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

    Pacificorp 4.9company rating

    Personal banker job in Portland, OR

    Company: PacifiCorp POWER YOUR GREATNESS PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability inclusion & belonging. General Purpose Negotiates sales and purchases of wholesale power, financial instruments, and emissions credits consistent with the strategic direction of the Company. Identifies sales/purchase opportunities and aggressively negotiates energy sales and purchases with other utilities/organizations and/or financial institutions. Develop professional relationships with wholesale power marketers, traders, brokers, utilities, and the financial community to enhance the Company's ability to profitably grow the wholesale power business. Responsibilities Purchase and sell wholesale electric power, and transmission as directed. Identify and initiate sales and purchase opportunities within limits. Monitor system operation of energy transfers and wheeling. Work within PacifiCorp's system, WECC system, CAISO scheduling and congestion management procedures, standard transmission tariff rules and regulations. Work within the Company policies, practices, procedures, applicable federal, state, and local laws and regulations. Develop relationships with other utilities, marketers and transmission providers in order to enhance PacifiCorp's ability to reliably and profitably serve our customer base. Work with other groups within Commercial and Trading. Requirements Bachelor's degree in Finance, Economics, Marketing or a related field; or the equivalent combination of education and experience. Understanding of market conditions. Knowledge of company policies, procedures, and practices, and applicable federal, state, and local laws and regulations. Proficient with the use of personal computers and automated tools to support trading activity. Communication and interpersonal skills to develop industry contacts and establish relationships. Knowledge of trading practices. Position work hours are non-standard. Preferences Three years of experience in trading commodities. Experience in electric or gas utility system operations, power marketing or power scheduling. Knowledge of power plants, market hubs, and interchange points between companies. Selling skills in order to identify, negotiate, and close on sales and purchase opportunities. Additional Information Req Id: 114390 Company Code: PACIFICORP #PM25 Primary Location: PORTLAND Department: Power Supply Schedule: FT Personnel Subarea: Exempt Hiring Range: $88,800 - $122,100 This position is eligible for an annual discretionary performance incentive bonus of up to 30.00% of salary. Benefits: Health care, retirement, paid time off, tuition assistance, paid short-term and long-term disability, paid bereavement leave. For more information, please visit: ********************************************************************** Employees must be able to perform the essential functions of the position with or without an accommodation. PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations. Nearest Major Market: Portland Oregon Career Segment: Sustainability, Supply, Energy, Operations PId5e49204f6ee-37***********0
    $88.8k-122.1k yearly 4d ago
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  • Relationship Banker

    Bank of America 4.7company rating

    Personal banker job in Portland, OR

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

    Sherwood Lumber Corporation 3.8company rating

    Personal banker job in Lake Oswego, OR

    We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. DUTIES AND RESPONSIBILITIES: · Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. · Sources new sales opportunities through inbound and outbound prospecting calls and emails. · Understands accounts, identifies key players and generates interest. · Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. · Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. · Prepares and sends valuable offers daily. · Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. · Executes timely and accurate trades based on market data, movement and prices. · Provides competitive market intelligence and insights to prospects and customers. · Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. · Purchases product for various types of sales. · Handles inbound calls and provides callers with product and service information. · Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.
    $63k-104k yearly est. Auto-Apply 60d+ ago
  • Equity Trader

    Ripple Companies 4.4company rating

    Personal banker job in Vancouver, WA

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

    Buckeye Pacific

    Personal banker job in Tualatin, OR

    Trader Trainee Job Status: Full Time At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers. The Role of a Trader Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America. The Trader Trainee Program Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business. Key Responsibilities: Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations. Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement. Build strong relationships across the organization by working closely with traders and support teams. Investigate and resolve shipping issues, claims, or delivery concerns. Provide freight quotes and dispatch updates to traders and business partners. Research potential new accounts and market opportunities. Complete assignments, projects, and all training sessions within the Trader Training Program. Education and/or Experience: Bachelor's Degree from four-year college or university; or Associate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience. Qualifications: Excellent written and verbal communication skills. Ambitious, driven, and proactive. Strong attention to detail and exceptional accuracy in a fast-paced environment. Ability to multitask, prioritize, and solve problems effectively. Collaborative mindset with the ability to build strong relationships internally and externally. Dependable and comfortable working in an office setting. Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles. Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership.
    $61k-101k yearly est. Auto-Apply 60d+ ago
  • SAP FI -Treasury and Banking

