, supportability and adequate capacity.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's Degree in computer science or a related discipline, or equivalent work experience.
7-10 years of experience in infrastructure operations with related supervisory, management and administrative experience; experience in the securities or financial services industry is a plus.
Ability to work in a fast paced, hands-on, environment.
Ability to make decisions and work with minimal direction.
Creative and change-oriented continuous improvement process skills.
Strong written, oral, communication and facilitation skills.
Self-starter who is assertive and energetic.
Understanding of network and cabling infrastructure.
Experienced in project management.
Experienced in vendor management and negotiations.
Job Location(s): Ability to work fully onsite at posted location(s).
Phoenix, AZ, Portland, OR, or Spokane, WA
Travel Type: Discretionary: As needed to fulfill the Essential Functions
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $103,000.00 - $140,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$103k-140k yearly Auto-Apply 60d+ ago
Loan Servicing Business Analyst
Umpqua Bank 4.4
Roseburg, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Provides organizational leadership and management to a team of professionals within loan servicing. Provides technical advice to team and is responsible for maintaining a high level of accuracy within the department. Ensures operational processes are designed to achieve the highest level of customer service. Recommend, formulate, and implement new loan operation policies and procedures. Maintain the integrity of the loan portfolio for designated areas.
Collaborates with stakeholders and subject matter experts to document, communicate, validate and refine necessary requirements and make recommendations based on product vision and market requirements, research data and organizational goals.
Elicits information and ideas from subject matter experts, business owners, vendors, and others regarding existing and proposed business systems.
Researches and interprets business needs of moderate complexity and translates into application and operational requirements.
Assists with business base development and RFP process (as applicable) during the project initiate phase.
Assists in integration and user acceptance testing of new or revised workflows, processes, and/or systems.
Supports the development of training, as well as implementation and post-implementation material.
Serves as a liaison between business units and Technology Advancement Group (TAG) through which requirements flow.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this .
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's degree in business, project management, business systems or equivalent required. Master's degree preferred.
5-8 years of relevant business analyst and/or project management and/or operations experience.
Loan Servicing experience, preferred.
FIS IBS System Administration experience, preferred.
Advanced business operations abilities, analytical and problem-solving skills.
Advanced data analysis skills including project management and/or operations.
Knowledge of banking policies, procedures, practices and documentation.
Advanced knowledge of development concepts and practices, potential applications, and customer requirements.
Advanced project management skills.
Advanced written and verbal communication and presentation skills.
Ability to manage complex projects and vendor relationships.
Ability to work effectively with individuals and groups across the company to manage customer relationships. Experience consulting with high-level managers and executives preferred.
Proficiency with personal computers and related software packages such as Microsoft Office.
Job Location(s): Ability to work fully onsite at posted location(s).
Liberty Lake,WA, Tacoma,WA, Spokane, WA, Roseburg,OR, Phoenix, AZ, or Irvine, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $23.23 - $35.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$23.2-35 hourly Auto-Apply 60d+ ago
Client Relationship Consultant
Banner Bank 4.7
Lake Oswego, OR job
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 Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate. Client Relationship Consultant Requirements
1 or more years of Client Relationship Consultant experience or similar experience required
NMLS registration or ability to obtain required
A passion for providing superior client service
Ability to analyze client needs and make appropriate recommendations based on financial data
Effective communication and advisory ability
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 & Benefits
Targeted starting hourly range (based on experience): $19.56 - $27.39/hr
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
Get more information at: Employee Benefits | Banner Bank
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.
$19.6-27.4 hourly Auto-Apply 18d ago
Trust Portfolio Manager
Umpqua Bank 4.4
Portland, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.
Proven ability to grow a book of business within a team environment.
Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.
Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.
Assist in the management of the company's investment process and strategic thinking.
Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.
Develop new business to further the strategic goals of the company.
Ability to interpret financial statements and market data.
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.
Proficient in global asset allocation strategies including alternative investments.
Monitor and assess portfolio performance.
Excellent communicator that builds trust with clients, business partners and management.
Ability to explain complex financial concepts in simple terms.
Write clear reports and deliver persuasive presentations.
Strategic thinking and decision making.
Familiarity with trust law, estate planning and fiduciary responsibilities.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”.
