Trader Jobs in Oatfield, OR

Panoramic Capital Partners continues to grow! We are hiring a Financial Planning and Trading Associate. You will play a crucial role in managing and enhancing client relationships by serving as the firm's primary financial planner and by assisting in trading activities. This is a proactive role with a high degree of responsibility, a career path for advancement and opportunities to benefit financially from our future growth. Seize the opportunity to join our cohesive, high-functioning team and play a key role in the growth story of Panoramic Capital Partners. Who We Are Panoramic Capital Partners is a dynamic independent wealth management firm that delivers expert, customized strategies across the investment spectrum to elevate and safeguard the wealth of high-net-worth individuals and families. Our founders have been intentional to keep our team lean and focused with each member playing a crucial role in our growth. With our financial planning and trading needs expanding we are in full growth mode. This affords you the rare opportunity to step into a pivotal position as employee number 6 on our team. When clients partner with our team, we help them prepare for prosperity now and for their future generations. We go beyond clients' personal goals to empower families and businesses with practical financial insights so their legacy can live on in a highly meaningful way. We are committed to an uncommon level of care, integrity, and diligence as we enhance and safeguard family wealth. As a fiduciary, we always act in our clients' best interest, and we deliver what we promise when we promise, so they can focus on what gives them meaning and purpose. Our clients are authentic, down-to-earth people who want to be good stewards of their family's wealth. They're successful and driven, and they're looking to use their resources in an impactful way. We become a trusted lifelong partner, helping to protect their success, proactively capitalize on opportunities, and prepare for generations of financial freedom. Every action we take has vision and clear purpose in mind, and this begins with our team. We have intentionally built a multigenerational company to serve each member of our clients' families for years to come. Our team members each bring distinct skills and experience to the table, and we harness our collective expertise to provide highly personalized, comprehensive financial advice and guidance. Our team is characterized by an exceptional drive and an unwavering work ethic, consistently pushing the boundaries to achieve outstanding results. Despite our intense focus and dedication, we foster a fun-loving atmosphere where laughter and camaraderie thrive, creating a vibrant and supportive work environment. This unique blend of professionalism and genuine enjoyment of each other's company fuels our collective success and makes every challenge an opportunity for both growth and shared joy. Your Role The Financial Planning and Trading Associate is primarily focused on partnering with our Family Wealth and Business Advisors in three ways: 70% of the role will be spent as our lead financial planner responsible for managing financial planning workstreams and developing customized financial plans for our current and prospective clients 20% will be spent executing trades under the direction of a lead advisor 10% will be spent working within our business advisory team to assist with business strategy and financial analysis Here is a more detailed breakdown of responsibilities: Developing customized financial plans focused on helping clients understand their total net worth and achieve their self-defined financial goals Interacting directly with clients to gather information and drive the planning process Working alongside advisors to develop wealth strategies on behalf of clients and coordinate with third party professionals for implementation of wealth strategies (i.e. - CPAs, attorneys, etc.) Constantly pushing the development of our planning process, deliverables, and presentations Fully understanding client investment strategies and Panoramic Capital's investment philosophy Working in partnership with lead advisors to execute trades at their direction Contributing to the investment team with periodic research and ongoing investment monitoring/data analyses Working with our business advisory team to analyze client-specific business issues, develop recommendations, and prepare client presentations Who You Are You are a high-energy individual with a positive attitude, engaging personality and an optimistic outlook on life You love making a difference in the lives of our clients. We are honored by the trust that clients place in our firm, and you are motivated to maintain and enhance this trust in everything that you do You love the combination of working with clients and maintaining a high