Trader
Trader job in Lake Oswego, OR
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
Auto-ApplyLumber Trader
Trader job in Portland, OR
Job Description
We are a leading manufacturer of custom wood crating and packaging solutions, and are seeking a highly motivated and experienced Lumber Trader to join our team. As a family-run business with a global reach, we have been providing consistent, on-time, and dependable service for over 75 years. Headquartered in Portland, Oregon, , and factories operating in Oregon, Brazil, and China, we are proud to deliver competitively-priced, high-quality wood products to our valued customers.
Responsibilities:
Market Analysis: Conduct comprehensive market research to identify trends and opportunities in the lumber industry. Monitor and analyze factors such as supply and demand, pricing, and market indicators to stay ahead of competitors.
Sales and Business Development: Collaborate with the sales team to identify potential customers and develop new sales strategies. Utilize industry contacts and relationships to expand the company's customer base.
Supply Chain Management: Work closely with suppliers, manufacturers, and distributors to ensure a reliable and cost-effective supply of lumber products. Negotiate pricing and terms of trade agreements to maintain profitable relationships.
Customer Relationship Management: Build and maintain strong relationships with new and existing customers. Provide exceptional customer service, anticipate customer needs, and resolve any issues or concerns promptly.
Inventory Management: Oversee inventory levels and ensure proper stock management. Ensure adequate supply of lumber products to meet customer demands while minimizing inventory costs.
Risk Management: Continuously assess market risks and develop strategies to mitigate them. Stay updated on industry regulations and compliance requirements to ensure adherence.
Financial Analysis: Prepare and analyze sales reports, forecasts, and budget statements to track sales performance and profitability. Collaborate with finance department to identify opportunities for cost optimization and efficiency improvements.
Team Collaboration: Collaborate with cross-functional teams, including operations, logistics, and finance, to optimize business processes and achieve company goals.
Industry Networking: Actively participate in industry events, trade shows, and conferences to build networks, stay informed about industry trends, and represent the company in a professional manner.
Requirements:
Bachelor's degree in business, finance, supply chain management, or a related field. Relevant work experience may be considered in lieu of degree.
Proven track record in lumber trading or sales, particularly in a global environment.
Strong market knowledge and understanding of lumber industry trends, supply chain dynamics, and market pricing.
Excellent communication and negotiation skills, with the ability to build and maintain relationships with suppliers and customers.
Strong analytical and problem-solving abilities, with a keen eye for detail.
Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
Proficient in MS Office Suite and other relevant software applications.
Willingness to travel domestically and internationally as required.
Join our dynamic team at Marine Lumber Co. and contribute to our legacy of delivering high-quality wood products worldwide. As a Lumber Trader, you will play a crucial role in driving the growth and success of our business. Apply now and be a part of our family-run company with a focus on customer satisfaction and innovation.
Trader Trainee
Trader job in Tualatin, OR
Trader Trainee Job Status: Full Time
At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers.
The Role of a Trader
Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America.
The Trader Trainee Program
Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business.
Key Responsibilities:
Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations.
Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement.
Build strong relationships across the organization by working closely with traders and support teams.
Investigate and resolve shipping issues, claims, or delivery concerns.
Provide freight quotes and dispatch updates to traders and business partners.
Research potential new accounts and market opportunities.
Complete assignments, projects, and all training sessions within the Trader Training Program.
Education and/or Experience:
Bachelor's Degree from four-year college or university; or Associate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience.
Qualifications:
Excellent written and verbal communication skills.
Ambitious, driven, and proactive.
Strong attention to detail and exceptional accuracy in a fast-paced environment.
Ability to multitask, prioritize, and solve problems effectively.
Collaborative mindset with the ability to build strong relationships internally and externally.
Dependable and comfortable working in an office setting.
Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles.
Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership.
