Personal banker jobs in Vancouver, WA

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

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

• Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market • Treasury and related postings / transactions Additional Information

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

TITLE : Universal Banker (Float) REPORTS TO : VP, Regional Treasury & Operations Manager FLSA : Non-Exempt CATEGORY : Full Time SHIFT : Monday - Friday 8:30am - 5:30pm MEAL/BREAKS: One (1) paid 15-minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. SUMMARY This position's designated office will be in Downtown Portland and will spend an average of two days per week at the Hillsboro office based on coverage needs. In each location the position is expected to meet and greet each client as he/she enters the Branch. Identify the needs of clients and prospects for a variety of general banking services through a pro-active, needs-based sales approach. Establish customer rapport and trust by projecting an attitude of "friendly professionalism", in order to exceed the client's expectations. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. ESSENTIAL DUTIES Greet each client as they enter the branch lobby. Offer banking products, services, and/or direct clients to proper area. Refer clients to Lending Advisor or appropriate team member. Be knowledgeable about and able to efficiently deliver a variety of general banking products and services. Assist and direct retail clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate. Effectively identify existing clients/families who appear to be reasonable prospects for additional Bank products/services; pro-actively communicate with those clients to ask for additional business. Be knowledgeable in processing savings, checking, and loan transactions with limited assistance. Post transactions and information to computer system and balance general ledger from the previous day's work. Cash checks according to policy. Provide operational support by balancing vault cash, processing cash shipments, performing certifications, ordering checks, and sending/receiving wires. Have a good understanding of the balancing process in order to balance cash drawer, reconcile daily transactions, and prepare end-of day deposits with limited supervision. If cash is over or short, post the transactions needed to balance in over/short. Process VISA cash advances. Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Senior Client Services Officer or the Compliance/Risk Officer. Be able to explain online banking services to new or existing clients. Be familiar with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual. Operate computer terminal or personal computer to provide customer service assistance to include, but not limited to, stop payment orders, monetary transfers, address changes, changes to account ownership and/or account signer(s), account research, and bill pay services within given authority. Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow through with clients and/or colleagues involved. Assume responsibility for special projects; gathers data and prepare reports for management. Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete. Assist Client Services Advisors with opening accounts across all product lines. Provide documentation and follow up support as needed to ensure that all needs are met. Assist with administering client accounts by opening and/or closing certificates of deposit, personal and business accounts, and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements. Assist with monitoring and tracking client portfolios to further deepen banking relationship via additional products and services. SECONDARY DUTIES Assume responsibility for various department functions in the absence of team members or in overload situations. Assumes responsibility for various department functions in the absence of staff members or in overload situations. Completes assigned Compliance Training. Maintains Compliance with the Bank's BSA/AML policies and procedures. GENERAL Provides excellent personal customer service to all internal and external clients. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring. Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas. Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions. Works according to established schedules, arriving on time and with a positive attitude. Supports the Bank's goals and values; benefits the Bank through outside activities. Any other duties as defined by management. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Ability to establish and maintain excellent working relationships with clients, managers, and colleagues. One (1) year Teller cash-handling and customer service experience. Professional and personable presentation, with the ability to maintain a high level of energy. Team oriented. Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to clients, colleagues, directors, and shareholders. Good attention to detail. Ability to read, analyze, and interpret technical procedures and processes. Intermediate computer operation skills - to meet production needs of the position. Good organizational and time management skills. Ability to work with minimal supervision while performing duties and to handle confidential information with discretion. High School Diploma or equivalent preferred. DESIREABLE JOB QUALIFICATIONS: Limited knowledge of banking products, policies, operations, and regulations, including checking and savings accounts, as obtained through previous new accounts and/or sales experience in a financial institution. PHYSICAL REQUIREMENTS Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing and maintaining files. Frequent use of arms such as pushing/pulling to open and close drawers and cabinets. Ability to sit and/or stand for extended periods of time at assigned station. Ability to bend and/or reach, and to occasionally lift and carry up to 30 pounds. Continuous clarity of vision at 20 inches or less for normal processing of work.

Job DescriptionBenefits: Base Salary plus Commission SIMPLE IRA retirement match up to 3% PTO: 3 weeks every year with unlimited carryover Valuable experience Health insurance Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses - if not, I can help you obtain these) Conduct financial reviews and recommend appropriate products. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant licenses. Excellent analytical, organizational, and problem-solving skills. Effective communication & interpersonal skills. Successful track record of meeting sales goals/quotas preferred. FINRA Series 6, 63 and 65 licenses preferred. If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.