level of technical competency/skillsets You take ownership of every workflow you are involved with. You own your work. Once you engage with a project or task, you consider its entirety and how it interacts with other aspects of the client's finances and impacts others on the team You are a natural problem solver who thinks through a problem from beginning to end before implementing solutions You are detail oriented and thrive ensuring that tasks are completed fully and correctly You thrive in a fast-paced, dynamic working environment. You are at your best when working on many concurrent activities and situations in a given day. You are fully comfortable managing multiple responsibilities and frequently-changing priorities You always maintain the highest level of professionalism and poise - especially during occasional periods of unusually high workflow. Money plays an important role in all of our lives - you respect this responsibility and are not only comfortable working with high-net-worth individuals, but you understand what makes them tick You are a team player who volunteers to jump-in, solve problems and get to ultimate solutions for our clients. Around here everyone sweeps the floors. We check our egos at the door, enthusiastically look for ways to share the lift and embrace the mindset that many hands make light work. Success is a team sport You are a proactive communicator who distills communication down to the actionable essentials that your colleagues need to do their job effectively. You understand that high-functioning teams rely heavily on the work of others, so you ensure that all client files are up to date with current notes You have experience handling confidential client information with complete discretion and the highest levels of integrity You have a bachelor's degree or higher level of education. Relevant work experience will be considered You have your CFP or are actively pursuing the designation You can demonstrate strong computer skills and knowledge of Microsoft Office. Experience with Salesforce, MoneyGuidePro, YCharts, Black Diamond Rebalancer, iRebal, and Morningstar are a plus You want to be part of a growing business where your work can have a meaningful impact not only on clients' lives but on the systems and processes that enable the business to thrive You highly value the team culture that is developed by time shared together. This is an exclusively in-office role for the initial 6-month period. Thereafter, a hybrid arrangement can be considered with a baseline expectation of being in-office Tuesday-Thursday at a minimum. We are an enthusiastic work from the office culture with a lot of flexibility. We sincerely enjoy each other's company Compensation The Financial Planning and Trading Associate is a non-exempt, full-time role Compensation will be simple, incentivizing and competitive. It will be based on industry standards and work experience The role is eligible for a discretionary annual bonus Benefits include but are not limited to: highly competitive health care benefits (medical/dental/vision) - individuals' coverage is paid 100%, retirement benefits including 401(k), paid time off (PTO), company-paid holidays, and other fringe benefits We're a tight-knit, fun-loving crew that loves to mix things up with social activities outside the office. Think quarterly dinners, adventurous outings like boating or laser tag, and a bunch of other non-stuffy escapades intended to build culture, maintain high morale and blow off steam The Hiring Process Each role at our company is critical to ensuring we achieve our long-term vision of success. As a result, our hiring process is intentionally detailed, rigorous and multi-faceted. It is comprised of these aspects: Screening Phone Interview: a 30-minute video call with two members of our team to provide an opportunity for us to get to know each other, hear your story, and help you determine if Panoramic is a good fit for you In-depth Interviews: two 60-minute, in-person interviews where you will meet the rest of the team and go in-depth on your experience, skill-set, and career objectives Final Interviews: two 60-minute, in-person interviews to finalize decision-making and determine the best fit for both parties (you & Panoramic) Reference Check: you will arrange personal reference calls with prior peers and/or managers of our choosing Fit Assessments: you will complete fit assessments as the last step which is used as a confirmation of the information we have covered during our interview process We are committed to getting to a decision quickly and ensuring we keep you apprised of the process along the way. We are happy to make ourselves available to address any questions that may develop during the process Panoramic Capital Partners is a Registered Investment Advisor and an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

