Associate Energy Market Trader (Portland, OR) #114390
Pacificorp 4.9
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 4.7
Personal banker job in Corvallis, OR
Corvallis, Oregon
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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.
- Can be flexible to work weekends and/or extended hours as needed.
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 Managemen
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 3.8
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
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
Relationship Banker (Corvallis Experience Center)
First Tech Credit Union 4.5
Personal banker job in Corvallis, OR
The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members. Here's what you can expect from the job and what you need to be successful:
Job duties
* Process routine financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments and cashier's checks), in compliance with regulations and guidelines
* Establish and maintain member deposit and loan accounts
* Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
* Engage with members to understand needs and recommend financial solutions that best fit their goals, based on First Tech's suite of product offerings
* Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
* Perform account maintenance activities including updating member contact and personal information
* Perform follow-up activities and outbound calls for new and existing members
* Partner with other business units in sales and service activities, as appropriate
Essential skills
* Prior experience in retail sales or service; financial services experience preferred
* Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
* Excellent verbal and written communication skills; able to express ideas concisely and logically
* Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
* Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
* Strong critical thinking and decision-making skills with attention to detail
* Working knowledge of Microsoft Office Suite
* High School Diploma or equivalent
Location: Corvallis Experience Center - Corvallis, OR 97330
Target Compensation in Corvallis, OR: $20.50 to 24.75 per hour + monthly incentive
Benefits options include:
* Traditional medical, dental, and vision coverage
* 401K matching up to 5% per pay period
* Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
* 11 paid federal holidays
* Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
#FTFRetail
$20.5-24.8 hourly Auto-Apply 13d ago
Lumber Trader Trainee
Plateau Forest Products
Personal banker job in Bend, OR
Plateau Forest Products, LLC (PFP) is looking for Lumber Trader Trainees to potentially advance to becoming Lumber Traders to join our team.
Plateau Forest Products is a powerhouse in the lumber & building products industry and has grown into one of the largest wholesale distributors in North America. As an employee-owned company, we have built our business by providing quality lumber solutions to our customers and suppliers. We are looking for a bright, competitive, sales driven individual to join our growing trading floor!
What's life like as a trader? Challenging, always changing, and fun. Traders get the mentorship and support they need to do their jobs--and do them well. We are a work hard - play hard team and we are experts in what we do. We love the outdoors and are incredibly driven to succeed. Our future is limitless, and we look forward to finding a trader to be a part of our success!
Duties and Responsibilities as a Lumber Trader Trainee (First 9-18 months):
Logistics and supply chain
Market segmentation and strategy
Pre-prospecting on potential new accounts
Study and learn the processes of the office and skills and techniques it takes to be a successful trader at PFP
Assist in any other task's traders may need done
Duties and Responsibilities as a Lumber Trader:
Build market position in our industry by locating and winning new accounts
Create and build long-lasting relationships, on multiple levels with various customers-from production and shipping/receiving, with executive team members
Call on customers to generate sales daily- quote, negotiate and close conditions of sale.
Plan and budget daily, weekly, monthly, and yearly sales goals and measure results to goals. Each trader is solely responsible to find customers which produce sales and income from commissions
Interact with other traders on the floor to keep each other informed of changing market conditions and to provide customers a variety of products to be purchased from each department if needed, one-stop shopping
Things we look for:
Ability to be self-directed while working under tight deadlines
Ability to cope with change, make decisions and act comfortably with risk and uncertainty
Exceptionally strong interpersonal and communication skills
Positive attitude with willingness to learn and be trained on company's trading policies and business software is a must for this position
In addition, must have a high level of attention to detail and work well with others.
Fast paced exciting environment with high volume of transactions
Desire to succeed in order to be promoted to a lumber trader
Education and/or Experience: High School Diploma is required along with a Bachelor's Degree from a four-year College or University.
_____________________________________________________________________________
PFP is an Equal Opportunity Employer and provides a full array of benefits for our employees and their families including:
· 401(k) Retirement Savings Plan with Company matching
· Comprehensive medical, vision and dental plans
· Life Insurance
· Long Term Disability
· Travel Accident Insurance
· Section 125 Flexible Benefit Plan
· Heath Savings Account with Company matching
· Wellness Program
· Employee Assistance Program
· Scholarship Program
· Employee Stock Program
· And more…..
$61k-101k yearly est. Auto-Apply 60d+ ago
Personal Banker
Washington Federal 4.5
Personal banker job in Albany, OR
Min USD $19.71/Hr. Max USD $26.68/Hr. Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a PersonalBanker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference!
The role of the PersonalBanker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A PersonalBanker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values.