    Deegit 3.9company rating

    Personal banker job in Portland, OR

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

    JPMC

    Personal banker job in Portland, OR

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $30k-55k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Kristin Staropoli-State Farm Agent

    Personal banker job in Portland, OR

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Health insurance Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these) Conduct financial reviews and recommend appropriate products. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant licenses. Excellent analytical, organizational, and problem-solving skills. Effective communication & interpersonal skills. Successful track record of meeting sales goals/quotas preferred. FINRA Series 6, 63 and 65 licenses preferred. ** I encourage you to check out our website at ************************ to learn more about our agency and see you if you align with our team values, mission, & vision. **
    $26k-39k yearly est. 7d ago
  • Financial Services Representative State Farm Agent Team Member

    Courtney Rogers-State Farm Agent

    Personal banker job in Beaverton, OR

    Job DescriptionBenefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance ABOUT OUR AGENCY: Our agency has a proud history of service, with our legacy office thriving for 11 years and our MOA location recently celebrating its 1-year anniversary. With 18 years of experience in the insurance industry and a degree in criminal justice, I lead a dynamic team of nine professionals across our two offices. We offer a competitive benefits package, including group health and life insurance, a 401(k) plan with a 4% match, two weeks of PTO, and an additional week of unpaid time off. Our team enjoys frequent bonuses, promotions, and comprehensive training in all lines of business and sales processes. Community involvement is at the heart of what we do. We proudly sponsor local high school sports teams like Tigard High Schools Snowboard Team and West Linn Baseball Team. We also participate in charity golf tournaments and various community events throughout the year. Join a team thats committed to excellence, growth, and making a difference both in and out of the office! ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Courtney Rogers - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office
    $26k-39k yearly est. 12d ago
  • Financial Service Representative

    First Community Credit Union of Oregon 3.8company rating

    Personal banker job in Dallas, OR

    Schedule: Full-Time, Monday through Friday If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you! You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously. As a First Community employee, you will enjoy: 100% Employer Paid Medical & Dental Annual Bonus & Incentive Plan Generous Personal, Vacation & Sick Days Tuition Reimbursement Wellness & Fitness Incentive Paid Volunteer Leave As an ideal candidate, you will have: High School Diploma or Equivalent Cash Handling & Customer Service Experience Ability to assist with complex financial transactions in person or by telephone Prior Lending Experience (preferred, but not required) Company's website: ****************** ** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
    $26k-32k yearly est. Auto-Apply 19d ago
  • Patient Financial Services Representative