We're looking for both experienced and inexperienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Oregon. So if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job Summary As a Financial Professional with MassMutual Oregon, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: highly self-motivated and self-disciplined with the ability to work effectively and independently outgoing personality with the ability to develop relationships and a sincere desire to help others fearless, positive attitude, and willingness to be accountable for results organized, detail-oriented, and excellent time-management skills desire for continuous learning good communicator - excellent listening skills and ability to explain complex information in a simple and concise manner MassMutual was founded on May 15, 1851. And from the beginning, we've had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It's behind everything we do and every decision we make. It's how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most. Desired Skills & Experience · Bachelor's degree - Finance or business discipline preferred or equivalent work experience · Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire) · Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations · Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling) · Positive, customer focused attitude with a desire to exceed customer expectations'

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.

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.

About the Job Greenwood Products, Inc. (a subsidiary of Jewett Cameron Company) is a Lumber Trading firm established in 1977, serving OEM, industrial and construction clients from Western Oregon. We partner with manufacturers to develop innovative plywood, veneer- and strand-based products that solve problems for our diverse customer base. Guided by principles of Innovation, Collaboration and Delivery, we bring the same care to developing our people, partnerships, environment, and communities. We seek an experienced, independent Lumber Trader to grow their existing wood product business with us. Our panel products primarily serve the transportation industry with high-quality, custom-sized solutions including noise-reducing dB Ply, specialty laminates, and other value-added panels. The ideal candidate will join our growing team with the backing of an established company, bringing their own business connections while having some market overlap with our existing markets. Technical sales experience is strongly desired. Duties and Responsibilities * Growing and building relationships with both supplier partners and customers * Analyzing market trends and opportunities; pursuing sales opportunities and securing suppliers of new products * Negotiating and coordinating the purchase and sale of products * Ensuring that products are available for timely delivery to customers * Acting as a technical consultant within the industry- guiding your supplier partners and customers to help them make the best selling and buying decisions for their businesses * Managing risks and expectations -- ensuring products are appropriate for the application * Focusing on repeat, program business, negotiating pricing, and seeking to maintain price stability as long as possible * Managing inventory levels * Organizing and tracking your business * Communicating with partners, team members, admin team etc. Qualifications * Experience and specialized understanding of targeted market(s) * Experience identifying and selling value to a customer * Employ creativity to envision specialized products that could meet specific needs * Ability to analyze supply sources and set up consistent programs in which to supply customers * Understanding of specific market pricing needs and how to tailor pricing programs * Understand the quality attributes and the quality control process of products * Ability to analyze customer requirements as it pertains to repetitive purchases of inventory * Ability to properly manage inventory for best utilization of resources * Understands available transportation resources * Understands secondary manufacturing and warehousing resources * Ability to bring on new customers; values working with all staff levels of prospective customers * Ability to solve problems in the most cost effective and efficient manner * Ability to assess a customer claim and close it in a fair and timely manner Additional Requirements/Qualifications * Demonstrated success working both independently and in highly collaborative environments * The ability to effectively manage multiple projects simultaneously * Demonstrated effective time management skills and be able to meet deadlines * Computer literate in various software programs, ERP, internet, and email to produce correspondence, documents, and reports required * Ability to travel as needed Greenwood Products offers a competitive salary and a rich benefits package including: * Medical, Dental, FSA and Employer funded HRA * Employer Sponsored Short-term Disability, Life and AD&D coverage * 10% employer 401k match Jewett Cameron Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Join Buckeye Pacific - A Leading Force in the Commodity and Lumber Trading Industry Buckeye Pacific is a well-established powerhouse in the commodity and lumber trading space. We've built a reputation as a leader in the market, and now, we're looking for experienced traders with established businesses to take their careers to the next level with us. Our team of over 40 skilled traders brings deep expertise in a wide range of regions and products across the building materials industry. While we specialize in lumber, crane mats, and millwork products, our core business thrives on creating and nurturing strong, lasting relationships with colleagues, suppliers, and customers. If you've built your own business or developed your trading career and are ready for new challenges and opportunities with a dynamic team, Buckeye Pacific is the place for you. What We're Looking For: We're seeking experienced traders who bring a proven track record in building materials markets, or other commodity markets, and have a well-established business or network to leverage. You should be driven, well-versed in negotiating, and skilled in managing relationships with customers, mills, and colleagues. Key Responsibilities: Build and manage your own book of business. Have a comprehensive understanding of all costs involved in maintaining your business. Experience and expertise in negotiation. Strengthening existing supplier and customer relationships while prospecting new partnerships. Able to solve complex product and logistics issues, including handling claims related to lost or damaged goods. Quickly and efficiently communicate with team. Cultivate and manage key accounts. Contribute to the team's success by sharing insights and collaborating with colleagues. What You Bring to the Table: A proven track record of success in trading and business development, with a focus on commodities or related markets. A robust network of industry contacts and business relationships. Expertise in negotiation, understanding transportation logistics, and compliance. Experience handling complex customer inquiries, claims, and logistical challenges. Strong communication skills with a focus on customer service, problem-solving, and collaboration. A proactive, self-motivated approach to business and a competitive spirit. A passion for growth, innovation, and team-based success. Why Buckeye Pacific? We offer a favorable commission-based compensation. Full benefits, including company-paid medical, dental, life, and disability insurance. 401(k) plan with an employer match and company stock ownership. A dynamic, supportive environment where experienced professionals are empowered to succeed and grow. Ready to elevate your trading career with a leader in the industry? Join Buckeye Pacific and take advantage of your existing experience while expanding your business opportunities in an established, high-performing environment.

