Bank Courier
Summit Bank job in Eugene, OR
TITLE: Courier REPORTS TO: Client Services Officer FLSA: Non-Exempt CATEGORY: Part-Time SHIFT: 9 am to 2 pm Monday - Friday with flexibility The Courier provides delivery services by motor vehicle and general office support. 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 employment and banking.
ESSENTIAL DUTIES
1. Transports and delivers deposit transactions, documents, letters and packages to and from destinations according to daily route schedule, and on call pickups and deliveries as needed.
2. Accounts for assigned items against receipts and invoices.
3. Maintains vehicle maintenance logs.
4. Responsible for the daily collection of confidential documents for shredding.
5. Notary duties.
SECONDARY DUTIES
1. Completes assigned Compliance Training schedule.
2. Maintains compliance with Bank's BSA/AML policies and procedures.
GENERAL
1. Provides excellent personal client service to all internal and external clients.
2. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
3. 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.
4. Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
5. Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions.
6. Works according to established schedules, arriving on time and with a positive attitude.
7. Supports the Bank's goals and values; benefits the Bank through outside activities.
8. Any other duties as defined by management.
QUALIFICATIONS AND DEMONSTRATED ABILITIES
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.
1. High School diploma or equivalent.
2. Valid driver's license with no major traffic violations.
3. Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, and to speak clearly to clients, colleagues, directors and shareholders.
4. Good time management skills to ensure maximum productivity.
5. Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
6. May be required to lift up to 50 pounds.
PHYSICAL REQUIREMENTS
1. Continuous clarity of vision at all distances as required for driving.
2. Repetitive walking between courier vehicle and client business location.
3. Frequent use of arms such as pushing/pulling to open and close doors, drawers and cabinets.
4. Ability to bend and/or reach, and to lift and carry up to 30 pounds.
5. Frequent use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary for writing, and typing.
Financial Advisor
Roseburg, OR job
This job posting is anticipated to remain open for 30 days, from 27-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Financial Advisor
Hillsboro, OR job
This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Desktop Support Engineer
Portland, OR job
Must Have Technical/Functional Skills
• Responsible for providing Tier 2 (L2) support to customers by researching, diagnosing, troubleshooting issues, and resolving incidents that cannot be resolved by Tier 1 (L1) and providing support for software and hardware technical problems. This role is customer-facing and requires excellent verbal and written communication skills as well as the ability to work under pressure when customers are experiencing critical incidents. The Tier 2 (L2) support team handles the tickets routed by L1 support or can themselves produce tickets for any issue they observe
• Level 2 generally handles break/fix, configuration issues, troubleshooting, software installations, hardware repair (including in-house repair or coordinating depot services). Tier 2 (L2) will sometimes escalate to Level 3, depending on the issue and the way the Help Desk operates
• Tier 2 (L2) Field Support plays a key role as the front-line interface between our customer and the Product & Engineering team and operates as a second level of support after basic user-level Remote Support (L1). Their primary responsibility is to provide customer support by resolving technical support incidents or service requests in accordance with applicable service level agreements
Roles & Responsibilities
• Ability to work within multiple sites. This includes the ability to travel to different sites as necessary or required by the customer.
• Physically fit to walk through large areas
• Ability to work after hours and weekends if necessary or required by the customer.
• Knowledge of using ServiceNow as the ticketing tool.
• Provide technical assistance and support, and resolve problems related to the use of computer hardware and software for end users.
• Analyze, resolve, respond to, and document end user inquiries.
• Install desktop/Laptop, printers/scanners, and other peripheral software using approved tools.
• Troubleshoot Operating System issue. Connection issues with LAN/WAN.
• Update tickets with accurate and timely records of work performed, and resolution details
• Maintain and contribute to a knowledge base.
• Coordinate hardware warranty repair.
• Perform inventory management activities as required in coordination with asset management and other corporate groups.
• Escalate to 3rd party vendors when necessary
• Responsible for raising and coordinating problem management issues
• Perform additional tasks (end user/infra related) when required Strong understanding and skills in SLA, KPI Management.
• Provide technical support stationed at the site who can quickly respond to problems that may arise within dat a center/computer/server rooms which need physical handling.
• In contrast to certified technicians, they are not necessarily trained nor duly recognized to specialize in specific technology.
• Can handle all tasks related to the infrastructure equipment based on instructions provided by a remote technical assistance team that specializes in different products and categories.
• Receives instructions from certified technicians and project managers to troubleshoot advanced issues.
• Provide on-site, operational support service for remote management, installation and troubleshooting of data center equipment.
• Primary responsibility to manage End User related incidents and requests.
• Go to person for all plant IT related requests (Password resets, access etc. specific to plants).
Base Salary Range: $50,000 - $60,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
SAP HANA Developer
Portland, OR job
Must Have Technical/Functional Skills:
• Build solutions using native HANA ecosystem and components
- HANA Architecture &
- HANA Life Cycle Management
- Latest features of HANA v2.0
- Understanding of Data Warehousing Concepts & Analytics
- Understand the consumption of SAP HANA artifacts such as tables, table functions, views and procedures
- Design and develop optimal code to maintain exceptional performance in processing large volumes of data
- data models for a variety of reporting requirements
Performance Tuning
- Analysis & Optimization
- Explain/Viz Plan Analysis & Understanding
Roles & Responsibilities:
1. Database Design & Development
Design, develop, and optimize data models in SAP HANA using Calculation Views, Analytical Views, and Attribute Views.Implement SQLScript procedures, functions, and table functions for complex business logic.