Auto-ApplyPremier Financial Representative (Cedar Hills Experience Center)
Trader job in Beaverton, OR
Description The Premier Financial Representative processes financial transactions and develops plans for assigned affluent members in the branch (Experience Center) as well as follow up activities by phone or email. The Representative is focused on building strong relationships with new and existing members.Here's what you can expect from the job and what you need to be successful:Job Duties
Process financial business for affluent members quickly and accurately, including opening accounts, wire transfers, account transfers and loan payments
Provide the highest quality of service to assigned members; promptly address member concerns and/or escalate to leadership when appropriate
Engage with members and recommend options that best fit their needs, participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
Perform follow-up activities for assigned and prospective members, including outbound calls and business development activities
Assist members in their financial goals by offering multiple deposit & lending product options
Partner with other business units in sales and service activities
Mentor Financial Solutions Representatives on a day to day basis as a peer coach
Essential Skills
Minimum 2 years' experience as a financial solutions representative and/or senior branch representative, including deep experience with building relationships with customers, uncovering needs and offering solutions
Experience in outbound sales and outbound calling
Exceptional listening skills with the ability to ask probing questions, understand concerns, and overcome objections
Excellent verbal and written communication skills; able to express ideas concisely and logically
Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
Ability to work in fast-paced environment and meet deadlines without sacrificing quality
Ability to foster strong relationships with internal and external stakeholders
Strong analytical and problem-solving skills with attention to detail
Working knowledge of Microsoft Office Suite
Minimum Education: High School Diploma
Location: Cedar Hills Experience Center - Beaverton, OR 97005Target Compensation in Beaverton, OR: $29.00 to 33.00 per hour + quarterly incentive 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 sponsorship for this position #FT123
Auto-ApplyDebt Finance Associate
Trader job in Portland, OR
Stoel Rives LLP is seeking a debt finance associate with 3-5 years of experience to join its Corporate Practice Group in either the Seattle or Portland office.
Our Corporate Team
Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer technology, life sciences, aerospace technology, timber and forest products, mining, retail and manufacturing. We develop a deep understanding of the strategic objectives of these businesses to enhance our ability to plan and execute transactions for our clients. The variety of industries reflects the diversity of public and private companies launching, growing and operating across our footprint.
Position Overview
The associate's area of work will include structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche and split-lien structures. The associate will independently produce client-ready documents, manage project workstreams, and work with others on complex transactions. The associate will work with colleagues across offices and practice groups and directly with clients.
Experience & Skills Needed
Below are the skills and experience necessary for this role. We don't expect a single person will have all of these; however, if you have many of them and are enthusiastic about developing the others, we encourage you to apply.
Experience focused on structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche, and split-lien structures.
Familiarity with client industries including agribusiness, consumer products, tech, and forest products is helpful.
Excellent oral and written communication skills and interpersonal skills.
Ability to manage multiple projects and work successfully within a team through communication and appropriate delegation and supervision.
Experience exercising business and professional judgment, understanding client goals, and developing practical solutions to meet those goals.
Demonstrated commitment to client service.
Evident engagement in business development and civic and professional organizations.
JD from an accredited university and active membership in or commitment to applying to the Oregon or Washington State Bar.
Hours Expectations & Compensation
The hours expectation for this position is 1,800 billable hours and an “all-in” hours expectation of 2,150. The billable hours expectation includes up to 50 pro bono hours. The all-in hours includes the billable hours expectation as well as any additional billable hours, additional pro bono hours, and investment hours. Investment activities include business development, professional development, mentoring and coaching, recruiting, contributing to the firm's workplace culture, and civic and community activities.
To be eligible for a bonus, associates must reach or exceed 1,850 billable hours (inclusive of up to 50 pro bono hours) and also meet or exceed the all-in hours expectation.
The base compensation range for this position is $193,000 - $280,000, inclusive of salaries in both the Portland and Seattle markets. Base compensation presented to an individual candidate may vary based on skills, overall experience, and market location.
Developing & Retaining Talent
Stoel Rives places a high priority on attracting, developing, and retaining lawyers and business professionals.
We offer a variety of training programs and retreats addressing practice area topics and skills at all levels, as well as legal and professional skills generally. We have a coaching and mentoring program, and our new lawyer integration program provides new lawyers with the resources and information necessary to succeed after they join the firm. Finally, we have a core competency model which is a roadmap of the practical skills, abilities, and client service techniques needed for long-term success at the firm.
We value lawyers and business professionals who bring to the firm different backgrounds and lived experiences. Our people bring a variety of educational backgrounds, unique career experiences, bodies of knowledge, technical abilities, and community involvement. This variety makes us better at advising and serving our clients and it ensures a positive and supportive workplace for everyone.