About Stoel Rives and the 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 solutions, 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. If you are interested in working with a group of collaborative, hard-working, and dedicated lawyers and staff, this is the place for you. Role Overview The Portland office of Stoel Rives LLP is seeking an associate attorney with 3-6 years of experience to join its Corporate Practice Group. The ideal candidate will have law firm experience focused on structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit. Experience with sponsor-backed M&A, and a working understanding of common intercreditor and collateral issues in mezzanine, unitranche and split-lien structures is preferred. Members of our team can expect to benefit from working with both company and lender-side clients on mid-market and larger transactions. Our finance work involves an array of industries, including agribusiness, consumer products, tech and forest products. Attorneys in this role often interface with colleagues across offices and practice groups, and should expect to regularly work directly with partners and clients. The associate in this role will independently produce client-ready documents, manage project workstreams and will work with others on complex transactions. Skills Needed to Be Effective in This Role We pride ourselves in forming diverse teams with a wide array of interpersonal and professional attributes. We don't expect one human to embody all of these skills, but if you have many of these skills, and are enthusiastic to learn, we encourage you to apply. Experience in leveraged finance transactions in connection with acquisitions, restructurings and refinancings; Enjoy the challenge of negotiating and documenting complex transactions; Good business and professional judgment, and a strong desire to understand how a project serves client goals; Proven track record of client service and ability to maintain and develop strong working relationships; Excellent oral and written communication and interpersonal skills; Ability to manage multiple projects and to work successfully within a legal team through communication and appropriate delegation; Interest in engaging in business development and participation in civic and professional organizations; JD from an accredited university; and Active membership in or commitment to applying to the Oregon State Bar. Stoel Rives: Part of Our Team A broader question you may have is, “How will this position enhance my legal skills and career trajectory?” At Stoel Rives, we offer a unique lateral integration program and core competency model that are designed to provide a roadmap of the practical skills, abilities, and client service techniques our lawyers need to succeed and progress at the firm. We also established a New Lawyer Integration Program that has deepened our relationships and connections with our new lawyers, while providing them with the mentoring, resources, and information necessary for success. How You Will Live Life Well at Stoel Rives: Compensation, Benefits, and More! The pay range for this position is $188,000 - $217,000 in Portland/preferred market. However, the base compensation presented to a candidate may vary based on skills, overall experience, and market location. In addition to base compensation, Stoel Rives has a total rewards program that includes an annual discretionary bonus and rich benefits offerings. For example, our benefits offerings include paid family & medical leave (and an on/off-ramp program for expecting parents), unlimited PTO, a flexible schedule program, hybrid work options, and a sabbatical program for eligible attorneys. We also offer competitive and robust medical, dental, vision, life, long-term disability, AD&D, EAP, FSA, and Voluntary Life, ADD, and LTC options. We also provide a generous firm-contributed health savings account and a pre-tax transportation/parking plan. To help meet billable hour expectations, we also allow up to 50 hours of billable credit for pro bono activities. We are also proud participants of the ABA Well-Being Pledge, strongly believing that the well-being of our employees is paramount to the success of the firm. In addition, the firm's Culture Committee supports the firm's mission, vision, and values in bringing together spectacular client service and job satisfaction. To learn more about the benefits of working as an attorney at Stoel Rives, click here. What We Are Doing to Ensure A Diverse, Equitable, and Inclusive Environment Stoel Rives places a high priority on attracting and retaining lawyers and business professionals with different backgrounds and life experiences. This makes us better and happier as people, as an organization, and as legal advisers. We are proud to offer many engagement opportunities including a firmwide DE&I Committee, Associates Committee, Pro Bono Committee, Affinity Groups, and Parenting Circle. We proudly partner with Diversity Lab to implement innovative programs to advance Stoel Rives' DE&I goals, including the aggressive metrics-based goals we've adopted as one of five founding Move the Needle firms. Our efforts with Diversity Lab include certification under the Mansfield Rule, to boost the representation of diverse lawyers in our firm's leadership by broadening the pool of candidates considered for opportunities. Additional information on these programs, can be found here.