May perform other duties as assigned.
About You:
B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.
Master of Business Administration and/or Chartered Financial Analyst designation, preferred.
5 years of industry work experience, required.
5 years of Experience with trust software, preferred.
Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.
Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills.
Effective team player.
Effective verbal and written communication skills.
Ability to meet bonding requirements for employment purpose.
Stays informed of developments in security markets.
Performs investment research.
High level of understanding of asset allocation strategies.
Skills and knowledge to manage individual equity or fixed income strategies.
Travel Type:
Occasional
Job Location(s):
This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Scottsdale, AZ
Phoenix, AZ
Salt Lake City, UT
Boise, ID
Salem, OR
Portland, OR
San Diego, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$102.4k-190k yearly Auto-Apply 60d+ ago
Senior Wealth Advisor
Umpqua Bank 4.4
Eugene, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
What Makes Us Different: As part of the Raymond James Financial Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower advisors with freedom, support, and earning potential to build lasting client relationships and grow their business. Advisors who join the team are typically offered a transition assistance package which may include support during their ramp up. Our transition packages typically include a ramp-up period to ensure a smooth transition. Our advisors are compensated on a transparent grid structure-rewarding performance across all account sizes. Tenured advisors regularly achieve strong production levels, and the payout grid ranges 39% up to 45%, reflecting our commitment to recognizing your success. Advisors will have access to a shared financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is to remove obstacles and create an environment where you can thrive, supported by a collaborative team that values both independence and partnership. The program has a financial planning team that is integrated in their team. We also have an insurance subject expert whose function is to support and advisors' business by providing a turn-key approach to LTC and Insurance solutions.
About the Role:
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their skillset to stay relevant and effective in an ever-evolving industry.
This individual will also lead within the organization as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a “hub” or “second floor” advisor for an existing book of business. This individual should have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal to provide an optimal experience and results for the client.
As with all Wealth Advisors, the client must come first in all situations, and the record of any applicant should reflect this standard. The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, and colleagues.
Build and maintain client-focused relationships.
Achieve or exceed assigned production goals.
Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering questions, and providing ongoing support and education.
Manage time and expenses for optimal productivity and results.
Maintain ongoing client relationships to retain and develop business opportunities.
Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives.
Achieve client satisfaction and loyalty through excellent service.
Other responsibilities as assigned.
Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as applied to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required.
5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager.
Strong marketing and business development skills, keeping the best interest of the client in mind.
Ability to develop and maintain rapport via phone, webinar, and in person.
Strong product knowledge and problem-solving skills.
Excellent verbal and written communications.
Proactive, responsive, and motivated to be the best our industry has to offer a client.
Occasional travel.
Job Location(s): Ability to work fully onsite at posted location(s).
This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Sacramento, CA
Irvine, CA
San Diego, CA
Los Angeles, CA
Walnut Creek, CA
Eugene, OR
Medford, OR
Our Benefits:
This role consists of a salaried draw against commission, the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$92k-116k yearly est. Auto-Apply 60d+ ago
Banker II
Banner Bank 4.7
Portland, OR job
Job DescriptionMore 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 \u007C Banner Bank
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.
$18 hourly 14d ago
Trust Assistant I
Oregon Pacific Banking Co 4.0
Oregon Pacific Banking Co job in Eugene, OR
Trust Assistant I lends general administrative assistance to Director, Trust Officers, and other trust assistants. Assists with the administration of trust accounts. May communicate with clients and relay this information to various members of the staff. Works as a member of the trust team.
$30k-36k yearly est. Auto-Apply 19d ago
Loan Support Specialist I
Umpqua Bank 4.4
Roseburg, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
The Loan Support Specialist I is responsible for the servicing of consumer, small business, SBA and commercial loan servicing within an environment of high work volumes and established deadlines. Works on assignments that are moderately complex in nature where independent action and a high degree of initiative are required in resolving problems and developing recommendations. Independently handles production tasks requiring knowledge of loan documentation, regulations, policies and procedures. This role interacts with bank staff at all levels in multiple departments, customers, escrow/title personnel, attorney's and various levels of external professionals. Acts independently to determine methods and procedures on new assignments.