We are proud participants in the ABA Well-Being Pledge, strongly believing that the well-being of our people is paramount to the success of the firm.
To learn more about the benefits of working as an attorney at Stoel Rives, click here.
Auto-ApplyWealth Management Banker
Trader job in Portland, OR
What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of RBC USWM.
What will you do?
* Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients.
* Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue.
* Build cash management and lending product awareness among RBC Financial Advisors.
* Serve as the key relationship manager to financial advisors for their clients' cash management and lending needs
* Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation.
* Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform
* Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management.
* Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending solutions and support.
What do you need to succeed?
Must-have
* Bachelor's degree preferred or relevant experience
* 5+ years' experience at a wealth management firm, with direct experience in cash management and lending solutions
* SIE, Series 7 and 63, or ability to obtain within 90 days
* Proven business development experience, preferably within the cash management and lending space in a wealth management context
* Strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products.
* Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm
Nice-to-have
* Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization
* Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
* A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
* Leaders who support your development through coaching and managing opportunities.
* Ability to make a difference and lasting impact.
* Work in a dynamic, collaborative, progressive, and high-performing team.
* Opportunities to do challenging work.
* Opportunities to build close relationships with clients.
The expected salary range for this particular position is $110,000-$190,000, (Los Angeles, San Francisco), $94,000-$165,000, (Seattle) depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
* Drives RBC's high-performance culture
* Enables collective achievement of our strategic goals
* Generates sustainable shareholder returns and above market shareholder value
Job Skills
Additional Job Details
Address:
401 UNION STREET:SEATTLE
City:
Seattle
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-12-02
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Private Client Banker - Belmont and 11th - Portland, OR
Trader job in Portland, OR
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Financial Services
Trader job in Portland, OR
Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it's possible to get ahead and do the right thing.
This belief shows in how we do business and it shows in the people we partner with as Agents and Managers.
This career isn't for everyone, but the best Agents and Managers in our company will tell you there's nothing else like it.
Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds.
Most have dreams like yours.
And life stories nothing like yours.
That's one reason our company is a great place to build your career.
Join us.
If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk.
We're looking for motivated self-starters who want: •Comprehensive and ongoing professional training and development •State-of-the-art marketing and sales solutions •A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients •A clearly defined career path, including opportunities in Management for qualified individuals.
•Comprehensive benefits, including a defined benefit pension plan,1 and significant earnings potential Here's what you'll do: As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, 2 long-term care insurance, and other products for insurance and retirement planning needs.
You'll also: •Develop and implement business and marketing plans •Prospect for potential clients • Discuss financial concerns and needs of individuals •Present potential solutions using our suite of products and services •Develop your professional skills and knowledge
Asset Management - Campbell Global - Financial Analysis - Associate
Trader job in Portland, OR
Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of JP Morgan.
As a Financial Analysis Associate within Campbell Global, you will be responsible for calculating the performance and multiples of the firm's portfolios, investment vehicles, and financial instruments. You will collaborate with a team dedicated to timberland investment portfolios and engage with both internal and external stakeholders.
Job Responsibilities
Validate and reconcile financial input data received from colleagues and partners and submit investment performance information to NCREIF, consultants, and other external parties.
Understand and interpret NCREIF-PREA reporting standards and Global Investment Performance Standards to determine correct treatment for calculating performance.
Document analysis and conclusions to ensure adequate documentation exists for firm's performance record.
Support the Business Development Team by providing key investment performance, data, and analytical support in the preparation of RFP's and RFI's.
Assist in preparing investor reports, including quarterly and annual reports, and other finance projects as assigned.
Perform financial modeling for existing assets including discounted cash flow, budgeting, and other analysis to support Portfolio Management decisions.
Respond to internal and external information requests in conjunction with management and team members
Required qualifications, capabilities, and skills
B.S. Degree (Business Administration, Accounting, Finance or related), and three years' work experience in a related field.
Experience with enterprise accounting software, possesses advanced Excel analysis skills, and is adept at working with large datasets.
Working knowledge of accounting practices and guidelines (GAAP/IFRS); proven ability to analyze financial statements.
Demonstrated financial analysis and problem-solving capabilities.
Excellent interpersonal skills and strong communication skills, both oral and written.
