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 Bend, OR
Overview & Job Description:
Plateau Forest Products, LLC (PFP) is looking for Lumber Trader Trainees to potentially advance to becoming Lumber Traders to join our team.
Plateau Forest Products is a powerhouse in the lumber & building products industry and has grown into one of the largest wholesale distributors in North America. As an employee-owned company, we have built our business by providing quality lumber solutions to our customers and suppliers. We are looking for bright, competitive, sales driven individuals to join our growing trading floor!
What's life like as a trader? Challenging, always changing, and fun. Traders get the mentorship and support they need to do their jobs--and do them well. We are a work hard - play hard team and we are experts in what we do. We love the outdoors and are incredibly driven to succeed. Our future is limitless, and we look forward to finding a trader to be a part of our success!
Duties and Responsibilities (First 18 months)
Logistics and supply chain
Market segmentation and strategy
Pre-prospecting on potential new accounts
Study and learn the processes of the office and skills and techniques it takes to be a successful trader at PFP
Assist in any other task's traders may need done
Duties and Responsibilities as a Lumber Trader:
Build market position in our industry by locating and winning new accounts
Create and build long-lasting relationships, on multiple levels with various customers-from production and shipping/receiving, with executive team members
Call on customers to generate sales daily- quote, negotiate and close conditions of sale.
Input orders and follow through with shipment to insure timely delivery
Call on suppliers and get list of offerings - determine pricing strategy, negotiate sales, order write-up
Plan and budget daily, weekly, monthly, and yearly sales goals and measure results to goals. Each trader is solely responsible to find customers which produce sales and income from commissions
Resolve all customer, mill, company disputes, issues, promptly and professionally
Assist in collections from customers by working with credit department
Interact with other traders on the floor to keep each other informed of changing market conditions and to provide customers a variety of products to be purchased from each department if needed, one-stop shopping
Things we look for:
Ability to be self-directed while working under tight deadlines
Ability to cope with change, make decisions and act comfortably with risk and uncertainty
Exceptionally strong interpersonal and communication skills
Positive attitude with willingness to learn and be trained on company's trading policies and business software is a must for this position
In addition, must have a high level of attention to detail and work well with others.
Fast paced exciting environment with high volume of transactions
Desire to succeed in order to be promoted to a lumber trader
Education and/or Experience: High School Diploma is required along with a Bachelor's Degree from a four-year College or University.
_____________________________________________________________________________
PFP is an Equal Opportunity Employer and provides a full array of benefits for our employees and their families including:
401(k) Retirement Savings Plan with Company matching
Comprehensive medical, vision and dental plans
Life Insurance
Long Term Disability
Travel Accident Insurance
Section 125 Flexible Benefit Plan
Heath Savings Account with Company matching
Wellness Program
Employee Assistance Program
Scholarship Program
Employee Stock Program
And more…..
Auto-ApplyTrader Trainee
Trader job in Tualatin, OR
Job DescriptionPosition: Trader Trainee Job Status: Full Time
About Buckeye Pacific At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers.
The Role of a Trader
Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America.
The Trader Trainee Program
Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business.
Key Responsibilities:
Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations.
Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement.
Build strong relationships across the organization by working closely with traders and support teams.
Investigate and resolve shipping issues, claims, or delivery concerns.
Provide freight quotes and dispatch updates to traders and business partners.
Research potential new accounts and market opportunities.
Complete assignments, projects, and all training sessions within the Trader Training Program.
Education and/or Experience:
Bachelor's Degree from four-year college or university; or Associate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience.
Qualifications:
Excellent written and verbal communication skills.
Ambitious, driven, and proactive.
Strong attention to detail and exceptional accuracy in a fast-paced environment.
Ability to multitask, prioritize, and solve problems effectively.
Collaborative mindset with the ability to build strong relationships internally and externally.
Dependable and comfortable working in an office setting.
Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles.
Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership.
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Private Client Banker - Portland South Market - Lake Oswego, OR
Trader job in Lake Oswego, OR
JobID: 210690920 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPrivate Client Banker - Fremont and Williams - 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: **************************************************************************
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.