A successful PersonalBanker must:
* Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions.
* Open new accounts, discuss and refer or originate loans, and onboard new clients.
* Introduce and demonstrate digital and self-service options to clients.
* Communicate clearly with staff and clients verbally, over the phone, and via video chat.
* Comfortable functioning as a concierge or greeter.
* Make out-of-office calls to businesses, community organizations, and referral sources.
* Develop competencies and certifications/registration necessary to support branch performance goals.
* Proactively accepts initiatives and assignments.
* Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
* Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Qualifications
Education/Skills/Training:
* High school diploma or approved equivalent.
* Good math skills, 10-key and keyboarding.
* Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
* Well-developed smart phone and digital channel skills.
* Must have excellent organizational and analytical skills and superior written and oral communication skills.
* Ability to demonstrate how to use automated technology to teach clients self-service skills.
* Must have valid driver's license, satisfactory transportation, and adequate insurance coverage.
Experience:
* Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation
Benefits
At WaFd Bank you get all of these great benefits!
* Paid time off for vacation, sick days and holidays
* Health insurance
* Stock options
* Bonus programs
* Generous 7% 401(k) employer matching*
* Paid Parental Leave
* Life and AD&D insurance
* Long-term disability
* Tuition Reimbursement
* Employee assistance programs
* Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date
12/23/2025
$19.7-26.7 hourly 2d ago
Part Time Associate Banker Portland East (30 hours)
JPMC
Personal banker job in Portland, OR
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$39k-76k yearly est. Auto-Apply 60d+ ago
Commercial Banking Associate
The Commercial Banking Associate (CBA
Personal banker job in Portland, OR
The Commercial Banking Associate (CBA), is an entry-level position within the Commercial Banking Group responsible for assisting the client teams; this includes assisting in the development and analysis of new commercial relationships, including small business and non-profit organizations, and deposit and treasury management business; the expansion of existing relationships; and servicing customers. This position may also work closely with the underwriting team to assist with financial spreads or credit analysis. The CBA will also assist with sales proposals, act as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; supports a team approach to complex customer relationships to ensure all needs are addressed; may be asked to research market condition/trends so the Bank will remain competitive in local market. This role promotes the bank's mission and culture in the communities served.
This position is a unionized position through the Communication Workers of America.
ESSENTIAL DUTIES
Assist the commercial relationship teams to build and maintain professional banking relationships with clients/prospects (commercial, small business, non-profit organizations and high net worth individuals) who utilize full array of banking products including loans and depository/cash management services.
Support mission aligned relationships throughout the Bank including referrals to other business units.
Work directly with Relationship Managers, Client & Treasury Managers and Associates, Director of Client and Treasury Management, Underwriters/Portfolio Managers and other team members and/or other personnel in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.
Contribute to Commercial Banking Group growth, retention goals and exceptional service.
Assist with the development of sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons, written proposals, credit and financial analysis.
Attend joint calls, when appropriate, with commercial / small business primary officers, branch managers and team members to provide assistance in acquiring new business and/or closing the relationship.
Work closely with other team members within the bank to identify new business opportunities and execution.
Develop a basic knowledge of the overall array of bank services available for both consumer and commercial clients and learn to cross-sell those services as needed by the client.
Perform duties to assist primary officers with the completion of entire packages necessary for client set up; open and fund new relationships properly.
Attend training classes and complete assigned compliance and sales training deemed appropriate by Manager to expand banking knowledge and potential expanded credit or sales skills.
Assist primary officers with the tracking of sales-related activities in the bank's Client Relationship Management system, including sales pipeline and client/prospect calls.
Responsible for individual and team goals that support Commercial Banking Group overall strategy and financial plan.
Monitor bank expenses prudently on an ongoing basis and prepare monthly expense reports for management or staff, as needed.
Deliver excellent client service (external to clients and community in addition to internal with colleagues)
Investigate and solve simple client problems, recognize when to escalate for primary officers to step in to resolve.
Analyze previous bank statements, financials, statistics or other data to determine the level of client service and product mix for recommendation;
Follow protocol for feedback or complaint procedures for clients to use;
Participate in financial education or guidance to communities served;
Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally, required to complete all required compliance and regulatory training, not limited to BSA. Managers are responsible to ensure staff/departmental attendance.
Other duties as assigned.
SECONDARY DUTIES
The position of Commercial Banking Associate performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY
The position of Commercial Banking Associate is not responsible for the supervision of any employee(s).