Demonstrated organizational skills. Must be able to perform multiple tasks efficiently and work well under deadline situations.
Preferred qualifications, capabilities, and skills
CPA preferred.
Auto-ApplyFinancial Service Representative
Trader job in Portland, OR
This position embodies the Washington Trust Bank culture, by remaining focused on the customer experience in all aspects of their decisions. The Financial Service Representative provides professional financial advice, guidance and solutions to customer inquiries and problems. Accurately and efficiently opens all branch related products for customers.
Responsibilities may include administrative duties, maintenance of accounts, branch audits, wire processing and teller duties. Must be proficient in bank products, sales and service skills.
Essential Functions
* Effectively refers customers to other departments, when appropriate.
* Proactively Maintains current knowledge of Bank products as well as awareness of competitor products and services.
* Efficiently and accurately opens all branch related products.
* Participates in outside leads and networking groups.
* Participates in community organizations and business development activities.
* Actively manages customers through the sales process.
* Provides professional financial advice, guidance and solutions to customer inquiries and problems.
* Works with other bank personnel to proactively meet customer needs in an efficient manner across department lines.
* May perform teller duties to support the needs of the branch.
* Maintain a positive attitude while assisting and achieving service expectations.
* Accountable for compliance with Bank policy & procedures.
* Conducts other duties as assigned by a manager.
* Proactively identify and prevent fraud situations.
Qualifications
* Excellent written and verbal communication and interpersonal skills.
* Ability to consistently sell appropriate products & services.
* Related retail or sales experience.
* Strong customer service skills.
* Strong ability to prioritize & handle multiple tasks with accurate attention to detail.
* Strong problem solving and decision-making skills.
* Proficient with computer applications and financial calculations.
* Required to maintain the security and confidentiality of Bank and customer information.
* Completion of appropriate Training.
* May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS)
Pay Range: $21.02 to $31.53 per hour
The compensation range represents the low and high end of the base compensation range for this position located in Portland, Oregon. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Nordstrom Hiring Day - Thursday, October 23rd, 11am-5pm - Downtown Portland
Trader job in Portland, OR
Join us for our Hiring Event on Thursday, October 23rd, 2025, from 11am-5pm!!
Event Time: 11AM-5PM. No need to schedule in advance, please join us at any time during the event for an interview.
Hiring Event Instructions:
When you arrive at the store, please follow the signs for the hiring event location, or ask any Nordstrom employee for direction.
You are welcome to bring a copy of your resume, but it is not required.
Allow approximately 1 hour for the interview process
On- the- spot job offers will be made for most roles
We are currently hiring for the Sales Positions in the follow areas:
Beauty, Women's Apparel, Designer Handbags
JOIN OUR TEAM TODAY AND GET:
20% Employee Discount
Opportunities for advancement
Medical/ Vision, Dental, Retirement and Paid Time Away
Life Insurance and Disability
Employee Assistance Program Resources
For a full list of our open positions and job descriptions, visit Careers. Nordstrom.com. If you are unable to make the event, your application will still be considered.
You are welcome to bring a friend or family member that may be looking for a position as well!
We look forward to seeing you in the store!
Nordstrom Talent
Pay Range Details
The pay ranges below have been provided in compliance with state specific laws. Pay ranges may be
different for other locations.
Pay offers are dependent on the location, as well as job-related knowledge, skills, and experience.
Retail Sales: $16.55- $16.55 Hourly
Beauty Sales: $21.50 - $22.40 Hourly
Store Support: $18.60 - $19.35 Hourly
Retail Stock & Fulfillment: $18.60- $19.35 Hourly
We've got you covered…
Our employees are our most important asset and that's reflected in our benefits. Nordstrom is proud to offer a variety of benefits to support employees and their families, including:
Medical/Vision, Dental, Retirement and Paid Time Away
Life Insurance and Disability
Merchandise Discount and EAP Resources
A few more important points...
The job posting highlights the most critical responsibilities and requirements of the job. It's not all-inclusive. There may be additional duties, responsibilities and qualifications for this job.
Nordstrom conducts background checks and considers qualified applicants with criminal histories in a manner consistent with all legal requirements.
Applicants with disabilities who require assistance or accommodation should contact the nearest Nordstrom location, which can be identified at ******************
Please be mindful that there may be legal notices and requirements related to this job posting that are specific to your state. Review the Career Site FAQ's for relevant information and guidelines.