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
Patient Financial Services Representative
Trader job in Lakeview, OR
Days 8am - 5pm, Monday through Friday. Initial 90-days will require full-time hours, 40-hours per week. PRN (as needed) to follow initial 90 days.
Responsible for the billing and collections of all private pay balances / accounts. This includes the accounts receivable and monthly payment plan accounts, with the exception of Long-Term Care accounts that remain on the accounts receivable. Must comply with Lake Health Districts collection policy, as well as the Fair Debt Collection Practices Act and Bankruptcy laws. Review accounts on a scheduled basis and perform established collection procedures. Maintains files on delinquent accounts and arrange payment schedules as necessary.
Requirements
Education:
High School Diploma or equivalent.
Experience:
Hospital billing, collection and clerical experience preferred.
Job Knowledge & Skills:
Knowledge of the Fair Debt Collection Practices Act preferred. Computer and 10-key skills required. Must work with people in a tactful, diplomatic, and professional manner.
Summary
Employment Requirements:
To apply, please fill out an application, attach a cover letter, and resume. Include gaps in employment and reasons for separation.
Must be a U.S. Citizen or National.
Subject to satisfactory adjudication of background investigation and/or fingerprint check.
Successful completion of 500-hour probationary period.
Criminal background check and pre-employment drug screen required upon conditional job offer.
Disclaimer:
If claiming veteran's preference, you must submit a DD214, Certificate of Release from Active Duty, which shows dates of service and discharge under honorable conditions. If currently on active-duty you must submit a certification of expected discharge or release from active-duty service under honorable conditions not later than 120 days after the date the certification is submitted. Veteran's preference must be verified prior to appointment. Without this documentation, you will not receive veteran's preference and your application will be evaluated based on the material(s) submitted.
If claiming 10-point veteran's preference you must provide the DD214 or certification requirements (see above bullet), plus the proof of entitlement of this. Failure to submit these documents could result in the determination that there is insufficient documentation to support your claim for 10-point preference.
Lake Health District is an equal opportunity employer and, as such, considers individuals for employment according to their abilities and performance. Employment decisions are made without regard to race, age, religion, color, sex, national origin, physical or mental disability, marital or veteran status, sexual orientation, genetic information or any other classification protected by law. All employment requirements mandated by local, state, and federal regulations will be observed.
Job Posted by ApplicantPro
Community Banker
Trader job in Waldport, OR
Full-time Description
Community Banker
Updated on - November 20, 2025
A Community Banker will complete deposits, withdrawals, and other financial interactions while providing excellent customer service to all customers.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Position Title
Department
Reports To
Community Banker
Branch Office
Branch Manager
CB - level 1:
Promotes and maintains positive relations with all contacts, customers, and potential customers.
Complies with all department and company policies and procedures.
Contributes to the fulfillment of company objectives and goals.
Performs as a team member in allocating and coordinating the workflow.
Opens new accounts, closes accounts, updates accounts, issues debit cards, assists customers with account issues.
Admits customers to safe deposit boxes.
Promotes the bank's products and services. Identifies and capitalizes on opportunities to promote new banking services for the benefit of the customer.
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals.
Accepts deposits, confirming the accuracy of the transaction. Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
Prepares, verifies, and issues cashiers' checks, bank, and personal money orders.
Fills out wire forms
Processes over the counter transfer requests between accounts
Enters transactions in the bank's recordkeeping system, recording all transactions and producing customer receipts.
Calculates daily transactions using appropriate technology.
Balances all monies in cash drawers at the end of shifts.
Maintains a work area that ensures the safety of all negotiables and confidential records.
Performs other related duties as assigned.
Performs notary services
CB - level 2 (additional duties):
Maintains the vault.
Orders a cash supply to meet daily needs.
Balances ATM daily.
Processes ACH originations.
Processes and uploads the wire transfers.