Perform loan servicing activities such as general loan maintenance, processing loan payments, data entry, loan document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation.
Responsible for the transaction and processing of moderate to complex consumer, small business, SBA and commercial/business loan products, required documentation, in accordance with the organizations workflow, ensuring regulation, policy, and procedures practices are followed.
Provide outstanding service and timely response to requests from internal and external customers.
Captures metrics to assist leadership in coordinating and adjusting workflow.
Participate in continuous improvement efforts and contribute to the identification and implementation of workflow improvements.
Perform work accurately and within assigned deadlines. Provide timely communication of work status so that any incomplete work can be redistributed across the team.
May be asked to train others as well as be cross trained to assist throughout Loan Support Services.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
High School Diploma or GED. Required
Associate's degree in Business, accounting, finance or related field. Preferred.
1-2 years of Consumer, SBA or Commercial/Business loan or equivalent experience. Required.
Working knowledge of consumer, SBA and commercial/business loan, advanced banking, lending products, services and lending documentation including loan regulations, policies and procedures.
Ability to muti-task and respond to frequent changes in daily workflow.
Demonstrated math, analytical, multi-tasking and problem-solving skills.
Solid interpersonal, verbal, and written communication skills. Ability to effectively communicate across all levels of the organization.
Possess working knowledge of consumer, SBA or commercial/business loan regulations, policies and procedures.
Proficiency using computer software including Word, Excel, loan servicing systems and other office equipment.
Able to work in a high work volume service-oriented environment with a high degree of change that support critical deadlines.
Strong analytical skills and attention to detail.
Job Location(s): Ability to work fully onsite at posted location(s).
This evergreen requisition is designed to support ongoing hiring needs within our Loan Operations team. Multiple positions are available; we continuously review candidates to fill open role as they arise. Qualified candidates may be considered immediately, while others may be kept in our pipeline for future opportunities. Below are the current locations where the team is hiring.
Liberty Lake, WA
Tacoma, WA
Spokane, WA
Roseburg, OR
Phoenix, AZ
Irvine, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $26.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$18-26 hourly Auto-Apply 60d+ ago
Commercial Appraisal Manager
Umpqua Bank 4.4
Oregon job
Description About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Assists the bank's Chief Appraiser in the direct management of commercial staff appraisal reviewers of varying skill sets. Provides mentoring to staff as needed to increase staff's compliance with bank and department specific policies and procedures. Takes ownership of monitoring the commercial review team's performance expectations and develops performance reviews of staff review appraisers. Procures, engages, and reviews complex and non-complex commercial valuation products delivered to the bank to ensure compliance with USPAP, FIRREA, IAEG, and Columbia Bank policy. Communicates with partnering lines of business to address appraisal or collateral risk issues. Provides subject matter expertise to address escalations and/or reconsiderations of appraisal concerns from internal partners or external vendors. Works closely with lending teams and credit approvers to better define the valuation needs required for the credit lending decision. Participates in the development of commercial appraisal bank policy and guidelines, appraisal review forms, and system of record requirements.
Monitor staff review appraiser quality and performance expectations.
Leads the RFP and engagement of third-party approved vendors for appraisal and evaluation assignments.
Monitors REVS commercial pipeline for timely delivery based and department benchmarks.
Periodically, reviews or assists in the review of incoming complex valuation products for credible methodology and compliance with SOW, USPAP, FIRREA, IAEG, and bank policy.
Provides management with oversight of pipeline volume in relation to available resources.
Takes ownership of specific team budget in relation to overall department budget goals.
Assures compliance with Fair Lending Practices and Appraisal Independence
Provides subject matter expertise on commercial appraisal methodology and appraisal regulatory requirements. Ability to communicate these requirements as applicable to address valuation questions from line of business partners and/or auditors.
May prepare FIRREA compliant appraisals, appraisal validations, corrective appraisal reviews and/or evaluations for the bank.
Assists Special Assets and Credit Quality with impairment analysis for real estate secured credits, as needed.
Mentors the appraiser review staff and encourages increased competency in all aspects of commercial valuation, policy and procedures.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's degree in business or related field or the equivalent in education and experience required.
10+ Years of experience in relevant commercial appraisal review, appraisal field work, management of appraiser review staff or combination of all required.