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The position may include driving a personalor company owned vehicle approximately
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 30 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The incumbent for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), money counter, computer terminal, personal computer and related printers, instant issue machine, cash recycler, branch capture scanners, and video conferencing equipment.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
MINIMUM REQUIREMENTS
Basic Qualifications
Workforce ready or college education
Basic Banking knowledge
Must possess positive and professional customer service attitude
Strong computer skills, specifically in Microsoft Windows environment
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
Good organizational and time management skills
Ability to work with general supervision while performing duties
Preferred Skills/Experience
College degree in business or equivalent a plus
Practical knowledge of banking, loans, deposit and/or cash management products.
Interpersonal, verbal and written communication skills with the ability to assist the preparation and delivery of persuasive oral and written reports and presentations.
Ability to schedule and complete tasks and duties without constant, direct supervision.
Working knowledge of PC spreadsheet, word processing, and production software. i.e. Microsoft Office Products.
Demonstrate aptitude for detail work and ability to effectively meet specific deadlines.
This person will be asked to support multiple priorities and officer or client schedules.
Have a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests.
Independent worker and self-starter.
Management reserves the right to change this position description at any time according to business needs.
$39k-76k yearly est. 14d ago
Private Client Banker, 11th & Conger
Keybank 4.4
Personal banker job in Eugene, OR
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma , GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Work Experience
Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
FINRA License S6 Upon Hire (required)
FINRA License S63 Upon Hire (required)
FINRA Security Industry Essentials (SIE) Upon Hire (required)
Life and Health Insurance Licenses Upon Hire (required)
Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high level of integrity.
Excellent time management skills.
Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
Actively identifying and developing new client relationships through prospecting and networking.
Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
Staying updated with market trends and analyzing market conditions to provide informed financial advice.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/20/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$24.5-37.5 hourly Auto-Apply 44d ago
Associate Banker
Bank of Montreal
Personal banker job in The Dalles, OR
Application Deadline:
02/22/2026
Address:
120 E. 4th St.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50k yearly Auto-Apply 4d ago
Banker
Banner Bank 4.7
Personal banker job in Eugene, OR
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
Join Banner Bank as a Teller and be the welcoming face of our branch. In this role, you'll help clients achieve their financial goals by processing transactions accurately and introducing them to products and services that make a difference. If you're passionate about delivering exceptional customer experiences and want to grow in a supportive environment, we'd love to meet you.In this role you'll
Process client transactions accurately and efficiently while following established policies and procedures.
Provide an excellent experience for clients and act as the face of the Bank.
Assist clients in achieving financial goals by referring Bank products and services.
Refer clients to other Bank specialists when appropriate.
Work effectively as a team contributor on all assignments.
Maintain a high level of personal reliability and punctuality.
Sell Bank products and services through in-person and telephone conversations, meeting referral standards set by your Manager.
Comply with all policies, procedures, security requirements, and government regulations.
What we're looking for
You have a High School Diploma or GED (Required).
An equivalent combination of education and experience can be considered in lieu of a degree.
You have entry-level experience in cashiering, bookkeeping, client service, or sales with established goals (Required).
What helps you shine
You bring strong organizational skills and attention to detail.
You have basic PC knowledge with Windows-based applications and calculator use.
You're comfortable with basic math, negotiation, and problem-solving.
You communicate effectively, with proper phone and email etiquette.
You excel at building relationships and delivering excellent customer service.
You can work branch hours and lift up to 25 pounds as needed.
Travel
Up to 0%
Our company values
Do the right thing
Mutual respect
Teamwork
Honesty and integrity
What our team says
"I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." - Glassdoor review
Compensation & benefits
Targeted starting salary range (based on experience): $19.00/hr
Annual incentive potential
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
JobID: 210699125 JobSchedule: Full time JobShift: Base Pay/Salary: Seattle,WA $100,000.00-$120,000.00 If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
$24k-41k yearly est. Auto-Apply 18d ago
Retail Business Banker
Columbia Bank 4.5
Personal banker job in Corvallis, OR
**About the Role:** In this role, you will serve as the business banker for new and existing small to medium size business clients. You will develop and grow new business by building and maintaining strong relationships with prospects and clients. In addition, you will drive high volume opportunities and engagements within defined markets. Leverages automated systems and processes to enhance customer experience.
+ Initiate and develop new business through outside business development activities including utilizing targeted lists. You will ensure ongoing contact with new clients to enhance client's initial experience with Umpqua Bank.
+ Develop revenue-generating client relationships by calling on prospective or existing customers, identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.). You will leverage the Bank's turnkey solutions including automated scoring.
+ Develop a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.
+ Achieve individual annual production and growth goals for business banking deposits, fees and loans to ensure the bank meets its overall financial targets.