    Northwest Surgical 3.6company rating

    Personal banker job in Vancouver, WA

    Rebound is hiring for a Patient Financial Services Representative for our Stonemill office located in Vancouver, WA. This position is required to work on site. Our Patient Financial Services Representatives ensure patients are financially cleared before their scheduled appointments or procedures. This role supports both professional and facility services by verifying insurance, reviewing registration, generating estimates, and coordinating upfront payments. You'll also review scheduled ASC surgical procedures to ensure they are covered and reimbursable, preventing loss of revenue. Responsibilities: Support an environment that reinforces Rebound's mission and Core Values of Superior Service, Teamwork, Integrity, Innovation, Quality and Recognition. Respond to patient inquires according to state and Federal laws or applicable internal policies. Maintain a high degree of confidentiality and abide by all HIPAA rules and regulations. Ensure proper billing procedures and privacy guidelines are implemented and carried out. Verify insurance eligibility and benefits using Epic and Payer Portals. Screen all self-pay accounts, as well as high deductible/co-insurance accounts for internal financial payment options. Review and correct patient demographics and insurance coverage in Epic. Generate accurate patient cost estimates for professional and facility services using Epic tools. Contact patients to explain their estimated costs and payment options through MyChart, calls, texts, or letters. Coordinate and document upfront payments and Payment Plans in Epic. Review ASC surgeries to ensure the procedure is covered and payable in an ASC setting. Flag any procedures that are not reimbursable in an ASC and notify the scheduling team. Offer self-pay platform options for self-pay patients and assist in setting up those plans. Identify patients who may have financial hardships and evaluate eligibility for financial assistance programs. Manage Epic work queues daily to finalize all necessary steps ahead of the scheduled service date. Document all actions and patient communications in Epic on both the RBD and RSC departments. Manage assigned Epic work queues to ensure timely follow‑up on accounts requiring additional action after insurance processing, in accordance with financial policies. Maximize reimbursement through effective collection practices. Liaison between Rebound and our collection agency. Escalate complex cases to Supervisor as needed. Perform other duties as assigned. Required: High School diploma required Two years of healthcare or revenue cycle training Two years of experience in insurance verification, patient access, or financial clearance. Experience using Epic Familiarity with ASC billing rules, insurance coverage policies, and self-pay workflows Strong attention to detail, written communication skills, and ability to handle sensitive financial conversations. Ability to deescalate tense situations and provide compassionate customer service. Organized and detail oriented with strong follow-through Goal oriented and able to meet call and solution targets in a fast-paced environment We are proud to Offer: Medical/Vision/Rx Dental 401(K) Retirement Plan, including discretionary profit sharing and Cash Balance Plan Company paid Life Insurance/AD&D Voluntary Life insurance/AD&D Company paid short and long-term disability Flexible Spending and Health Saving Accounts Employee Assistance Program Free Parking Paid Time Off accrued at up to 24 days in your first year based on FTE This is a great opportunity to work in a quality organization with Top Doctors in the Northwest. At Rebound, our goal is to cultivate an organization that offers superior patient-centered medical care, with mutual respect and cooperation in a positive and supportive environment. Come join our team! This position works Monday - Friday, no weekends or holidays. This is a full-time, 40-hour per week position.
    $32k-41k yearly est. Auto-Apply 16d ago
  • Financial Service Representative | Clark County

    Columbia Credit Union 4.0company rating

    Personal banker job in Vancouver, WA

    Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2025 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role The Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm. RESPONSIBILITIES Financial Service Representative I Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience. Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership. Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience. Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products. Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services. Positive engagement and participation in cross-functional projects and branch promotions. Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work. Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members. Basic understanding of Business Service products and services. Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness. Exercise independent judgement within set authorizations. Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia's Bank Secrecy Act (BSA) compliance program. Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations. Performs additional tasks and duties assigned by Branch Leadership. Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings. Financial Service Representative II, Capable of handling all of the duties described in the Financial Services Representative I plus the following: Have the ability to train and sponsor new employees. Maintain a book of business to ensure members needs are being met. Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings. Ability to lead cross-functional branch projects, promotions and training. REQUIREMENTS FSR I - A minimum 1 year of financial industry experience or comparable experience. Must have experience with opening Consumer New Accounts & a basic understanding of credit. FSR II - A minimum 2 years of financial industry experience or comparable experience. Proficient with more complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products. Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals. Ability to attain Notary designation within 6 months of hire. Required current NMLS Number or ability to obtain upon hire. Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled. COMPENSATION $22-$25/ hour + DOE based on level hired and experience Eligible to earn performance incentives. Equal Opportunity Employer/AA Must be 18 or older to apply
    $22-25 hourly 37d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Personal banker job in Vancouver, WA

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

    Sherwood Lumber Corporation 3.8company rating

    Personal banker job in Lake Oswego, OR

    Job Description We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. DUTIES AND RESPONSIBILITIES: · Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. · Sources new sales opportunities through inbound and outbound prospecting calls and emails. · Understands accounts, identifies key players and generates interest. · Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. · Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. · Prepares and sends valuable offers daily. · Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. · Executes timely and accurate trades based on market data, movement and prices. · Provides competitive market intelligence and insights to prospects and customers. · Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. · Purchases product for various types of sales. · Handles inbound calls and provides callers with product and service information. · Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.
    $63k-104k yearly est. 27d ago
  • Trader Trainee