Current Nordstrom employees: To apply, log into Workday, click the Careers button and then click Find Jobs.
Pay Range Details
The pay range(s) below has been provided in compliance with state specific laws. Pay ranges may be different for other locations.
Pay offers are dependent on the location, as well as job-related knowledge, skills, and experience.
$18.60 - $19.35 HourlyThis position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Learn more in the Nordstrom Benefits Overview by copying and pasting the following URL into your browser: ************************************************************************ At Nordstrom, the commission most selling employees receive varies based on the merchandise they sell. Apparel, shoes, and accessories sales typically range from 3% to 14.5%. The commission Beauty and Men's Fragrance sales roles typically receive is 3%.
Auto-ApplyStrategic Finance Associate - Corporate Finance & Systems
Trader job in Portland, OR
In 1976, the British statistician George Box wrote that “all models are wrong, but some are useful,” which remains a fundamental principle for anyone attempting to model the complexities of reality. Just as a map would need to be the size of a city to capture every last detail, a financial model that captures every nuance of a business would rival that business in scale. The challenge of a model builder is thus to find the balance between detail and brevity that allows a model to represent the most important dynamics that drive a business, while making the right simplifying assumptions to ensure the model is a useful tool for decision making.
At Mercury, we're revolutionizing banking* for the modern age and building the finance stack that empowers startups to thrive. As we expand our horizons with new business lines and reach more customers, we need financial reporting, models, and infrastructure that evolve at the pace of our business.
We're looking for a Strategic Finance team member to build and own the financial models and processes that power our decision making. In this role, you'll not only own Pigment, our FP&A tool, but also build the models and dashboards that enable us to make the most critical decisions.
Your Impact
You'll be a key player in Mercury's financial evolution, working directly with the Corporate Finance Lead to:
Own the next generation of our operating model and reporting, enabling the company to make strategic financial decisions faster and more accurately
Manage and improve our FP&A processes and tools, with a focus on Pigment, to maximize the impact and efficiency of our Strategic Finance team
Design and build automations in our reporting to accelerate the time from information to insight to action
Build and maintain sophisticated, scalable financial models to help the company chart a clear path between investing in new products and building a profitable, scalable business
Play a critical role in reporting for executives, our board, and investors to enable deep insight into our business
Partner with teams across Mercury to improve our internal processes and uncover opportunities for value creation
Build the foundation for Mercury's strategic initiatives, from annual planning to fundraising and M&A activities
What You Bring
3-5 years of experience in finance, investment banking, or consulting, with experience managing FP&A tools (Pigment, Anaplan, Adaptive, etc) strongly preferred
Exceptional financial modeling abilities and experience building in Pigment or similar tools; SQL skills are a plus
Advanced Excel and Google Sheets skills, both in analyzing data and translating it into insights
Strong written and verbal communication skills with the ability to concisely explain complex problems and systems to varied audiences
A zeal for improving processes and driving efficiencies, cutting through ambiguity to find simplicity
Ownership mindset and ability to excel in a fast-paced, remote-first culture
The total rewards package at Mercury includes base salary, equity (stock options), and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $142,900 - $160,700
US employees outside of the New York City, Los Angeles, Seattle or the San Francisco Bay Area: $128,600 - $144,600
Canadian employees (any location): CAD 135,000 - 151,900
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.
[Please see the independent bias audit report covering our use of Covey for more information.]
#LI-SN1
Auto-ApplyRetail Relationship Banker
Trader job in Milwaukie, OR
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
+ Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
+ Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
+ Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
+ Supports customer transactions needs based on customer traffic.
+ Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
+ Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
+ Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
+ Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
+ Acts as a key member of a collaborative and versatile branch and market team.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
+ Organizes work information to ensure accuracy and completeness.
+ Takes the initiative to find creative approaches that make each customer's experience feel personal.
+ Looks for ways to contribute to the ongoing improvement of the overall customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
+ Analyzes issues and determines next steps.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
+ Appropriate lending qualifications and designations.
+ Working knowledge of personal and small business customer needs and solutions.
+ Working knowledge of retail investments and lending products.