Full-time Description Do you love your community and want to make a difference? Do you like to work hard and play hard? Are you passionate about member service and helping people succeed financially? Maps Credit Union seeks a Bilingual (English/Spanish) Financial Services Specialist or Officer I who is driven, collaborative, and a great communicator for our Woodburn Branch. Key responsibilities include, but are not limited to: Engage with Maps members in a professional and positive manner. Provide excellent customer service while processing account services to members. Enhance member relationships by assessing their needs and recommending products and services. Process loan applications and obtain reports and information from credit reporting agencies. Function as a teller as needed. Accurately maintain and balance a cash drawer, checks, and money orders within established policy limits. Achieve personal and branch monthly goals. Follow regulatory and policy compliance requirements and Credit Union operations and security procedures. Financial Service Specialists and Officers receive in-house training from our Learning & Development team as well as on-the-job training. Additional industry-related classes are available to enhance your knowledge and skills. If you are interested in starting a career and supporting the local community, we hope you'll consider joining us! Requirements Qualified candidates will have the highest level of ethical behavior and an Associate degree in Business, Economics, Banking, or equivalent financial services experience. Bilingual in English and Spanish is required. A minimum of 2+ years of experience in customer service, including direct and indirect selling roles. A minimum of 2+ years in the financial industry with progressive responsibility is preferred. Must be bondable. Starting Pay Range: $22.87 - $26.91 per hour, depending on experience. Bilingual positions receive an additional .50/hour bilingual pay differential. Opportunities to earn monthly incentives. Typical Work Schedule is Monday-Thursday 8:45am-6:00pm, Friday 9:00am-6:15pm, with rotating Saturday shifts from 9:30am-2:30pm. To show our appreciation to employees, we offer: Medical, Dental, and Vision Insurance Health Savings Account (HSA) Flexible Spending Accounts (FSA) Employer-paid Life Insurance Employer-paid Short-Term and Long-Term Disability Insurance 401(k) retirement plan with employer matching Generous paid time off, starting at 12 hours per month 10 paid holidays per year Employee Assistance Program Student loan paydown program Employee loan discount program Wellness incentives Why employees are proud to work here: We offer paid volunteer time We provide financial education for youth and adults We provide grants to teachers in the valley We offer scholarships for local high school seniors headed to college About Maps: Located in the heart of the beautiful Willamette Valley, Oregon, Maps Credit Union offers a wide variety of services to over 81,000 members at 10 branch locations and supports over 330 employees. More than anything else, we believe in lifelong learning-not only about money and finances but in all areas of life. Our focus on lifelong learning is a result of our proud history as an educators' credit union, dating back to our start in 1935. We passionately believe that the best way to navigate life's great adventure is to do it together. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

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

About The Role The Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm. RESPONSIBILITIES Financial Service Representative I Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience. Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership. Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience. Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products. Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services. Positive engagement and participation in cross-functional projects and branch promotions. Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work. Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members. Basic understanding of Business Service products and services. Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness. Exercise independent judgement within set authorizations. Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia's Bank Secrecy Act (BSA) compliance program. Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations. Performs additional tasks and duties assigned by Branch Leadership. Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings. Financial Service Representative II, Capable of handling all of the duties described in the Financial Services Representative I plus the following: Have the ability to train and sponsor new employees. Maintain a book of business to ensure members needs are being met. Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings. Ability to lead cross-functional branch projects, promotions and training. REQUIREMENTS FSR I - A minimum 1 year of financial industry experience or comparable experience. Must have experience with opening Consumer New Accounts & a basic understanding of credit. FSR II - A minimum 2 years of financial industry experience or comparable experience. Proficient with more complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products. Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals. Ability to attain Notary designation within 6 months of hire. Required current NMLS Number or ability to obtain upon hire. Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled. About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! COMPENSATION $22-$25/ hour + DOE based on level hired and experience Eligible to earn performance incentives. Equal Opportunity Employer/AA Must be 18 or older to apply