    Buckeye Pacific, LLC

    Personal banker job in Tualatin, OR

    Job DescriptionPosition: Trader Trainee Job Status: Full Time About Buckeye Pacific At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers. The Role of a Trader Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America. The Trader Trainee Program Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business. Key Responsibilities: Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations. Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement. Build strong relationships across the organization by working closely with traders and support teams. Investigate and resolve shipping issues, claims, or delivery concerns. Provide freight quotes and dispatch updates to traders and business partners. Research potential new accounts and market opportunities. Complete assignments, projects, and all training sessions within the Trader Training Program. Education and/or Experience: Bachelor's Degree from four-year college or university; or Associate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience. Qualifications: Excellent written and verbal communication skills. Ambitious, driven, and proactive. Strong attention to detail and exceptional accuracy in a fast-paced environment. Ability to multitask, prioritize, and solve problems effectively. Collaborative mindset with the ability to build strong relationships internally and externally. Dependable and comfortable working in an office setting. Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles. Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership. Powered by JazzHR B6u55jSxyG
    $61k-101k yearly est. 7d ago
  • Equity Trader

    Ripple Companies 4.4company rating

    Personal banker job in Vancouver, WA

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

    Deegit 3.9company rating

    Personal banker job in Portland, OR

    • Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market • Treasury and related postings / transactions Additional Information
    $32k-54k yearly est. 5h ago
  • Recent Graduates - Financial Services

    Kristin Staropoli-State Farm Agency

    Personal banker job in Portland, OR

    Job Description We are seeking recent college graduates who are interested in a career in the insurance and financial services industry. If you are tired of interviewing and ready to start working this is your opportunity for a lucrative career in a stable industry. Ideal candidate must be outgoing and have a hunger for success! The agency's culture promotes a team playing environment where everyone is willing to help you achieve your goals. You bring your passion to succeed, and we will help point you in the right direction! RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses if not, I can help you obtain these) Conduct financial reviews and recommend appropriate products. Offered: Your Perfect Job plus... Benefits: Base Salary plus Commission SIMPLE IRA retirement match up to 3% PTO: 3 weeks every year with unlimited carryover Valuable experience Health insurance Training & development QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant licenses. Excellent analytical, organizational, and problem-solving skills. Effective communication & interpersonal skills. Successful track record of meeting sales goals/quotas preferred. FINRA Series 6, 63 and 65 licenses preferred. If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
    $26k-39k yearly est. 4d ago
  • Financial Service Representative

    First Community Credit Union of Oregon 3.8company rating

    Personal banker job in Fairview, OR

    Schedule: Full-Time, Monday through Friday If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you! You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously. As a First Community employee, you will enjoy: 100% Employer Paid Medical & Dental Annual Bonus & Incentive Plan Generous Personal, Vacation & Sick Days Tuition Reimbursement Wellness & Fitness Incentive Paid Volunteer Leave As an ideal candidate, you will have: High School Diploma or Equivalent Cash Handling & Customer Service Experience Ability to assist with complex financial transactions in person or by telephone Prior Lending Experience (preferred, but not required) Company's website: ****************** ** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities. FCCUL
    $26k-31k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Personal banker job in Salem, OR

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

Learn more about personal banker jobs

How much does a personal banker earn in Beaverton, OR?

The average personal banker in Beaverton, OR earns between $28,000 and $45,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Beaverton, OR

$36,000

What are the biggest employers of Personal Bankers in Beaverton, OR?

The biggest employers of Personal Bankers in Beaverton, OR are:
  1. Wells Fargo
  2. WaFd Bank
  3. Columbia Bank
  4. KeyBank
  5. W.F. Young
  6. Direct Staffing
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