Create and manage schemas, tables, indexes, and partitions for performance optimization.
2. Data Integration
Develop ETL processes using SAP Data Services, SLT (SAP Landscape Transformation), or other tools to load data into HANA.Integrate data from multiple sources (SAP and non-SAP systems) into HANA.
3. Performance Optimization
Analyze and tune SQL queries and data models for high performance.
Implement best practices for in-memory computing and columnar storage.
4. Security & Compliance
Configure roles, privileges, and authorizations in HANA.
Ensure compliance with data governance and security standards.
5. Reporting & Analytics
Support SAP BW on HANA, SAP Analytics Cloud, or other BI tools for reporting.
Develop calculation views for real-time analytics.
6. Collaboration & Documentation
Work closely with functional teams, data architects, and business analysts to understand requirements.
Document technical specifications, data flows, and system architecture.
7. Maintenance & Support
Monitor HANA system health and performance.
Troubleshoot issues related to data models, queries, and integration.
Generic Managerial Skills, If any:
Good Communication Skills
Key Stakeholder engagement
Base Salary Range: $120,000 - $140,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Property Adjuster Specialist - Desk
Salem, OR job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. This is an hourly, non-exempt position with paid overtime available.
This is a Desk-based/Non-inspect role for the Pacific & Mountain Time Zone (Including the state of Arizona). This role is remote eligible for candidates located or willing to self-relocate to Pacific or Mountain Time Zone continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 3 days per week.
What you'll do:
Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability.
Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies.
Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes.
Maintains accurate, thorough, and current claim file documentation throughout the claims process.
Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims.
Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
May be assigned CAT deployment travel with minimal notice during designated CATs.
Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience.
Adjusts complex claims with attorney involvement.
Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations.
May require travel to resolve claims, attend training, and conduct in-person inspections.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma required.
2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
Proficient knowledge of residential construction.
Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
Proficient negotiation, investigation, communication, and conflict resolution skills.
Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.
Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
5 years of prior experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.)
Prior experience adjusting property claims using virtual technologies
Prior property adjuster experience handling DWG, APS and ALE adjustments
Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing)
Xactimate Level 1 and/or Level 2 certification
Experience handling Property Mitigation
Prior deployments in support of catastrophes
Currently hold an active Adjuster License
Currently reside or willing to self-relocate to Pacific or Mountain Time Zone (Including the state of Arizona)
Physical Demand Requirements:
May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces.
May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics.
Compensation range: The salary range for this position is: $69,920.00 - $133,620.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyCity Manager
Wilsonville, OR job
The City of Wilsonville is seeking a City Manager for this vibrant and growing community of 27,048 residents, located 17 miles south of Portland, Oregon. As the gateway between the Portland metropolitan area and Oregon's fertile Willamette Valley, the city offers high-quality amenities on a welcoming small-town scale with easy access to Portland's urban offerings and Oregon's natural wonders.
THE CITY OF WILSONVILLE
The City of Wilsonville serves a population of 27,048 across 7.6 square miles with a total 2025-26 budget of $228.9 million and a team of 202 FTEs. The City is located in both Clackamas and Washington Counties and within the Portland metropolitan area's urban growth boundary. As a full-service city, Wilsonville provides a wide range of public services, including public works, library services, parks and recreation, and public transportation. The City operates under a council-manager form of government, with a Mayor and four Council Members elected at large to four-year terms.
THE CITY MANAGER
The City Manager serves as the chief executive officer of the City and is responsible for its overall administration and operational leadership. The City Manager plays a critical role in shaping the strategic vision of the City and ensuring that all functions align with the goals and priorities established by the City Council. Working with broad authority through a structured management team, the City Manager promotes accountability, innovation, and transparency in municipal operations and fosters collaborative relationships. Direct reports include the Assistant City Manager, Assistant to the City Manager, Government Relations Manager, Communications & Marketing Manager, Finance Director, Community Development Director, and Public Works Director.
WHY APPLY
This is an exceptional opportunity to help shape the future of Wilsonville, a city that combines small-town charm with the benefits of big-city services. The City Manager will work alongside dedicated City employees committed to providing outstanding service through collaboration and excellence. This commitment is reflected not only in high citizen satisfaction ratings for a clean and safe community but also in making Wilsonville a great place to live, work, and thrive. Situated on the Willamette River at the southern edge of the Portland metro area, Wilsonville lies halfway between Portland and Salem along I-5, offering convenient access to urban amenities while maintaining a rural Oregon atmosphere.
View the full position profile, job description, and benefits at gmphr.com.
More Information: GMP Consultants is assisting the City of Wilsonville with this search. Learn more at gmphr.com. The City of Wilsonville is an Equal Opportunity Employer. First Review is December 28, 2025.
Part Time Associate Banker Willamette Valley Eugene (30 hours)
Springfield, OR job
JobID: 210628774 JobSchedule: Part time JobShift: Variable : 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.