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

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

Job Summary: The Client Relationship Banker (CRB) - Vancouver Main plays a key role in supporting clients' financial goals by delivering exceptional service and cultivating long-term relationships. This position is responsible for opening new personal and commercial deposit accounts, assisting with loan documentation, and providing accurate and timely resolution to client inquiries. The CRB actively participates in branch sales initiatives and collaborates closely with both the retail and commercial banking teams to ensure seamless client experience. In addition to relationship management, the CRB supports branch operations by backing up paying and receiving functions and ensuring all transactions are processed efficiently and in compliance with bank policies and procedures. This role requires a strong client-centric approach, attention to detail, and the ability to manage both individual and business client needs with professionalism and care. The CRB may also be called upon to support other branches as needed. The salary for this role will be between $23 and $27. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards Essential Duties and Responsibilities Deliver exceptional client service by addressing customer needs promptly and professionally, both in-person and over the phone. Cultivate and maintain strong relationships with clients and prospects by consistently meeting service and sales standards. Open new consumer and commercial accounts, ensuring all documentation is completed accurately and in compliance with bank policies and regulatory requirements. Identify and escalate potentially fraudulent activity to management to mitigate risk in a timely and effective manner. Exhibit a professional demeanor and uphold high standards of appearance and conduct when interacting with clients and colleagues. Collaborate with the branch team and commercial banking partners to support sales efforts, expand client relationships, and gather required documentation for deposits and loans. Contribute to team success by achieving individual performance goals, pursuing professional development opportunities, and completing assigned tasks efficiently and accurately. Partner with internal business lines to deliver a comprehensive client experience and meet established production and service goals. Identify client needs and recommend appropriate solutions from a broad suite of products including Consumer and Commercial Banking, Merchant Bankcard, Cash Management, Mortgage, and Trust services. Maintain a deep understanding of the bank's current product and service offerings to serve clients effectively. Manage and grow commercial client relationships by understanding their financial goals and delivering customized banking solutions. Ensure accurate processing of cash and non-cash transactions, adhering to all bank policies and regulatory standards. Perform paying and receiving duties with precision and reconcile daily transactions within established operational procedures and authority limits. Appropriately place and document account and transaction holds in accordance with regulatory and internal guidelines. Leverage knowledge of consumer lending products to offer tailored financial solutions that support both personal and business financial objectives. Actively represent the bank at community events and promote Riverview Bank's values, services, and community involvement. Maintain strict confidentiality when handling client information, requests, and transactions. Perform additional duties as assigned by management. Qualifications Demonstrated sales aptitude with proven success in business development and the ability to identify and meet client needs through effective product and service recommendations. Excellent verbal and written communication skills, along with strong interpersonal abilities, to build and sustain client relationships. Proficiency in consumer lending programs is strongly preferred; familiarity with commercial banking products is a plus. Collaborative mindset with the ability to work effectively with the commercial banking team to achieve shared business objectives. Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Knowledge of regulatory and compliance requirements related to banking operations and account management. Education and/or Experience: High School Diploma or equivalent required; additional education in finance, business, or a related field is a plus. Minimum of 2 years of recent experience in new accounts in commercial and/or retail branch banking, with a strong background in cash handling, new account openings, commercial accounts, regulatory compliance, documentation, relationship management, business development, and sales. Licenses and Certifications: The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Physical Demands: While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. 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. Work Environment: The noise level in the work environment is usually moderate. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. May be exposed to potential risk and hazard associated with criminal activity (e.g. robbery, and/or attempted robbery, fraud and security). Note: This job description is not an all-inclusive list of essential duties. The Client Relationship Banker may be required to perform other responsibilities as assigned. Riverview Bank reserves the right to modify this description at any time without notice. This position does not constitute a contract of employment and is subject to change at the discretion of management.