Certified General Appraisal State Certification required.
Strong multi-state experience reviewing real estate appraisals. Real estate property type specific expertise and national review experience a plus.
Ability to obtain and maintain additional appraisal licensing in multi states upon business unit request.
Experience managing appraiser teams of varying skill sets and/or valuation procurement processes a plus
Sound judgement and strong analytical and problem-solving skills, and business acumen
Advanced knowledge of appraisal policies, procedures, practices, and documentation
Excellent written and verbal communication
Ability to work independently making timely and sound decisions. Escalate collateral risk concerns swiftly and clearly.
Ability to work at all levels of the organization and maintain mutually beneficial working relationships cross-functionally.
Computer and software proficiency including but not limited to Word, Excel, Outlook, PowerPoint, and other more specific appraisal related software applications and misc data aggregators.
Proven ability to lead and develop high-performing teams, with strong skills in conflict resolution, performance management, and fostering a collaborative work environment
Job Location(s): Ability to work fully onsite at posted location(s). Within Columbia Bank Footprint Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $125,000 to $175,000, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$125k-175k yearly Auto-Apply 60d+ ago
Sr IT Auditor
Umpqua Bank 4.4
Hillsboro, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Effectively scope and execute a wide range of assurance activities to assess risks and controls over assigned processes. Work in agile teams to prioritize assurance work, strategic initiatives, and required tasks with flexibility to shift with department priorities. Assigned tasks, projects, and audits may report to different supervisors in a matrix team. Monitor risks and understand data trends of designated areas and provide recommendations for future coverage. Provide effective challenge to audit work products to maintain quality standards aligned to IIA and department guidance. Champion continuous improvement within processes and technology.
Work within a team to plan, scope, and execute risk-based assurance projects. Deliver high quality results, on time, within budget expectations, and in conformity with applicable professional and regulatory standards. Formulate meaningful, well-supported audit conclusions and provide practical recommendations for areas requiring attention or corrective action.
Offer ongoing guidance for others on audit methods and procedures, serve as a point of escalation within assurance projects and programs, and assist in prioritization of tasks.
Continuously monitor the risk profile of assigned processes by analyzing data trends, incorporating internal and external factors, and assessing assurance activities. Document results within risk assessments and recommend changes to the multi-year audit plan as applicable.
Maintain clear communication channels to keep audit clients and Internal Audit Management aware of progress, challenges, and issues.
Develop and maintain effective working relationships with audit clients, business unit leadership, risk/compliance partners, vendors, and within the Internal Audit department. Represent Internal Audit on various project, risk, and management committees.
Present the results of audits and special projects to Internal Audit Leadership, Executive Management, and External Auditors. Support responses to regulatory requests.
Participate in working groups to support the Internal Audit strategic vision and priorities.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on industry and regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's degree in business, accounting, economics, auditing or risk management, information technology, mathematics or statistics, related degree or equivalent operational/technical experience, required.
4-7 years of experience in internal or external auditing, risk management, compliance, or related role; or combination of business/operational and auditing/risk management experience, required.
CIA, CISA, CPA, CAMS, CFE or comparable audit, accounting, risk management, or technical certification of 12-month length, preferred.
Requires proficient auditing or operational expertise in one or more of the following areas: Compliance, Legal, Banking Regulatory, Information Technology, Information Security, Data Analytics, Digital Banking. Enterprise Risk Management, Credit risk, Market risk, Operational risk, Model risk, Liquidity risk, and/or Sarbanes-Oxley. Broad, general knowledge of the banking and financial services industry and operations preferred.
Proficient knowledge and skills in auditing, compliance, or risk management approaches, tools, and techniques required.
Strong project management skills required with demonstrated ability to work as part of a high-performing team - ability to plan and organize, lead teams, shift priorities, and manage complex projects. Exposure to agile methodologies preferred.
Effective professional communication, interpersonal, and presentation skills required. Willingness and ability to develop relationships with co-workers and audit clients.
Proven commitment to continuous learning, ability to work as part of a team using remote collaboration tools, and comfortable sharing ideas with others required.
Demonstrated intellectual curiosity, strong moral compass, and continuous improvement mindset required.