Auto-ApplyTrust Officer
Salem, OR job
Pioneer Trust Bank is growing our trust department. If you have experience managing trusts and estates and are passionate about helping clients manage their financial legacies, we invite you to apply today!
Pioneer Trust Bank employees are known for exceptional customer service, servant leadership and commitment to our community. We are seeking a dedicated and detail-oriented Trust Officer to join our team in Salem. The Trust Officer is responsible for managing and administering trust accounts, ensuring that client assets are handled in accordance with legal and regulatory requirements, as well as the specific wishes and best interests of clients. This position requires a strong understanding of trust and estate administration, excellent communication skills, and a commitment to providing exceptional client service. This is a full-time, in-person position.
Type: Full-Time/Exempt ** Hours: Mon-Fri 8:00am - 5:00pm; Occasional after-hours
**What You'll Do**
- Manage and administer a diverse portfolio of trust accounts, ensuring compliance with applicable laws and regulations.
- Oversee the establishment and maintenance of trust agreements and documentation.
- Perform regular reviews of trust accounts to ensure compliance with fiduciary standards and client objectives.
- Communicate effectively with clients, beneficiaries, and advisors to ensure a thorough understanding of trust provisions and client needs.
- Review and approve disbursement requests, ensuring that all transactions are accurately documented and justified. - Collaborate with internal teams, including investment, tax, and legal professionals, to provide comprehensive service to clients.
- Regularly report on trust account performance and activities to clients and internal stakeholders.
- Maintain up-to-date knowledge of trust-related laws, regulations, and best practices, and represent the company at industry events as needed. - Assist in business development efforts by strengthening client relationships and identifying new opportunities for trust services.
**Why You'll Be Successful**
- Have experience in trust administration, estate planning, or a related field.
- Have strong knowledge of trust laws, regulations, and fiduciary best practices.
- Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues alike.
- Strong analytical skills and attention to detail, with the ability to manage multiple priorities and deadlines.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and trust management software.
- Hold a bachelor's degree in finance, business, accounting, or a related field or a combination of education and experience.
**Why You'll Love Pioneer Trust**
We believe in fostering a culture of integrity, collaboration, and professional development. We support work life balance and offer competitive compensation, a comprehensive benefits package, and opportunities for growth within a supportive team environment.
Medical (80% of employee coverage paid by company)
Dental (80% of employee coverage paid by company)
Vision Insurance (80% of employee coverage paid by company)
401(k)
Life and Long-Term Disability Insurance (100% company paid)
Generous Profit Sharing
Health & Dependent Care Reimbursement Accounts
Employee Assistance & Wellness Program (100% company paid)
Vacation & Sick Leave
Up to 11 Paid Holidays
Tuition Reimbursement
Discounted and Free Banking Privileges
Ongoing professional development
Pioneer Trust Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Network and Server Administrator
Grants Pass, OR job
Job Description
You are a perfect match for our Credit Union!
The Network and Server Administrator position is a key role at First Community and affords a rewarding career with competitive pay and excellent benefits. Opportunities abound to provide exceptional service while promoting our wide array of financial products and services. Employees who are successful in making referrals are eligible for monthly incentives.
Enthusiastic and outgoing individual can showcase their relationship building skills to enhance our customer banking experience. You will join a team of motivated, dedicated, and empowered employees who strive to provide superior service and conduct accurate transactions, while complying with policies, procedures, and regulatory banking requirements.
REQUIREMENTS:
This position requires a Bachelor Degree in a related field or have seven to ten years of job-related experience. An equivalent combination of education and experience may be acceptable. This position requires the individual to understand most capabilities of Windows Server including its Roles and Features. Thorough understanding of Windows Registry and File System. Linux server management. Cisco Certified Network Associate (CCNA) certification with an understanding of dynamic routing and first hop routing protocols is desired. Solid understanding of multi-tier system architecture, security and cloud services preferred.
Must demonstrate a positive attitude, professional image, and be self-motivated and have the ability to manage multiple projects and tasks simultaneously with exceptional interpersonal communications skills.
ESSENTIAL FUNCTIONS:
Diagnose and resolve problems associated with application software and operating systems.
Monitor network operational status and verify system availability for members and staff.
Monitor and review escalations from Security Monitoring Solutions and report to appropriate channels.
Installation and support of Windows Servers.
Installation and support of Linux Servers.
Test and deploy hardware and software.
Install, configure and maintain server appliance hardware and software.
Review detected Risks and provide solutions for remediation or mitigation.
Monitor, test and deploy security updates and patching.
Provide escalation support and backup for Support Specialists.
Assist with management of Active Directory environment, configure Group Policies for automated deployment of applications, updates, and configuration of desktop systems.
Assist with managing and supporting network devices such as firewalls, routers and switches.
Provide guidance and solutions for surveillance system.
Handle purchasing of IT equipment, supplies.
Distribute reports and information to appropriate departments in a timely manner.
Assist in designing and implementing network & server solutions for Credit Union Services.
Provide guidance and direction to Junior Staff as needed.
Performs other duties as request by the VP of Network and Server Administration.
BASE EXPECTATIONS:
Be willing to perform any duty (beyond Essential Functions above) as assigned.
Demonstrate the ability to handle different situations; i.e., demonstrate versatility.