+ Experience in financial services is an asset.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
+ Passionate commitment to helping our customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$41,714.00 - $69,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
SAP FI -Treasury and Banking
Trader job in Portland, OR
• Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market
• Treasury and related postings / transactions
Additional Information
Retail Business Banker II
Trader job in Salem, OR
Description About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: In this role, you will serve as the business banker for new and existing small to medium size business clients. You will develop and grow new business by building and maintaining strong relationships with prospects and clients. In addition, you will drive high volume opportunities and engagements within defined markets. Leverages automated systems and processes to enhance customer experience.
Initiate and develop new business through outside business development activities including utilizing targeted lists. You will ensure ongoing contact with new clients to enhance client's initial experience with Columbia Bank.
Develop revenue-generating client relationships by calling on prospective or existing customers, identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management, wealth management, etc.). You will leverage the Bank's turnkey solutions including automated scoring.
Develop a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.
Achieve individual annual production and growth goals for business banking deposits, fees and loans to ensure the bank meets its overall financial targets.
Build client referral pipeline via identification and development of internal and external centers of influence.
Build client referral pipeline via identification and development of internal and external centers of influence.
Partner consistently with other internal business partners to uncover opportunities to deepen the client relationship.
Actively participates in community organizations to source business development opportunities and maximize.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.
About You:
Bachelor's degree in business, or equivalent work experience.
4-7 years of relevant business/commercial banking experience or equivalent., required.
Strong relationship management skills including, but not limited to: new business development, analytical thinking, problem solving, strong sales skills, and intermediate credit and credit quality skills.
Strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience.
Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
Strong knowledge of business banking policies, procedures, practices, and documentation.
Advanced knowledge of cash management solutions and deposit solutions, including product, policies, procedures, practices, and documentation.
Demonstrate excellent written and verbal communication and presentation skills.
Ability to work effectively with individuals and groups across the company to manage customer relationships.
Ability to train and present to small and large audiences.
Ability to train and present to small and large audiences.
Knowledge working with structuring credit products for small businesses in diverse industries.
Proficient with personal computers and related software packages such as Word and Excel.
Superior technical credit expertise. Readily mentor's others to grow their skillsets in this space.
Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures.
Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance.
Experience with underwriting and/or managing Shared National Credits (SNC).
Job Location(s): Ability to work fully onsite at posted location(s).
301 Church Street Salem OR 97301 Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $69,991.00 - $125,000.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Auto-ApplyRetail Relationship Banker
Trader job in Beaverton, OR
Application Deadline:
01/04/2026
Address:
2495 NW Town Center Dr.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $69,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyBanker II- Lake Grove
Trader job in Lake Oswego, OR
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Banker for Banner Bank you will provide an excellent experience for clients acting as the face of the Bank and process transactions accurately and efficiently. Assist clients in achieving their financial goals by actively referring Bank products/services and sell Bank products and services via in-person and telephone conversations. You'll maintain a high level of personal reliability and punctuality and work effectively as a team contributor on all assignments.What you'll need
3 or more months of job-related experience including cash handling, client service and sales required
Previous Teller experience preferred
Strong organizational skills; basic skills in math, negotiation, and problem solving
Effective verbal and written communication skills; proper phone and email etiquette
Good interpersonal and relationship building skills; excellent customer service skills
NOTE: higher levels of experience may be considered for a higher-level role in the same job.
Our Process
Complete a simple application and answer a few questions
Take a quick assessment that gives us a little more insight on your work style
Have a phone interview with the manager or recruiter
Have an on-site interview with the manager and another key member or two of the team
Get an offer if it's the right fit for you and Banner
Start working after a background check and kick-off an amazing career
Compensation and Benefits
Targeted starting hourly range (based on experience): $18+/hour
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Auto-ApplyBilingual Financial Services Specialist or Officer I - Woodburn Branch
Trader job in Woodburn, OR
Full-time Description
Do you love your community and want to make a difference? Do you like to work hard and play hard? Are you passionate about member service and helping people succeed financially? Maps Credit Union seeks a Bilingual (English/Spanish) Financial Services Specialist or Officer I who is driven, collaborative, and a great communicator for our Woodburn Branch.
Key responsibilities include, but are not limited to:
Engage with Maps members in a professional and positive manner.
Provide excellent customer service while processing account services to members.