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: **************************************************************************

Application Deadline: 04/20/2025 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 with BMO partners to deliver the desired customer experience and achieve overall business objectives. 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. 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 branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches 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. Salary: $41,715.00 - $67,000.00 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.

Portland OR Exp 1-2 yrs Job Description The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services. Actively refers clients for brokerage products to Financial Specialist or the appropriate Financial Consultant. Responsibilities may include consumer loan originating and closing, account opening, safe deposit transactions, and branch opening/closing procedures. Refers other U.S. Bank products to the appropriate areas. Handles complex customer service issues in absence of or as directed by branch manager. Converts service opportunities into sales events. Qualifications Does this describe you? Ability to sell traditional bank products and process transactions Thorough understanding of banking operations, product knowledge, sales, and new business development Excellent customer service/relations and community relations Ability to identify and resolve/escalate problems Strong interpersonal & relationship building skills Previous experience in a financial sales representative oriented role The Ideal Candidate Understands and effectively applies selling and profiling techniques to open, develop, and close sales; creates product interest; actively cross-sells products; actively pursues potential customers. Develops new business with current customers or prospects, participating in call programs. Maintains a good working relationship with customers. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

Job Summary: The Client Relationship Banker (CRB) - Vancouver Main plays a key role in supporting clients' financial goals by delivering exceptional service and cultivating long-term relationships. This position is responsible for opening new personal and commercial deposit accounts, assisting with loan documentation, and providing accurate and timely resolution to client inquiries. The CRB actively participates in branch sales initiatives and collaborates closely with both the retail and commercial banking teams to ensure seamless client experience. In addition to relationship management, the CRB supports branch operations by backing up paying and receiving functions and ensuring all transactions are processed efficiently and in compliance with bank policies and procedures. This role requires a strong client-centric approach, attention to detail, and the ability to manage both individual and business client needs with professionalism and care. The CRB may also be called upon to support other branches as needed. The salary for this role will be between $23 and $27. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards Essential Duties and Responsibilities * Deliver exceptional client service by addressing customer needs promptly and professionally, both in-person and over the phone. * Cultivate and maintain strong relationships with clients and prospects by consistently meeting service and sales standards. * Open new consumer and commercial accounts, ensuring all documentation is completed accurately and in compliance with bank policies and regulatory requirements. * Identify and escalate potentially fraudulent activity to management to mitigate risk in a timely and effective manner. * Exhibit a professional demeanor and uphold high standards of appearance and conduct when interacting with clients and colleagues. * Collaborate with the branch team and commercial banking partners to support sales efforts, expand client relationships, and gather required documentation for deposits and loans. * Contribute to team success by achieving individual performance goals, pursuing professional development opportunities, and completing assigned tasks efficiently and accurately. * Partner with internal business lines to deliver a comprehensive client experience and meet established production and service goals. * Identify client needs and recommend appropriate solutions from a broad suite of products including Consumer and Commercial Banking, Merchant Bankcard, Cash Management, Mortgage, and Trust services. * Maintain a deep understanding of the bank's current product and service offerings to serve clients effectively. * Manage and grow commercial client relationships by understanding their financial goals and delivering customized banking solutions. * Ensure accurate processing of cash and non-cash transactions, adhering to all bank policies and regulatory standards. * Perform paying and receiving duties with precision and reconcile daily transactions within established operational procedures and authority limits. * Appropriately place and document account and transaction holds in accordance with regulatory and internal guidelines. * Leverage knowledge of consumer lending products to offer tailored financial solutions that support both personal and business financial objectives. * Actively represent the bank at community events and promote Riverview Bank's values, services, and community involvement. * Maintain strict confidentiality when handling client information, requests, and transactions. * Perform additional duties as