Recognize/listen to member/coworker requests and/or concerns and identify their needs so they may be better served.
Assist with information gathering information as required of the position and/or as requested by the supervisor.
Provide exemplary internal customer service and foster teamwork throughout the credit union.
Communicate effectively and positively with members, coworkers, and management.
Be responsible in developing and maintaining a high level of product service knowledge.
Adequately perform all operational functions to fulfill the requirements of the position and provide other support functions as requested.
Represents the Credit Union with honesty, integrity and trust at all times.
Support the mission of the Credit Union by providing excellent service to members both external and internal.
Adheres to established internal policies and procedures.
Completes required compliance training in a timely manner and complies with all regulations within scope of the position.
Adheres to the requirements of the Bank Secrecy Act, OFAC, USA PATRIOT Act and anti-money laundering regulations.
WORKING CONDITIONS
Occasional lifting, carrying, pushing, and pulling of items weighing up to 60 lbs.
Potential exposure to the threat of violence at any time.
Occasional business travel may be required.
Sitting or standing for extended periods of time may be required.
Periodical work outside normal business hours may be needed.
Repetitive motions and extensive typing 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.
Fraud Analyst
Hillsboro, OR job
Description The Fraud Data Analyst monitors fraud risk tools to ensure optimal detection and escalation of fraudulent activity. This position also updates detection and analytics tools, internal policies, and procedures as required. The Data Analyst is responsible for reporting key business metrics as related to fraud. Primary Responsibilities:
Review suspicious and fraudulent activity escalated by Fraud Specialists and Investigators to optimize fraud controls relative to exposure and propose new detection strategies to enhance a control environment
Report key business metrics ensuring operational targets align to business needs and make changes to strategy parameters to ensure continuous evolution and optimization of the program and fraud detection models
Develop new technology tools, assets, and processes to improve and optimize prevention and detection models
Leverage queries from the Enterprise Data Warehouse to forecast fraud events related to common breaches, predicting how the breach will affect the portfolio
Conducts business intelligence reporting, data gathering, and forecasting of process or policy changes
Experience and Education Requirement:
Minimum Education: High School Diploma; Bachelor's degree (preferably in Business, Mathematics, Finance, Economic or other related fields of study) is preferred
Minimum 2 years' experience in analytics, including statistical modeling, data extraction, data mining and quantitative analysis, preferably with a financial institution; or 3 years in fraud operations
Ability to provide insights and make strategic business recommendations through presentations, reports, and analyses
Exceptional analytical and problem-solving skills
Strong communication skills, both written and oral
Working knowledge of analytical/reporting tools including SQL; experience working out of a data warehouse
Working knowledge of Microsoft Office Suite and Tableau
Certification/License: CFE preferred
Location: Hillsboro Corporate - Hillsboro, OR 97124 or Rocklin Corporate - Rocklin, CA 95765Target Compensation for Hillsboro, OR: $73,000 - $81,000 + annual bonus Target Compensation for Rocklin, CA: $80,000 - $90,000 + annual bonus Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
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 transfer or sponsorship for this position
Auto-ApplyCredit Review Officer/Credit Review Officer Senior (On-site)
Portland, OR job
Heritage Bank has an exciting opportunity to join our organization!
We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements.
Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, or Oregon.
Depending on qualifications and experience, Credit Review Officer or Credit Review Officer Senior may be considered.
Base Salary Range:
Credit Review Officer - $83,370.00 - $104,213.00 - $125,055.00 annual
Credit Review Officer Senior - $100,884.00 - $126,105.00 - $151,326.00 annual
The Role at a Glance:
Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity.
Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines.
Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology.
Prepares independent analysis and supporting documentation for loan reviews.
Prepares reports summarizing portfolio quality and risk issues with recommended corrective action.
Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed.
Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews.
Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question.
Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management.
Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities.
Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate.
Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews.
Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management.
Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis.
Maintains an independent viewpoint derived from fact-based analysis and patterns of performance.
Core Skills and Qualifications:
H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred.
Credit Review Officer - 3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required.
Credit Review Officer Senior - 7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required.
Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred.
Pacific Coast Banking School Graduate or equivalent preferred.
Equivalent combination of education, training and experience in portfolio management, loan audit and/or credit risk may be considered.
Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally.
Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports.
Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents.
Understanding of the Bank's credit underwriting policies and approval process.
Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position.
Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.
Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment.
Unquestionable integrity in handling sensitive and confidential information required.
Proficient use and understanding of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. Working knowledge of automated underwriting and financial systems - required.
Work Environment/Conditions:
Climate controlled office environment.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials
Occasional lifting up to 10 lbs. (files, boxes, etc.).
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage Bank is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Compliance / Audit##
##Street:3615 Pacific Avenue##
##City:Tacoma##
##State:WA##
##ZipCode:98418##
##Internal:false##
*mon
Auto-ApplyImplementation Coordinator
Grants Pass, OR job
Job Description
You are a perfect match for our Credit Union!
The Implementation Coordinator position is a key role at First Community and affords a rewarding career with competitive pay and excellent benefits. Opportunities abound to work as a positive team member with other department and branch employees to achieve the Core Systems Support and credit union goals of our growing organization.