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

Portland, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for proactively partnering with Merrill Financial Advisors (FAs) to identify client's that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered. **Responsibilities:** + Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards. + Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations. + Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations. + Provide proactive guidance and resources to help advisor meet goals - driving growth, solving client needs and identifying new opportunities. + Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results. + Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt. + Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs + Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs. + Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up. **Required skills:** + Demonstrates proven results exceeding goals in a client-centric, results-driven environment. + Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities + Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service. + Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals, + Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction. + Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. + Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career. + Applies strong critical thinking and problem-solving skills to meet clients' needs + Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results + Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills + Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking **Desired skills:** + Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives. + Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded + Prior experience providing excellent service to high-end clients and excelling in that environment **Skills:** + Deposit Solutions Product Knowledge + Customer and Client Focus + Influence + Relationship Building and Networking + Executive Presence + Sales Performance Management + Analytical skills + Presentation skills + Influencing skills + Problem solving + Active listening and Communication skills + Relationship Building + Industry knowledge + Time management + Resilience + Collaboration + Business development focus + Ability to overcome objections. **Minimum Education Requirement:** Bachelor's degree preferred; 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.

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.

JobID: 210690920 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

TITLE: Universal Banker (Float) REPORTS TO: VP, Regional Treasury & Operations Manager FLSA: Non-Exempt CATEGORY: Full Time SHIFT: Monday - Friday 8:30am - 5:30pm MEAL/BREAKS: One (1) paid 15-minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. SUMMARY This position's designated office will be in Downtown Portland and will spend an average of two days per week at the Hillsboro office based on coverage needs. In each location the position is expected to meet and greet each client as he/she enters the Branch. Identify the needs of clients and prospects for a variety of general banking services through a pro-active, needs-based sales approach. Establish customer rapport and trust by projecting an attitude of "friendly professionalism", in order to exceed the client's expectations. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. ESSENTIAL DUTIES Greet each client as they enter the branch lobby. Offer banking products, services, and/or direct clients to proper area. Refer clients to Lending Advisor or appropriate team member. Be knowledgeable about and able to efficiently deliver a variety of general banking products and services. Assist and direct retail clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate. Effectively identify existing clients/families who appear to be reasonable prospects for additional Bank products/services; pro-actively communicate with those clients to ask for additional business. Be knowledgeable in processing savings, checking, and loan transactions with limited assistance. Post transactions and information to computer system and balance general ledger from the previous day's work. Cash checks according to policy. Provide operational support by balancing vault cash, processing cash shipments, performing certifications, ordering checks, and sending/receiving wires. Have a good understanding of the balancing process in order to balance cash drawer, reconcile daily transactions, and prepare end-of day deposits with limited supervision. If cash is over or short, post the transactions needed to balance in over/short. Process VISA cash advances. Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Senior Client Services Officer or the Compliance/Risk Officer. Be able to explain online banking services to new or existing clients. Be familiar with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual. Operate computer terminal or personal computer to provide customer service assistance to include, but not limited to, stop payment orders, monetary transfers, address changes, changes to account ownership and/or account signer(s), account research, and bill pay services within given authority. Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow through with clients and/or colleagues involved. Assume responsibility for special projects; gathers data and prepare reports for management. Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete. Assist Client Services Advisors with opening accounts across all product lines. Provide documentation and follow up support as needed to ensure that all needs are met. Assist with administering client accounts by opening and/or closing certificates of deposit, personal and business accounts, and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements. Assist with monitoring and tracking client portfolios to further deepen banking relationship via additional products and services. SECONDARY DUTIES Assume responsibility for various department functions in the absence of team members or in overload situations. Assumes responsibility for various department functions in the absence of staff members or in overload situations. Completes assigned Compliance Training. Maintains Compliance with the Bank's BSA/AML policies and procedures. GENERAL Provides excellent personal customer service to all internal and external clients. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring. Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas. Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions. Works according to established schedules, arriving on time and with a positive attitude. Supports the Bank's goals and values; benefits the Bank through outside activities. Any other duties as defined by management. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Ability to establish and maintain excellent working relationships with clients, managers, and colleagues. One (1) year Teller cash-handling and customer service experience. Professional and personable presentation, with the ability to maintain a high level of energy. Team oriented. Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to clients, colleagues, directors, and shareholders. Good attention to detail. Ability to read, analyze, and interpret technical procedures and processes. Intermediate computer operation skills - to meet production needs of the position. Good organizational and time management skills. Ability to work with minimal supervision while performing duties and to handle confidential information with discretion. High School Diploma or equivalent preferred. DESIREABLE JOB QUALIFICATIONS: Limited knowledge of banking products, policies, operations, and regulations, including checking and savings accounts, as obtained through previous new accounts and/or sales experience in a financial institution. PHYSICAL REQUIREMENTS Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing and maintaining files. Frequent use of arms such as pushing/pulling to open and close drawers and cabinets. Ability to sit and/or stand for extended periods of time at assigned station. Ability to bend and/or reach, and to occasionally lift and carry up to 30 pounds. Continuous clarity of vision at 20 inches or less for normal processing of work.