Enhance member relationships by assessing their needs and recommending products and services.
Process loan applications and obtain reports and information from credit reporting agencies.
Function as a teller as needed.
Accurately maintain and balance a cash drawer, checks, and money orders within established policy limits.
Achieve personal and branch monthly goals.
Follow regulatory and policy compliance requirements and Credit Union operations and security procedures.
Financial Service Specialists and Officers receive in-house training from our Learning & Development team as well as on-the-job training. Additional industry-related classes are available to enhance your knowledge and skills. If you are interested in starting a career and supporting the local community, we hope you'll consider joining us!
Requirements
Qualified candidates will have the highest level of ethical behavior and an Associate degree in Business, Economics, Banking, or equivalent financial services experience. Bilingual in English and Spanish is required. A minimum of 2+ years of experience in customer service, including direct and indirect selling roles. A minimum of 2+ years in the financial industry with progressive responsibility is preferred. Must be bondable.
Starting Pay Range: $22.87 - $26.91 per hour, depending on experience. Bilingual positions receive an additional .50/hour bilingual pay differential. Opportunities to earn monthly incentives.
Typical Work Schedule is Monday-Thursday 8:45am-6:00pm, Friday 9:00am-6:15pm, with rotating Saturday shifts from 9:30am-2:30pm.
To show our appreciation to employees, we offer:
Medical, Dental, and Vision Insurance
Health Savings Account (HSA)
Flexible Spending Accounts (FSA)
Employer-paid Life Insurance
Employer-paid Short-Term and Long-Term Disability Insurance
401(k) retirement plan with employer matching
Generous paid time off, starting at 12 hours per month
10 paid holidays per year
Employee Assistance Program
Student loan paydown program
Employee loan discount program
Wellness incentives
Why employees are proud to work here:
We offer paid volunteer time
We provide financial education for youth and adults
We provide grants to teachers in the valley
We offer scholarships for local high school seniors headed to college
About Maps:
Located in the heart of the beautiful Willamette Valley, Oregon, Maps Credit Union offers a wide variety of services to over 81,000 members at 10 branch locations and supports over 330 employees. More than anything else, we believe in lifelong learning-not only about money and finances but in all areas of life. Our focus on lifelong learning is a result of our proud history as an educators' credit union, dating back to our start in 1935. We passionately believe that the best way to navigate life's great adventure is to do it together.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.
Personal Banker
Trader job in Vancouver, WA
Min USD $20.19/Hr. Max USD $28.03/Hr. Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference!
The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values.
A successful Personal Banker must:
* Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions.
* Open new accounts, discuss and refer or originate loans, and onboard new clients.
* Introduce and demonstrate digital and self-service options to clients.
* Communicate clearly with staff and clients verbally, over the phone, and via video chat.
* Comfortable functioning as a concierge or greeter.
* Make out-of-office calls to businesses, community organizations, and referral sources.
* Develop competencies and certifications/registration necessary to support branch performance goals.
* Proactively accepts initiatives and assignments.
* Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
* Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Qualifications
Education/Skills/Training:
* High school diploma or approved equivalent.
* Good math skills, 10-key and keyboarding.
* Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
* Well-developed smart phone and digital channel skills.
* Must have excellent organizational and analytical skills and superior written and oral communication skills.
* Ability to demonstrate how to use automated technology to teach clients self-service skills.
* Must have valid driver's license, satisfactory transportation, and adequate insurance coverage.
Experience:
* Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation
Benefits
At WaFd Bank you get all of these great benefits!
* Paid time off for vacation, sick days and holidays
* Health insurance
* Stock options
* Bonus programs
* Generous 7% 401(k) employer matching*
* Paid Parental Leave
* Life and AD&D insurance
* Long-term disability
* Tuition Reimbursement
* Employee assistance programs
* Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date
11/4/2025
Financial Services Representative
Trader job in Portland, OR
Job DescriptionBenefits:
Base Salary plus Commission
SIMPLE IRA retirement match up to 3%
PTO: 3 weeks every year with unlimited carryover
Valuable experience
Health insurance
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
- if not, I can help you obtain these)
Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant licenses.
Excellent analytical, organizational, and problem-solving skills.
Effective communication & interpersonal skills.
Successful track record of meeting sales goals/quotas preferred.
FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.