Enthusiastic and outgoing individual can showcase their relationship building skills to enhance our customer banking experience. You will join a team of motivated, dedicated and empowered employees who strive to provide superior service while complying with policies, procedures and regulatory banking requirements.
REQUIREMENTS:
This position requires an associate's degree and three years of job-related experience; an equivalent combination of education and work experience may be acceptable. Computer literacy with a working knowledge of Word and Excel is required.
This position requires a superior level of member service with co-workers, management, and business partners; strong interpersonal communication skills; high attention to detail; and a demonstrated high level of commitment to the organization. A positive attitude, a professional image, self-motivation and the ability to fully troubleshoot issues, manage multiple projects and task simultaneously are expectations of this role. Prior banking experience is preferred.
ESSENTIAL FUNCTIONS:
Create and manage test plans, scenarios and scripts to test software functionality and usability. Ensure the User Acceptance Testing (UAT) process is sufficient to minimize the risk of unmet user requirements, defects, cost overruns, and project delays.
Identify, document and track defects, then work with the development team to ensure they are resolved.
Work closely with Project Managers, project teams and development teams to understand requirements and validate software functions are defined.
Create testing status reports and final reports to communicate progress and results to stakeholders. Combine testing results for testing team and share results with project managers and development teams.
Coordinate UAT schedules, manage testing resources and ensure the testing process is efficient. Coordinate functional testing teams, as appropriate. Acts as a central point of contact for UAT and readiness coordination across the credit union.
Participates in meetings with Project Managers, as requested, to gain understanding of project UAT requirements from stakeholders to improve testing results.
Relays operational procedure changes for new development and newly implemented or modified products and services to the Compliance and Operations Support Department for procedure editing and posting. Communicates changes to processes with appropriate departments, including Training and Development Department.
Creates educational materials for employees and members on new products and services to explain new or modified functions.
Provides feedback on existing processes to create efficiencies and improve employee and member experiences.
Utilizes project management software to document results, timelines and to communicate with project stakeholders.
Plan, coordinate, and execute testing for Symitar core banking system updates and new releases, including patches and enhancements. Conduct thorough testing and validation to ensure compatibility, functionality, and stability of all Symitar upgrades and integrations.
Excellent verbal and written communication skills, often bridging the gap between technical and non-technical employees.
Tests workflows and forms for the credit union's core system to validate field mapping, records are updated as expected, and ensure documents are imaged and indexed appropriately. Ensure forms are presented to members are professional and meet credit union standards.
Assist management and other departments, as directed, with special projects and the implementation of new products and processes.
Represents the Credit Union with honesty, integrity and trust at all times.
Adheres to established internal policies and procedures for compliance. Completes required compliance training in a timely manner and complies with all regulations within scope of the position.
Adheres to the requirements of the Bank Secrecy Act, OFAC, USA PATRIOT Act and anti-money laundering regulations.
BASE EXPECTATIONS:
Be willing to perform any duty (beyond Essential Functions above) as assigned.
Possess a detailed working knowledge of Microsoft Word and Excel software applications that is adequate to perform the duties assigned.
Assist management to develop procedures and/or practices in an effort to improve operational efficiency throughout the Credit Union.
Maintain punctuality while adhering to the assigned work schedule.
Meets deadlines established in project plans and works independently.
Responsible to develop and maintain a high level of product service knowledge.
Recognize/listen to member requests and/or concerns and identify their needs.
Ability to solve problems and make decisions within responsibility level.
Provide exemplary internal customer service and foster teamwork throughout the credit union.
Be a team player, a good coach, and serve as a role model for all credit union staff.
Attend and participate in all required meetings unless prior approval is granted.
WORKING CONDITIONS:
Occasional lifting, carrying, pushing, and pulling of items weighing up to 60 lbs.
Potential exposure to the threat of violence at any time.
Occasional business travel may be required.
Sitting or standing for extended periods of time may be required.
Repetitive motions and extensive keyboarding may be 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.
Bank Teller
Hillsboro, OR job
Heritage Bank has an exciting opportunity to join our organization!
At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Hillsboro Branch is seeking a bank teller to help customers meet their financial goals by providing exceptional customer service, handling routine financial transactions, and actively supporting branch sales efforts.
Overview:
This position is Full Time; typical schedule is Monday through Friday 8:45 a.m. to 5:15 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.
This position is fully onsite in Hillsboro, Oregon.
Base Salary Range:
Level I - $19.00 - $22.88 per hour
Level II - $20.00 - $24.84 per hour
Depending on qualifications and experience, Bank Teller I or II may be considered.
The Role at a Glance:
Builds and maintains strong relationships and provide exceptional customer service to internal and external customers.
Performs routine paying / receiving duties and maintains an accurate cash drawer in accordance with assigned Authority limits.
Promotes, explains, and refers bank products and services based on customer needs.
Maintains confidentiality when handling customer requests and transactions.
Complies with all policies, procedures, security, and regulatory requirements.
Actively participates in branch marketing and sales promotions.
Contributes to the success of the team by sharing in all branch administrative duties as required and assigned.
Core Skills and Qualifications
Level I - 6 months customer service experience - required.
Level II - 1-year recent cash handling and customer service experience in a financial services industry - required.
High school diploma or equivalent
Ability to operate standard office equipment, proficient computer skills, and ability to adapt to and learn new technologies quickly.