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

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

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for proactively partnering with Merrill Financial Advisors (FAs) to identify client's that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered. Responsibilities: * Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards. * Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations. * Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations. * Provide proactive guidance and resources to help advisor meet goals - driving growth, solving client needs and identifying new opportunities. * Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results. * Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt. * Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs * Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs. * Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up. Required skills: * Demonstrates proven results exceeding goals in a client-centric, results-driven environment. * Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities * Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service. * Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals, * Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction. * Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career. * Applies strong critical thinking and problem-solving skills to meet clients' needs * Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results * Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills * Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking Desired skills: * Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives. * Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded * Prior experience providing excellent service to high-end clients and excelling in that environment Skills: * Deposit Solutions Product Knowledge * Customer and Client Focus * Influence * Relationship Building and Networking * Executive Presence * Sales Performance Management * Analytical skills * Presentation skills * Influencing skills * Problem solving * Active listening and Communication skills * Relationship Building * Industry knowledge * Time management * Resilience * Collaboration * Business development focus * Ability to overcome objections. Minimum Education Requirement: Bachelor's degree preferred; High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America) Hours Per Week: 40

IMPORTANT: Requires three (3) months + of on-site onboarding commitment. Remote work is possible in WASHINGTON STATE or OREGON STATE ONLY and after all requirements have been met. Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution A home office option can be considered in Vancouver, Washington or Portland, Oregon and surrounding areas AFTER at least three months of on-site training have been completed and all work from home requirements are met. Monthly on-site work is required. Tuition Assistance And More! About The Role Responsible for providing outstanding member service to frontline staff, members through operational and technical support of Columbia's consumer and business digital banking. Responsible for all aspects of digital banking including set up, maintenance, issue resolution, research and support. RESPONSIBILITIES: Consistently meet and exceed service level agreements with accuracy related to digital banking set up, modifications, inquiries and support. Maintain high level of accuracy with business banking set up, business online banking administrator assignments/maintenance and setting up/maintaining all services, limits and user permissions requested by the business for digital banking. Process charge to sponsors, bill pay stop payments and other related bill pay maintenance. Complete all required training including internal and external compliance training and education to maintain current knowledge of industry regulations and Columbia CU products and services. Communicate cross-departmentally, work exceptionally with own team and maintain high-level of communication with stakeholders to mitigate risks and suspicious online banking activity to prevent losses to the credit union. Answer incoming calls and respond to members, staff and vendor questions/requests. Subject matter expert for members and frontline staff on digital banking products, features and capabilities and stay current on feature releases, release notes and upgrades related to digital banking. Ability to resolve complex digital banking issues with exceptional member service, sense of urgency and ownership, ensuring needs are met in timely manner and seamlessly navigate digital banking vendor systems, leveraging all available resources to promptly escalate and address service issues. Complete quality review/audits of staff digital banking activity within admin platform to identify unusual/suspicious activity and follow up where necessary. Verify accuracy for ACH account set ups and release holds on External Transfer profiles. Validate all required documents are signed, accurate and updated to the correct system of record. Process and monitor vendor related tickets and ensure timely follow up. Process and manage digital banking reports, perform quality review on various system maintenance, executing updates and entries as needed to ensure alignment with regulatory standards, security protocols, and established policies/procedures. REQUIREMENTS Minimum 3+ years' experience in a financial institution. Columbia CU experience or similar digital banking experience preferred. . Associates Degree, Digital Banking Certificate preferred or equivalent work experience. Advanced knowledge in Credit Union operations with an understanding of system/department interconnectedness. Advanced member service skills with a sense of urgency, positivity, professionalism and ownership in all instances. Demonstrated outstanding teamwork and collaboration. Advanced problem solving and judgement with ability to identify and proactively resolve issues. Excellent verbal and written communication skills demonstrating initiative and ownership in all interactions. Fundamental understanding of business account ownership roles and types. Maintain high level of productivity to ensure great member experience and exceptional teamwork. Dependability, reliability and organization skills and a proven ability to work with minimal supervision. Maintain high level of honesty and fairness in all interactions. Thorough knowledge of Columbia CU's policies and procedures, Regulations E and Z, Financial Privacy and Bank Secrecy Act. Knowledge of how members engage with online banking products and services. COMPENSATION $24.00- $26.25/ hour Back Office Incentive Eligible Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply

Job Description TITLE: Universal Banker (Float) REPORTS TO: VP, Regional Treasury & Operations Manager FLSA: Non-Exempt CATEGORY: Full Time SHIFT: Monday - Friday 8:30am - 5:30pm MEAL/BREAKS: One (1) paid 15-minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break. SUMMARY This position's designated office will be in Downtown Portland and will spend an average of two days per week at the Hillsboro office based on coverage needs. In each location the position is expected to meet and greet each client as he/she enters the Branch. Identify the needs of clients and prospects for a variety of general banking services through a pro-active, needs-based sales approach. Establish customer rapport and trust by projecting an attitude of "friendly professionalism", in order to exceed the client's expectations. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. ESSENTIAL DUTIES Greet each client as they enter the branch lobby. Offer banking products, services, and/or direct clients to proper area. Refer clients to Lending Advisor or appropriate team member. Be knowledgeable about and able to efficiently deliver a variety of general banking products and services. Assist and direct retail clients in a friendly and courteous manner. Counsel clients on Bank services, assisting in the selection of those services best suited to their needs while offering other bank services as appropriate. Effectively identify existing clients/families who appear to be reasonable prospects for additional Bank products/services; pro-actively communicate with those clients to ask for additional business. Be knowledgeable in processing savings, checking, and loan transactions with limited assistance. Post transactions and information to computer system and balance general ledger from the previous day's work. Cash checks according to policy. Provide operational support by balancing vault cash, processing cash shipments, performing certifications, ordering checks, and sending/receiving wires. Have a good understanding of the balancing process in order to balance cash drawer, reconcile daily transactions, and prepare end-of day deposits with limited supervision. If cash is over or short, post the transactions needed to balance in over/short. Process VISA cash advances. Understand the Bank's Customer Information File (CIF) system, and be able to maintain signature card files and report discrepancies to the Senior Client Services Officer or the Compliance/Risk Officer. Be able to explain online banking services to new or existing clients. Be familiar with Bank policies and procedures, FPS Banking System, and other computer-based systems as outlined in the Policy Manual. Operate computer terminal or personal computer to provide customer service assistance to include, but not limited to, stop payment orders, monetary transfers, address changes, changes to account ownership and/or account signer(s), account research, and bill pay services within given authority. Respond to inquiries or refer inquiries to the appropriate department or person, and exhibit the necessary follow through with clients and/or colleagues involved. Assume responsibility for special projects; gathers data and prepare reports for management. Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete. Assist Client Services Advisors with opening accounts across all product lines. Provide documentation and follow up support as needed to ensure that all needs are met. Assist with administering client accounts by opening and/or closing certificates of deposit, personal and business accounts, and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements. Assist with monitoring and tracking client portfolios to further deepen banking relationship via additional products and services. SECONDARY DUTIES Assume responsibility for various department functions in the absence of team members or in overload situations. Assumes responsibility for various department functions in the absence of staff members or in overload situations. Completes assigned Compliance Training. Maintains Compliance with the Bank's BSA/AML policies and procedures. GENERAL Provides excellent personal customer service to all internal and external clients. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring. Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas. Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions. Works according to established schedules, arriving on time and with a positive attitude. Supports the Bank's goals and values; benefits the Bank through outside activities. Any other duties as defined by management. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Ability to establish and maintain excellent working relationships with clients, managers, and colleagues. One (1) year Teller cash-handling and customer service experience. Professional and personable presentation, with the ability to maintain a high level of energy. Team oriented. Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to clients, colleagues, directors, and shareholders. Good attention to detail. Ability to read, analyze, and interpret technical procedures and processes. Intermediate computer operation skills - to meet production needs of the position. Good organizational and time management skills. Ability to work with minimal supervision while performing duties and to handle confidential information with discretion. High School Diploma or equivalent preferred. DESIREABLE JOB QUALIFICATIONS: Limited knowledge of banking products, policies, operations, and regulations, including checking and savings accounts, as obtained through previous new accounts and/or sales experience in a financial institution. PHYSICAL REQUIREMENTS Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing and maintaining files. Frequent use of arms such as pushing/pulling to open and close drawers and cabinets. Ability to sit and/or stand for extended periods of time at assigned station. Ability to bend and/or reach, and to occasionally lift and carry up to 30 pounds. Continuous clarity of vision at 20 inches or less for normal processing of work.