assigned by management. Qualifications * Demonstrated sales aptitude with proven success in business development and the ability to identify and meet client needs through effective product and service recommendations. * Excellent verbal and written communication skills, along with strong interpersonal abilities, to build and sustain client relationships. * Proficiency in consumer lending programs is strongly preferred; familiarity with commercial banking products is a plus. * Collaborative mindset with the ability to work effectively with the commercial banking team to achieve shared business objectives. * Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. * Knowledge of regulatory and compliance requirements related to banking operations and account management. Education and/or Experience: High School Diploma or equivalent required; additional education in finance, business, or a related field is a plus. Minimum of 2 years of recent experience in new accounts in commercial and/or retail branch banking, with a strong background in cash handling, new account openings, commercial accounts, regulatory compliance, documentation, relationship management, business development, and sales. Licenses and Certifications: The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Physical Demands: While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time. 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. Work Environment: The noise level in the work environment is usually moderate. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. May be exposed to potential risk and hazard associated with criminal activity (e.g. robbery, and/or attempted robbery, fraud and security). Note: This job description is not an all-inclusive list of essential duties. The Client Relationship Banker may be required to perform other responsibilities as assigned. Riverview Bank reserves the right to modify this description at any time without notice. This position does not constitute a contract of employment and is subject to change at the discretion of management.

The position of Senior Relationship Banker reports to the Branch Manager. You will develop new and existing business and consumer banking relationships by actively sourcing new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Responsible for branch sales, portfolio growth and retention efforts (of assigned portfolio) of various Bank's products to consumer and small business customers. Through full engagement, Senior Relationship Banker, analyzes and assess the profitability and potential risk of new loans within established risk and credit guidelines in order to fulfill the client's lending needs. Provides assistance to the branch operations team by providing customer services and supervisory guidance during the absence of the supervisor or manager. This position is a unionized position through the Communication Workers of America. ESSENTIAL DUTIES Sales and Networking * You will grow new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, both in person and over the phone. * You will actively assess clients' financial information by completing a Needs Assessment to assess total current and future financial needs. Summarize and discuss the opportunities uncovered recommend, present and sell appropriate bank products. * You will review loan applicants to elicit information, assess appropriate loans, cross-sell opportunities, or communicate decisions or recommendations obtain and/or send proper documentation and to resolve related customer issues. * You will network with local community businesses. When appropriate, refer sales opportunity to Loan by Phone area. * If assigned, responsible for the managing, retaining and growing the portfolio. * Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. * Enthusiastically contact and consult with clients on a regular basis to update the Needs Assessment information * Educate clients on changes in the financial industry that would affect them and the products/services they currently use. * Actively source and obtain referrals from existing clients, internal departments and community contacts. * Conduct monthly bank products/services seminars for branch employees and organize seminars for bank clients. * Utilize the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns for products/services, training sessions and collateral display. * Risk Management * Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. * Ensure customer information meets all bank and regulatory documentation. * Customer Service * You will ensure proper handling of service requests and resolution of customer problems. * Maintain established customer service level expectations in accordance with the Bank's and Manager's overall goals and objectives. * Deepen relationships for customer satisfaction and retention. * You will perform other duties as may be assigned. This may include providing work mentorship to lower level sales staff when assigned. * Success Factors * Strong interpersonal, verbal, and written communication skills * Excellent organization and time management skills with attention to detail * Self-starter with the ability to synthesize ambiguous information and develop creative solutions * Do you have two or more years' of direct working experience in all financial service products and services including Small Business Sales and Credit products and risk management procedures? * Showing strength with computer software such as Microsoft Word, Excel, PowerPoint and other standard banking software. * Requires completion of all basic branch banking sales training classes

Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2024 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role The Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm. RESPONSIBILITIES Financial Service Representative I Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience. Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership. Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience. Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products. Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services. Positive engagement and participation in cross-functional projects and branch promotions. Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work. Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members. Basic understanding of Business Service products and services. Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness. Exercise independent judgement within set authorizations. Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia's Bank Secrecy Act (BSA) compliance program. Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations. Performs additional tasks and duties assigned by Branch Leadership. Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings. Financial Service Representative II, Capable of handling all of the duties described in the Financial Services Representative I plus the following: Have the ability to train and sponsor new employees. Maintain a book of business to ensure members needs are being met. Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings. Ability to lead cross-functional branch projects, promotions and training. REQUIREMENTS Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals. Ability to attain Notary designation within 6 months of hire. Required current NMLS license or ability to obtain upon hire. Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled. FSR I - A minimum 1 year of financial industry experience or comparable experience. Must have experience with opening Consumer New Accounts & a basic understanding of credit. FSR II - A minimum 2 years of financial industry experience or comparable experience. Proficient with more complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products. COMPENSATION $22-$25/ hour Eligible for performance incentives. Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 2266 NE Burnside Rd GRESHAM, OR 97030 @RWF22 Spanish Speaking Posting End Date: 22 Apr 2025 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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.

Trader Trainee Job Status: Full Time Buckeye Pacific is a powerhouse in the commodity and lumber trading industry. Based out of Tualatin, Oregon, our trading organization hosts over 40 traders; each offering expertise for a variety of regions and products in the building materials industry. While we specialize in lumber, crane mats, and millwork products, the true heart of our business is in creating and cultivating relationships with our colleagues, suppliers, and customers. Trader trainees spend the first 9 months of their Buckeye career in our logistics team to get a comprehensive look at what Buckeye does at every level, and how we can bring value to our business partners and colleagues alike. During this time, the individual will be going through our trader training program, ultimately developing an understanding of the different products, markets, and regions we work in. Upon completion of our training program, the trainee will be placed in a department that best suits their strengths and ready to begin building their book of business! Key Responsibilities: Negotiate freight rates with carriers and brokers - transactional and contractual. Maintain existing carrier/broker relationships and prospect, as necessary, for new potential transportation providers. Ensure scheduled shipments are in compliance with interstate trucking laws, regulation and company policy. Solve shipping/logistics problems and/or claims as they arise, including investigating shipper or consignee complaints relating to lost or damaged product and/or shortages in shipment. Quote freight rates to members on the trading floor. Handle all communication for dispatching all truck shipments in response to the available loads each day as well as follow up with carriers/brokers for pick-up and delivery. Pre-prospecting on potential new accounts. Complete all assignments and tasks related to their training program. Education and/or Experience: High School Diploma is required along with a 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. Knowledge, Skills, and Abilities: Excellent communication skills required (written and oral) with both internal and external industry partners. Ambitious and competitive nature. Attention to detail and exceptional accuracy. Priority on customer service and willingness to utilize metrics. Self-motivated and proactive approach. Ability to multi-task and handle high volumes. Dependable and able to work in an office setting. Ability to collect data, identify and define problems and create effective solutions. Skilled in collaboration and able to work in a team environment. 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.