Computer software knowledge in DNA or Fiserv, preferred. Understanding / recent use of Teller Cash Recycler (TCR), preferred.
Equivalent combination of education, experience, and training may be considered.
Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations.
Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.
Detail-oriented with strong organizational and problem-solving skills.
Demonstrated ability to provide an exceptional level of customer service.
Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
Ability to gain working knowledge of bank products and services.
Ability to read, write, speak and understand English well. Excellent written and oral communication skills
Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.
Working Environment/Conditions:
Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule.
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Ability to stand or sit for extended periods of time and duration of shift.
Ability to occasionally kneel, reach, bend, push, pull and carry.
Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage Bank is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Retail Banking##
##Street:314 E Main St##
##City:Hillsboro##
##State:OR##
##ZipCode:97123##
##Internal:false##
Auto-ApplyJ.P. Morgan Advisors - Business Specialist - Vice President
Portland, OR job
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately.
Job Responsibilities:
Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management
Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients
Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies
Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions
Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base
Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services
Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.
Required qualifications, capabilities, and skills:
7 years' experience in Financial Services industry
Strong understanding of the needs and sensitivities of clients
Ability to work in a team-based environment
Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
Experienced in working on a team with at least two additional Sales Associate
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Bachelor's degree required
Auto-ApplyContractor And Industrial Representative -Major Projects - West Region
Salem, OR job
**Contractor And Industrial Representative -Major Projects -West Region** **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
**This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.**
**The Impact You'll Make in this Role**
As a C&I Major Projects Professional, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
+ The MPR is the project manager for their assigned regions.
+ Working with SalesForce their job is to provide a boundaryless project management approach. Working with SalesForce and the local C&I reps they will assist and track the dollar impact that their activities have on projects where their work impacts sales results.
+ The MPR must be proficient in the use of Salesforce tool.
+ The MPR has a role in both the specification of and the direct "hands on" project work at the job site.
+ The MPR also has a leadership role with key owner, specifier and end user accounts (engineering or contractors) based in their assigned regions.
+ The MPR directly assists the Regional Sales Manager in their role as the regional manager of projects.
+ The C&I sales reps are assigned their top twenty-five projects with the assistance of the Major Projects Reps and their Regional Managers. Regional project goals are shared by the Regional Sales Managers and the MPR's
+ The MPR also works with the C&I rep to coordinate distribution strategies and increase total line sales and advising on pricing strategies.
+ The MPR is a key proponent of the use of our Construction Services team which entail larger and more profitable sales for the division and the local C&I Rep.
**Company Vehicle**
This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position
**Your Skills and Expertise**
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
+ Bachelor's degree or higher (completed and verified prior to start) from an accredited university.
+ Five (5) years of experience in the electrical industry calling on contractors, distributors, engineers, and large-scale projects in a private, public, government or military environment
+ Five (5) years of technical experience with medium voltage cable accessories
+ Current, valid Driver's License.
Additional qualifications that could help you succeed even further in this role include:
+ Master's degree in electrical engineering discipline from an accredited institution
+ Experience managing multiple projects simultaneously
+ Experience managing and leading highly technical training sessions
**Work location: Remote, field based (** West Region - WA, CO, MT, NV, UT, WY, CA, OR **)**
**Travel: May include up to** **50% domestic**
**Relocation Assistance: May be authorized**
**Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).**
**Supporting Your Well-being**
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
**Chat with Max**
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $141,150 - $172,517, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ****************************************************************
Good Faith Posting Date Range 11/10/2025 To 12/10/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
**3M Global Terms of Use and Privacy Statement**
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Bank Courier
Summit Bank Group job in Eugene, OR
TITLE: Courier
REPORTS TO: Client Services Officer
FLSA: Non-Exempt
CATEGORY: Part-Time
SHIFT: 9 am to 2 pm Monday - Friday with flexibility
The Courier provides delivery services by motor vehicle and general office support. 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 employment and banking.
ESSENTIAL DUTIES
1. Transports and delivers deposit transactions, documents, letters and packages to and from destinations according to daily route schedule, and on call pickups and deliveries as needed.
2. Accounts for assigned items against receipts and invoices.
3. Maintains vehicle maintenance logs.
4. Responsible for the daily collection of confidential documents for shredding.
5. Notary duties.
SECONDARY DUTIES
1. Completes assigned Compliance Training schedule.
2. Maintains compliance with Bank's BSA/AML policies and procedures.
GENERAL
1. Provides excellent personal client service to all internal and external clients.
2. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
3. 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.
4. Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
5. Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions.
6. Works according to established schedules, arriving on time and with a positive attitude.
7. Supports the Bank's goals and values; benefits the Bank through outside activities.
8. Any other duties as defined by management.
QUALIFICATIONS AND DEMONSTRATED ABILITIES
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.
1. High School diploma or equivalent.
2. Valid driver's license with no major traffic violations.
3. Good verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, and to speak clearly to clients, colleagues, directors and shareholders.
4. Good time management skills to ensure maximum productivity.
5. Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
6. May be required to lift up to 50 pounds.
PHYSICAL REQUIREMENTS
1. Continuous clarity of vision at all distances as required for driving.
2. Repetitive walking between courier vehicle and client business location.
3. Frequent use of arms such as pushing/pulling to open and close doors, drawers and cabinets.
4. Ability to bend and/or reach, and to lift and carry up to 30 pounds.
5. Frequent use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary for writing, and typing.
Auto-ApplyNetwork and Server Administrator
Coquille, OR job
You are a perfect match for our Credit Union!
The Network and Server Administrator position is a key role at First Community and affords a rewarding career with competitive pay and excellent benefits. Opportunities abound to provide exceptional service while promoting our wide array of financial products and services. Employees who are successful in making referrals are eligible for monthly incentives.
Enthusiastic and outgoing individual can showcase their relationship building skills to enhance our customer banking experience. You will join a team of motivated, dedicated, and empowered employees who strive to provide superior service and conduct accurate transactions, while complying with policies, procedures, and regulatory banking requirements.
REQUIREMENTS:
This position requires a Bachelor Degree in a related field or have seven to ten years of job-related experience. An equivalent combination of education and experience may be acceptable. This position requires the individual to understand most capabilities of Windows Server including its Roles and Features. Thorough understanding of Windows Registry and File System. Linux server management. Cisco Certified Network Associate (CCNA) certification with an understanding of dynamic routing and first hop routing protocols is desired. Solid understanding of multi-tier system architecture, security and cloud services preferred.
Must demonstrate a positive attitude, professional image, and be self-motivated and have the ability to manage multiple projects and tasks simultaneously with exceptional interpersonal communications skills.
ESSENTIAL FUNCTIONS:
Diagnose and resolve problems associated with application software and operating systems.
Monitor network operational status and verify system availability for members and staff.
Monitor and review escalations from Security Monitoring Solutions and report to appropriate channels.
Installation and support of Windows Servers.
Installation and support of Linux Servers.
Test and deploy hardware and software.
Install, configure and maintain server\appliance hardware and software.
Review detected Risks and provide solutions for remediation or mitigation.
Monitor, test and deploy security updates and patching.
Provide escalation support and backup for Support Specialists.
Assist with management of Active Directory environment, configure Group Policies for automated deployment of applications, updates, and configuration of desktop systems.
Assist with managing and supporting network devices such as firewalls, routers and switches.
Provide guidance and solutions for surveillance system.
Handle purchasing of IT equipment, supplies.
Distribute reports and information to appropriate departments in a timely manner.
Assist in designing and implementing network & server solutions for Credit Union Services.
Provide guidance and direction to Junior Staff as needed.
Performs other duties as request by the VP of Network and Server Administration.
BASE EXPECTATIONS:
Be willing to perform any duty (beyond Essential Functions above) as assigned.
Demonstrate the ability to handle different situations; i.e., demonstrate versatility.
Recognize/listen to member/coworker requests and/or concerns and identify their needs so they may be better served.
Assist with information gathering information as required of the position and/or as requested by the supervisor.
Provide exemplary internal customer service and foster teamwork throughout the credit union.
Communicate effectively and positively with members, coworkers, and management.
Be responsible in developing and maintaining a high level of product service knowledge.
Adequately perform all operational functions to fulfill the requirements of the position and provide other support functions as requested.
Represents the Credit Union with honesty, integrity and trust at all times.
Support the mission of the Credit Union by providing excellent service to members both external and internal.
Adheres to established internal policies and procedures.
Completes required compliance training in a timely manner and complies with all regulations within scope of the position.
Adheres to the requirements of the Bank Secrecy Act, OFAC, USA PATRIOT Act and anti-money laundering regulations.
WORKING CONDITIONS
Occasional lifting, carrying, pushing, and pulling of items weighing up to 60 lbs.
Potential exposure to the threat of violence at any time.
Occasional business travel may be required.
Sitting or standing for extended periods of time may be required.
Periodical work outside normal business hours may be needed.
Repetitive motions and extensive typing 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.
Auto-ApplyReal Estate Analyst
Portland, OR job
CrowdStreet is a financial technology (FinTech) company focused on the $450 billion per year U.S. commercial real estate industry. Our team is transforming the CRE industry through our unique real estate crowdfunding marketplace plus SaaS investor management platform. A platform which enables real estate investment firms (“Sponsors”) to seamlessly manage investor acquisition, management, and re-engagement all from a single online interface.
Both CrowdStreet solutions democratize access to commercial real estate investment opportunities by connecting accredited investors, family offices and institutions with real estate sponsors for no-fee co-investing, and modern digital portfolio management.
Headquartered in Portland OR, CrowdStreet was founded in 2013 by a team with more than 80 years of combined experience in commercial real estate, software development, online marketing and private equity.
Job Description
CrowdStreet is seeking a Real Estate Analyst to serve as an integral member of the Investments Team. The Real Estate analyst will have exposure to nearly every facet of the CrowdStreet Investments process. This is an interdisciplinary role that bridges commercial real estate analysis, structured finance and operations. The position will report to the VP of Investments.
Primary Duties
Manage CrowdStreet Marketplace deal flow.
Work closely with the VP of Investments and Investments Manager to analyze and process through Marketplace deal flow.
Review sponsor provided models and produce internal CrowdStreet models.
Oversee and manage the sponsor and deal due diligences processes.
Collaborate with the VP of Investments to identify and research target markets.