CB - level 3 (additional duties):
Administers customer accounts by opening and/or closing certificates of deposit accounts for consumers, businesses, trust accounts, IOLTA's, Minor Accounts, IRA's and CD's and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements
Be familiar with the employee handbook and will be held accountable to the standards of conduct and expectations detailed therein.
Minimum Qualifications (Knowledge, Skills, and Abilities)
High school diploma required
Minimum of one to two years prior management or supervisory experience
Excellent verbal communication skills
Excellent math skills
Trustworthiness and the ability to act with integrity
Thorough understanding of customer service
Ability to learn and use the bank's PC hardware and software
Must be proficient in Microsoft Office products, including but not limited to Word, Excel, and Outlook
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Attachments
CSR 12.8.2020.docx***********************************************************************************************************
Salary Description $20.00 - $29.35 per hour
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.
Financial Service Representative
Trader job in Fairview, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
Auto-ApplyPersonal Banker
Trader job in Portland, OR
ITLE : Personal Banker (Client Services Advisor)
REPORTS TO : Branch Operations Supervisor
FLSA : Non-Exempt
CATEGORY : Full Time
SHIFT : FT Monday - Friday 8:00am - 5:00pm
MEAL/BREAKS: One (1) paid fifteen (15) minute break per four (4) hours worked, and one (1) unpaid sixty (60) minute meal break per eight (8) hour shift.
SUMMARY
Establish professional relationships with a wide range of Summit Bank clients to help identify and meet the business, consumer, checking, and savings needs of clients and prospects. Provide a high level of customer service support to professionally, knowledgably, and efficiently deliver a broad range of financial products and services to all Summit Bank clients. Assume responsibility and accountability for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking.
ESSENTIAL DUTIES
Provide excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions.
Greet clients as they enter the Bank and direct to proper individual. Respond to inquiries or refer inquiries to the appropriate department or person such as loan support or credit inquiry, and exhibit the necessary follow through with clients and/or colleagues involved.
Effectively identify existing clients/families who appear to be reasonable prospects for additional Bank products/services; proactively communicate with those clients to ask for additional business.
Open accounts across all product lines, utilize profiling process to proactively identify current and future client needs for financial services; provide documentation and follow-up to ensure that all needs are met; refer clients, as appropriate, to other business groups.
Responsible for establishing online banking services for personal clients and assisting with Treasury Management service requests while referring business clients to Treasury Management for Treasury Management Product setups and training. Provide customer support of same.
Monitor and track assigned client portfolio to further deepen banking relationships via additional products and services.
Administer client accounts by opening and/or closing certificates of deposit, personal and business accounts, and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements.
Operate computer terminal or personal computer to provide customer service assistance to include, but not limited to, stop payment orders, monetary transfers, address changes, changes to account ownership and/or account signer(s), account research, and bill pay services within given authority.
Ensure all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete.
SECONDARY DUTIES
Provide a broad range of banking transactions, including traditional teller services, ordering checks, providing safe deposit admittance assistance, etc., as required. Maintain the highest level of customer service to best serve our clients.
Provide back-up support for answering and routing incoming calls, to ensure a quick response for all callers.
Assume responsibility for special projects; gather data and prepare reports for management, audits, and other personnel.
Assume responsibility for various department functions in the absence of team members or in overload situations.
Complete assigned Compliance Training. Maintain compliance with Bank's BSA/AML policies and procedures.
GENERAL
Provide excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions.
Follow policies and procedures; complete administrative tasks correctly and on time; contribute to the overall profitability of the Bank through cost controls and expense monitoring.
Apply good judgment in decision making and see beyond immediate assignments and act on opportunities and problem areas.
Perform position safely, without endangering the health or safety of themselves or others, and report potentially unsafe conditions.
Work according to established schedules, arriving on time and with a positive attitude.
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.
Working knowledge of banking products, issuance of accounts, policies, operations, and regulations including checking and savings accounts and associated services, and business deposit and credit products, as obtained through a minimum of 2-3 years of related experience and/or training, Work related experience should consist of new accounts, customer service, and office operations. Educational experience, through in-house training sessions, formal school, or related curriculum, should be applicable to the finance industry. High school diploma or equivalent.