+ Build client referral pipeline via identification and development of internal and external centers of influence.
+ Build client referral pipeline via identification and development of internal and external centers of influence.
+ Partner consistently with other internal business partners to uncover opportunities to deepen the client relationship.
+ Actively participates in community organizations to source business development opportunities and maximize.
+ 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 "Business Bank of Choice"
+ May perform other duties as assigned.
**About** **You:**
+ Bachelor's degree in business, or equivalent work experience.
+ 4-7 years of relevant business/commercial banking experience or equivalent., required.
+ Strong relationship management skills including, but not limitedto:new business development, analytical thinking, problem solving, strong sales skills, and intermediate credit and credit quality skills.
+ Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
+ Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
+ Strong knowledge of business banking policies, procedures, practices, and documentation.
+ Advanced knowledge of cash management solutions and deposit solutions, including product, policies, procedures, practices, and documentation.
+ Demonstrate excellent written and verbal communication and presentation skills.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Ability to train and present to small and large audiences.
+ Ability to train and present to small and large audiences.
+ Knowledge working with structuring credit products for small businesses in diverse industries.
+ Proficient with personal computers and related software packages such as Word and Excel.
+ Superior technical credit expertise.Readily mentor's others to grow their skillsets in this space.
+ Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures.
+ Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance.
+ Experience with underwriting and/or managing Shared National Credits (SNC).
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.
**Primary Location:** Ability to work fully onsite at posted location(s).
301 Church Street Salem OR 97301
**Our Benefits:**
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
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: ************************ .
**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.
$36k-60k yearly est. 16d ago
Community Banker
Oregon Coast Bank 4.6
Personal banker job in Newport, OR
Description:
Community Banker
Updated on - November 20, 2025
A Community Banker will complete deposits, withdrawals, and other financial interactions while providing excellent customer service to all customers.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Position Title
Department
Reports To
Community Banker
Branch Office
Branch Manager
CB - level 1:
Promotes and maintains positive relations with all contacts, customers, and potential customers.
Complies with all department and company policies and procedures.
Contributes to the fulfillment of company objectives and goals.
Performs as a team member in allocating and coordinating the workflow.
Opens new accounts, closes accounts, updates accounts, issues debit cards, assists customers with account issues.
Admits customers to safe deposit boxes.
Promotes the bank's products and services. Identifies and capitalizes on opportunities to promote new banking services for the benefit of the customer.
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals.
Accepts deposits, confirming the accuracy of the transaction. Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
Prepares, verifies, and issues cashiers' checks, bank, and personal money orders.
Fills out wire forms
Processes over the counter transfer requests between accounts
Enters transactions in the bank's recordkeeping system, recording all transactions and producing customer receipts.
Calculates daily transactions using appropriate technology.
Balances all monies in cash drawers at the end of shifts.
Maintains a work area that ensures the safety of all negotiables and confidential records.
Performs other related duties as assigned.
Performs notary services
CB - level 2 (additional duties):
Maintains the vault.
Orders a cash supply to meet daily needs.
Balances ATM daily.
Processes ACH originations.
Processes and uploads the wire transfers.
CB - level 3 (additional duties):
Administers customer accounts by opening and/or closing certificates of deposit accounts for consumers, businesses, trust accounts, IOLTA's, Minor Accounts, IRA's and CD's and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements
Be familiar with the employee handbook and will be held accountable to the standards of conduct and expectations detailed therein.
Minimum Qualifications (Knowledge, Skills, and Abilities)
High school diploma required
Minimum of one to two years prior management or supervisory experience
Excellent verbal communication skills
Excellent math skills
Trustworthiness and the ability to act with integrity
Thorough understanding of customer service
Ability to learn and use the bank's PC hardware and software
Must be proficient in Microsoft Office products, including but not limited to Word, Excel, and Outlook
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Attachments
CSR 12.8.2020.docx***********************************************************************************************************
Requirements:
$33k-38k yearly est. 6d ago
Relationship Banker
Bank of America Corporation 4.7
Personal banker job in Corvallis, OR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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.
Can be flexible to work weekends and/or extended hours as needed.
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 Managemen
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-33k yearly est. 4d ago
Trader
Sherwood Lumber Corporation 3.8
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
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.
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$61k-101k yearly est. 6d ago
Banker Associate-Emerging Middle Market-Associate
JPMC
Personal banker job in Portland, OR
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$39k-76k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker South Central OR (30 Hours)
Jpmorgan Chase 4.8
Personal banker job in Bend, OR
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
How much does a personal banker earn in Eugene, OR?
The average personal banker in Eugene, OR earns between $28,000 and $46,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.