Produce content (webinars, website, and other) for marketplace deals.
Qualifications
If you have the passion and drive to work in a fast-paced startup culture that is fundamentally disrupting an established market, and love leading operational l execution as a member of a high-energy team, CrowdStreet is the place for you. The Candidate we seek will possess a unique skill set that balances analytical skills, client focus, attentiveness to details and project management. The Candidate will also possess outstanding interpersonal and written communication skills, remain calm under pressure and thrive on the buzz that surrounds high-profile projects with aggressive deadlines and client interaction.
Education Level & Experience
Bachelor's level degree, preferably in Business Administration or Finance
2+ years of relevant work experience in real estate private equity, commercial real estate, or investments.
Prior experience in any of the following roles is highly desired: Analyst, Acquisitions Officer
Additional Information
We offer an employee stock option plan, a dog-friendly environment and an informal, fun and supportive work atmosphere where you will not only learn and grow your own abilities, but also be part of the transformation and democratization of commercial real estate investing.
Implementation Coordinator
Coquille, OR job
Job Description
You are a perfect match for our Credit Union!
The Implementation Coordinator position is a key role at First Community and affords a rewarding career with competitive pay and excellent benefits. Opportunities abound to work as a positive team member with other department and branch employees to achieve the Core Systems Support and credit union goals of our growing organization.
Enthusiastic and outgoing individual can showcase their relationship building skills to enhance our customer banking experience. You will join a team of motivated, dedicated and empowered employees who strive to provide superior service while complying with policies, procedures and regulatory banking requirements.
REQUIREMENTS:
This position requires an associate's degree and three years of job-related experience; an equivalent combination of education and work experience may be acceptable. Computer literacy with a working knowledge of Word and Excel is required.
This position requires a superior level of member service with co-workers, management, and business partners; strong interpersonal communication skills; high attention to detail; and a demonstrated high level of commitment to the organization. A positive attitude, a professional image, self-motivation and the ability to fully troubleshoot issues, manage multiple projects and task simultaneously are expectations of this role. Prior banking experience is preferred.
ESSENTIAL FUNCTIONS:
Create and manage test plans, scenarios and scripts to test software functionality and usability. Ensure the User Acceptance Testing (UAT) process is sufficient to minimize the risk of unmet user requirements, defects, cost overruns, and project delays.
Identify, document and track defects, then work with the development team to ensure they are resolved.
Work closely with Project Managers, project teams and development teams to understand requirements and validate software functions are defined.
Create testing status reports and final reports to communicate progress and results to stakeholders. Combine testing results for testing team and share results with project managers and development teams.
Coordinate UAT schedules, manage testing resources and ensure the testing process is efficient. Coordinate functional testing teams, as appropriate. Acts as a central point of contact for UAT and readiness coordination across the credit union.
Participates in meetings with Project Managers, as requested, to gain understanding of project UAT requirements from stakeholders to improve testing results.
Relays operational procedure changes for new development and newly implemented or modified products and services to the Compliance and Operations Support Department for procedure editing and posting. Communicates changes to processes with appropriate departments, including Training and Development Department.
Creates educational materials for employees and members on new products and services to explain new or modified functions.
Provides feedback on existing processes to create efficiencies and improve employee and member experiences.
Utilizes project management software to document results, timelines and to communicate with project stakeholders.
Plan, coordinate, and execute testing for Symitar core banking system updates and new releases, including patches and enhancements. Conduct thorough testing and validation to ensure compatibility, functionality, and stability of all Symitar upgrades and integrations.
Excellent verbal and written communication skills, often bridging the gap between technical and non-technical employees.
Tests workflows and forms for the credit union's core system to validate field mapping, records are updated as expected, and ensure documents are imaged and indexed appropriately. Ensure forms are presented to members are professional and meet credit union standards.
Assist management and other departments, as directed, with special projects and the implementation of new products and processes.
Represents the Credit Union with honesty, integrity and trust at all times.
Adheres to established internal policies and procedures for compliance. Completes required compliance training in a timely manner and complies with all regulations within scope of the position.
Adheres to the requirements of the Bank Secrecy Act, OFAC, USA PATRIOT Act and anti-money laundering regulations.
BASE EXPECTATIONS:
Be willing to perform any duty (beyond Essential Functions above) as assigned.
Possess a detailed working knowledge of Microsoft Word and Excel software applications that is adequate to perform the duties assigned.
Assist management to develop procedures and/or practices in an effort to improve operational efficiency throughout the Credit Union.
Maintain punctuality while adhering to the assigned work schedule.
Meets deadlines established in project plans and works independently.
Responsible to develop and maintain a high level of product service knowledge.
Recognize/listen to member requests and/or concerns and identify their needs.
Ability to solve problems and make decisions within responsibility level.
Provide exemplary internal customer service and foster teamwork throughout the credit union.
Be a team player, a good coach, and serve as a role model for all credit union staff.
Attend and participate in all required meetings unless prior approval is granted.
WORKING CONDITIONS:
Occasional lifting, carrying, pushing, and pulling of items weighing up to 60 lbs.
Potential exposure to the threat of violence at any time.
Occasional business travel may be required.
Sitting or standing for extended periods of time may be required.
Repetitive motions and extensive keyboarding may be 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.