Demonstrated knowledge and ability to cross-sell, and service across all product lines.
Ability to establish and maintain excellent working relationships with clients, managers, and colleagues.
Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, speak clearly to clients, colleagues, directors, and shareholders.
Intermediate computer operation and keyboarding skills to meet production needs of the position: e.g., MS Outlook, Word, and Excel; and specialty software programs.
Good organizational and time management skills.
Ability to read, analyze, and interpret technical procedures.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
PHYSICAL REQUIREMENTS
Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as keyboarding, writing, maintaining files, and counting currency.
Occasional use of arms such as pushing/pulling to open and close drawers and cabinets.
Frequent walking to assist customers and staff members at various locations within the Bank.
Ability to sit and/or stand for extended periods of time at assigned station.
Ability to bend and/or reach, and to lift and carry up to 30 pounds.
Continuous clarity of vision at 20 inches or less for normal processing of work.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Trader job in Beaverton, OR
Job DescriptionBenefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ABOUT OUR AGENCY:
Our agency has a proud history of service, with our legacy office thriving for 11 years and our MOA location recently celebrating its 1-year anniversary. With 18 years of experience in the insurance industry and a degree in criminal justice, I lead a dynamic team of nine professionals across our two offices.
We offer a competitive benefits package, including group health and life insurance, a 401(k) plan with a 4% match, two weeks of PTO, and an additional week of unpaid time off. Our team enjoys frequent bonuses, promotions, and comprehensive training in all lines of business and sales processes.
Community involvement is at the heart of what we do. We proudly sponsor local high school sports teams like Tigard High Schools Snowboard Team and West Linn Baseball Team. We also participate in charity golf tournaments and various community events throughout the year.
Join a team thats committed to excellence, growth, and making a difference both in and out of the office!
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Courtney Rogers - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Lumber Trader Trainee
Trader job in Bend, OR
Plateau Forest Products, LLC (PFP) is looking for Lumber Trader Trainees to potentially advance to becoming Lumber Traders to join our team.
Plateau Forest Products is a powerhouse in the lumber & building products industry and has grown into one of the largest wholesale distributors in North America. As an employee-owned company, we have built our business by providing quality lumber solutions to our customers and suppliers. We are looking for a bright, competitive, sales driven individual to join our growing trading floor!
What's life like as a trader? Challenging, always changing, and fun. Traders get the mentorship and support they need to do their jobs--and do them well. We are a work hard - play hard team and we are experts in what we do. We love the outdoors and are incredibly driven to succeed. Our future is limitless, and we look forward to finding a trader to be a part of our success!
Duties and Responsibilities as a Lumber Trader Trainee (First 9-18 months):
Logistics and supply chain
Market segmentation and strategy
Pre-prospecting on potential new accounts
Study and learn the processes of the office and skills and techniques it takes to be a successful trader at PFP
Assist in any other task's traders may need done
Duties and Responsibilities as a Lumber Trader:
Build market position in our industry by locating and winning new accounts
Create and build long-lasting relationships, on multiple levels with various customers-from production and shipping/receiving, with executive team members
Call on customers to generate sales daily- quote, negotiate and close conditions of sale.
Plan and budget daily, weekly, monthly, and yearly sales goals and measure results to goals. Each trader is solely responsible to find customers which produce sales and income from commissions
Interact with other traders on the floor to keep each other informed of changing market conditions and to provide customers a variety of products to be purchased from each department if needed, one-stop shopping
Things we look for:
Ability to be self-directed while working under tight deadlines
Ability to cope with change, make decisions and act comfortably with risk and uncertainty
Exceptionally strong interpersonal and communication skills
Positive attitude with willingness to learn and be trained on company's trading policies and business software is a must for this position
In addition, must have a high level of attention to detail and work well with others.
Fast paced exciting environment with high volume of transactions
Desire to succeed in order to be promoted to a lumber trader
Education and/or Experience: High School Diploma is required along with a Bachelor's Degree from a four-year College or University.