Previous bank internal auditing or external auditing experience considered preferred.
Knowledge of banking and financial services regulatory requirements, such as FDIC, FRB, CFPB, FINRA, etc. preferred.
Data analytics and visualization, automation, and generative artificial intelligence (Gen AI) experience preferred.
Travel Type:
Occasional
Job Location(s): Ability to work fully onsite at posted location(s).
This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Hillsboro, OR
Tacoma, WA
Spokane, WA
Phoenix, AZ
Denver, CO
Irvine, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $70,000.00 - $120,000, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$70k-120k yearly Auto-Apply 60d+ ago
SBA Loan Closing Specialist
Umpqua Bank 4.4
Oregon job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by the SBA Closing Director. Work with borrowers, production staff and third parties to ensure timely and accurate loan closings. Collect and review documentation, perform borrower, entity, and loan related searches, perfect loan collateral, and ensure proper documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard Operating Procedures of the Small Business Administration and other Government Guaranteed Loan Programs.
Identify and collect documentation in support of and as specified within the banks' loan approval. Plan tasks and workflows to meet closing deadlines.
Order Flood certifications, IRS Verifications, Site Visit reports CAVIRs, OFACS, UCC Searches and other reports as required. Review insurance documents to ensure proper type and coverage for each transaction.
Verify and determine the amount and source of borrower injection funds.
Review Purchase and Sale Agreements, Real Estate documents, entity documents of potential borrowers and related entities to ensure compliance with bank and SBA requirements.
Prepare lenders instructions and coordinate loan closings with escrow and title companies.
Perform loan related searches on individuals, entities, and collateral.
Responsible for accurate ordering and generation of Laser Pro and SBA documents.
Coordinate closings between borrowers, Bank Associates, Certified Development Companies, and escrow/title companies as necessary. Facilitate loan funding and the subsequent follow up for all post-closing documentation items.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others within the team.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned
About You:
H.S. Diploma/GED
4-7 years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience, required.
Basic knowledge of SBA, Standard Operating Procedures, and USDA requirements.
Ability to comply with bank policy and procedures.
Experience working with SBA production staff and underwriters.
Ability to actively manage 3-5 loan files on an on-going basis, with adherence to bank established Closing Service Level Agreements.
Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task.
Knowledge of personal computer and related software packages, including but not limited to, MS Office Word, Excel, and Outlook, and other business machines standard in the industry.
Ability to work under pressure and organize own work with guidance from Supervisor.
Job Location(s): Ability to work fully onsite at posted location(s).
Idaho, Utah Colorado, Washington, Oregon Arizona, Nevada, or California
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $28.00 - $40.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$28-40 hourly Auto-Apply 60d+ ago
Corporate Financial Analyst
Umpqua Bank 4.4
Lake Oswego, OR job
Description About Us: At Columbia Bank, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: The Financial Analyst will provide finance support including planning/forecasting, variance analysis, product profitability, and reporting to Commercial Bank leaders and supporting teams. The Financial Analyst will also provide an objective financial perspective on performance and initiatives and provide strategic input to improve operation. The position requires a strong work ethic and commitment to high-quality deliverables. The ability to multitask and prioritize responsibilities is essential to success in this position. May lead and train other financial analysts related to functions listed above.
Support executive/senior/middle management within the Commercial Bank with reporting, analysis, forecasting, budgeting and planning needs.
Identify reporting needs, provide in-depth analysis, and deliver financial and related reports to support strategic decision making.
Support capital stress testing, pricing committees, and Asset-Liability Committee by producing and presenting financial results and analysis. Communicate with committee members and others impacted by committee decisions.
Stay engaged with Commercial Bank management as strategic decisions are being made. Communicate emerging finance-related issues pertinent to the business.
Work on projects of diverse scope, highly varied and complex, requiring complex analysis and interpretation, exercising judgment within broadly defined procedures and practices.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become "The World's Greatest Bank."
May perform other duties as assigned.
About You:
Bachelor's degree in Finance, Economics, Accounting, or equivalent experience, required.
3 years of experience in an analytical role, required.
Skills in spreadsheet preparation, word processing, presentation, and database management and reporting software
Organizational and project management skills
Ability to work effectively in a team environment as well as accomplish work assignments and sometimes tight schedules
Developing analytical skills
Effective team player
Job Location: Ability to work fully onsite at posted location(s) Lake Oswego, OR Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $60,000.00 to $105,000.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$60k-105k yearly Auto-Apply 60d+ ago
Assistant Branch Manager
Umpqua Bank 4.4
Medford, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence in the branch, supervising, and leading the Client Service Specialists, and by providing Breakthrough Client Service. The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate.
Ensures the branch meets or exceeds operations standards at all times. Responsible for satisfactory audits.
Monitor sales and service goals and coach other team members to deepen customer relationships using Client and Business Financial Review.
Develops and maintains strong, long-term relationships with consumers and businesses in local community and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards.
Acts as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information.
Manage, lead, train, and coach client service specialists. May also oversee personal bankers in collaboration with Branch Manager.
Process and oversee technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.
Frequently services complex accounts.
May back up new account openings.
May back up client service specialist line when needed.
May engage in business development activities in local community.
All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
About You:
High School Diploma or GED, required.
Associate's or Bachelor's, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.
2 years of retail banking experience required.
1 year of management or supervisory experience preferred.
1 year of consumer and small business lending origination experience preferred.
Customer service background in retail or banking.
Demonstrated ability to grow sales by developing long-lasting, knowledge-based relationships with clients and offering customized solutions.
Demonstrated leadership skills such as handling difficult customer and associate conversations in a professional, transparent, and courteous manner.
Proven ability to make sound business decisions.
Strong attention to detail and the ability to multi-task effectively.
Proficient use of spreadsheets and other banking computer systems and related software, and ability to operate a variety of office equipment and to perform repetitive movements for tasks such as counting cash, typing, and handling documents.
Effective training and mentoring skills.
Ability to think critically to anticipate downstream impacts of decisions.
This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
Be a part of a bank that invests in you!
Competitive Incentive Plan: Earn rewards that match your efforts.
Professional Development: Grow your skills with our tailored premier banker programs.
Career Growth: Clear paths to achieve your professional goals.
Job Location(s): Ability to work fully onsite at posted location.
445 SE Main Street 1st Floor
Roseburg, OR 97470
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $19.00 - $28.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$19-28 hourly Auto-Apply 60d+ ago
Home Loan Center Inside Loan Officer (Remote - WA, ID, OR, CA)
Banner Bank 4.7
Oregon job
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch 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 Home Loan Center Inside Loan Officer you will originate real estate loans for branch customers in areas not currently covered by Loan Officers.In this role you'll have the opportunity to:
Originate standard residential type mortgage loans via telephone and internet with customers referred by identified branches of the Bank.
Originate residential mortgage loans for employees of the Bank.
Originate loans in compliance with the Bank's underwriting guidelines and those published by the Bank's investors. Ensure strict compliance with regulator requirements for residential loan origination.
Set up originated loans in the Bank's system and ensuring processing through submission for underwriting.
Attend internal training sessions, internal sales meetings, and external training opportunities.
Comply with policies, procedures, security requirements, and government regulations.
Education & Certifications
Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered)
NMLS registration required
Experience
4 or more years of experience in mortgage loan origination required
Knowledge, Skills and Abilities
Proven pattern of success in consistent origination, closing, and funding of mortgage loans.
Knowledge of mortgage procedures, regulations, underwriting, and loan processes and procedures.
Possess effective presentation, interpersonal, verbal and written communication, and negotiation skills.
Knowledge of the residential mortgage lending process for 1 to 4 family dwellings.
Knowledge of federal and state laws and regulations related to mortgage loan origination.
Travel
Up to 20%
Compensation & Benefits
Monthly guarantee of $3,600
Excellent commission plan
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance
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
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.
$3.6k monthly Auto-Apply 60d+ ago
Product Marketing Director
Umpqua Bank 4.4
Portland, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
This position is responsible for managing the development, implementation, and performance of marketing, advertising and customer experience.
Develop innovative cross functional marketing programs and campaigns that elevate the organization's brand reputation and create top-line demand for product offerings and services across the organization's lines of business.
Oversee and directly manage a plurality of marketing projects of varying scope, size and complexity on behalf of the Commercial, Retail Wealth Management and Home Lending divisions, as assigned.
Responsible for the development of sales and promotional campaigns in support of annal brand objectives, prioritizing field-driven market initiatives and indirectly overseeing local field marketing liaisons.
Direct a variety of creative agencies, third-party vendors and other suppliers, maximizing outside skills and resources while minimizing financial outlays to bring insight and expertise to marketing projects and plans.
Monitor and evaluate the financial aspects of marketing strategy and tactics, such as budgets expenditures, research and development appropriations and return on investment.
Responsible for advocating and promoting the Columbia brand promise and messages throughout the company and fostering a culture of living and owning the brand message.
Implement sales forecasting and strategic planning methodologies to ensure the sale and profitability of products or services analyzing business development and brand awareness activities and market trends.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's degree in communications, Business or equivalent work experience required.
4-7 years of Marketing experience or related experience with an emphasis on strategy development, project management and brand marketing management required.
Banking experience preferred.
Advanced knowledge of marketing strategies and banking services products.
Advanced project management and matrix management oversight skills, with the ability to establish processes and project timelines to ensure delivery of sophisticated, multi-faceted marketing communication tactics and techniques.
Proven ability to develop effective advertising and media recommendations across traditional and non-traditional media channels, utilizing media budgets of varying size and scope.
Advanced project management, analytical, and problem-solving skills with ability to exercise creativity with excellent planning and organizational skills with strong follow-through.
Proven experience working with Senior leadership in championing new approaches, securing incremental budget allocations and gaining buy-in and support for unique and unfamiliar marketing tactics and techniques.
Occasional travel may be required.
Job Location(s): Ability to work fully onsite at posted location(s).
Tacoma, Portland, Spokane
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $100,000 - $145,000, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$100k-145k yearly Auto-Apply 60d+ ago
Commercial Underwriter, Sr.
Umpqua Bank 4.4
Portland, OR job
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Underwrites new and renewal Commercial and Industrial (C&I) and Commercial Real Estate (CRE) credit requests comprised of working capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor) and equipment financing; most often from moderate-to-complex enterprises with revenues generally greater than $5 million. Collaborates with team members, Commercial Portfolio Managers (CPM's), Client Solutions Managers ("CSMs") and Commercial Relationship Managers to accurately present findings, including business rationale and risk mitigations, in order to obtain credit approval and meet customer needs.
Analyze business, industry, financial data and other supporting credit information concerning an applicant's credit request; identifies key business and financial risks that may impact the repayment prospects by the borrower; derives conclusions supporting the credit recommendation based on documented facts and/or sound judgement.
Prepare timely, concise and accurate credit recommendations, with limited supervision or revision. Includes: (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk rating scoring models (aka Dual Risk Rating), both quantitative and qualitative rating elements, to ensure customers and loans are properly risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms of the credit(s).
Monitor borrower financial performance in line with commercial and/or real estate loan documents; spreads financial statement and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere to approval conditions and loan documentation. Collaborates with team members to ensure borrower notifications are sent and approvals are obtained to resolve any violations in a timely manner.
Partners with team members to offer insights into customer financial needs, including opportunities identified using Line of Business-approved relationship expansion tools. May also offer opinions related to a loan structure's effectiveness to mitigate risks, appropriate to prevailing competitive market environment and Bank risk tolerances.
Partners with team members in customer and prospect calls as appropriate. May shadow manage a portfolio as part of training and development, with Underwriting Manager and Market Director mutual approval.
May oversee the work of other commercial underwriters or credit analysts, including the timely review of credit reports prepared by other underwriters to ensure a high level of report quality prior to submission for approval; findings to be captured via a standardized Quality Control (QC) Checklist and used to provide guidance and training to underwriters.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”.
May perform other duties as assigned.
About You:
Bachelor's degree in business, Finance, Accounting, or equivalent work experience (Required)
7-10 years of commercial underwriting/credit analysis experience or relevant lending experience. (Required)
Advanced analytical and problem-solving skills.
Advanced credit and credit quality skills including accounting, financial statement spreading, and cash flow analysis experience; ability to train and present to small and large audiences or has the interest in learning to train and present.
Demonstrated time management skills, reflecting the ability to juggle multiple tasks simultaneously while delivering work product on time.
Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships.
Possess excellent written, verbal, interpersonal and presentation skills.
Advanced knowledge of credit policies, procedures, practices and documentation.
Proficiency with personal computers and related software packages such as Word, Excel, PowerPoint, and other business machines.
Ability to train and present to small and large audiences or has the interest in learning to train and present.
Job Location(s): Ability to work fully onsite at posted location(s).
111 West 7th Avenue 2nd Floor Eugene OR 97401
Travel Type: Occasional
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $80,051.00 - $140,000.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$40k-50k yearly est. Auto-Apply 60d+ ago
Banker II
Banner Bank 4.7
Portland, OR job
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
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.
$18 hourly Auto-Apply 14d ago
Trust Assistant I
Oregon Pacific Bank 4.0
Oregon Pacific Bank job in Eugene, OR
JOB SUMMARY: Trust Assistant I lends general administrative assistance to Director, Trust Officers, and other trust assistants. Assists with the administration of trust accounts. May communicate with clients and relay this information to various members of the staff. Works as a member of the trust team.
JOB SPECIFICATIONS:
Education: High school graduate or GED. College degree preferred or equivalent professional experience.
Experience: Minimum of three years office experience with background in financial services or accounting is desirable
ESSENTIAL FUNCTIONS:
Answer phones and greet Trust clients, handle calls related to trust accounts and answer routine inquiries.
File and scan documents
Archive files as necessary
Bill paying
Receive, open and distribute incoming mail as required
As directed by Trust Officer, create and maintain files for current and future business accounts
Complete opening and closing account checklists, assist with inventories, set up trusts in the trust accounting system, assist with asset transfers, account reviews and information for the monthly trust committee meeting, as directed by Trust Officer
Assist with tax filing
Creating distribution packets to beneficiaries as directed by Trust Officer
Learn all necessary aspects of the trust accounting software
Develop competency in applicable regulatory requirements of the trust department
Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
Follow all Bank compliance policies and procedures relating to this position
Attend meetings - occasionally requiring travel out of town
Other duties as assigned to meet client and departmental needs
WORK CONTEXT:
Ability to concentrate and focus on essential functions in appropriate priority order is required.
Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.
Requires sitting for long periods and traveling to other departments and locations, as needed.
Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
Requires completion of assigned on-line training courses with a passing percentage.
Professional environment requiring appropriate professional demeanor and attire.
Work is performed indoors in environmentally controlled conditions.
SKILLS:
self-motivated team player
ability to successfully navigate changes in departmental systems and software
ability to adapt to changes in policies and procedures
willingness to assume additional responsibilities as requested
superior computer skills in Word, Excel, Outlook and the ability to learn accounting systems and data bases
excellence in client service
excellence in oral and written communication skills
ability to maintain strict confidentiality on all sensitive issues
understanding and application of administration activities
ability as detail oriented and organized
analytical and problem-solving skills
ability to manage time
ability to handle stressful situations in a professional manner
ability to understand trust, agency and probate terms and documentations
ability to understand tax and legal concepts
competency in basic mathematical skills
ability to operate ten-key calculator or adding machine
ability to accurately type up to 30 words per minute or better
ability to use scanner and photocopying equipment
ability to lift up to 30 lbs. if necessary
ability to work with others in a cooperative manner that supports a team environment
RELATIONSHIPS:
Responsible to the Director of Trust and Trust Officers for the fulfillment of functions and responsibilities.
Contact with co-workers and the public in a professional manner that will enhance the overall marketing effort of the bank.
Required to collaborate, cooperate, and communicate with supervisor, co-workers and clients.
CORE BEHAVIORS for DELIVERING ON THE PROMISE:
Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
Communication. Keep others informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.
Zippia gives an in-depth look into the details of Oregon Pacific Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Oregon Pacific Bank. The employee data is based on information from people who have self-reported their past or current employments at Oregon Pacific Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Oregon Pacific Bank. The data presented on this page does not represent the view of Oregon Pacific Bank and its employees or that of Zippia.
Oregon Pacific Bank may also be known as or be related to OREGON PACIFIC BANCORP, Oregon Pacific Bancorp and Oregon Pacific Bank.