_____________________________________________________________________________
PFP is an Equal Opportunity Employer and provides a full array of benefits for our employees and their families including:
· 401(k) Retirement Savings Plan with Company matching
· Comprehensive medical, vision and dental plans
· Life Insurance
· Long Term Disability
· Travel Accident Insurance
· Section 125 Flexible Benefit Plan
· Heath Savings Account with Company matching
· Wellness Program
· Employee Assistance Program
· Scholarship Program
· Employee Stock Program
· And more…..
Auto-ApplyTrader 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-ApplyPrivate Client Banker - Southwest Teal Boulevard - Beaverton, OR
Trader job in Beaverton, OR
JobID: 210690880 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyRecent Graduates - Financial Services
Trader job in Portland, OR
Job Description
We are seeking recent college graduates who are interested in a career in the insurance and financial services industry. If you are tired of interviewing and ready to start working this is your opportunity for a lucrative career in a stable industry.
Ideal candidate must be outgoing and have a hunger for success! The agency's culture promotes a team playing environment where everyone is willing to help you achieve your goals. You bring your passion to succeed, and we will help point you in the right direction!
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses if not, I can help you obtain these)
Conduct financial reviews and recommend appropriate products.
Offered: Your Perfect Job plus...
Benefits:
Base Salary plus Commission
SIMPLE IRA retirement match up to 3%
PTO: 3 weeks every year with unlimited carryover
Valuable experience
Health insurance
Training & development
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant licenses.
Excellent analytical, organizational, and problem-solving skills.
Effective communication & interpersonal skills.
Successful track record of meeting sales goals/quotas preferred.
FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
Financial Service Representative
Trader job in Fairview, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
Auto-ApplyCommunity Banker
Trader job in Newport, OR
Description:
Community Banker
Updated on - November 20, 2025
A Community Banker will complete deposits, withdrawals, and other financial interactions while providing excellent customer service to all customers.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Position Title
Department
Reports To
Community Banker
Branch Office
Branch Manager
CB - level 1:
Promotes and maintains positive relations with all contacts, customers, and potential customers.
Complies with all department and company policies and procedures.
Contributes to the fulfillment of company objectives and goals.
Performs as a team member in allocating and coordinating the workflow.
Opens new accounts, closes accounts, updates accounts, issues debit cards, assists customers with account issues.
Admits customers to safe deposit boxes.
Promotes the bank's products and services. Identifies and capitalizes on opportunities to promote new banking services for the benefit of the customer.
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals.
Accepts deposits, confirming the accuracy of the transaction. Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
Prepares, verifies, and issues cashiers' checks, bank, and personal money orders.
Fills out wire forms
Processes over the counter transfer requests between accounts
Enters transactions in the bank's recordkeeping system, recording all transactions and producing customer receipts.
Calculates daily transactions using appropriate technology.
Balances all monies in cash drawers at the end of shifts.
Maintains a work area that ensures the safety of all negotiables and confidential records.
Performs other related duties as assigned.
Performs notary services
CB - level 2 (additional duties):
Maintains the vault.
Orders a cash supply to meet daily needs.
Balances ATM daily.
Processes ACH originations.
Processes and uploads the wire transfers.
CB - level 3 (additional duties):
Administers customer accounts by opening and/or closing certificates of deposit accounts for consumers, businesses, trust accounts, IOLTA's, Minor Accounts, IRA's and CD's and safe deposit boxes, collecting all required documentation to ensure compliance with Bank, BSA, and Patriot Act requirements
Be familiar with the employee handbook and will be held accountable to the standards of conduct and expectations detailed therein.
Minimum Qualifications (Knowledge, Skills, and Abilities)
High school diploma required
Minimum of one to two years prior management or supervisory experience
Excellent verbal communication skills
Excellent math skills
Trustworthiness and the ability to act with integrity
Thorough understanding of customer service
Ability to learn and use the bank's PC hardware and software
Must be proficient in Microsoft Office products, including but not limited to Word, Excel, and Outlook
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Attachments
CSR 12.8.2020.docx***********************************************************************************************************
Requirements: